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 |
Apple
AAPL
|
+$510M |
| 2 |
Pfizer
PFE
|
+$265M |
| 3 |
Gilead Sciences
GILD
|
+$212M |
| 4 |
Comcast
CMCSA
|
+$191M |
| 5 |
Meta Platforms (Facebook)
META
|
+$184M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$369M |
| 2 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
+$330M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$230M |
| 4 |
Amgen
AMGN
|
+$223M |
| 5 |
Teva Pharmaceuticals
TEVA
|
+$145M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.47% |
| 2 | Healthcare | 12.72% |
| 3 | Financials | 10.51% |
| 4 | Industrials | 9.69% |
| 5 | Consumer Staples | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1676
CRA International
CRAI
$1.07B
| $3.82M | 0.01% |
204,631
+9,500
| +5% | +$206K |
|
1677
W.R. Berkley
WRB
$26.2B
| $3.81M | 0.01% |
+234,900
| New | +$3.84M |
|
1678
York Water
YORW
$536M
| $3.81M | 0.01% |
152,700
+16,700
| +12% | +$394K |
|
|
ABCD
1679
DELISTED
Cambium Learning Group, Inc.
ABCD
| $3.8M | 0.01% |
783,000
+26,200
| +3% | +$132K |
|
1680
SITE Centers
SITC
$158M
| $3.79M | 0.01% |
174,855
-569,278
| -77% | -$12.2M |
|
1681
NBT Bancorp
NBTB
$2.79B
| $3.79M | 0.01% |
135,800
+31,300
| +30% | +$891K |
|
1682
Strategy Inc
MSTR
$38.2B
| $3.78M | 0.01% |
211,000
-214,000
| -50% | -$3.89M |
|
1683
Sun Life Financial
SLF
$44.8B
| $3.78M | 0.01% |
+121,100
| New | +$3.99M |
|
1684
West Bancorporation
WTBA
$511M
| $3.77M | 0.01% |
191,100
+24,400
| +15% | +$484K |
|
1685
First Bancorp
FBNC
$2.74B
| $3.76M | 0.01% |
200,606
+9,706
| +5% | +$181K |
|
|
TRST
1686
Trustco Bank Corp NY
TRST
$971M
| $3.76M | 0.01% |
122,420
+23,800
| +24% | +$743K |
|
|
CALY
1687
Callaway Golf Company
CALY
$2.95B
| $3.75M | 0.01% |
398,600
+108,000
| +37% | +$1.04M |
|
1688
NeoGenomics
NEO
$2.11B
| $3.75M | 0.01% |
476,600
+156,100
| +49% | +$1.14M |
|
1689
United States Lime & Minerals
USLM
$3.37B
| $3.75M | 0.01% |
341,000
+22,000
| +7% | +$225K |
|
1690
FerroAtlántica
GSM
$818M
| $3.75M | 0.01% |
348,600
+128,499
| +58% | +$1.47M |
|
1691
First Business Financial Services
FBIZ
$601M
| $3.75M | 0.01% |
149,800
+816
| +0.5% | +$20.4K |
|
|
CBB
1692
DELISTED
Cincinnati Bell Inc.
CBB
| $3.74M | 0.01% |
208,020
+39,020
| +23% | +$706K |
|
1693
Costamare
CMRE
$1.74B
| $3.73M | 0.01% |
358,400
-6,900
| -2% | -$85.2K |
|
|
ILG
1694
DELISTED
ILG, Inc Common Stock
ILG
| $3.73M | 0.01% |
239,200
-73,700
| -24% | -$1.25M |
|
|
SP
1695
DELISTED
SP Plus Corporation
SP
| $3.73M | 0.01% |
156,100
+16,100
| +12% | +$394K |
|
|
ALDW
1696
DELISTED
Alon USA Partners LP
ALDW
| $3.73M | 0.01% |
160,400
+85,600
| +114% | +$2.08M |
|
|
MCHB
1697
Mechanics Bancorp
MCHB
$3.79B
| $3.72M | 0.01% |
171,400
-20,300
| -11% | -$444K |
|
1698
Cigna
CI
$73.5B
| $3.7M | 0.01% |
25,300
-187,500
| -88% | -$25.8M |
|
1699
Air T
AIRT
$78.1M
| $3.7M | 0.01% |
226,650
| – | – |
|
|
HTBK
1700
DELISTED
Heritage Commerce
HTBK
| $3.69M | 0.01% |
308,600
-7,800
| -2% | -$85.8K |
|
Similar funds
Jim Simons's Q4 2015 Portfolio in Review
As of Q4 2015, Jim Simons held 3,639 positions worth $45.9B, up 9.5% from $41.9B the previous quarter. Its ten largest holdings account for 9.3% of the portfolio.
Jim Simons deployed $3.07B of net new capital in Q4 2015, opening 509 new positions and adding to 1,872 existing holdings. Its largest new stake was Apple: 17,852,932 shares worth $470M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 11% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $369M trimmed.
- Jim Simons's largest Q4 2015 buy was Apple: 17,852,932 shares worth $470M.
- Jim Simons added most to Gilead Sciences in Q4 2015, an estimated $212M increase.
- Jim Simons's biggest Q4 2015 reduction was Alphabet (Google) Class C, cutting an estimated $369M.
- Jim Simons fully exited SIGMA - ALDRICH CORP in Q4 2015, selling an estimated $330M.
- Jim Simons's ten largest holdings make up 9.3% of its $45.9B portfolio in Q4 2015.
- Jim Simons opened 509 new positions and closed 386 in Q4 2015.
- Jim Simons's portfolio value rose 9.5% quarter-over-quarter to $45.9B.
Based on Renaissance Technologies's 13F filing for Q4 2015, filed 11 Feb 2016.