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 | |
|---|---|---|---|---|---|---|
|
ESND
2401
DELISTED
Essendant Inc.
ESND
| $1.39M | ﹤0.01% |
66,522
-44,400
| -40% | -$844K |
|
2402
Kingstone Companies
KINS
$285M
| $1.39M | ﹤0.01% |
100,800
+35,133
| +54% | +$407K |
|
2403
Miller Industries
MLR
$645M
| $1.39M | ﹤0.01% |
52,400
-2,800
| -5% | -$68.4K |
|
2404
NLI Holdings
NL
$317M
| $1.38M | ﹤0.01% |
169,600
+17,000
| +11% | +$93K |
|
|
CYBR
2405
DELISTED
CyberArk
CYBR
| $1.38M | ﹤0.01% |
+30,307
| New | +$1.48M |
|
|
NORD
2406
DELISTED
Nord Anglia Education, Inc.
NORD
| $1.37M | ﹤0.01% |
58,700
-18,400
| -24% | -$417K |
|
|
USAK
2407
DELISTED
USA Truck Inc
USAK
| $1.36M | ﹤0.01% |
156,600
+37,300
| +31% | +$336K |
|
2408
Southern First Bancshares
SFST
$612M
| $1.36M | ﹤0.01% |
37,700
+4,600
| +14% | +$139K |
|
|
SHI
2409
DELISTED
Sinopec Shanghai Petrochemical Co., Ltd.
SHI
| $1.36M | ﹤0.01% |
25,050
+9,500
| +61% | +$493K |
|
2410
ICL Group
ICL
$7.19B
| $1.35M | ﹤0.01% |
329,400
+15,200
| +5% | +$58.6K |
|
|
JPEP
2411
DELISTED
JP Energy Partners LP
JPEP
| $1.35M | ﹤0.01% |
+133,700
| New | +$1.11M |
|
|
GEN
2412
DELISTED
Genesis Healthcare, Inc.
GEN
| $1.35M | ﹤0.01% |
317,600
+200,200
| +171% | +$660K |
|
2413
Sarepta Therapeutics
SRPT
$1.88B
| $1.35M | ﹤0.01% |
+49,078
| New | +$1.97M |
|
|
PTX
2414
DELISTED
Pernix Therapeutics Holdings, Inc.
PTX
| $1.34M | ﹤0.01% |
692,950
+208,631
| +43% | +$755K |
|
|
VCO
2415
DELISTED
Vina Concha Y Toro 50 Shrs
VCO
| $1.34M | ﹤0.01% |
40,700
+21,900
| +116% | +$738K |
|
2416
Kite Realty
KRG
$5.31B
| $1.34M | ﹤0.01% |
57,100
-131,300
| -70% | -$3.25M |
|
|
ALO
2417
DELISTED
Alio Gold Inc
ALO
| $1.33M | ﹤0.01% |
426,650
+50,558
| +13% | +$197K |
|
2418
Installed Building Products
IBP
$6.43B
| $1.33M | ﹤0.01% |
+32,100
| New | +$1.22M |
|
|
APLP
2419
DELISTED
Archrock Partners, L.P. Common Units representing Limited Partner Interests
APLP
| $1.32M | ﹤0.01% |
82,356
+62,356
| +312% | +$969K |
|
2420
STAAR Surgical
STAA
$1.29B
| $1.32M | ﹤0.01% |
121,700
-6,500
| -5% | -$66.1K |
|
2421
Twin Disc
TWIN
$355M
| $1.32M | ﹤0.01% |
90,300
-4,000
| -4% | -$51.6K |
|
2422
Daktronics
DAKT
$986M
| $1.31M | ﹤0.01% |
122,800
+72,552
| +144% | +$693K |
|
2423
Distribution Solutions Group
DSGR
$1.61B
| $1.31M | ﹤0.01% |
110,200
+27,768
| +34% | +$297K |
|
2424
Vericel Corp
VCEL
$2.26B
| $1.31M | ﹤0.01% |
436,900
+2,200
| +0.5% | +$5.66K |
|
2425
STAG Industrial
STAG
$7.12B
| $1.31M | ﹤0.01% |
+54,900
| New | +$1.26M |
|
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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.