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 | |
|---|---|---|---|---|---|---|
2326
Harvard Bioscience
HBIO
$30.5M
| $1.61M | ﹤0.01% |
52,920
+2,050
| +4% | +$52.1K |
|
|
KWY
2327
Kingsway Corp
KWY
$282M
| $1.61M | ﹤0.01% |
258,070
+67,000
| +35% | +$389K |
|
|
WTT
2328
DELISTED
Wireless Telecom Group, Inc.
WTT
| $1.61M | ﹤0.01% |
843,500
+3,900
| +0.5% | +$6.48K |
|
2329
Columbus McKinnon
CMCO
$546M
| $1.61M | ﹤0.01% |
59,500
+19,415
| +48% | +$436K |
|
|
SOL
2330
DELISTED
Emeren Group
SOL
| $1.61M | ﹤0.01% |
502,960
+29,487
| +6% | +$122K |
|
|
PRSS
2331
DELISTED
CafePress Inc.
PRSS
| $1.6M | ﹤0.01% |
545,000
+26,200
| +5% | +$78.9K |
|
|
SHOS
2332
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
| $1.6M | ﹤0.01% |
340,700
-9,200
| -3% | -$50.4K |
|
2333
Insmed
INSM
$26.9B
| $1.59M | ﹤0.01% |
120,500
-77,200
| -39% | -$1.05M |
|
|
NTUS
2334
DELISTED
Natus Medical Inc
NTUS
| $1.59M | ﹤0.01% |
45,800
+32,600
| +247% | +$1.28M |
|
|
MTGE
2335
DELISTED
MTGE Investment Corp. Common Stock
MTGE
| $1.59M | ﹤0.01% |
+101,052
| New | +$1.68M |
|
2336
Aegon
AEG
$14B
| $1.58M | ﹤0.01% |
371,971
-1,685,501
| -82% | -$6.27M |
|
2337
Rocky Brands
RCKY
$358M
| $1.57M | ﹤0.01% |
135,900
+4,700
| +4% | +$51K |
|
2338
Hallador Energy
HNRG
$758M
| $1.57M | ﹤0.01% |
172,500
+63,200
| +58% | +$555K |
|
|
SUNE
2339
SUNation Energy
SUNE
$10.6M
| $1.57M | ﹤0.01% |
1
| – | – |
|
|
BBQ
2340
DELISTED
BBQ Holdings, Inc. Common Stock
BBQ
| $1.57M | ﹤0.01% |
316,300
+17,700
| +6% | +$87.8K |
|
|
BDN
2341
Brandywine Realty Trust
BDN
$541M
| $1.56M | ﹤0.01% |
94,598
-892,300
| -90% | -$13.7M |
|
|
PBCT
2342
DELISTED
People's United Financial Inc
PBCT
| $1.56M | ﹤0.01% |
80,628
+55,328
| +219% | +$978K |
|
|
WBMD
2343
DELISTED
WebMD Health Corp.
WBMD
| $1.56M | ﹤0.01% |
31,400
-219,980
| -88% | -$11.4M |
|
|
IO
2344
DELISTED
ION Geophysical Corporation
IO
| $1.55M | ﹤0.01% |
259,106
+106,324
| +70% | +$729K |
|
2345
EyePoint Inc
EYPT
$1.22B
| $1.55M | ﹤0.01% |
90,700
+22,990
| +34% | +$466K |
|
|
SPTN
2346
DELISTED
SpartanNash
SPTN
| $1.55M | ﹤0.01% |
39,100
-129,366
| -77% | -$4.34M |
|
|
SMED
2347
DELISTED
Sharps Compliance Corp
SMED
| $1.54M | ﹤0.01% |
402,700
-9,500
| -2% | -$38.6K |
|
2348
Preformed Line Products
PLPC
$2.23B
| $1.53M | ﹤0.01% |
26,400
+800
| +3% | +$40.6K |
|
2349
Brookfield Infrastructure Partners
BIP
$18.2B
| $1.53M | ﹤0.01% |
+77,112
| New | +$1.52M |
|
2350
3D Systems Corp
DDD
$613M
| $1.53M | ﹤0.01% |
115,000
-1,078,500
| -90% | -$15.8M |
|
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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.