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 | |
|---|---|---|---|---|---|---|
|
WMC
1651
DELISTED
Western Asset Mortgage Capital Corporation
WMC
| $5.13M | 0.01% |
50,970
+12,579
| +33% | +$1.3M |
|
1652
Assurant
AIZ
$13.9B
| $5.12M | 0.01% |
55,100
-162,200
| -75% | -$14.2M |
|
1653
Stride
LRN
$3.46B
| $5.12M | 0.01% |
298,200
+124,600
| +72% | +$1.8M |
|
1654
Standex International
SXI
$4.01B
| $5.11M | 0.01% |
58,200
+10,000
| +21% | +$874K |
|
1655
Diodes
DIOD
$4.77B
| $5.1M | 0.01% |
198,827
+8,400
| +4% | +$192K |
|
|
BOJA
1656
DELISTED
Bojangles', Inc. Common Stock
BOJA
| $5.1M | 0.01% |
273,625
+232,725
| +569% | +$4.06M |
|
|
PHIIK
1657
DELISTED
PHI, Inc. Non-Voting Common Stock
PHIIK
| $5.1M | 0.01% |
282,900
+63,200
| +29% | +$1.05M |
|
|
HK
1658
DELISTED
Halcon Resources Corporation
HK
| $5.09M | 0.01% |
545,300
+455,700
| +509% | +$4.29M |
|
|
FUEL
1659
DELISTED
Rocket Fuel Inc.
FUEL
| $5.09M | 0.01% |
2,978,000
+330,300
| +12% | +$691K |
|
|
TWX
1660
DELISTED
Time Warner Inc
TWX
| $5.09M | 0.01% |
+52,734
| New | +$4.69M |
|
1661
Transportadora de Gas del Sur
TGS
$4.23B
| $5.09M | 0.01% |
585,694
-55,053
| -9% | -$408K |
|
|
IMGN
1662
DELISTED
Immunogen Inc
IMGN
| $5.06M | 0.01% |
2,481,740
-21,600
| -0.9% | -$43.4K |
|
1663
Rush Enterprises Class B
RUSHB
$9.37B
| $5.04M | 0.01% |
367,200
+14,850
| +4% | +$176K |
|
|
VVUS
1664
DELISTED
Vivus Inc
VVUS
| $5.03M | 0.01% |
437,735
+69,551
| +19% | +$833K |
|
|
SEMG
1665
DELISTED
SEMGROUP CORPORATION
SEMG
| $5.03M | 0.01% |
120,557
-293,243
| -71% | -$10.5M |
|
1666
Texas Instruments
TXN
$255B
| $5.03M | 0.01% |
68,900
-1,431,000
| -95% | -$102M |
|
1667
KB Home
KBH
$3.44B
| $5.02M | 0.01% |
+317,300
| New | +$4.96M |
|
1668
Century Casinos
CNTY
$36M
| $5.01M | 0.01% |
609,400
+54,000
| +10% | +$373K |
|
1669
First Citizens BancShares
FCNCA
$25.9B
| $5.01M | 0.01% |
14,100
+2,600
| +23% | +$849K |
|
1670
Champion Homes
SKY
$5.13B
| $5M | 0.01% |
324,200
+110,300
| +52% | +$1.45M |
|
|
NETI
1671
DELISTED
Eneti Inc.
NETI
| $4.98M | 0.01% |
106,181
+18,938
| +22% | +$796K |
|
|
RESI
1672
DELISTED
Front Yard Residential Corporation Common Stock
RESI
| $4.98M | 0.01% |
451,225
+124,625
| +38% | +$1.37M |
|
1673
CBIZ
CBZ
$2.96B
| $4.98M | 0.01% |
363,414
-123,912
| -25% | -$1.5M |
|
1674
QuinStreet
QNST
$1.18B
| $4.98M | 0.01% |
1,324,000
+24,100
| +2% | +$78.2K |
|
1675
Rocky Mountain Chocolate Factory
RMCF
$11.5M
| $4.97M | 0.01% |
488,185
+11,000
| +2% | +$112K |
|
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.