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 | |
|---|---|---|---|---|---|---|
|
CLGX
1526
DELISTED
Corelogic, Inc.
CLGX
| $6.22M | 0.01% |
168,986
+150,700
| +824% | +$5.83M |
|
|
TCF
1527
DELISTED
TCF Financial Corporation Common Stock
TCF
| $6.22M | 0.01% |
114,775
-82,069
| -42% | -$4M |
|
|
ABB
1528
DELISTED
ABB Ltd
ABB
| $6.21M | 0.01% |
+294,800
| New | +$6.29M |
|
|
OME
1529
DELISTED
Omega Protein
OME
| $6.21M | 0.01% |
247,900
+114,400
| +86% | +$2.7M |
|
1530
Sun Communities
SUI
$15B
| $6.21M | 0.01% |
81,000
-119,700
| -60% | -$8.95M |
|
1531
UNIFI
UFI
$120M
| $6.17M | 0.01% |
189,034
+19,500
| +12% | +$599K |
|
|
PZN
1532
DELISTED
Pzena Investment Management, Inc. Class A
PZN
| $6.16M | 0.01% |
554,600
+16,300
| +3% | +$146K |
|
1533
InterContinental Hotels
IHG
$23.6B
| $6.15M | 0.01% |
126,200
+6,822
| +6% | +$308K |
|
|
PBIP
1534
DELISTED
Prudential Bancorp, Inc.
PBIP
| $6.14M | 0.01% |
358,490
+69,200
| +24% | +$1.08M |
|
1535
Ceragon Networks
CRNT
$200M
| $6.12M | 0.01% |
2,335,470
+254,990
| +12% | +$611K |
|
1536
Regional Management Corp
RM
$309M
| $6.1M | 0.01% |
232,100
+144,800
| +166% | +$3.45M |
|
|
RT
1537
DELISTED
Ruby Tuesday Georgia
RT
| $6.08M | 0.01% |
1,883,869
+107,800
| +6% | +$328K |
|
|
HNP
1538
DELISTED
Huaneng Power Intl, Inc.
HNP
| $6.06M | 0.01% |
232,700
-24,700
| -10% | -$613K |
|
1539
Globant
GLOB
$1.61B
| $6.06M | 0.01% |
+181,600
| New | +$7.11M |
|
|
HOS
1540
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $6.05M | 0.01% |
838,400
-459,221
| -35% | -$2.69M |
|
|
EXFO
1541
DELISTED
EXFO INC.
EXFO
| $6.05M | 0.01% |
1,375,380
+58,468
| +4% | +$247K |
|
1542
Sprouts Farmers Market
SFM
$7.69B
| $6.04M | 0.01% |
319,400
-470,900
| -60% | -$9.89M |
|
1543
City Holding Co
CHCO
$2.07B
| $6.04M | 0.01% |
89,300
-5,800
| -6% | -$337K |
|
|
HSNI
1544
DELISTED
HSN, Inc.
HSNI
| $6.01M | 0.01% |
175,200
+6,900
| +4% | +$258K |
|
1545
Houlihan Lokey
HLI
$8.99B
| $6M | 0.01% |
192,900
+164,300
| +574% | +$4.46M |
|
|
MNTA
1546
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $5.98M | 0.01% |
397,100
+104,300
| +36% | +$1.38M |
|
1547
Acco Brands
ACCO
$401M
| $5.94M | 0.01% |
455,347
+404,800
| +801% | +$4.73M |
|
1548
Hilton Worldwide
HLT
$73.6B
| $5.94M | 0.01% |
+72,767
| New | +$5.35M |
|
1549
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| $5.94M | 0.01% |
114,800
+71,900
| +168% | +$3.72M |
|
|
EGIO
1550
DELISTED
Edgio, Inc. Common Stock
EGIO
| $5.93M | 0.01% |
58,827
+1,966
| +3% | +$167K |
|
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.