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 | |
|---|---|---|---|---|---|---|
1476
Compass Diversified
CODI
$956M
| $6.8M | 0.01% |
380,179
+164,236
| +76% | +$2.99M |
|
|
SYNT
1477
DELISTED
Syntel Inc
SYNT
| $6.76M | 0.01% |
341,800
-337,300
| -50% | -$7.26M |
|
|
PCTI
1478
DELISTED
PCTEL, Inc. Common Stock
PCTI
| $6.73M | 0.01% |
1,251,299
+44,600
| +4% | +$232K |
|
1479
Horizon Bancorp
HBNC
$1.06B
| $6.72M | 0.01% |
360,255
-65,265
| -15% | -$981K |
|
|
LORL
1480
DELISTED
Loral Space and Communications, Inc.
LORL
| $6.72M | 0.01% |
163,609
-22,891
| -12% | -$896K |
|
1481
Gentex
GNTX
$5.03B
| $6.71M | 0.01% |
340,996
-145,900
| -30% | -$2.66M |
|
|
AMRI
1482
DELISTED
Albany Molecular Research Inc
AMRI
| $6.71M | 0.01% |
357,900
+10,658
| +3% | +$181K |
|
|
ATRS
1483
DELISTED
Antares Pharma, Inc.
ATRS
| $6.66M | 0.01% |
2,859,341
+185,000
| +7% | +$352K |
|
1484
Tompkins Financial
TMP
$1.46B
| $6.66M | 0.01% |
70,400
+1,800
| +3% | +$151K |
|
1485
M/I Homes
MHO
$3.85B
| $6.64M | 0.01% |
263,600
+167,600
| +175% | +$3.95M |
|
|
SNC
1486
DELISTED
State National Companies, Inc.
SNC
| $6.63M | 0.01% |
478,400
+185,400
| +63% | +$2.27M |
|
|
REIS
1487
DELISTED
Reis, Inc.
REIS
| $6.63M | 0.01% |
297,800
-19,400
| -6% | -$417K |
|
|
CIO
1488
DELISTED
City Office REIT
CIO
| $6.62M | 0.01% |
502,399
-72,921
| -13% | -$914K |
|
1489
Highwoods Properties
HIW
$3.48B
| $6.61M | 0.01% |
+129,600
| New | +$6.34M |
|
1490
Innospec
IOSP
$2.31B
| $6.6M | 0.01% |
96,400
-44,400
| -32% | -$2.86M |
|
1491
Hovnanian Enterprises
HOV
$785M
| $6.58M | 0.01% |
+96,460
| New | +$4.82M |
|
1492
OneSpan
OSPN
$602M
| $6.58M | 0.01% |
482,300
+26,600
| +6% | +$400K |
|
1493
Orion Group Holdings
ORN
$402M
| $6.57M | 0.01% |
660,700
+102,600
| +18% | +$912K |
|
1494
Mueller Water Products
MWA
$3.99B
| $6.56M | 0.01% |
493,200
+158,200
| +47% | +$2.03M |
|
|
TRK
1495
DELISTED
Speedway Motorsports, Inc.
TRK
| $6.55M | 0.01% |
302,500
+41,600
| +16% | +$816K |
|
1496
News Corp Class B
NWS
$17.9B
| $6.55M | 0.01% |
555,100
+36,700
| +7% | +$466K |
|
|
ESL
1497
DELISTED
Esterline Technologies
ESL
| $6.54M | 0.01% |
73,293
+44,893
| +158% | +$3.67M |
|
|
HMHC
1498
DELISTED
Houghton Mifflin Harcourt Company
HMHC
| $6.53M | 0.01% |
+601,900
| New | +$7.05M |
|
|
AVX
1499
DELISTED
AVX Corporation
AVX
| $6.53M | 0.01% |
417,800
+45,100
| +12% | +$665K |
|
|
TIS
1500
DELISTED
Orchids Paper Products, Inc.
TIS
| $6.53M | 0.01% |
249,245
-90,955
| -27% | -$2.35M |
|
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.