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 |
Pfizer
PFE
|
+$230M |
| 2 |
Johnson & Johnson
JNJ
|
+$205M |
| 3 |
Bank of America
BAC
|
+$163M |
| 4 |
Costco
COST
|
+$162M |
| 5 |
GSK
GSK
|
+$131M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBM
IBM
|
+$396M |
| 2 |
Bristol-Myers Squibb
BMY
|
+$219M |
| 3 |
GE Aerospace
GE
|
+$156M |
| 4 |
Walt Disney
DIS
|
+$154M |
| 5 |
Amazon
AMZN
|
+$138M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.36% |
| 2 | Healthcare | 13.06% |
| 3 | Consumer Discretionary | 12.03% |
| 4 | Consumer Staples | 11.17% |
| 5 | Industrials | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Hormel Foods
HRL
$13.2B
| $41.6M | 0.1% |
1,840,600
+1,331,800
| +262% | +$29.2M |
|
227
General Dynamics
GD
$106B
| $41.6M | 0.1% |
+434,900
| New | +$38.8M |
|
228
Liberty Global Class C
LBTYK
$3.46B
| $41.4M | 0.1% |
1,214,623
-622,992
| -34% | -$19.4M |
|
|
ABB
229
DELISTED
ABB Ltd
ABB
| $41.4M | 0.1% |
1,559,600
+339,800
| +28% | +$8.46M |
|
230
Booking.com
BKNG
$158B
| $41.4M | 0.1% |
+889,975
| New | +$39.6M |
|
|
ATW
231
DELISTED
Atwood Oceanics
ATW
| $41.2M | 0.1% |
771,900
+436,100
| +130% | +$23.5M |
|
232
Diageo
DEO
$51.8B
| $41M | 0.1% |
309,800
-15,400
| -5% | -$1.97M |
|
233
Ziff Davis
ZD
$1.87B
| $40.9M | 0.1% |
941,620
+213,325
| +29% | +$9.18M |
|
|
HBI
234
DELISTED
Hanesbrands
HBI
| $40.6M | 0.1% |
2,310,400
+1,397,600
| +153% | +$23.3M |
|
235
Church & Dwight Co
CHD
$24B
| $40.5M | 0.1% |
1,221,600
-833,600
| -41% | -$26.9M |
|
236
SEI Investments
SEIC
$12.5B
| $40.4M | 0.1% |
1,163,800
+74,074
| +7% | +$2.46M |
|
237
Whirlpool
WHR
$2.76B
| $40.4M | 0.1% |
257,357
+56,000
| +28% | +$8.21M |
|
238
Masco
MAS
$14.6B
| $40.2M | 0.1% |
2,010,732
+833,585
| +71% | +$15.5M |
|
239
Philips
PHG
$26.1B
| $39.5M | 0.09% |
1,549,472
-482,707
| -24% | -$11.6M |
|
240
Hasbro
HAS
$13.5B
| $39.1M | 0.09% |
711,200
+337,900
| +91% | +$17.3M |
|
|
MZTI
241
The Marzetti Company
MZTI
$3.14B
| $38.9M | 0.09% |
441,700
+52,800
| +14% | +$4.45M |
|
242
Rogers Communications
RCI
$19.2B
| $38.9M | 0.09% |
860,200
-373,900
| -30% | -$16.6M |
|
243
Chord Energy
CHRD
$7.56B
| $38.8M | 0.09% |
826,800
+679,500
| +461% | +$33.7M |
|
|
VMW
244
DELISTED
VMware, Inc
VMW
| $38.8M | 0.09% |
432,700
+238,300
| +123% | +$19.7M |
|
245
Ecopetrol
EC
$34.8B
| $38.7M | 0.09% |
1,005,800
-79,600
| -7% | -$3.48M |
|
246
Align Technology
ALGN
$12.2B
| $38.6M | 0.09% |
675,081
+646,281
| +2,244% | +$34.8M |
|
247
Transocean
RIG
$6.39B
| $38.5M | 0.09% |
779,349
+59,100
| +8% | +$2.89M |
|
|
THOR
248
DELISTED
THORATEC CORPORATION
THOR
| $38.4M | 0.09% |
1,049,039
-176,900
| -14% | -$6.94M |
|
249
ICU Medical
ICUI
$4.47B
| $38.1M | 0.09% |
598,500
+203,900
| +52% | +$13.1M |
|
|
BRCD
250
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $38.1M | 0.09% |
4,300,100
+3,204,800
| +293% | +$26.7M |
|
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Jim Simons's Q4 2013 Portfolio in Review
As of Q4 2013, Jim Simons held 3,281 positions worth $41.8B, up 1.3% from $41.2B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Jim Simons withdrew a net $2.31B in Q4 2013, closing 464 positions and reducing 983 holdings. Its most notable exit was GE Aerospace, an estimated $156M position sold in full.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.
Against the trend, Jim Simons opened a new position in Pfizer worth $230M.
- Jim Simons's largest Q4 2013 buy was Pfizer: 7,904,832 shares worth $230M.
- Jim Simons added most to Johnson & Johnson in Q4 2013, an estimated $205M increase.
- Jim Simons's biggest Q4 2013 reduction was IBM, cutting an estimated $396M.
- Jim Simons fully exited GE Aerospace in Q4 2013, selling an estimated $156M.
- Jim Simons's ten largest holdings make up 11% of its $41.8B portfolio in Q4 2013.
- Jim Simons opened 498 new positions and closed 464 in Q4 2013.
- Jim Simons's portfolio value rose 1.3% quarter-over-quarter to $41.8B.
Based on Renaissance Technologies's 13F filing for Q4 2013, filed 14 Feb 2014.