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 | |
|---|---|---|---|---|---|---|
1226
RCI Hospitality Holdings
RICK
$229M
| $10M | 0.02% |
584,800
+247,600
| +73% | +$3.2M |
|
|
CHSP
1227
DELISTED
Chesapeake Lodging Trust
CHSP
| $9.99M | 0.02% |
386,300
-4,400
| -1% | -$104K |
|
1228
SL Green Realty
SLG
$3.99B
| $9.98M | 0.02% |
95,864
-378,745
| -80% | -$38.4M |
|
|
RNET
1229
DELISTED
RigNet, Inc.
RNET
| $9.97M | 0.02% |
430,600
+66,400
| +18% | +$1.18M |
|
1230
Utah Medical Products
UTMD
$230M
| $9.97M | 0.02% |
137,000
+2,000
| +1% | +$130K |
|
1231
Green Dot
GDOT
$770M
| $9.96M | 0.02% |
422,800
+34,000
| +9% | +$796K |
|
|
AFSI
1232
DELISTED
AmTrust Financial Services, Inc.
AFSI
| $9.95M | 0.02% |
363,550
-178,262
| -33% | -$4.74M |
|
|
FIT
1233
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $9.95M | 0.02% |
1,359,600
-654,220
| -32% | -$6.7M |
|
1234
United States Lime & Minerals
USLM
$3.38B
| $9.93M | 0.02% |
655,500
+58,500
| +10% | +$824K |
|
1235
PENN Entertainment
PENN
$2.52B
| $9.91M | 0.02% |
718,400
-1,219,600
| -63% | -$16.6M |
|
|
PACW
1236
DELISTED
PacWest Bancorp
PACW
| $9.91M | 0.02% |
+181,953
| New | +$8.8M |
|
1237
First Financial Bancorp
FFBC
$3.61B
| $9.89M | 0.02% |
347,800
+17,800
| +5% | +$439K |
|
1238
Harmony Gold Mining
HMY
$12.1B
| $9.89M | 0.02% |
4,476,799
-1,430,400
| -24% | -$3.8M |
|
1239
Brink's
BCO
$4.72B
| $9.88M | 0.02% |
239,400
-7,700
| -3% | -$309K |
|
1240
Inogen
INGN
$153M
| $9.85M | 0.02% |
146,700
-34,800
| -19% | -$2.15M |
|
1241
Conagra Brands
CAG
$7.47B
| $9.84M | 0.02% |
248,900
-1,925,706
| -89% | -$72M |
|
1242
Clearfield
CLFD
$393M
| $9.84M | 0.02% |
475,199
+39,000
| +9% | +$741K |
|
1243
Benchmark Electronics
BHE
$2.94B
| $9.83M | 0.02% |
322,200
-85,500
| -21% | -$2.34M |
|
|
HTBK
1244
DELISTED
Heritage Commerce
HTBK
| $9.83M | 0.02% |
681,000
+386,400
| +131% | +$4.7M |
|
|
AM
1245
DELISTED
ANTERO MIDSTREAM PARTNERS LP
AM
| $9.8M | 0.02% |
317,285
+11,000
| +4% | +$316K |
|
1246
Universal Corp
UVV
$1.12B
| $9.77M | 0.02% |
153,200
+52,600
| +52% | +$3M |
|
|
PRGX
1247
DELISTED
PRGX Global, Inc.
PRGX
| $9.74M | 0.02% |
1,650,490
+34,310
| +2% | +$177K |
|
|
FARO
1248
DELISTED
Faro Technologies
FARO
| $9.73M | 0.02% |
270,400
+48,158
| +22% | +$1.71M |
|
|
ILG
1249
DELISTED
ILG, Inc Common Stock
ILG
| $9.73M | 0.02% |
535,721
-148,883
| -22% | -$2.6M |
|
1250
MGE Energy Inc
MGEE
$3.09B
| $9.7M | 0.02% |
148,550
+20,900
| +16% | +$1.25M |
|
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.