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 | |
|---|---|---|---|---|---|---|
1901
G. Willi-Food International
WILC
$400M
| $3.5M | 0.01% |
607,100
+3,500
| +0.6% | +$19.6K |
|
|
ADPT
1902
DELISTED
Adeptus Health Inc
ADPT
| $3.5M | 0.01% |
+458,500
| New | +$8.43M |
|
|
TRTN
1903
DELISTED
Triton International Limited
TRTN
| $3.49M | 0.01% |
220,700
-41,100
| -16% | -$659K |
|
1904
Tennant Co
TNC
$1.17B
| $3.48M | 0.01% |
48,900
-20,200
| -29% | -$1.39M |
|
|
CCXI
1905
DELISTED
ChemoCentryx, Inc.
CCXI
| $3.48M | 0.01% |
470,581
+272,600
| +138% | +$1.96M |
|
1906
Lennar Class B
LEN.B
$20.6B
| $3.47M | 0.01% |
108,055
+15,559
| +17% | +$495K |
|
1907
Air T
AIRT
$79.2M
| $3.47M | 0.01% |
226,050
-1,200
| -0.5% | -$15.7K |
|
1908
FTAI Aviation
FTAI
$22.3B
| $3.46M | 0.01% |
304,291
+116,580
| +62% | +$1.29M |
|
1909
CarParts.com
PRTS
$47.1M
| $3.43M | 0.01% |
97,464
-3,176
| -3% | -$98.1K |
|
1910
Lamar Advertising Co
LAMR
$15.8B
| $3.43M | 0.01% |
+51,012
| New | +$3.31M |
|
|
IBKC
1911
DELISTED
IBERIABANK Corp
IBKC
| $3.43M | 0.01% |
40,948
-129,852
| -76% | -$9.94M |
|
|
MOBL
1912
DELISTED
MobileIron, Inc.
MOBL
| $3.43M | 0.01% |
913,500
+122,800
| +16% | +$469K |
|
1913
Asure Software
ASUR
$245M
| $3.42M | 0.01% |
401,876
+129,400
| +47% | +$1.01M |
|
|
MNDT
1914
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $3.42M | 0.01% |
287,300
-46,500
| -14% | -$603K |
|
1915
Covenant Logistics
CVLG
$886M
| $3.41M | 0.01% |
353,000
-124,800
| -26% | -$1.17M |
|
|
HEOP
1916
DELISTED
Heritage Oaks Bancorp
HEOP
| $3.41M | 0.01% |
276,500
+177,400
| +179% | +$1.69M |
|
|
NXGN
1917
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $3.4M | 0.01% |
258,876
-481,400
| -65% | -$6.17M |
|
1918
Progress Software
PRGS
$1.79B
| $3.4M | 0.01% |
106,400
-40,911
| -28% | -$1.19M |
|
1919
Seneca Foods Class A
SENEA
$1.3B
| $3.39M | 0.01% |
84,700
+1,500
| +2% | +$51.8K |
|
1920
Lantheus
LNTH
$6.59B
| $3.38M | 0.01% |
393,400
+238,900
| +155% | +$2.13M |
|
1921
Lakeland Financial Corp
LKFN
$1.55B
| $3.38M | 0.01% |
71,400
-16,000
| -18% | -$653K |
|
|
PKD
1922
DELISTED
Parker Drilling Company
PKD
| $3.36M | 0.01% |
86,220
+22,660
| +36% | +$775K |
|
1923
Teekay
TK
$1.09B
| $3.36M | 0.01% |
418,300
-542,900
| -56% | -$4.18M |
|
1924
Clarus
CLAR
$140M
| $3.35M | 0.01% |
629,084
+242,272
| +63% | +$1.35M |
|
|
FNFV
1925
DELISTED
Fidelity Natl Financial, Inc.
FNFV
| $3.35M | 0.01% |
244,600
-39,900
| -14% | -$509K |
|
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.