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 | |
|---|---|---|---|---|---|---|
|
ALBO
2076
DELISTED
Albireo Pharma Inc
ALBO
| $2.64M | ﹤0.01% |
148,838
+17,338
| +13% | +$360K |
|
|
VWTR
2077
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
| $2.63M | ﹤0.01% |
173,507
+34,407
| +25% | +$465K |
|
2078
StoneX
SNEX
$8.09B
| $2.63M | ﹤0.01% |
+335,629
| New | +$2.6M |
|
2079
Kforce
KFRC
$1.04B
| $2.62M | ﹤0.01% |
113,300
-42,300
| -27% | -$869K |
|
|
MOCO
2080
DELISTED
Mocon Inc
MOCO
| $2.59M | ﹤0.01% |
132,896
+13,980
| +12% | +$235K |
|
2081
Tredegar Corp
TG
$276M
| $2.58M | ﹤0.01% |
107,700
+6,600
| +7% | +$139K |
|
2082
CSP Inc
CSPI
$81.1M
| $2.57M | ﹤0.01% |
486,600
+74,200
| +18% | +$397K |
|
2083
Greif
GEF
$4.97B
| $2.57M | ﹤0.01% |
50,100
+37,000
| +282% | +$1.88M |
|
2084
Dynagas LNG Partners
DLNG
$140M
| $2.57M | ﹤0.01% |
160,824
+147,124
| +1,074% | +$2.21M |
|
|
ARTX
2085
DELISTED
Arotech Corporation
ARTX
| $2.57M | ﹤0.01% |
733,900
+441,400
| +151% | +$1.47M |
|
2086
CareTrust REIT
CTRE
$9.16B
| $2.57M | ﹤0.01% |
167,500
+6,100
| +4% | +$87.2K |
|
2087
Citi Trends
CTRN
$616M
| $2.56M | ﹤0.01% |
136,100
-48,900
| -26% | -$956K |
|
2088
Standard Motor Products
SMP
$870M
| $2.56M | ﹤0.01% |
48,100
+27,200
| +130% | +$1.36M |
|
2089
Walker & Dunlop
WD
$1.46B
| $2.56M | ﹤0.01% |
82,063
+23,663
| +41% | +$663K |
|
2090
Albemarle
ALB
$16.1B
| $2.56M | ﹤0.01% |
29,708
-38,200
| -56% | -$3.23M |
|
2091
Transact Technologies
TACT
$53.2M
| $2.55M | ﹤0.01% |
387,001
+36,501
| +10% | +$246K |
|
|
ARQL
2092
DELISTED
Arqule Inc
ARQL
| $2.54M | ﹤0.01% |
2,017,600
+26,900
| +1% | +$37.6K |
|
2093
Equity Bancshares
EQBK
$1.06B
| $2.54M | ﹤0.01% |
75,518
+34,218
| +83% | +$1.02M |
|
2094
Liberty Media Series A
FWONA
$23.9B
| $2.54M | ﹤0.01% |
84,464
+56,864
| +206% | +$1.63M |
|
2095
Constellium
CSTM
$4.01B
| $2.53M | ﹤0.01% |
429,400
-110,500
| -20% | -$675K |
|
|
GPP
2096
DELISTED
Green Plains Partners LP
GPP
| $2.53M | ﹤0.01% |
127,884
+29,197
| +30% | +$556K |
|
|
OCLR
2097
DELISTED
Oclaro Inc.
OCLR
| $2.53M | ﹤0.01% |
282,856
-1,203,600
| -81% | -$10.4M |
|
|
TCS
2098
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $2.53M | ﹤0.01% |
26,553
+510
| +2% | +$44K |
|
|
YZC
2099
DELISTED
Yanzhou Coal Mining
YZC
| $2.53M | ﹤0.01% |
378,521
+108,921
| +40% | +$799K |
|
2100
Broadwind
BWEN
$127M
| $2.53M | ﹤0.01% |
624,990
+72,900
| +13% | +$309K |
|
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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.