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 | |
|---|---|---|---|---|---|---|
|
ACBI
1876
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
| $3.65M | 0.01% |
191,816
+107,916
| +129% | +$1.73M |
|
|
NSM
1877
DELISTED
Nationstar Mortgage Holdings
NSM
| $3.63M | 0.01% |
201,200
+89,000
| +79% | +$1.47M |
|
|
OSG
1878
Octave Specialty Group
OSG
$221M
| $3.62M | 0.01% |
160,800
+10,000
| +7% | +$218K |
|
|
OMED
1879
DELISTED
OncoMed Pharmaceuticals, Inc.
OMED
| $3.62M | 0.01% |
469,300
+217,700
| +87% | +$2M |
|
|
INTX
1880
DELISTED
Intersections, Inc.
INTX
| $3.62M | 0.01% |
906,000
+22,400
| +3% | +$57K |
|
1881
VSE Corp
VSEC
$6.79B
| $3.61M | 0.01% |
93,000
-9,300
| -9% | -$333K |
|
|
ONDK
1882
DELISTED
On Deck Capital, Inc.
ONDK
| $3.6M | 0.01% |
776,800
+459,300
| +145% | +$2.15M |
|
1883
RELX
RELX
$60B
| $3.59M | 0.01% |
199,928
+64,400
| +48% | +$1.14M |
|
|
CCUR
1884
DELISTED
CCUR Holdings, Inc. Common Stock
CCUR
| $3.58M | 0.01% |
670,019
-4,200
| -0.6% | -$23.7K |
|
1885
Avnet
AVT
$7.85B
| $3.58M | 0.01% |
75,100
-295,627
| -80% | -$13.2M |
|
|
SAFE
1886
Safehold
SAFE
$1.08B
| $3.56M | 0.01% |
59,208
+31,083
| +111% | +$1.77M |
|
|
BNCN
1887
DELISTED
BNC Bancorp
BNCN
| $3.56M | 0.01% |
111,551
-51,341
| -32% | -$1.44M |
|
1888
Rush Enterprises Class A
RUSHA
$9.6B
| $3.55M | 0.01% |
250,650
+112,725
| +82% | +$1.39M |
|
|
ENLC
1889
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $3.55M | 0.01% |
186,532
+37,445
| +25% | +$642K |
|
1890
Nexstar Media Group
NXST
$5.84B
| $3.55M | 0.01% |
56,100
-10,600
| -16% | -$607K |
|
|
SYNC
1891
DELISTED
Synacor, Inc.
SYNC
| $3.55M | 0.01% |
1,144,200
+112,100
| +11% | +$333K |
|
|
RLH
1892
DELISTED
Red Lions Hotel Corporation
RLH
| $3.54M | 0.01% |
424,589
+106,289
| +33% | +$916K |
|
|
TNAV
1893
DELISTED
Telenav Inc.
TNAV
| $3.54M | 0.01% |
502,700
+51,300
| +11% | +$313K |
|
|
PWOD
1894
DELISTED
Penns Woods Bancorp
PWOD
| $3.54M | 0.01% |
105,000
+25,050
| +31% | +$771K |
|
1895
NRG Energy
NRG
$26.5B
| $3.53M | 0.01% |
+288,087
| New | +$3.32M |
|
|
TFCFA
1896
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $3.52M | 0.01% |
125,731
-2,834,669
| -96% | -$76.3M |
|
|
AOI
1897
DELISTED
Alliance One International
AOI
| $3.52M | 0.01% |
183,180
-15,200
| -8% | -$257K |
|
1898
Citizens & Northern Corp
CZNC
$466M
| $3.51M | 0.01% |
134,100
+4,400
| +3% | +$103K |
|
1899
Superior Group of Companies
SGC
$208M
| $3.51M | 0.01% |
178,700
-1,400
| -0.8% | -$26.4K |
|
|
DS
1900
DELISTED
Drive Shack Inc.
DS
| $3.5M | 0.01% |
932,100
+495,500
| +113% | +$2.19M |
|
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.