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 | |
|---|---|---|---|---|---|---|
1851
East-West Bancorp
EWBC
$18.7B
| $3.77M | 0.01% |
74,133
-111,600
| -60% | -$4.96M |
|
1852
EnerSys
ENS
$7.42B
| $3.76M | 0.01% |
48,133
-16,567
| -26% | -$1.21M |
|
1853
Gaia
GAIA
$37.1M
| $3.76M | 0.01% |
434,595
-8,305
| -2% | -$66.8K |
|
1854
Natera
NTRA
$44.7B
| $3.76M | 0.01% |
320,800
+108,900
| +51% | +$1.2M |
|
|
HBP
1855
DELISTED
Huttig Building Products, Inc.
HBP
| $3.76M | 0.01% |
568,300
+122,800
| +28% | +$707K |
|
1856
NBT Bancorp
NBTB
$2.79B
| $3.75M | 0.01% |
89,500
-52,200
| -37% | -$1.94M |
|
|
KTWO
1857
DELISTED
K2M Group Holdings, Inc
KTWO
| $3.75M | 0.01% |
187,000
+129,900
| +227% | +$2.47M |
|
|
RMP
1858
DELISTED
Rice Midstream Partners LP
RMP
| $3.75M | 0.01% |
152,459
-37,434
| -20% | -$834K |
|
|
DYN
1859
DELISTED
Dynegy, Inc.
DYN
| $3.74M | 0.01% |
+442,100
| New | +$4.36M |
|
|
BKI
1860
DELISTED
Black Knight, Inc. Common Stock
BKI
| $3.74M | 0.01% |
98,900
-33,000
| -25% | -$1.26M |
|
1861
Urban One Class D
UONEK
$23.4M
| $3.73M | 0.01% |
128,560
+1,280
| +1% | +$35.5K |
|
|
OLBK
1862
DELISTED
Old Line Bancshares, Inc.
OLBK
| $3.72M | 0.01% |
155,300
+50,700
| +48% | +$1.09M |
|
|
GNBC
1863
DELISTED
Green Bancorp, Inc
GNBC
| $3.72M | 0.01% |
245,000
+46,800
| +24% | +$575K |
|
1864
Oil States International
OIS
$539M
| $3.72M | 0.01% |
95,300
-48,000
| -33% | -$1.63M |
|
1865
Northrim BanCorp
NRIM
$606M
| $3.72M | 0.01% |
470,400
+96,400
| +26% | +$667K |
|
|
ARR
1866
Armour Residential REIT
ARR
$2.37B
| $3.69M | 0.01% |
+34,056
| New | +$3.78M |
|
|
EXA
1867
DELISTED
EXA Corporation
EXA
| $3.69M | 0.01% |
240,300
+12,300
| +5% | +$182K |
|
|
SUM
1868
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $3.68M | 0.01% |
+159,551
| New | +$3.35M |
|
1869
Radcom
RDCM
$176M
| $3.68M | 0.01% |
206,700
-131,600
| -39% | -$2.53M |
|
1870
RadNet
RDNT
$6.01B
| $3.68M | 0.01% |
570,101
+135,701
| +31% | +$916K |
|
1871
Itaú Unibanco
ITUB
$81.6B
| $3.67M | 0.01% |
+735,642
| New | +$3.77M |
|
1872
First Business Financial Services
FBIZ
$598M
| $3.67M | 0.01% |
154,522
+25,922
| +20% | +$576K |
|
|
OIIM
1873
DELISTED
02Micro International
OIIM
| $3.66M | 0.01% |
2,033,300
+28,400
| +1% | +$53K |
|
|
CNXM
1874
DELISTED
CNX Midstream Partners LP
CNXM
| $3.66M | 0.01% |
155,413
+13,313
| +9% | +$281K |
|
|
CLVS
1875
DELISTED
Clovis Oncology, Inc.
CLVS
| $3.65M | 0.01% |
+82,100
| New | +$2.89M |
|
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.