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 | |
|---|---|---|---|---|---|---|
|
BSF
2301
DELISTED
Bear State Financial, Inc.
BSF
| $1.69M | ﹤0.01% |
166,574
+47,211
| +40% | +$453K |
|
2302
Carlyle Group
CG
$17.6B
| $1.68M | ﹤0.01% |
+110,400
| New | +$1.7M |
|
|
MTL
2303
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
| $1.68M | ﹤0.01% |
293,511
-47,700
| -14% | -$239K |
|
2304
Veracyte
VCYT
$3.36B
| $1.68M | ﹤0.01% |
216,900
+45,126
| +26% | +$338K |
|
|
JONE
2305
DELISTED
Jones Energy, Inc.
JONE
| $1.68M | ﹤0.01% |
18,225
+5,975
| +49% | +$484K |
|
2306
Brookfield Renewable
BEP
$10.5B
| $1.68M | ﹤0.01% |
105,833
-39,204
| -27% | -$617K |
|
|
ICAD
2307
DELISTED
iCAD Inc
ICAD
| $1.67M | ﹤0.01% |
517,560
+25,600
| +5% | +$96.9K |
|
|
PBT
2308
Permian Basin Royalty Trust
PBT
$1.56B
| $1.67M | ﹤0.01% |
216,918
+108,617
| +100% | +$787K |
|
2309
Scholastic
SCHL
$785M
| $1.67M | ﹤0.01% |
35,201
-45,300
| -56% | -$1.92M |
|
|
FSBK
2310
DELISTED
First South Bancorp Inc/VA
FSBK
| $1.66M | ﹤0.01% |
139,100
+14,600
| +12% | +$152K |
|
2311
MarineMax
HZO
$1.15B
| $1.65M | ﹤0.01% |
85,400
+20,900
| +32% | +$404K |
|
|
YUME
2312
DELISTED
YuMe, Inc.
YUME
| $1.65M | ﹤0.01% |
460,527
-26,873
| -6% | -$97.9K |
|
|
AFH
2313
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
| $1.65M | ﹤0.01% |
91,200
-7,900
| -8% | -$134K |
|
|
RPT
2314
Rithm Property Trust
RPT
$104M
| $1.64M | ﹤0.01% |
21,356
+5,520
| +35% | +$434K |
|
|
TGH
2315
DELISTED
Textainer Group Holdings limited
TGH
| $1.64M | ﹤0.01% |
220,100
+100,100
| +83% | +$832K |
|
2316
Orion Energy Systems
OESX
$79M
| $1.64M | ﹤0.01% |
75,350
+10,780
| +17% | +$187K |
|
|
IMN
2317
DELISTED
Imation
IMN
| $1.64M | ﹤0.01% |
1,993,500
+126,069
| +7% | +$94.4K |
|
|
COWN
2318
DELISTED
Cowen Inc. Class A Common Stock
COWN
| $1.63M | ﹤0.01% |
+105,422
| New | +$1.51M |
|
2319
Myers Industries
MYE
$1.23B
| $1.63M | ﹤0.01% |
114,100
+5,600
| +5% | +$76K |
|
|
IMBI
2320
DELISTED
iMedia Brands, Inc. Class A Common Stock
IMBI
| $1.63M | ﹤0.01% |
108,796
+20,530
| +23% | +$387K |
|
2321
UTStarcom
UTSI
$23.4M
| $1.63M | ﹤0.01% |
203,799
+7,650
| +4% | +$61.4K |
|
2322
Essex Property Trust
ESS
$18.4B
| $1.63M | ﹤0.01% |
7,000
-9,500
| -58% | -$2.05M |
|
2323
State Street Energy Select Sector SPDR ETF
XLE
$40.5B
| $1.63M | ﹤0.01% |
43,200
-428,600
| -91% | -$15.5M |
|
|
ACFC
2324
DELISTED
Atlantic Coast Financial Corporation
ACFC
| $1.63M | ﹤0.01% |
239,100
+11,000
| +5% | +$74.1K |
|
2325
Noodles & Co
NDLS
$111M
| $1.62M | ﹤0.01% |
49,475
+28,200
| +133% | +$1.01M |
|
Similar funds
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.