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 | |
|---|---|---|---|---|---|---|
|
BRG
1301
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
| $8.97M | 0.01% |
653,900
+48,500
| +8% | +$620K |
|
|
MCBC
1302
DELISTED
Macatawa Bank Corp
MCBC
| $8.97M | 0.01% |
861,700
+132,700
| +18% | +$1.19M |
|
1303
Assured Guaranty
AGO
$3.36B
| $8.96M | 0.01% |
237,300
+52,600
| +28% | +$1.77M |
|
|
KATE
1304
DELISTED
Kate Spade & Company
KATE
| $8.95M | 0.01% |
479,500
-259,500
| -35% | -$4.25M |
|
|
PRSU
1305
Pursuit Attractions and Hospitality Inc
PRSU
$1.32B
| $8.94M | 0.01% |
202,674
-29,896
| -13% | -$1.24M |
|
1306
Idacorp
IDA
$8.26B
| $8.93M | 0.01% |
110,900
+81,600
| +278% | +$6.29M |
|
1307
Mistras Group
MG
$580M
| $8.9M | 0.01% |
346,500
+85,700
| +33% | +$1.95M |
|
1308
Molson Coors Class B
TAP
$7.91B
| $8.89M | 0.01% |
91,400
-1,004,000
| -92% | -$102M |
|
1309
Planet Fitness
PLNT
$3.83B
| $8.89M | 0.01% |
442,400
+155,900
| +54% | +$3.23M |
|
|
THR
1310
DELISTED
Thermon Group Holdings
THR
| $8.89M | 0.01% |
465,700
-3,700
| -0.8% | -$72.6K |
|
|
USG
1311
DELISTED
Usg
USG
| $8.89M | 0.01% |
307,800
-218,900
| -42% | -$6.02M |
|
1312
Employers Holdings
EIG
$873M
| $8.89M | 0.01% |
224,400
-17,200
| -7% | -$582K |
|
|
ANCX
1313
DELISTED
Access National Corp
ANCX
| $8.88M | 0.01% |
319,900
+128,900
| +67% | +$3.38M |
|
1314
Intrepid Potash
IPI
$491M
| $8.85M | 0.01% |
425,505
+75,455
| +22% | +$1.12M |
|
1315
Community Health Systems
CYH
$426M
| $8.81M | 0.01% |
+1,576,052
| New | +$10.9M |
|
|
SJI
1316
DELISTED
South Jersey Industries, Inc.
SJI
| $8.81M | 0.01% |
261,400
-71,900
| -22% | -$2.24M |
|
1317
Enterprise Financial Services Corp
EFSC
$2.41B
| $8.81M | 0.01% |
204,800
-27,200
| -12% | -$996K |
|
1318
PJT Partners
PJT
$4.47B
| $8.8M | 0.01% |
285,100
+193,400
| +211% | +$5.56M |
|
|
PRMW
1319
DELISTED
Primo Water Corporation
PRMW
| $8.78M | 0.01% |
715,255
-4,400
| -0.6% | -$56.5K |
|
|
CUB
1320
DELISTED
Cubic Corporation
CUB
| $8.72M | 0.01% |
181,900
-19,400
| -10% | -$889K |
|
|
COBZ
1321
DELISTED
CoBiz Financial,Inc
COBZ
| $8.72M | 0.01% |
516,200
+39,600
| +8% | +$579K |
|
|
BFIN
1322
DELISTED
BankFinancial
BFIN
| $8.71M | 0.01% |
587,800
+33,100
| +6% | +$451K |
|
1323
Labcorp
LH
$26B
| $8.7M | 0.01% |
78,919
-91,264
| -54% | -$10.1M |
|
1324
Trustmark
TRMK
$2.8B
| $8.7M | 0.01% |
244,000
-276,300
| -53% | -$8.69M |
|
|
REV
1325
DELISTED
Revlon, Inc.
REV
| $8.68M | 0.01% |
297,759
+89,200
| +43% | +$2.79M |
|
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.