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 | |
|---|---|---|---|---|---|---|
1351
Westamerica Bancorp
WABC
$1.38B
| $8.41M | 0.01% |
133,700
-51,500
| -28% | -$2.92M |
|
1352
eHealth
EHTH
$40M
| $8.41M | 0.01% |
789,500
+35,800
| +5% | +$365K |
|
1353
Sterling Infrastructure
STRL
$17.5B
| $8.4M | 0.01% |
993,000
+340,200
| +52% | +$2.72M |
|
|
OKSB
1354
DELISTED
Southwest Bancorp Inc/OK
OKSB
| $8.4M | 0.01% |
289,641
+53,741
| +23% | +$1.18M |
|
|
CHA
1355
DELISTED
China Telecom Corporation, LTD
CHA
| $8.38M | 0.01% |
181,600
+104,700
| +136% | +$5.18M |
|
|
GNC
1356
DELISTED
GNC Holdings, Inc.
GNC
| $8.35M | 0.01% |
756,100
+593,200
| +364% | +$9.28M |
|
1357
Chemed
CHE
$6.99B
| $8.32M | 0.01% |
51,900
-42,900
| -45% | -$6.3M |
|
1358
Watsco Inc
WSO
$12.8B
| $8.32M | 0.01% |
56,200
-24,800
| -31% | -$3.59M |
|
|
LBY
1359
DELISTED
Libbey, Inc.
LBY
| $8.32M | 0.01% |
427,500
+87,800
| +26% | +$1.59M |
|
|
GV
1360
DELISTED
Goldfield Corporation
GV
| $8.31M | 0.01% |
1,629,599
+560,200
| +52% | +$1.98M |
|
|
CTXS
1361
DELISTED
Citrix Systems Inc
CTXS
| $8.28M | 0.01% |
116,388
-46,853
| -29% | -$3.24M |
|
1362
Jakks Pacific
JAKK
$291M
| $8.26M | 0.01% |
160,430
-3,323
| -2% | -$230K |
|
1363
TAL Education Group
TAL
$6.43B
| $8.25M | 0.01% |
705,600
-499,800
| -41% | -$6.11M |
|
1364
Tilly's
TLYS
$123M
| $8.25M | 0.01% |
625,300
-34,900
| -5% | -$389K |
|
1365
WPP
WPP
$5.79B
| $8.22M | 0.01% |
74,329
+28,800
| +63% | +$3.12M |
|
1366
Build-A-Bear
BBW
$477M
| $8.22M | 0.01% |
597,965
-17,635
| -3% | -$234K |
|
1367
DexCom
DXCM
$33.9B
| $8.22M | 0.01% |
+550,572
| New | +$9.75M |
|
1368
Alarm.com
ALRM
$2.74B
| $8.18M | 0.01% |
293,800
+124,400
| +73% | +$3.61M |
|
1369
Anika Therapeutics
ANIK
$291M
| $8.17M | 0.01% |
166,800
-40,900
| -20% | -$1.89M |
|
1370
CubeSmart
CUBE
$9.4B
| $8.16M | 0.01% |
+304,800
| New | +$7.81M |
|
|
CAB
1371
DELISTED
Cabela's Inc
CAB
| $8.14M | 0.01% |
+139,000
| New | +$8.63M |
|
|
CORR
1372
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $8.13M | 0.01% |
233,029
+132,900
| +133% | +$4.07M |
|
1373
Bank of Marin Bancorp
BMRC
$457M
| $8.13M | 0.01% |
233,040
+20,240
| +10% | +$606K |
|
1374
IDEX
IEX
$17.6B
| $8.12M | 0.01% |
90,125
+40,900
| +83% | +$3.7M |
|
1375
Compañía de Minas Buenaventura
BVN
$8.54B
| $8.11M | 0.01% |
718,920
+484,720
| +207% | +$5.79M |
|
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.