Jim Simons Renaissance Technologies
Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Gilead Sciences
GILD
|
+$247M |
| 2 |
Johnson & Johnson
JNJ
|
+$225M |
| 3 |
MON
Monsanto Co
MON
|
+$213M |
| 4 |
AET
Aetna Inc
AET
|
+$208M |
| 5 |
Broadcom
AVGO
|
+$176M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bristol-Myers Squibb
BMY
|
+$227M |
| 2 |
Microsoft
MSFT
|
+$224M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$205M |
| 4 |
Nike
NKE
|
+$187M |
| 5 |
Pfizer
PFE
|
+$184M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.75% |
| 2 | Technology | 13.74% |
| 3 | Healthcare | 12.69% |
| 4 | Industrials | 11.51% |
| 5 | Consumer Discretionary | 8.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1151
Ezcorp Inc
EZPW
$1.78B
| $11.2M | 0.02% |
1,052,918
+41,500
| +4% | +$447K |
|
1152
Cenovus Energy
CVE
$57.8B
| $11.2M | 0.02% |
739,800
-525,400
| -42% | -$7.91M |
|
|
AMED
1153
DELISTED
Amedisys
AMED
| $11.2M | 0.02% |
262,300
-107,101
| -29% | -$4.55M |
|
|
NXRT
1154
NexPoint Residential Trust
NXRT
$634M
| $11.1M | 0.02% |
498,500
+100,700
| +25% | +$1.98M |
|
1155
First Busey Corp
BUSE
$2.58B
| $11.1M | 0.02% |
361,600
+15,681
| +5% | +$408K |
|
|
CIM
1156
Chimera Investment
CIM
$1,000M
| $11.1M | 0.02% |
+217,787
| New | +$10.7M |
|
|
GGP
1157
DELISTED
GGP Inc.
GGP
| $11.1M | 0.02% |
+445,000
| New | +$11.4M |
|
|
PAY
1158
DELISTED
Verifone Systems Inc
PAY
| $11.1M | 0.02% |
+624,319
| New | +$10.4M |
|
|
SKX
1159
DELISTED
Skechers
SKX
| $11.1M | 0.02% |
449,600
+32,900
| +8% | +$759K |
|
|
PTVCB
1160
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
| $11M | 0.02% |
437,200
+147,127
| +51% | +$3.74M |
|
1161
Great Southern Bancorp
GSBC
$890M
| $11M | 0.02% |
201,300
-14,041
| -7% | -$665K |
|
|
SCNB
1162
DELISTED
Suffolk Bancorp
SCNB
| $11M | 0.02% |
256,800
+48,100
| +23% | +$1.88M |
|
|
MENT
1163
DELISTED
Mentor Graphics Corp
MENT
| $11M | 0.02% |
297,698
-292,400
| -50% | -$9.55M |
|
1164
Western New England Bancorp
WNEB
$278M
| $11M | 0.02% |
1,173,230
+103,303
| +10% | +$853K |
|
1165
Corcept Therapeutics
CORT
$12B
| $10.9M | 0.02% |
1,507,500
+947,500
| +169% | +$7.42M |
|
|
FNGN
1166
DELISTED
Financial Engines, Inc.
FNGN
| $10.9M | 0.02% |
297,200
-122,400
| -29% | -$3.94M |
|
1167
Insperity
NSP
$1.97B
| $10.9M | 0.02% |
307,800
-147,000
| -32% | -$5.3M |
|
|
LTM
1168
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
| $10.9M | 0.02% |
1,334,800
-447,095
| -25% | -$3.97M |
|
1169
Altimmune
ALT
$560M
| $10.9M | 0.02% |
11,157
+9,443
| +551% | +$8.46M |
|
1170
Sonida Senior Living
SNDA
$1.92B
| $10.9M | 0.02% |
45,120
-8,567
| -16% | -$2.03M |
|
|
DST
1171
DELISTED
DST Systems Inc.
DST
| $10.9M | 0.02% |
202,600
-124,400
| -38% | -$6.56M |
|
|
ESGR
1172
DELISTED
Enstar Group
ESGR
| $10.8M | 0.02% |
54,800
+6,700
| +14% | +$1.23M |
|
1173
Arrow Financial
AROW
$728M
| $10.8M | 0.02% |
328,949
-12,422
| -4% | -$364K |
|
|
NTL
1174
DELISTED
Nortel Invesora 1/20 Ser B Shr
NTL
| $10.8M | 0.02% |
415,300
-22,300
| -5% | -$518K |
|
1175
HEICO Corp
HEI
$52.1B
| $10.8M | 0.02% |
342,380
+255,371
| +293% | +$7.67M |
|
Similar funds
Jim Simons's Q4 2016 Portfolio in Review
As of Q4 2016, Jim Simons held 3,715 positions worth $63.2B, up 12% from $56.6B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.
Jim Simons deployed $5.07B of net new capital in Q4 2016, opening 418 new positions and adding to 1,792 existing holdings. Its largest new stake was Broadcom: 10,144,960 shares worth $179M.
By sector, the portfolio is most concentrated in Financials at 15% of assets, up from 12% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $227M trimmed.
- Jim Simons's largest Q4 2016 buy was Broadcom: 10,144,960 shares worth $179M.
- Jim Simons added most to Gilead Sciences in Q4 2016, an estimated $247M increase.
- Jim Simons's biggest Q4 2016 reduction was Bristol-Myers Squibb, cutting an estimated $227M.
- Jim Simons fully exited Alphabet (Google) Class C in Q4 2016, selling an estimated $205M.
- Jim Simons's ten largest holdings make up 7.2% of its $63.2B portfolio in Q4 2016.
- Jim Simons opened 418 new positions and closed 494 in Q4 2016.
- Jim Simons's portfolio value rose 12% quarter-over-quarter to $63.2B.
Based on Renaissance Technologies's 13F filing for Q4 2016, filed 13 Feb 2017.