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 | |
|---|---|---|---|---|---|---|
|
CPPL
1251
DELISTED
Columbia Pipeline Partners LP
CPPL
| $9.7M | 0.02% |
565,400
+128,190
| +29% | +$2.15M |
|
|
PCBK
1252
DELISTED
Pacific Continental Corp
PCBK
| $9.69M | 0.02% |
443,450
+62,150
| +16% | +$1.16M |
|
1253
Community Trust Bancorp
CTBI
$1.43B
| $9.65M | 0.02% |
194,577
+17,377
| +10% | +$711K |
|
1254
EPR Properties
EPR
$4.72B
| $9.64M | 0.02% |
+134,300
| New | +$9.59M |
|
1255
Stoneridge
SRI
$204M
| $9.63M | 0.02% |
544,600
-1,500
| -0.3% | -$25.4K |
|
|
GRMN
1256
Garmin
GRMN
$60.1B
| $9.62M | 0.02% |
198,477
-711,265
| -78% | -$35.4M |
|
|
NE
1257
DELISTED
Noble Corporation
NE
| $9.62M | 0.02% |
1,624,099
+1,468,099
| +941% | +$8.64M |
|
1258
Algonquin Power & Utilities
AQN
$4.52B
| $9.59M | 0.02% |
+1,132,800
| New | +$9.58M |
|
|
ELOS
1259
DELISTED
Syneron Medical Ltd
ELOS
| $9.59M | 0.02% |
1,141,441
+119,835
| +12% | +$939K |
|
1260
MasterCraft Boat Holdings
MCFT
$591M
| $9.59M | 0.02% |
657,400
+386,300
| +142% | +$4.92M |
|
|
MCHB
1261
Mechanics Bancorp
MCHB
$3.79B
| $9.58M | 0.02% |
303,200
+262,800
| +650% | +$7.53M |
|
1262
CoreCivic
CXW
$3.2B
| $9.56M | 0.02% |
390,903
-645,586
| -62% | -$12.3M |
|
1263
Nu Skin
NUS
$238M
| $9.56M | 0.02% |
200,100
+146,000
| +270% | +$8.18M |
|
1264
Western Midstream Partners
WES
$20B
| $9.55M | 0.02% |
225,609
-37,943
| -14% | -$1.63M |
|
|
XIN
1265
DELISTED
Xinyuan Real Estate
XIN
| $9.55M | 0.02% |
192,590
-16,800
| -8% | -$922K |
|
1266
Crocs
CROX
$6.32B
| $9.54M | 0.02% |
1,390,000
+814,400
| +141% | +$6.32M |
|
|
DSPG
1267
DELISTED
DSP Group Inc
DSPG
| $9.52M | 0.02% |
729,353
+97,259
| +15% | +$1.11M |
|
1268
Liberty Broadband Class A
LBRDA
$5.28B
| $9.48M | 0.02% |
130,900
-63,500
| -33% | -$4.35M |
|
|
ARIA
1269
DELISTED
Ariad Pharmaceuticals Inc
ARIA
| $9.48M | 0.02% |
762,481
-595,700
| -44% | -$7.17M |
|
|
PAMT
1270
PAMT Corp
PAMT
$276M
| $9.45M | 0.02% |
1,455,600
+72,000
| +5% | +$415K |
|
1271
Powell Industries
POWL
$7.8B
| $9.4M | 0.01% |
723,300
+87,600
| +14% | +$1.16M |
|
1272
United Rentals
URI
$71.7B
| $9.38M | 0.01% |
88,823
-151,200
| -63% | -$13.8M |
|
1273
Trex
TREX
$5.04B
| $9.38M | 0.01% |
582,400
-21,600
| -4% | -$337K |
|
|
WBT
1274
DELISTED
Welbilt, Inc.
WBT
| $9.38M | 0.01% |
485,100
+268,600
| +124% | +$4.59M |
|
|
GES
1275
DELISTED
Guess Inc
GES
| $9.38M | 0.01% |
774,800
-234,600
| -23% | -$3.29M |
|
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.