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 | |
|---|---|---|---|---|---|---|
201
Macy's
M
$6.45B
| $73.9M | 0.12% |
+2,063,064
| New | +$80.2M |
|
202
COPT Defense Properties
CDP
$4.13B
| $73.3M | 0.12% |
2,348,300
+396,000
| +20% | +$11.2M |
|
203
Procter & Gamble
PG
$338B
| $73.2M | 0.12% |
871,100
-277,700
| -24% | -$23.7M |
|
204
Kinder Morgan
KMI
$70.1B
| $72.7M | 0.12% |
3,511,431
+1,828,500
| +109% | +$38.7M |
|
205
American Homes 4 Rent
AMH
$12.2B
| $72.7M | 0.12% |
3,466,041
+652,400
| +23% | +$13.5M |
|
|
MJN
206
DELISTED
Mead Johnson Nutrition Company
MJN
| $72.6M | 0.11% |
1,025,700
+417,800
| +69% | +$31.1M |
|
207
Berkshire Hathaway Class B
BRK.B
$1.11T
| $72.5M | 0.11% |
444,700
+143,800
| +48% | +$22.1M |
|
|
AIV
208
Aimco
AIV
$376M
| $72.1M | 0.11% |
11,911,797
+1,642,489
| +16% | +$9.37M |
|
209
LivaNova
LIVN
$4.33B
| $72M | 0.11% |
1,601,100
-493,694
| -24% | -$24.3M |
|
210
Henry Schein
HSIC
$9.94B
| $71.9M | 0.11% |
+1,208,715
| New | +$73M |
|
211
Idexx Laboratories
IDXX
$46.2B
| $71.9M | 0.11% |
613,200
-81,104
| -12% | -$9.26M |
|
212
Oshkosh
OSK
$9.62B
| $71.4M | 0.11% |
1,104,800
+699,300
| +172% | +$43.3M |
|
213
WIX.com
WIX
$2.79B
| $70.8M | 0.11% |
1,590,300
+266,774
| +20% | +$12M |
|
214
Mondelez International
MDLZ
$78.9B
| $70.8M | 0.11% |
+1,597,798
| New | +$68.8M |
|
215
Old Republic International
ORI
$10.2B
| $70.6M | 0.11% |
3,718,085
+412,000
| +12% | +$7.41M |
|
216
Regency Centers
REG
$13.9B
| $70.3M | 0.11% |
1,019,600
+749,900
| +278% | +$52.2M |
|
|
DCM
217
DELISTED
NTT DOCOMO, Inc.
DCM
| $70M | 0.11% |
3,077,800
+371,900
| +14% | +$8.77M |
|
218
L3Harris
LHX
$53.3B
| $68.8M | 0.11% |
671,459
+98,400
| +17% | +$9.73M |
|
219
Enterprise Products Partners
EPD
$81.8B
| $68.6M | 0.11% |
2,536,949
+817,700
| +48% | +$21.3M |
|
220
Bunge Global
BG
$21.4B
| $67.9M | 0.11% |
939,900
+255,200
| +37% | +$17M |
|
221
Realty Income
O
$58.6B
| $67.8M | 0.11% |
+1,216,386
| New | +$68.3M |
|
|
MRSH
222
Marsh
MRSH
$91.3B
| $67.3M | 0.11% |
995,100
+240,600
| +32% | +$16.1M |
|
223
Cogent Communications
CCOI
$554M
| $67.2M | 0.11% |
1,626,100
+147,000
| +10% | +$5.61M |
|
224
Canadian Pacific Kansas City
CP
$80.8B
| $67.2M | 0.11% |
2,355,000
+1,308,500
| +125% | +$38.7M |
|
225
WD-40
WDFC
$3.13B
| $67.2M | 0.11% |
574,700
-2,200
| -0.4% | -$242K |
|
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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.