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 | |
|---|---|---|---|---|---|---|
|
AMNB
1926
DELISTED
American National Bankshares Inc
AMNB
| $3.34M | 0.01% |
96,100
+14,990
| +18% | +$457K |
|
1927
Cadiz
CDZI
$292M
| $3.34M | 0.01% |
+267,400
| New | +$2.4M |
|
|
TAX
1928
DELISTED
Liberty Tax, Inc. Class A
TAX
| $3.34M | 0.01% |
249,500
+49,900
| +25% | +$638K |
|
|
LOCK
1929
DELISTED
LifeLock, Inc.
LOCK
| $3.34M | 0.01% |
139,700
-210,500
| -60% | -$4.28M |
|
1930
Trupanion
TRUP
$1.34B
| $3.33M | 0.01% |
214,400
+57,600
| +37% | +$927K |
|
1931
Grupo Aval
AVAL
$6.29B
| $3.32M | 0.01% |
418,306
+34,906
| +9% | +$279K |
|
1932
Seagate
STX
$221B
| $3.32M | 0.01% |
+86,900
| New | +$3.24M |
|
|
INFN
1933
DELISTED
Infinera Corporation Common Stock
INFN
| $3.31M | 0.01% |
390,273
-398,727
| -51% | -$3.42M |
|
1934
Heritage Financial
HFWA
$1.22B
| $3.31M | 0.01% |
128,600
-8,500
| -6% | -$182K |
|
1935
Ooma
OOMA
$572M
| $3.31M | 0.01% |
367,500
+96,500
| +36% | +$862K |
|
1936
Churchill Downs
CHDN
$6.33B
| $3.31M | 0.01% |
131,850
-18,000
| -12% | -$440K |
|
1937
Companhia Siderúrgica Nacional
SID
$1.17B
| $3.3M | 0.01% |
1,022,500
-407,400
| -28% | -$1.33M |
|
|
PRCP
1938
DELISTED
Perceptron Inc
PRCP
| $3.3M | 0.01% |
497,200
+1,000
| +0.2% | +$6.42K |
|
1939
TransAlta
TAC
$4.05B
| $3.3M | 0.01% |
598,741
+162,400
| +37% | +$776K |
|
|
HI
1940
DELISTED
Hillenbrand
HI
| $3.29M | 0.01% |
85,800
-43,300
| -34% | -$1.46M |
|
1941
Standard BioTools
LAB
$280M
| $3.29M | 0.01% |
451,300
+81,000
| +22% | +$509K |
|
|
XBKS
1942
DELISTED
Xenith Bankshares, Inc. Common Stock
XBKS
| $3.28M | 0.01% |
116,426
+83,890
| +258% | +$2.09M |
|
1943
Republic Bancorp
RBCAA
$1.92B
| $3.27M | 0.01% |
82,800
+30,100
| +57% | +$1.04M |
|
|
DSCI
1944
DELISTED
Derma Sciences, Inc. Common Stock (DE)
DSCI
| $3.27M | 0.01% |
629,600
-8,400
| -1% | -$39.5K |
|
|
MDC
1945
DELISTED
M.D.C. Holdings, Inc.
MDC
| $3.27M | 0.01% |
160,676
-149,034
| -48% | -$2.78M |
|
|
PLPM
1946
DELISTED
Planet Payment, Inc
PLPM
| $3.27M | 0.01% |
801,600
-7,300
| -0.9% | -$27.7K |
|
1947
Global Indemnity Group
GBLI
$395M
| $3.27M | 0.01% |
85,564
+5,800
| +7% | +$197K |
|
1948
Silgan Holdings
SLGN
$4.49B
| $3.26M | 0.01% |
+127,480
| New | +$3.21M |
|
1949
BioMarin Pharmaceuticals
BMRN
$13B
| $3.26M | 0.01% |
+39,371
| New | +$3.39M |
|
1950
Autohome
ATHM
$2.61B
| $3.26M | 0.01% |
128,900
+110,600
| +604% | +$2.85M |
|
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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.