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 | |
|---|---|---|---|---|---|---|
|
CFNL
1751
DELISTED
Cardinal Financial Corp
CFNL
| $4.37M | 0.01% |
133,300
-37,300
| -22% | -$1.1M |
|
1752
Southwest Gas
SWX
$6.71B
| $4.37M | 0.01% |
57,000
-20,000
| -26% | -$1.44M |
|
1753
Luxfer Holdings
LXFR
$457M
| $4.36M | 0.01% |
400,500
-12,200
| -3% | -$129K |
|
1754
Ampco-Pittsburgh
AP
$194M
| $4.35M | 0.01% |
259,800
-36,609
| -12% | -$504K |
|
1755
1st Source
SRCE
$2.13B
| $4.35M | 0.01% |
97,340
+800
| +0.8% | +$30.9K |
|
1756
Bankwell Financial Group
BWFG
$543M
| $4.34M | 0.01% |
133,600
+20,100
| +18% | +$550K |
|
|
FGH
1757
DELISTED
FG Group Holdings Inc.
FGH
| $4.34M | 0.01% |
542,300
+31,400
| +6% | +$221K |
|
|
DL
1758
DELISTED
China Distance Education Holdings Limited
DL
| $4.33M | 0.01% |
387,624
+22,724
| +6% | +$286K |
|
1759
Sensient Technologies
SXT
$5.68B
| $4.33M | 0.01% |
55,100
+5,000
| +10% | +$381K |
|
1760
Ameriprise Financial
AMP
$50.3B
| $4.33M | 0.01% |
39,000
+15,200
| +64% | +$1.61M |
|
1761
China Yuchai International
CYD
$1.7B
| $4.32M | 0.01% |
312,914
+72,000
| +30% | +$868K |
|
|
ENT
1762
DELISTED
Global Eagle Entertainment Inc.
ENT
| $4.32M | 0.01% |
26,736
+944
| +4% | +$177K |
|
|
EGAS
1763
DELISTED
Gas Natural Inc.
EGAS
| $4.32M | 0.01% |
344,000
+36,200
| +12% | +$439K |
|
1764
Vitamin Cottage Natural Grocers
NGVC
$648M
| $4.31M | 0.01% |
362,300
+67,000
| +23% | +$795K |
|
|
EDGW
1765
DELISTED
Edgewater Technology Inc
EDGW
| $4.31M | 0.01% |
574,100
+12,200
| +2% | +$92.8K |
|
1766
Regal Rexnord
RRX
$11.7B
| $4.29M | 0.01% |
62,000
+36,200
| +140% | +$2.4M |
|
1767
Suburban Propane Partners
SPH
$1.18B
| $4.28M | 0.01% |
142,467
+33,300
| +31% | +$1.02M |
|
|
STRR
1768
DELISTED
Star Equity Holdings
STRR
| $4.28M | 0.01% |
17,122
-144
| -0.8% | -$34K |
|
|
DPLO
1769
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
| $4.28M | 0.01% |
+339,500
| New | +$6.32M |
|
1770
Wintrust Financial
WTFC
$11B
| $4.27M | 0.01% |
+58,900
| New | +$3.66M |
|
|
KNGT
1771
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
| $4.27M | 0.01% |
+129,250
| New | +$4.27M |
|
1772
World Acceptance Corp
WRLD
$908M
| $4.27M | 0.01% |
66,400
+19,400
| +41% | +$1.09M |
|
1773
GoDaddy
GDDY
$12B
| $4.27M | 0.01% |
122,100
-307,600
| -72% | -$10.8M |
|
1774
S&T Bancorp
STBA
$1.8B
| $4.26M | 0.01% |
109,100
-78,000
| -42% | -$2.6M |
|
1775
Celldex Therapeutics
CLDX
$3.29B
| $4.25M | 0.01% |
79,981
-3,900
| -5% | -$222K |
|
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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.