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 | |
|---|---|---|---|---|---|---|
2126
Chicago Rivet & Machine Co
CVR
$9.98M
| $2.42M | ﹤0.01% |
58,100
+1,800
| +3% | +$60.1K |
|
2127
NRC Health Common Stock
NRC
$469M
| $2.42M | ﹤0.01% |
127,200
+18,511
| +17% | +$306K |
|
|
IIP
2128
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
| $2.41M | ﹤0.01% |
1,563,420
+493,920
| +46% | +$761K |
|
|
CVLY
2129
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $2.4M | ﹤0.01% |
97,207
+10,055
| +12% | +$204K |
|
2130
First Mid Bancshares
FMBH
$1.38B
| $2.4M | ﹤0.01% |
70,600
+8,300
| +13% | +$248K |
|
|
HEP
2131
DELISTED
Holly Energy Partners, L.P.
HEP
| $2.4M | ﹤0.01% |
74,851
+40,951
| +121% | +$1.33M |
|
|
TGNA
2132
DELISTED
TEGNA Inc
TGNA
| $2.39M | ﹤0.01% |
+174,531
| New | +$2.38M |
|
|
WSTL
2133
DELISTED
Westell Technologies Inc
WSTL
| $2.39M | ﹤0.01% |
918,132
+17,500
| +2% | +$37.3K |
|
|
CSS
2134
DELISTED
CSS Industries, Inc.
CSS
| $2.38M | ﹤0.01% |
87,800
+11,800
| +16% | +$311K |
|
|
ITIC
2135
Investors Title Co
ITIC
$543M
| $2.37M | ﹤0.01% |
15,000
| – | – |
|
|
OSIR
2136
DELISTED
Osiris Therapeutics, Inc. Common Stock
OSIR
| $2.37M | ﹤0.01% |
483,091
+280,791
| +139% | +$1.44M |
|
2137
Avient
AVNT
$4.25B
| $2.37M | ﹤0.01% |
73,958
-266,600
| -78% | -$8.57M |
|
2138
Global Partners
GLP
$1.72B
| $2.37M | ﹤0.01% |
121,647
-76,353
| -39% | -$1.23M |
|
|
ITI
2139
DELISTED
Iteris, Inc.
ITI
| $2.36M | ﹤0.01% |
649,100
+48,900
| +8% | +$171K |
|
2140
AudioCodes
AUDC
$255M
| $2.36M | ﹤0.01% |
371,272
+143,262
| +63% | +$829K |
|
|
HALL
2141
DELISTED
Hallmark Financial Services, Inc.
HALL
| $2.36M | ﹤0.01% |
20,260
+3,170
| +19% | +$344K |
|
2142
Capital City Bank Group
CCBG
$898M
| $2.35M | ﹤0.01% |
114,899
+5,600
| +5% | +$98.3K |
|
|
VRN
2143
DELISTED
Veren
VRN
| $2.35M | ﹤0.01% |
+173,000
| New | +$2.22M |
|
2144
Azenta
AZTA
$1.46B
| $2.35M | ﹤0.01% |
+137,357
| New | +$2.07M |
|
|
UCP
2145
DELISTED
UCP, Inc.
UCP
| $2.35M | ﹤0.01% |
194,600
+151,100
| +347% | +$1.51M |
|
|
MHG
2146
DELISTED
Marine Harvest ASA
MHG
| $2.32M | ﹤0.01% |
128,200
+31,600
| +33% | +$566K |
|
2147
Perion Network
PERI
$385M
| $2.32M | ﹤0.01% |
544,633
+69,632
| +15% | +$242K |
|
|
STCN
2148
DELISTED
Steel Connect, Inc. Common Stock
STCN
| $2.31M | ﹤0.01% |
169,612
+13,800
| +9% | +$184K |
|
|
AMID
2149
DELISTED
American Midstream Partners, LP
AMID
| $2.31M | ﹤0.01% |
126,885
-104,015
| -45% | -$1.57M |
|
|
MGIC
2150
DELISTED
Magic Software Enterprises
MGIC
| $2.31M | ﹤0.01% |
345,952
-10,881
| -3% | -$78.1K |
|
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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.