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 | |
|---|---|---|---|---|---|---|
1201
MaxLinear
MXL
$7.38B
| $10.3M | 0.02% |
471,713
+301,362
| +177% | +$6.24M |
|
|
SIR
1202
DELISTED
SELECT INCOME REIT
SIR
| $10.3M | 0.02% |
927,290
-22,295
| -2% | -$243K |
|
1203
AngioDynamics
ANGO
$646M
| $10.3M | 0.02% |
608,646
-17,200
| -3% | -$287K |
|
1204
MACOM Technology Solutions
MTSI
$23.6B
| $10.2M | 0.02% |
221,200
+210,700
| +2,007% | +$9.2M |
|
1205
Mesa Laboratories
MLAB
$613M
| $10.2M | 0.02% |
83,300
-10,859
| -12% | -$1.36M |
|
|
STAY
1206
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
| $10.2M | 0.02% |
+632,600
| New | +$9.49M |
|
1207
Granite Construction
GVA
$5.53B
| $10.2M | 0.02% |
184,900
+83,400
| +82% | +$4.43M |
|
1208
ASE Group
ASX
$101B
| $10.1M | 0.02% |
2,010,579
+776,172
| +63% | +$4.31M |
|
|
EGN
1209
DELISTED
Energen
EGN
| $10.1M | 0.02% |
+175,700
| New | +$10M |
|
|
RSYS
1210
DELISTED
Radisys Corp
RSYS
| $10.1M | 0.02% |
2,286,999
-4,000
| -0.2% | -$18.3K |
|
|
GRP.U
1211
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $10.1M | 0.02% |
303,300
+215,400
| +245% | +$6.95M |
|
1212
TJX Companies
TJX
$169B
| $10.1M | 0.02% |
+269,178
| New | +$10.2M |
|
|
SGBK
1213
DELISTED
Stonegate Bank
SGBK
| $10.1M | 0.02% |
242,200
-14,300
| -6% | -$542K |
|
|
SC
1214
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $10.1M | 0.02% |
748,100
+320,500
| +75% | +$4.23M |
|
|
WPZ
1215
DELISTED
Williams Partners L.P.
WPZ
| $10.1M | 0.02% |
+265,434
| New | +$9.54M |
|
1216
Artivion
AORT
$1.41B
| $10.1M | 0.02% |
527,000
-59,900
| -10% | -$1.09M |
|
1217
Strategy Inc
MSTR
$36.8B
| $10.1M | 0.02% |
511,000
+310,000
| +154% | +$5.86M |
|
|
SHLX
1218
DELISTED
Shell Midstream Partners, L.P.
SHLX
| $10.1M | 0.02% |
346,743
-200
| -0.1% | -$5.57K |
|
|
VEDL
1219
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
| $10.1M | 0.02% |
811,200
+224,840
| +38% | +$2.83M |
|
|
EOCC
1220
DELISTED
Enel Generacion Chile S.A.
EOCC
| $10.1M | 0.02% |
517,900
-224,700
| -30% | -$4.45M |
|
1221
BancFirst
BANF
$3.89B
| $10.1M | 0.02% |
216,200
-28,588
| -12% | -$1.15M |
|
|
SNR
1222
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
| $10M | 0.02% |
1,025,000
+76,861
| +8% | +$775K |
|
1223
AptarGroup
ATR
$8.37B
| $10M | 0.02% |
136,400
-34,100
| -20% | -$2.54M |
|
1224
Federal Agricultural Mortgage
AGM
$2.48B
| $10M | 0.02% |
174,900
+27,500
| +19% | +$1.34M |
|
1225
HNI Corp
HNI
$3.55B
| $10M | 0.02% |
179,100
-66,500
| -27% | -$3.15M |
|
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.