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 | |
|---|---|---|---|---|---|---|
2251
Alico
ALCO
$303M
| $1.94M | ﹤0.01% |
71,591
+3,700
| +5% | +$101K |
|
|
NMRX
2252
DELISTED
Numerex Corp
NMRX
| $1.92M | ﹤0.01% |
259,800
+4,500
| +2% | +$35K |
|
|
JCAP
2253
DELISTED
Jernigan Capital, Inc.
JCAP
| $1.92M | ﹤0.01% |
+91,200
| New | +$1.74M |
|
|
WNRL
2254
DELISTED
Western Refining Logistics, LP
WNRL
| $1.92M | ﹤0.01% |
89,805
+58,205
| +184% | +$1.26M |
|
2255
Forward Air
FWRD
$635M
| $1.92M | ﹤0.01% |
40,439
-95,334
| -70% | -$4.36M |
|
2256
ClearOne Inc
CLRO
$14.3M
| $1.91M | ﹤0.01% |
11,187
+754
| +7% | +$124K |
|
|
VDTH
2257
DELISTED
Videocon d2h Limited
VDTH
| $1.91M | ﹤0.01% |
232,600
+54,900
| +31% | +$485K |
|
2258
LCI Industries
LCII
$2.57B
| $1.91M | ﹤0.01% |
17,700
-40,300
| -69% | -$4.01M |
|
2259
Ascent Industries
ACNT
$136M
| $1.9M | ﹤0.01% |
173,700
+8,200
| +5% | +$84.1K |
|
|
ENZY
2260
DELISTED
Enzymotec Ltd
ENZY
| $1.9M | ﹤0.01% |
290,000
+31,700
| +12% | +$209K |
|
2261
Silicon Laboratories
SLAB
$7.28B
| $1.89M | ﹤0.01% |
29,100
-32,700
| -53% | -$2.06M |
|
|
DBD
2262
DELISTED
Diebold Nixdorf Incorporated
DBD
| $1.87M | ﹤0.01% |
74,500
-353,800
| -83% | -$8.34M |
|
2263
Pampa Energía
PAM
$4.24B
| $1.87M | ﹤0.01% |
53,800
-30,600
| -36% | -$1.04M |
|
|
BMCH
2264
DELISTED
BMC Stock Holdings, Inc
BMCH
| $1.87M | ﹤0.01% |
96,000
+10,800
| +13% | +$196K |
|
2265
Valhi
VHI
$460M
| $1.87M | ﹤0.01% |
44,983
+27,875
| +163% | +$876K |
|
|
GVP
2266
DELISTED
GSE Systems, Inc.
GVP
| $1.86M | ﹤0.01% |
53,120
+1,247
| +2% | +$37.6K |
|
2267
NetSol Technologies
NTWK
$48.3M
| $1.86M | ﹤0.01% |
356,902
+33,382
| +10% | +$196K |
|
2268
Global Industrial
GIC
$1.48B
| $1.85M | ﹤0.01% |
210,900
+22,300
| +12% | +$187K |
|
2269
Black Stone Minerals
BSM
$3.08B
| $1.84M | ﹤0.01% |
97,829
-227,871
| -70% | -$4.17M |
|
|
DVAX
2270
DELISTED
Dynavax Technologies
DVAX
| $1.83M | ﹤0.01% |
+463,951
| New | +$3.4M |
|
|
PHLT
2271
DELISTED
Performant Healthcare Inc
PHLT
| $1.83M | ﹤0.01% |
780,200
+69,000
| +10% | +$221K |
|
2272
SITE Centers
SITC
$156M
| $1.83M | ﹤0.01% |
92,977
-1,363,460
| -94% | -$27.2M |
|
|
ATAXZ
2273
DELISTED
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
| $1.83M | ﹤0.01% |
338,531
+55,625
| +20% | +$300K |
|
|
ECOM
2274
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $1.82M | ﹤0.01% |
126,800
-23,511
| -16% | -$313K |
|
2275
Ark Restaurants
ARKR
$20.2M
| $1.82M | ﹤0.01% |
74,900
+4,100
| +6% | +$89.3K |
|
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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.