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 | |
|---|---|---|---|---|---|---|
1401
W.P. Carey
WPC
$16.3B
| $7.71M | 0.01% |
133,126
+31,639
| +31% | +$1.85M |
|
|
SP
1402
DELISTED
SP Plus Corporation
SP
| $7.67M | 0.01% |
272,300
+68,500
| +34% | +$1.82M |
|
|
EGL
1403
DELISTED
Engility Holdings, Inc.
EGL
| $7.65M | 0.01% |
227,100
+13,900
| +7% | +$460K |
|
|
ALEX
1404
DELISTED
Alexander & Baldwin
ALEX
| $7.65M | 0.01% |
170,500
-56,600
| -25% | -$2.36M |
|
1405
VF Corp
VFC
$5.78B
| $7.6M | 0.01% |
151,335
-120,218
| -44% | -$6.23M |
|
1406
Sibanye-Stillwater
SBSW
$7.6B
| $7.6M | 0.01% |
1,141,315
+856,596
| +301% | +$7.81M |
|
1407
Moelis & Co
MC
$5.08B
| $7.59M | 0.01% |
224,000
+4,447
| +2% | +$126K |
|
|
MBVT
1408
DELISTED
Merchants Bancshares Inc
MBVT
| $7.55M | 0.01% |
139,400
+55,500
| +66% | +$2.5M |
|
|
LAYN
1409
DELISTED
Layne Christensen Co
LAYN
| $7.54M | 0.01% |
694,054
+147,854
| +27% | +$1.43M |
|
|
STB
1410
DELISTED
Student Transportation Inc
STB
| $7.54M | 0.01% |
1,349,244
+169,100
| +14% | +$977K |
|
1411
SiriusPoint
SPNT
$2.74B
| $7.54M | 0.01% |
652,462
+327,962
| +101% | +$3.95M |
|
1412
Community Bank
CBU
$3.46B
| $7.53M | 0.01% |
121,800
-51,700
| -30% | -$2.76M |
|
1413
Hope Bancorp
HOPE
$1.84B
| $7.5M | 0.01% |
342,630
-289,700
| -46% | -$5.48M |
|
1414
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.7B
| $7.5M | 0.01% |
454,400
+6,200
| +1% | +$106K |
|
1415
Stantec
STN
$8.42B
| $7.5M | 0.01% |
297,100
+83,500
| +39% | +$2.06M |
|
1416
Marcus Corp
MCS
$916M
| $7.49M | 0.01% |
237,700
+64,500
| +37% | +$1.82M |
|
|
MGI
1417
DELISTED
MoneyGram International, Inc. New
MGI
| $7.48M | 0.01% |
633,691
+298,987
| +89% | +$2.79M |
|
|
COR
1418
DELISTED
Coresite Realty Corporation
COR
| $7.47M | 0.01% |
94,100
-53,000
| -36% | -$3.9M |
|
|
EPAY
1419
DELISTED
Bottomline Technologies Inc
EPAY
| $7.46M | 0.01% |
298,342
-170,600
| -36% | -$4.05M |
|
|
BBOX
1420
DELISTED
Black Box Corp
BBOX
| $7.46M | 0.01% |
488,900
+47,700
| +11% | +$684K |
|
1421
DHI Group
DHX
$172M
| $7.42M | 0.01% |
1,187,900
+107,500
| +10% | +$690K |
|
1422
Enpro
NPO
$7.25B
| $7.42M | 0.01% |
110,100
+15,900
| +17% | +$956K |
|
|
UCTT
1423
Ultra Clean Holdings
UCTT
$3.92B
| $7.41M | 0.01% |
763,500
+497,100
| +187% | +$4.52M |
|
1424
iShares MSCI Brazil ETF
EWZ
$8.54B
| $7.38M | 0.01% |
+221,400
| New | +$7.6M |
|
1425
ATI
ATI
$31.1B
| $7.38M | 0.01% |
463,192
-759,500
| -62% | -$12.6M |
|
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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.