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 | |
|---|---|---|---|---|---|---|
|
SNT
1976
Senstar Technologies
SNT
$42.9M
| $3.13M | ﹤0.01% |
616,560
+214,760
| +53% | +$1.08M |
|
1977
SLM Corp
SLM
$5.27B
| $3.12M | ﹤0.01% |
283,500
-257,600
| -48% | -$2.31M |
|
|
CLUB
1978
DELISTED
Town Sports International Holdings, Inc.
CLUB
| $3.12M | ﹤0.01% |
1,249,400
+71,459
| +6% | +$182K |
|
|
GSB
1979
DELISTED
GlobalSCAPE, Inc.
GSB
| $3.1M | ﹤0.01% |
762,500
+60,441
| +9% | +$226K |
|
|
SSNI
1980
DELISTED
Silver Spring Networks, Inc.
SSNI
| $3.08M | ﹤0.01% |
231,800
-49,400
| -18% | -$683K |
|
1981
Moog Inc Class A
MOG.A
$14B
| $3.08M | ﹤0.01% |
46,845
+30,145
| +181% | +$1.92M |
|
|
BEL
1982
DELISTED
Belmond Ltd.
BEL
| $3.07M | ﹤0.01% |
230,250
+152,469
| +196% | +$1.96M |
|
1983
Embotelladora Andina Series A
AKO.A
$3.75B
| $3.07M | ﹤0.01% |
149,500
+4,000
| +3% | +$85.5K |
|
|
TREC
1984
DELISTED
Trecora Resources
TREC
| $3.07M | ﹤0.01% |
221,400
+1,400
| +0.6% | +$16.7K |
|
|
PMBC
1985
DELISTED
Pacific Mercantile Bancorp
PMBC
| $3.06M | ﹤0.01% |
419,700
+11,600
| +3% | +$78.1K |
|
1986
United-Guardian
UG
$32.8M
| $3.05M | ﹤0.01% |
196,500
+4,600
| +2% | +$71.2K |
|
1987
Grupo SIMEC
SIM
$4.68B
| $3.04M | ﹤0.01% |
211,700
+2,600
| +1% | +$30.1K |
|
1988
NWPX Infrastructure Inc
NWPX
$1.12B
| $3.04M | ﹤0.01% |
176,400
+27,800
| +19% | +$428K |
|
|
RC
1989
Ready Capital
RC
$306M
| $3.04M | ﹤0.01% |
225,843
+63,643
| +39% | +$859K |
|
1990
USA Compression Partners
USAC
$3.86B
| $3.03M | ﹤0.01% |
175,309
+144,309
| +466% | +$2.57M |
|
|
RENX
1991
DELISTED
RELX N.V.
RENX
| $3.03M | ﹤0.01% |
180,857
-125,822
| -41% | -$2.06M |
|
|
WMAR
1992
DELISTED
West Marine Inc
WMAR
| $3.03M | ﹤0.01% |
289,301
+174,501
| +152% | +$1.6M |
|
1993
Camtek
CAMT
$7.72B
| $3.03M | ﹤0.01% |
919,930
+180,930
| +24% | +$547K |
|
1994
LeMaitre Vascular
LMAT
$1.88B
| $3.02M | ﹤0.01% |
119,100
-64,400
| -35% | -$1.43M |
|
1995
Agnico Eagle Mines
AEM
$94.4B
| $3.01M | ﹤0.01% |
71,736
+54,700
| +321% | +$2.42M |
|
1996
Espey Mfg & Electronics Corp
ESP
$192M
| $3M | ﹤0.01% |
115,100
+1,300
| +1% | +$33.8K |
|
|
LHO
1997
DELISTED
LaSalle Hotel Properties
LHO
| $2.98M | ﹤0.01% |
+97,700
| New | +$2.62M |
|
|
MDSO
1998
DELISTED
Medidata Solutions, Inc.
MDSO
| $2.98M | ﹤0.01% |
+59,894
| New | +$3.11M |
|
1999
Tronox
TROX
$952M
| $2.97M | ﹤0.01% |
288,100
+62,400
| +28% | +$623K |
|
|
IIJI
2000
DELISTED
Internet Initiative Japan Inc
IIJI
| $2.97M | ﹤0.01% |
398,200
+500
| +0.1% | +$3.98K |
|
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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.