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 | |
|---|---|---|---|---|---|---|
1551
First Community Bankshares
FCBC
$936M
| $5.93M | 0.01% |
196,700
-300
| -0.2% | -$8.02K |
|
|
RFP
1552
DELISTED
Resolute Forest Products Inc.
RFP
| $5.92M | 0.01% |
1,105,600
-12,400
| -1% | -$56.5K |
|
1553
Koppers
KOP
$891M
| $5.91M | 0.01% |
146,600
+42,200
| +40% | +$1.55M |
|
1554
Ralph Lauren
RL
$23.2B
| $5.9M | 0.01% |
65,300
-403,600
| -86% | -$41M |
|
1555
iShares US Real Estate ETF
IYR
$4.59B
| $5.89M | 0.01% |
76,600
-49,900
| -39% | -$3.79M |
|
|
MITL
1556
DELISTED
Mitel Networks Corporation
MITL
| $5.89M | 0.01% |
865,688
-351,823
| -29% | -$2.44M |
|
1557
National Presto Industries
NPK
$1B
| $5.88M | 0.01% |
55,300
+8,200
| +17% | +$763K |
|
|
WLB
1558
DELISTED
Westmoreland Coal Company
WLB
| $5.88M | 0.01% |
332,700
+217,500
| +189% | +$3.04M |
|
|
CALL
1559
DELISTED
magicJack VocalTec Ltd
CALL
| $5.86M | 0.01% |
855,900
+76,100
| +10% | +$502K |
|
1560
CEVA Inc
CEVA
$937M
| $5.86M | 0.01% |
174,700
-14,600
| -8% | -$466K |
|
1561
ORIX
IX
$43.6B
| $5.85M | 0.01% |
376,040
+264,040
| +236% | +$4.05M |
|
1562
Simmons First National
SFNC
$3.48B
| $5.84M | 0.01% |
188,000
-71,400
| -28% | -$2.01M |
|
1563
Donegal Group Class A
DGICA
$696M
| $5.82M | 0.01% |
333,000
+60,443
| +22% | +$979K |
|
|
KAMN
1564
DELISTED
Kaman Corp
KAMN
| $5.82M | 0.01% |
118,922
+46,000
| +63% | +$2.14M |
|
1565
West Bancorporation
WTBA
$508M
| $5.8M | 0.01% |
234,700
+34,217
| +17% | +$745K |
|
|
STL
1566
DELISTED
Sterling Bancorp
STL
| $5.77M | 0.01% |
246,550
+36,593
| +17% | +$758K |
|
|
PRO
1567
DELISTED
PROS Holdings
PRO
| $5.74M | 0.01% |
266,800
+77,200
| +41% | +$1.76M |
|
1568
Richardson Electronics
RELL
$299M
| $5.74M | 0.01% |
911,499
+25,967
| +3% | +$160K |
|
|
INWK
1569
DELISTED
InnerWorkings, Inc.
INWK
| $5.74M | 0.01% |
582,500
+128,518
| +28% | +$1.19M |
|
|
CTT
1570
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
| $5.72M | 0.01% |
507,811
+58,771
| +13% | +$643K |
|
1571
York Water
YORW
$541M
| $5.71M | 0.01% |
149,600
+4,500
| +3% | +$152K |
|
|
TFCF
1572
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $5.71M | 0.01% |
209,392
-2,292,354
| -92% | -$61.4M |
|
1573
Weyerhaeuser
WY
$17.7B
| $5.69M | 0.01% |
+189,181
| New | +$5.83M |
|
1574
Bio-Rad Laboratories Class A
BIO
$9.53B
| $5.69M | 0.01% |
31,200
-11,800
| -27% | -$2.01M |
|
1575
Independent Bank
INDB
$4.07B
| $5.66M | 0.01% |
80,308
-56,800
| -41% | -$3.49M |
|
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.