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 | |
|---|---|---|---|---|---|---|
2226
First Bancorp
FBP
$4.53B
| $2.04M | ﹤0.01% |
308,713
-59,087
| -16% | -$348K |
|
2227
Heritage Insurance Holdings
HRTG
$1B
| $2.04M | ﹤0.01% |
130,200
-107,700
| -45% | -$1.5M |
|
2228
Paylocity
PCTY
$7.9B
| $2.04M | ﹤0.01% |
67,900
+42,360
| +166% | +$1.58M |
|
2229
Pluri
PLUR
$18.6M
| $2.04M | ﹤0.01% |
17,810
+1,416
| +9% | +$172K |
|
|
KND
2230
DELISTED
Kindred Healthcare
KND
| $2.04M | ﹤0.01% |
259,280
+65,400
| +34% | +$537K |
|
2231
Napco Security Technologies
NSSC
$1.36B
| $2.03M | ﹤0.01% |
478,600
+19,800
| +4% | +$75.9K |
|
|
NCOM
2232
DELISTED
National Commerce Corporation
NCOM
| $2.03M | ﹤0.01% |
54,700
+43,530
| +390% | +$1.36M |
|
|
AGR
2233
DELISTED
Avangrid, Inc.
AGR
| $2.03M | ﹤0.01% |
53,500
-118,600
| -69% | -$4.53M |
|
|
RTK
2234
DELISTED
Rentech, Inc.
RTK
| $2.02M | ﹤0.01% |
816,174
+31,200
| +4% | +$69.8K |
|
|
EVOL
2235
DELISTED
Evolving Systems, Inc.
EVOL
| $2.02M | ﹤0.01% |
493,099
+30,200
| +7% | +$125K |
|
2236
Inuvo
INUV
$12.9M
| $2.02M | ﹤0.01% |
120,892
-2,590
| -2% | -$34.1K |
|
|
AVXS
2237
DELISTED
AveXis, Inc. Common Stock
AVXS
| $2.02M | ﹤0.01% |
42,300
-11,600
| -22% | -$620K |
|
|
FSAM
2238
DELISTED
Fifth Street Asset Management Inc. Class A
FSAM
| $2.02M | ﹤0.01% |
300,700
+144,900
| +93% | +$827K |
|
|
BHR
2239
Braemar Hotels & Resorts
BHR
$139M
| $2.01M | ﹤0.01% |
148,991
+3,165
| +2% | +$42K |
|
|
HIL
2240
DELISTED
Hill International, Inc. Common Stock
HIL
| $2.01M | ﹤0.01% |
462,600
+9,700
| +2% | +$38.6K |
|
|
ORIG
2241
DELISTED
Ocean Rig UDW Inc. Class A Common Shares
ORIG
| $2M | ﹤0.01% |
125
-33
| -21% | -$414K |
|
|
KSPN
2242
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
| $2M | ﹤0.01% |
30,675
+344
| +1% | +$24.5K |
|
2243
Oppenheimer Holdings
OPY
$1.23B
| $2M | ﹤0.01% |
107,500
+87,500
| +438% | +$1.44M |
|
|
NEWS
2244
DELISTED
NewStar Financial, Inc.
NEWS
| $2M | ﹤0.01% |
+215,700
| New | +$2.03M |
|
2245
Century Aluminum
CENX
$4.66B
| $1.98M | ﹤0.01% |
231,266
-5,933
| -3% | -$50.7K |
|
2246
Foster
FSTR
$407M
| $1.98M | ﹤0.01% |
145,500
+19,900
| +16% | +$258K |
|
|
ELGX
2247
DELISTED
Endologix Inc
ELGX
| $1.97M | ﹤0.01% |
34,452
+5,580
| +19% | +$511K |
|
|
MRIN
2248
DELISTED
Marin Software
MRIN
| $1.97M | ﹤0.01% |
19,905
+410
| +2% | +$40.4K |
|
|
HCCI
2249
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
| $1.96M | ﹤0.01% |
124,800
+36,900
| +42% | +$532K |
|
|
XRM
2250
DELISTED
Xerium Technologies Inc (new)
XRM
| $1.95M | ﹤0.01% |
346,100
+19,200
| +6% | +$127K |
|
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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.