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 | |
|---|---|---|---|---|---|---|
|
MPG
1176
DELISTED
Metaldyne Performance Group Inc.
MPG
| $10.8M | 0.02% |
469,700
+450,600
| +2,359% | +$8.57M |
|
|
TRST
1177
Trustco Bank Corp NY
TRST
$977M
| $10.8M | 0.02% |
246,140
+10,060
| +4% | +$392K |
|
1178
Mizuho Financial
MFG
$132B
| $10.8M | 0.02% |
2,997,518
-9,182
| -0.3% | -$32K |
|
1179
QuidelOrtho
QDEL
$1.01B
| $10.8M | 0.02% |
502,200
+17,900
| +4% | +$384K |
|
|
SVC
1180
Service Properties Trust
SVC
$1.06B
| $10.7M | 0.02% |
+67,600
| New | +$9.8M |
|
|
OMN
1181
DELISTED
OMNOVA Solutions Inc.
OMN
| $10.7M | 0.02% |
1,072,775
+101,100
| +10% | +$893K |
|
1182
Neogen
NEOG
$2.57B
| $10.7M | 0.02% |
433,333
+4,000
| +0.9% | +$88.8K |
|
|
CHMI
1183
Cherry Hill Mortgage Investment Corp
CHMI
$108M
| $10.7M | 0.02% |
588,000
+134,530
| +30% | +$2.32M |
|
1184
Ulta Beauty
ULTA
$21.8B
| $10.7M | 0.02% |
41,900
+3,400
| +9% | +$849K |
|
|
ARNA
1185
DELISTED
Arena Pharmaceuticals Inc
ARNA
| $10.7M | 0.02% |
752,226
+58,576
| +8% | +$907K |
|
|
SIGM
1186
DELISTED
Sigma Designs Inc
SIGM
| $10.6M | 0.02% |
1,773,100
+51,300
| +3% | +$369K |
|
1187
Embotelladora Andina Series B
AKO.B
$4.89B
| $10.6M | 0.02% |
472,800
+200
| +0% | +$4.58K |
|
1188
Johnson Outdoors
JOUT
$510M
| $10.6M | 0.02% |
267,400
+41,300
| +18% | +$1.59M |
|
1189
Nathan's Famous
NATH
$397M
| $10.6M | 0.02% |
162,800
+4,200
| +3% | +$239K |
|
1190
QCR Holdings
QCRH
$1.75B
| $10.6M | 0.02% |
243,900
+74,000
| +44% | +$2.72M |
|
1191
Landstar System
LSTR
$6.42B
| $10.5M | 0.02% |
123,640
+57,600
| +87% | +$4.48M |
|
1192
Tyler Technologies
TYL
$13.4B
| $10.5M | 0.02% |
73,700
+13,300
| +22% | +$2.06M |
|
1193
FNB Corp
FNB
$6.92B
| $10.5M | 0.02% |
656,342
+394,700
| +151% | +$5.62M |
|
|
GBNK
1194
DELISTED
Guaranty Bancorp
GBNK
| $10.5M | 0.02% |
432,441
+146,421
| +51% | +$2.98M |
|
1195
B&G Foods
BGS
$293M
| $10.5M | 0.02% |
238,900
-79,900
| -25% | -$3.55M |
|
1196
Willis Lease Finance
WLFC
$1.18B
| $10.4M | 0.02% |
1,224,600
+130,200
| +12% | +$1.12M |
|
|
MSFG
1197
DELISTED
MainSource Financial Group Inc
MSFG
| $10.4M | 0.02% |
303,400
+5,731
| +2% | +$165K |
|
|
DTLK
1198
DELISTED
Datalink Corp
DTLK
| $10.4M | 0.02% |
922,900
+328,600
| +55% | +$3.55M |
|
|
LPT
1199
DELISTED
Liberty Property Trust
LPT
| $10.4M | 0.02% |
262,700
+227,800
| +653% | +$8.92M |
|
|
UCFC
1200
DELISTED
United Community Financial Corp
UCFC
| $10.3M | 0.02% |
1,153,318
+50,314
| +5% | +$406K |
|
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.