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 | 14.12% |
| 2 | Technology | 12.96% |
| 3 | Healthcare | 12.08% |
| 4 | Industrials | 11.23% |
| 5 | Consumer Staples | 8.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Simon Property Group
SPG
$71.2B
| $110M | 0.17% |
+620,505
| New | +$115M |
|
102
Adeia
ADEA
$3.06B
| $110M | 0.17% |
9,411,822
+679,213
| +8% | +$7.2M |
|
|
RTN
103
DELISTED
Raytheon Company
RTN
| $110M | 0.17% |
774,400
+708,500
| +1,075% | +$101M |
|
|
BRFS
104
DELISTED
BRF SA
BRFS
| $110M | 0.17% |
7,421,400
-1,433,100
| -16% | -$22.6M |
|
105
Telus
TU
$15.2B
| $109M | 0.17% |
6,861,200
+59,800
| +0.9% | +$953K |
|
106
ICU Medical
ICUI
$4.55B
| $109M | 0.17% |
739,700
+700
| +0.1% | +$101K |
|
107
Capitol Federal Financial
CFFN
$1.09B
| $106M | 0.17% |
6,456,858
+303,900
| +5% | +$4.67M |
|
|
STJ
108
DELISTED
St Jude Medical
STJ
| $105M | 0.17% |
+1,310,913
| New | +$104M |
|
109
Berkshire Hathaway Class A
BRK.A
$1.11T
| $104M | 0.16% |
425
+64
| +18% | +$14.8M |
|
|
CSGS
110
DELISTED
CSG Systems International
CSGS
| $104M | 0.16% |
2,141,352
-124,047
| -5% | -$5.34M |
|
111
Healthpeak Properties
DOC
$14.1B
| $104M | 0.16% |
3,485,200
+1,973,034
| +130% | +$60.1M |
|
|
ESV
112
DELISTED
Ensco Rowan plc
ESV
| $103M | 0.16% |
2,639,790
+305,409
| +13% | +$10.9M |
|
113
NXP Semiconductors
NXPI
$59.6B
| $102M | 0.16% |
1,041,088
+933,100
| +864% | +$92.7M |
|
114
BlackBerry
BB
$5.26B
| $101M | 0.16% |
14,669,200
-4,109,343
| -22% | -$30.5M |
|
115
Usana Health Sciences
USNA
$254M
| $99.9M | 0.16% |
1,632,900
+33,734
| +2% | +$2.2M |
|
116
Xerox
XRX
$423M
| $99.6M | 0.16% |
4,331,040
+2,613,124
| +152% | +$65.1M |
|
117
Ciena
CIEN
$54.9B
| $98.4M | 0.16% |
4,032,274
+2,167,574
| +116% | +$47.4M |
|
118
Motorola Solutions
MSI
$77.3B
| $98.4M | 0.16% |
1,186,765
-146,450
| -11% | -$11.5M |
|
119
Comcast
CMCSA
$91B
| $98.2M | 0.16% |
2,844,726
+2,486,050
| +693% | +$83M |
|
120
D.R. Horton
DHI
$42.2B
| $97.6M | 0.15% |
3,570,838
+2,196,400
| +160% | +$62.8M |
|
121
Progressive
PGR
$123B
| $97.4M | 0.15% |
2,742,869
+228,869
| +9% | +$7.57M |
|
|
TSE
122
DELISTED
Trinseo
TSE
| $97.3M | 0.15% |
1,641,400
+217,600
| +15% | +$12.2M |
|
|
MBT
123
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $97M | 0.15% |
10,650,750
+1,529,450
| +17% | +$12.3M |
|
124
Honda
HMC
$41.1B
| $96.6M | 0.15% |
3,310,400
-273,800
| -8% | -$8.04M |
|
|
SRCL
125
DELISTED
Stericycle Inc
SRCL
| $96.2M | 0.15% |
1,249,020
+1,096,400
| +718% | +$82.8M |
|
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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 14% 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.