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 | |
|---|---|---|---|---|---|---|
|
GLBR
2276
DELISTED
Global Brokerage, Inc. Class A Common Stock
GLBR
| $1.81M | ﹤0.01% |
257,230
+8,600
| +3% | +$68.8K |
|
|
CQH
2277
DELISTED
Cheniere Energy Partners LP Holdings LLC
CQH
| $1.81M | ﹤0.01% |
81,000
-9,600
| -11% | -$204K |
|
2278
Clearway Energy Class C
CWEN
$7.03B
| $1.81M | ﹤0.01% |
114,500
-128,800
| -53% | -$2.01M |
|
2279
Global Ship Lease
GSL
$1.52B
| $1.81M | ﹤0.01% |
150,713
+11,750
| +8% | +$146K |
|
|
ADAP
2280
DELISTED
Adaptimmune Therapeutics
ADAP
| $1.8M | ﹤0.01% |
445,100
+116,400
| +35% | +$558K |
|
|
NDRM
2281
DELISTED
NeuroDerm Ltd. Ordinary Shares
NDRM
| $1.8M | ﹤0.01% |
+80,942
| New | +$1.51M |
|
|
WAIR
2282
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
| $1.79M | ﹤0.01% |
+119,800
| New | +$1.68M |
|
2283
Silvercrest Asset Management
SAMG
$79.2M
| $1.79M | ﹤0.01% |
136,100
+4,500
| +3% | +$56.1K |
|
|
HPJ
2284
DELISTED
Highpower International Inc
HPJ
| $1.78M | ﹤0.01% |
759,650
+69,850
| +10% | +$188K |
|
|
GBL
2285
DELISTED
GAMCO Investors, Inc.
GBL
| $1.77M | ﹤0.01% |
57,400
+18,100
| +46% | +$550K |
|
|
MSON
2286
DELISTED
Misonix Inc
MSON
| $1.76M | ﹤0.01% |
168,900
-4,600
| -3% | -$35.8K |
|
2287
Kodak
KODK
$973M
| $1.76M | ﹤0.01% |
113,390
+66,290
| +141% | +$1.01M |
|
|
UWN
2288
DELISTED
Nevada Gold & Casinos, Ltd.
UWN
| $1.75M | ﹤0.01% |
947,400
+100
| +0% | +$176 |
|
2289
Inseego
INSG
$79.1M
| $1.75M | ﹤0.01% |
71,640
+1,690
| +2% | +$44.6K |
|
2290
Universal Health Services
UHS
$10B
| $1.75M | ﹤0.01% |
16,400
-232,500
| -93% | -$27.5M |
|
|
SIRE
2291
DELISTED
Sisecam Resources LP
SIRE
| $1.74M | ﹤0.01% |
59,902
+22,002
| +58% | +$671K |
|
|
CTG
2292
DELISTED
Computer Task Group, Inc.
CTG
| $1.74M | ﹤0.01% |
412,000
+21,695
| +6% | +$95.6K |
|
|
VRTU
2293
DELISTED
Virtusa Corporation
VRTU
| $1.73M | ﹤0.01% |
+68,900
| New | +$1.52M |
|
2294
Southern Missouri Bancorp
SMBC
$842M
| $1.72M | ﹤0.01% |
48,700
+6,600
| +16% | +$188K |
|
|
MATR
2295
DELISTED
Mattersight Corp.
MATR
| $1.72M | ﹤0.01% |
464,800
-2,900
| -0.6% | -$10.8K |
|
|
COVS
2296
DELISTED
Covisint Corporation
COVS
| $1.72M | ﹤0.01% |
905,300
+8,400
| +0.9% | +$18.1K |
|
|
LPNT
2297
DELISTED
LifePoint Health, Inc.
LPNT
| $1.72M | ﹤0.01% |
+30,230
| New | +$1.75M |
|
|
CNCO
2298
DELISTED
Cencosud S.A.
CNCO
| $1.71M | ﹤0.01% |
203,800
-30,300
| -13% | -$273K |
|
|
CEMP
2299
DELISTED
Cempra, Inc.
CEMP
| $1.71M | ﹤0.01% |
+611,200
| New | +$7.41M |
|
|
PRTK
2300
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
| $1.7M | ﹤0.01% |
110,264
-33,249
| -23% | -$432K |
|
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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.