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 | 14.12% |
| 2 | Technology | 12.96% |
| 3 | Healthcare | 12.08% |
| 4 | Industrials | 11.23% |
| 5 | Consumer Staples | 8.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Aon
AON
$75.6B
| $80.4M | 0.13% |
720,601
+478,500
| +198% | +$53.3M |
|
177
Cleveland-Cliffs
CLF
$7.08B
| $80.3M | 0.13% |
9,547,999
-1,802,500
| -16% | -$13.6M |
|
|
XLNX
178
DELISTED
Xilinx Inc
XLNX
| $79.9M | 0.13% |
1,323,605
-730,400
| -36% | -$39.2M |
|
179
Thor Industries
THO
$4.23B
| $79.9M | 0.13% |
798,500
+432,800
| +118% | +$39.1M |
|
180
Equinor
EQNR
$97.2B
| $79.8M | 0.13% |
4,377,100
+55,500
| +1% | +$948K |
|
181
Huntington Ingalls Industries
HII
$12.9B
| $79.8M | 0.13% |
433,200
-243,700
| -36% | -$41.4M |
|
182
Lowe's Companies
LOW
$124B
| $79.7M | 0.13% |
1,120,500
-506,300
| -31% | -$35.8M |
|
|
ORBK
183
DELISTED
Orbotech Ltd
ORBK
| $79.5M | 0.13% |
2,380,200
+263,400
| +12% | +$8.05M |
|
184
Home Depot
HD
$353B
| $79.4M | 0.13% |
592,000
-1,402,700
| -70% | -$181M |
|
185
Trane Technologies
TT
$106B
| $79.1M | 0.13% |
1,054,068
+976,600
| +1,261% | +$70.4M |
|
186
Fortinet
FTNT
$119B
| $78.9M | 0.12% |
13,090,500
+6,783,000
| +108% | +$42.4M |
|
187
Empire State Realty Trust
ESRT
$802M
| $78.7M | 0.12% |
3,899,700
-256,000
| -6% | -$5.07M |
|
188
Xcel Energy
XEL
$48.5B
| $78.7M | 0.12% |
1,933,400
+781,300
| +68% | +$31.2M |
|
189
Teva Pharmaceuticals
TEVA
$42.5B
| $78.5M | 0.12% |
2,165,863
+217,900
| +11% | +$8.7M |
|
190
Veeva Systems
VEEV
$38.4B
| $78M | 0.12% |
1,916,800
-210,700
| -10% | -$8.6M |
|
191
Southern Company
SO
$106B
| $77.5M | 0.12% |
1,576,300
-9,000
| -0.6% | -$442K |
|
192
Arch Capital
ACGL
$33.5B
| $77.3M | 0.12% |
2,688,600
-586,800
| -18% | -$16M |
|
193
Argan
AGX
$8.11B
| $75.9M | 0.12% |
1,075,800
+141,500
| +15% | +$8.83M |
|
194
Leidos
LDOS
$17.7B
| $75.8M | 0.12% |
1,482,481
+454,531
| +44% | +$21.2M |
|
|
HAR
195
DELISTED
Harman International Industries
HAR
| $75.6M | 0.12% |
679,800
+621,600
| +1,068% | +$60M |
|
196
Las Vegas Sands
LVS
$29.6B
| $74.9M | 0.12% |
+1,402,900
| New | +$81.8M |
|
197
Crown Holdings
CCK
$13.1B
| $74.9M | 0.12% |
1,424,900
+675,200
| +90% | +$36.5M |
|
198
PG&E
PCG
$38.1B
| $74.2M | 0.12% |
1,220,600
+661,100
| +118% | +$39.6M |
|
199
Williams Companies
WMB
$88.4B
| $74M | 0.12% |
+2,375,100
| New | +$71.6M |
|
200
PLDT
PHI
$4.23B
| $74M | 0.12% |
2,684,400
+150,300
| +6% | +$4.43M |
|
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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 14% 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.