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 | |
|---|---|---|---|---|---|---|
2201
United Fire Group
UFCS
$1.39B
| $2.11M | ﹤0.01% |
42,900
+11,700
| +38% | +$520K |
|
|
MGCD
2202
DELISTED
MGC Diagnostics Corporation
MGCD
| $2.11M | ﹤0.01% |
267,040
+800
| +0.3% | +$5.98K |
|
|
PPP
2203
DELISTED
Primero Mining Corp
PPP
| $2.1M | ﹤0.01% |
2,675,425
+1,966,012
| +277% | +$2.17M |
|
|
CAFD
2204
DELISTED
8point3 Energy Partners LP
CAFD
| $2.1M | ﹤0.01% |
161,916
+91,971
| +131% | +$1.26M |
|
|
WRI
2205
DELISTED
Weingarten Realty Investors
WRI
| $2.1M | ﹤0.01% |
58,700
-43,700
| -43% | -$1.57M |
|
|
AIMT
2206
DELISTED
Aimmune Therapeutics
AIMT
| $2.1M | ﹤0.01% |
+102,700
| New | +$2.1M |
|
|
SEAC
2207
DELISTED
Seachange International Inc
SEAC
| $2.1M | ﹤0.01% |
45,556
-1,200
| -3% | -$62.7K |
|
|
UTEK
2208
DELISTED
Ultratech Inc.
UTEK
| $2.1M | ﹤0.01% |
87,356
+46,100
| +112% | +$1.05M |
|
2209
CGI
GIB
$15.2B
| $2.09M | ﹤0.01% |
43,600
-49,900
| -53% | -$2.38M |
|
2210
Deluxe
DLX
$1.11B
| $2.09M | ﹤0.01% |
29,200
+10,000
| +52% | +$671K |
|
|
SNMP
2211
DELISTED
Evolve Transition Infrastructure LP
SNMP
| $2.09M | ﹤0.01% |
5,907
+4,434
| +301% | +$1.69M |
|
|
CAVM
2212
DELISTED
Cavium, Inc.
CAVM
| $2.09M | ﹤0.01% |
+33,433
| New | +$1.93M |
|
|
TOWR
2213
DELISTED
Tower International, Inc.
TOWR
| $2.09M | ﹤0.01% |
+73,581
| New | +$1.85M |
|
|
NPKI
2214
NPK International
NPKI
$1.21B
| $2.08M | ﹤0.01% |
277,300
+28,100
| +11% | +$204K |
|
2215
KNOT Offshore Partners
KNOP
$371M
| $2.08M | ﹤0.01% |
88,056
+9,356
| +12% | +$200K |
|
|
SPRT
2216
DELISTED
support.com, Inc.
SPRT
| $2.08M | ﹤0.01% |
805,233
+20,239
| +3% | +$47K |
|
2217
LCNB Corp
LCNB
$282M
| $2.08M | ﹤0.01% |
89,300
+7,100
| +9% | +$144K |
|
|
ORM
2218
DELISTED
Owens Realty Mortgage, Inc.
ORM
| $2.07M | ﹤0.01% |
111,900
+3,900
| +4% | +$70.3K |
|
2219
Red Robin
RRGB
$191M
| $2.07M | ﹤0.01% |
36,700
-111,766
| -75% | -$5.6M |
|
2220
Kratos Defense & Security Solutions
KTOS
$12.1B
| $2.06M | ﹤0.01% |
278,592
+253,292
| +1,001% | +$1.71M |
|
2221
Travel + Leisure Co
TNL
$4.62B
| $2.06M | ﹤0.01% |
+59,805
| New | +$1.92M |
|
2222
State Street Industrial Select Sector SPDR ETF
XLI
$34.8B
| $2.06M | ﹤0.01% |
33,100
-73,000
| -69% | -$4.4M |
|
|
DNR
2223
DELISTED
Denbury Resources, Inc.
DNR
| $2.06M | ﹤0.01% |
559,535
-992,168
| -64% | -$3.19M |
|
2224
AstroNova
ALOT
$226M
| $2.04M | ﹤0.01% |
143,450
+1,200
| +0.8% | +$16.9K |
|
|
DGAS
2225
DELISTED
Delta Natural Gas Co Inc
DGAS
| $2.04M | ﹤0.01% |
69,700
+1,200
| +2% | +$30.5K |
|
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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.