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 | |
|---|---|---|---|---|---|---|
1326
Keurig Dr Pepper
KDP
$42.6B
| $8.67M | 0.01% |
95,600
-453,800
| -83% | -$39.8M |
|
|
PSTB
1327
DELISTED
Park Sterling Corp.
PSTB
| $8.67M | 0.01% |
803,223
+349,450
| +77% | +$3.26M |
|
|
DRD
1328
DRDGold
DRD
$2.09B
| $8.65M | 0.01% |
1,634,370
+91,700
| +6% | +$428K |
|
|
ENIA
1329
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
| $8.64M | 0.01% |
1,052,300
-171,300
| -14% | -$1.43M |
|
1330
State Street
STT
$52.5B
| $8.64M | 0.01% |
+111,131
| New | +$8.36M |
|
1331
Pitney Bowes
PBI
$2.26B
| $8.63M | 0.01% |
567,900
+261,100
| +85% | +$4.16M |
|
1332
IES Holdings
IESC
$15.1B
| $8.62M | 0.01% |
450,332
-31,500
| -7% | -$562K |
|
1333
Financial Institutions
FISI
$824M
| $8.61M | 0.01% |
251,800
+129,200
| +105% | +$3.84M |
|
|
INN
1334
Summit Hotel Properties
INN
$656M
| $8.6M | 0.01% |
+536,212
| New | +$7.52M |
|
|
TBHC
1335
DELISTED
The Brand House Collective
TBHC
| $8.57M | 0.01% |
552,800
-29,600
| -5% | -$414K |
|
1336
Atmos Energy
ATO
$28.7B
| $8.56M | 0.01% |
+115,400
| New | +$8.34M |
|
1337
Bright Horizons
BFAM
$3.74B
| $8.54M | 0.01% |
122,000
-27,800
| -19% | -$1.89M |
|
|
XCRA
1338
DELISTED
Xcerra Corporation
XCRA
| $8.54M | 0.01% |
1,117,999
+225,499
| +25% | +$1.46M |
|
1339
Cheniere Energy
LNG
$55.8B
| $8.53M | 0.01% |
+205,900
| New | +$8.31M |
|
1340
Coca-Cola Consolidated
COKE
$12.5B
| $8.51M | 0.01% |
476,000
-430,000
| -47% | -$6.74M |
|
|
PCMI
1341
DELISTED
PCM, Inc
PCMI
| $8.51M | 0.01% |
378,000
+35,400
| +10% | +$746K |
|
1342
Natural Gas Services Group
NGS
$486M
| $8.5M | 0.01% |
264,500
+4,900
| +2% | +$135K |
|
1343
American Vanguard Corp
AVD
$62.5M
| $8.49M | 0.01% |
443,352
+111,400
| +34% | +$1.9M |
|
1344
ICF International
ICFI
$1.59B
| $8.48M | 0.01% |
153,600
-500
| -0.3% | -$25.4K |
|
1345
Artesian Resources
ARTNA
$366M
| $8.47M | 0.01% |
265,300
+21,900
| +9% | +$659K |
|
1346
ArcelorMittal
MT
$55.6B
| $8.47M | 0.01% |
385,893
-1,935,517
| -83% | -$41.2M |
|
1347
Cohu
COHU
$2.76B
| $8.45M | 0.01% |
608,054
+88,000
| +17% | +$1.07M |
|
|
CLMS
1348
DELISTED
Calamos Asset Management, Inc.
CLMS
| $8.45M | 0.01% |
987,800
+98,300
| +11% | +$682K |
|
|
AAIC
1349
DELISTED
Arlington Asset Investment Corp.
AAIC
| $8.44M | 0.01% |
569,210
-141,865
| -20% | -$2.17M |
|
|
EARN
1350
Ellington Residential Mortgage REIT
EARN
$165M
| $8.42M | 0.01% |
647,526
+81,958
| +14% | +$1.06M |
|
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.