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 | |
|---|---|---|---|---|---|---|
1601
Blackstone Mortgage Trust
BXMT
$2.44B
| $5.43M | 0.01% |
180,620
+126,640
| +235% | +$3.77M |
|
1602
NorthWestern Energy
NWE
$4.42B
| $5.42M | 0.01% |
95,400
+51,300
| +116% | +$2.88M |
|
1603
Dime Commercial Bancshares
DCOM
$1.81B
| $5.42M | 0.01% |
143,100
-10,300
| -7% | -$328K |
|
1604
Natural Alternatives International
NAII
$12.8M
| $5.42M | 0.01% |
479,300
+104,800
| +28% | +$1.31M |
|
1605
Quest Diagnostics
DGX
$25.9B
| $5.41M | 0.01% |
+58,900
| New | +$5.08M |
|
1606
Caleres
CAL
$449M
| $5.4M | 0.01% |
164,600
+99,600
| +153% | +$2.92M |
|
1607
Nature's Sunshine
NATR
$266M
| $5.4M | 0.01% |
360,100
+12,000
| +3% | +$175K |
|
|
CRCM
1608
DELISTED
CARE.COM, INC.
CRCM
| $5.4M | 0.01% |
630,100
+65,200
| +12% | +$574K |
|
1609
Forestar Group
FOR
$1.5B
| $5.4M | 0.01% |
405,800
+130,500
| +47% | +$1.6M |
|
|
CBK
1610
DELISTED
Christopher & Banks Corporation
CBK
| $5.39M | 0.01% |
2,303,200
+303,500
| +15% | +$520K |
|
|
TCP
1611
DELISTED
TC Pipelines LP
TCP
| $5.38M | 0.01% |
91,500
-90,200
| -50% | -$4.87M |
|
|
VSA
1612
VisionSys AI
VSA
$9.27M
| $5.38M | 0.01% |
143
+31
| +28% | +$1.19M |
|
|
PFSW
1613
DELISTED
PFSweb, Inc.
PFSW
| $5.37M | 0.01% |
631,639
-36,901
| -6% | -$303K |
|
|
NCIT
1614
DELISTED
NCI, Inc.
NCIT
| $5.37M | 0.01% |
384,725
+9,225
| +2% | +$116K |
|
|
VWR
1615
DELISTED
VWR Corporation
VWR
| $5.37M | 0.01% |
214,400
-151,900
| -41% | -$4.04M |
|
|
NSTG
1616
DELISTED
NanoString Technologies, Inc.
NSTG
| $5.36M | 0.01% |
240,200
+126,500
| +111% | +$2.71M |
|
1617
Core Molding Technologies
CMT
$224M
| $5.35M | 0.01% |
312,700
+5,100
| +2% | +$87.2K |
|
1618
Griffon
GFF
$4.72B
| $5.35M | 0.01% |
204,100
+9,100
| +5% | +$189K |
|
|
EEQ
1619
DELISTED
Enbridge Energy Management Llc
EEQ
| $5.34M | 0.01% |
248,230
+96,239
| +63% | +$1.94M |
|
|
TRR
1620
DELISTED
Trc Companies
TRR
| $5.33M | 0.01% |
502,500
+27,300
| +6% | +$254K |
|
1621
Babcock & Wilcox
BW
$1.53B
| $5.32M | 0.01% |
32,038
+25,758
| +410% | +$4.11M |
|
|
CDI
1622
DELISTED
CDI Corp.
CDI
| $5.31M | 0.01% |
717,900
+30,600
| +4% | +$210K |
|
1623
Banco Macro
BMA
$4.96B
| $5.31M | 0.01% |
82,500
+60,715
| +279% | +$4.37M |
|
1624
Home Bancorp
HBCP
$566M
| $5.31M | 0.01% |
137,500
+10,286
| +8% | +$329K |
|
|
SNBC
1625
DELISTED
Sun Bancorp Inc
SNBC
| $5.3M | 0.01% |
203,779
+97,200
| +91% | +$2.34M |
|
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.