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 | |
|---|---|---|---|---|---|---|
1676
Gencor Industries
GENC
$264M
| $4.97M | 0.01% |
316,800
+7,100
| +2% | +$96.3K |
|
|
STFC
1677
DELISTED
State Auto Financial Corp
STFC
| $4.97M | 0.01% |
185,400
+2,300
| +1% | +$56.8K |
|
|
BRS
1678
DELISTED
Bristow Group, Inc.
BRS
| $4.95M | 0.01% |
241,900
-291,300
| -55% | -$4.39M |
|
|
CO
1679
DELISTED
Global Cord Blood Corporation
CO
| $4.94M | 0.01% |
806,800
-27,800
| -3% | -$138K |
|
1680
Digi International
DGII
$3.23B
| $4.93M | 0.01% |
358,757
+106,757
| +42% | +$1.31M |
|
1681
Harmonic Inc
HLIT
$1.51B
| $4.93M | 0.01% |
985,400
-166,100
| -14% | -$853K |
|
1682
StealthGas
GASS
$352M
| $4.92M | 0.01% |
1,456,300
+21,100
| +1% | +$71.3K |
|
|
TESS
1683
DELISTED
Tessco Technologies Inc
TESS
| $4.92M | 0.01% |
378,500
+18,600
| +5% | +$226K |
|
1684
James River Group Holdings
JRVR
$193M
| $4.92M | 0.01% |
118,400
+18,000
| +18% | +$698K |
|
1685
LifeVantage
LFVN
$82.9M
| $4.92M | 0.01% |
603,228
-82,243
| -12% | -$703K |
|
1686
Graham Corp
GHM
$1.34B
| $4.91M | 0.01% |
221,800
+13,000
| +6% | +$266K |
|
|
AKAO
1687
DELISTED
Achaogen Inc
AKAO
| $4.91M | 0.01% |
377,200
+81,700
| +28% | +$560K |
|
|
NW.PRC.CL
1688
DELISTED
Natwest Bank Ads Series C
NW.PRC.CL
| $4.91M | 0.01% |
191,400
+101,100
| +112% | +$2.6M |
|
1689
Outfront Media
OUT
$5.33B
| $4.87M | 0.01% |
199,078
-335,325
| -63% | -$7.69M |
|
1690
AeroVironment
AVAV
$9.76B
| $4.87M | 0.01% |
181,600
-121,400
| -40% | -$3.15M |
|
|
STS
1691
DELISTED
Supreme Industries Inc Class A
STS
| $4.84M | 0.01% |
308,203
-173,975
| -36% | -$2.61M |
|
1692
RCM Technologies
RCMT
$248M
| $4.79M | 0.01% |
753,900
+116,906
| +18% | +$776K |
|
1693
Insulet
PODD
$9.94B
| $4.79M | 0.01% |
127,000
-343,400
| -73% | -$12.8M |
|
1694
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.32B
| $4.78M | 0.01% |
43,733
+19,466
| +80% | +$2.12M |
|
|
LEAF
1695
DELISTED
Leaf Group Ltd.
LEAF
| $4.78M | 0.01% |
730,000
+1,500
| +0.2% | +$9.52K |
|
|
GPL
1696
DELISTED
Great Panther Mining Limited
GPL
| $4.76M | 0.01% |
286,750
-3,830
| -1% | -$53.1K |
|
|
FFWM
1697
DELISTED
First Foundation Inc
FFWM
| $4.75M | 0.01% |
+333,620
| New | +$4.44M |
|
1698
Keysight
KEYS
$61.1B
| $4.75M | 0.01% |
130,000
-337,100
| -72% | -$11.6M |
|
1699
SK Telecom
SKM
$14.8B
| $4.75M | 0.01% |
138,032
+86,611
| +168% | +$3.08M |
|
1700
Tetra Tech
TTEK
$9.35B
| $4.75M | 0.01% |
550,500
+248,000
| +82% | +$2M |
|
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.