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 | |
|---|---|---|---|---|---|---|
|
WSTC
1776
DELISTED
West Corporation
WSTC
| $4.25M | 0.01% |
171,500
+31,100
| +22% | +$722K |
|
1777
STRATTEC Security
STRT
$348M
| $4.24M | 0.01% |
105,271
+11,806
| +13% | +$449K |
|
|
LAND
1778
Gladstone Land Corp
LAND
$358M
| $4.24M | 0.01% |
376,900
-1,200
| -0.3% | -$12.8K |
|
|
RBS.PRH.CL
1779
DELISTED
Royal Bank Of Scotland Group
RBS.PRH.CL
| $4.24M | 0.01% |
167,409
+75,500
| +82% | +$1.92M |
|
|
SWIR
1780
DELISTED
Sierra Wireless
SWIR
| $4.23M | 0.01% |
269,684
+221,200
| +456% | +$3.3M |
|
1781
Pinnacle Financial Partners Inc
PNFP
$16.3B
| $4.23M | 0.01% |
60,992
-76,176
| -56% | -$4.6M |
|
1782
Boyd Gaming
BYD
$6.11B
| $4.22M | 0.01% |
209,400
-169,600
| -45% | -$3.26M |
|
1783
HealthStream
HSTM
$846M
| $4.22M | 0.01% |
168,400
-91,000
| -35% | -$2.34M |
|
1784
Radware
RDWR
$1.23B
| $4.22M | 0.01% |
289,300
+179,700
| +164% | +$2.39M |
|
1785
Blue Bird Corp
BLBD
$2.05B
| $4.21M | 0.01% |
272,600
+135,100
| +98% | +$2.1M |
|
|
POLY
1786
DELISTED
Plantronics, Inc.
POLY
| $4.2M | 0.01% |
76,700
+9,700
| +14% | +$507K |
|
1787
Hudbay
HBM
$11.9B
| $4.19M | 0.01% |
734,563
+186,681
| +34% | +$999K |
|
|
LHCG
1788
DELISTED
LHC Group LLC
LHCG
| $4.19M | 0.01% |
91,600
-80,400
| -47% | -$3.27M |
|
|
MBRG
1789
DELISTED
Middleburg Financial Corp
MBRG
| $4.18M | 0.01% |
120,200
+56,500
| +89% | +$1.82M |
|
|
TGI
1790
DELISTED
Triumph Group
TGI
| $4.17M | 0.01% |
157,300
-17,000
| -10% | -$452K |
|
|
NAME
1791
DELISTED
Rightside Group, Ltd.
NAME
| $4.17M | 0.01% |
503,805
-26,000
| -5% | -$214K |
|
1792
PC Connection
CNXN
$2.05B
| $4.15M | 0.01% |
147,700
-7,900
| -5% | -$209K |
|
1793
Raymond James Financial
RJF
$34.8B
| $4.14M | 0.01% |
+89,663
| New | +$3.96M |
|
|
TNH
1794
DELISTED
Terra Nitrogen
TNH
| $4.12M | 0.01% |
40,102
+24,391
| +155% | +$2.57M |
|
1795
Shore Bancshares
SHBI
$800M
| $4.1M | 0.01% |
268,700
+32,600
| +14% | +$450K |
|
|
IXYS
1796
DELISTED
IXYS Corp
IXYS
| $4.09M | 0.01% |
343,872
+61,672
| +22% | +$701K |
|
1797
Applied Optoelectronics
AAOI
$12.7B
| $4.08M | 0.01% |
+174,100
| New | +$4.03M |
|
1798
SPS Commerce
SPSC
$2.86B
| $4.08M | 0.01% |
116,600
-87,800
| -43% | -$3M |
|
|
HNH
1799
DELISTED
Handy & Harman Holdings Ltd.
HNH
| $4.07M | 0.01% |
159,380
| – | – |
|
1800
Builders FirstSource
BLDR
$7.8B
| $4.07M | 0.01% |
370,800
-5,200
| -1% | -$56.4K |
|
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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.