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 | |
|---|---|---|---|---|---|---|
|
SCX
1951
DELISTED
The L.S. Starrett Company
SCX
| $3.25M | 0.01% |
349,800
+18,300
| +6% | +$178K |
|
|
YELL
1952
DELISTED
Yellow Corporation Common Stock
YELL
| $3.24M | 0.01% |
243,953
-105,600
| -30% | -$1.33M |
|
|
TDAY
1953
USA Today Co
TDAY
$1.03B
| $3.23M | 0.01% |
+202,100
| New | +$3.12M |
|
|
AUD
1954
DELISTED
Audacy, Inc.
AUD
| $3.23M | 0.01% |
211,133
+179,433
| +566% | +$2.59M |
|
|
CAMP
1955
DELISTED
CalAmp Corp.
CAMP
| $3.22M | 0.01% |
9,661
-13,309
| -58% | -$4.38M |
|
1956
Allot
ALLT
$383M
| $3.22M | 0.01% |
672,500
+19,700
| +3% | +$98.5K |
|
|
IVAC
1957
DELISTED
Intevac Inc
IVAC
| $3.21M | 0.01% |
374,853
+104,111
| +38% | +$656K |
|
|
XTLY
1958
DELISTED
Xactly Corporation
XTLY
| $3.2M | 0.01% |
291,300
-100,800
| -26% | -$1.32M |
|
1959
UFP Industries
UFPI
$4.96B
| $3.19M | 0.01% |
93,609
-8,100
| -8% | -$264K |
|
1960
Aviat Networks
AVNW
$287M
| $3.18M | 0.01% |
460,098
+46,732
| +11% | +$257K |
|
1961
ONE Gas
OGS
$5.09B
| $3.18M | 0.01% |
49,700
+36,400
| +274% | +$2.21M |
|
|
KRA
1962
DELISTED
Kraton Corporation
KRA
| $3.18M | 0.01% |
111,509
+39,409
| +55% | +$1.21M |
|
1963
Universal Technical Institute
UTI
$1.39B
| $3.17M | 0.01% |
1,091,000
+108,200
| +11% | +$250K |
|
|
GURE
1964
Gulf Resources
GURE
$4.63M
| $3.17M | 0.01% |
32,556
+2,781
| +9% | +$304K |
|
|
CSII
1965
DELISTED
Cardiovascular Systems, Inc.
CSII
| $3.17M | 0.01% |
131,100
-43,000
| -25% | -$1.06M |
|
1966
Friedman Industries
FRD
$331M
| $3.17M | 0.01% |
476,400
+4,500
| +1% | +$25.3K |
|
|
SFE
1967
DELISTED
Safeguard Scientifics, Inc.
SFE
| $3.17M | 0.01% |
235,717
+63,417
| +37% | +$782K |
|
1968
TETRA Technologies
TTI
$1.27B
| $3.17M | 0.01% |
630,533
-141,600
| -18% | -$766K |
|
1969
LiveRamp
RAMP
$2.3B
| $3.15M | 0.01% |
117,500
-234,445
| -67% | -$6.08M |
|
|
LMIA
1970
DELISTED
LMI Aerospace Inc
LMIA
| $3.15M | 0.01% |
364,800
+96,500
| +36% | +$769K |
|
1971
Primoris Services
PRIM
$4.48B
| $3.14M | 0.01% |
137,900
-11,100
| -7% | -$244K |
|
1972
American Superconductor
AMSC
$1.55B
| $3.14M | 0.01% |
425,888
+7,800
| +2% | +$58.4K |
|
|
EVRI
1973
DELISTED
Everi Holdings
EVRI
| $3.13M | 0.01% |
1,443,300
+297,100
| +26% | +$690K |
|
1974
Marchex
MCHX
$82M
| $3.13M | ﹤0.01% |
1,180,401
+68,400
| +6% | +$181K |
|
1975
China Automotive Systems
CAAS
$142M
| $3.13M | ﹤0.01% |
583,333
+163,910
| +39% | +$821K |
|
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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.