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 | |
|---|---|---|---|---|---|---|
|
OSB
2426
DELISTED
Norbord Inc.
OSB
| $1.31M | ﹤0.01% |
51,900
+38,500
| +287% | +$959K |
|
|
HMNF
2427
DELISTED
HMN Financial Inc
HMNF
| $1.31M | ﹤0.01% |
74,600
+5,200
| +7% | +$80.9K |
|
2428
Magnite
MGNI
$3.53B
| $1.3M | ﹤0.01% |
175,900
-252,000
| -59% | -$1.96M |
|
2429
The Bancorp
TBBK
$2.84B
| $1.3M | ﹤0.01% |
165,800
+73,200
| +79% | +$523K |
|
|
ASFI
2430
DELISTED
Asta Funding Inc
ASFI
| $1.3M | ﹤0.01% |
133,000
-45,300
| -25% | -$435K |
|
2431
Virtu Financial
VIRT
$5.13B
| $1.3M | ﹤0.01% |
81,409
-156,491
| -66% | -$2.23M |
|
2432
Vaalco Energy
EGY
$604M
| $1.29M | ﹤0.01% |
1,243,931
+148,600
| +14% | +$131K |
|
|
SBR
2433
Sabine Royalty Trust
SBR
$1.07B
| $1.29M | ﹤0.01% |
36,761
+15,504
| +73% | +$561K |
|
|
SOHO
2434
DELISTED
Sotherly Hotels
SOHO
| $1.29M | ﹤0.01% |
190,000
+76,022
| +67% | +$420K |
|
2435
Innodata
INOD
$2.11B
| $1.29M | ﹤0.01% |
526,300
+41,000
| +8% | +$92.7K |
|
2436
Arcos Dorados Holdings
ARCO
$1.67B
| $1.29M | ﹤0.01% |
245,074
+144,717
| +144% | +$824K |
|
2437
Vanguard FTSE Emerging Markets ETF
VWO
$125B
| $1.29M | ﹤0.01% |
+36,000
| New | +$1.32M |
|
|
DEA
2438
Easterly Government Properties
DEA
$1.17B
| $1.29M | ﹤0.01% |
+25,720
| New | +$1.23M |
|
2439
TAT Technologies
TATT
$539M
| $1.28M | ﹤0.01% |
146,300
+2,800
| +2% | +$21.1K |
|
|
CYRN
2440
DELISTED
CYREN Ltd.
CYRN
| $1.28M | ﹤0.01% |
29,722
+235
| +0.8% | +$10.2K |
|
|
VOLT
2441
DELISTED
Volt Information Sciences, Inc.
VOLT
| $1.28M | ﹤0.01% |
186,300
+500
| +0.3% | +$3.15K |
|
|
SPNE
2442
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
| $1.27M | ﹤0.01% |
160,800
+25,400
| +19% | +$214K |
|
2443
EVI Industries
EVI
$218M
| $1.27M | ﹤0.01% |
87,500
+1,100
| +1% | +$12.5K |
|
2444
Ameresco
AMRC
$1.51B
| $1.27M | ﹤0.01% |
230,588
+47,588
| +26% | +$265K |
|
|
HMLP
2445
DELISTED
HOEGH LNG PARTNERS LP
HMLP
| $1.25M | ﹤0.01% |
65,957
+39,357
| +148% | +$720K |
|
|
TLP
2446
DELISTED
Transmontaigne
TLP
| $1.25M | ﹤0.01% |
28,290
-19,310
| -41% | -$803K |
|
2447
Gorman-Rupp
GRC
$2.12B
| $1.25M | ﹤0.01% |
40,400
+14,785
| +58% | +$418K |
|
|
KANG
2448
DELISTED
iKang Healthcare Group, Inc.
KANG
| $1.25M | ﹤0.01% |
72,100
-27,300
| -27% | -$462K |
|
2449
LSB Industries
LXU
$745M
| $1.25M | ﹤0.01% |
192,660
-29,510
| -13% | -$171K |
|
|
VOXX
2450
DELISTED
VOXX International Corporation Class A
VOXX
| $1.25M | ﹤0.01% |
265,600
+24,959
| +10% | +$109K |
|
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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.