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 |
IBM
IBM
|
+$328M |
| 2 |
Johnson & Johnson
JNJ
|
+$229M |
| 3 |
GE Aerospace
GE
|
+$156M |
| 4 |
Target
TGT
|
+$155M |
| 5 |
Walt Disney
DIS
|
+$153M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$283M |
| 2 |
Eli Lilly
LLY
|
+$211M |
| 3 |
Microsoft
MSFT
|
+$199M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$184M |
| 5 |
Citigroup
C
|
+$177M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.03% |
| 2 | Healthcare | 12.1% |
| 3 | Consumer Discretionary | 11.99% |
| 4 | Consumer Staples | 11.92% |
| 5 | Industrials | 10.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SMIT
2551
DELISTED
Schmitt Industries Inc
SMIT
| $216K | ﹤0.01% |
85,500
+1,100
| +1% | +$2.94K |
|
|
YELL
2552
DELISTED
Yellow Corporation Common Stock
YELL
| $216K | ﹤0.01% |
12,814
-194,724
| -94% | -$4.56M |
|
|
IEC
2553
DELISTED
IEC Electronics Corp.
IEC
| $215K | ﹤0.01% |
58,600
-32,500
| -36% | -$116K |
|
|
OMX
2554
DELISTED
OFFICEMAX INCORPORATED
OMX
| $215K | ﹤0.01% |
16,800
-356,000
| -95% | -$4.02M |
|
2555
Vista Gold
VGZ
$328M
| $214K | ﹤0.01% |
463,500
+36,900
| +9% | +$30.3K |
|
|
WH
2556
DELISTED
WSP HOLDINGS LTD ADR NEW
WH
| $214K | ﹤0.01% |
103,340
-9,500
| -8% | -$25.6K |
|
|
GDEN
2557
DELISTED
Golden Entertainment
GDEN
| $213K | ﹤0.01% |
25,700
+5,200
| +25% | +$40.9K |
|
2558
LSI Industries
LYTS
$912M
| $212K | ﹤0.01% |
25,100
-5,800
| -19% | -$45.8K |
|
|
BZC
2559
DELISTED
BREEZE-EASTERN CORPORATION COM
BZC
| $212K | ﹤0.01% |
21,700
+3,100
| +17% | +$27.8K |
|
2560
DMC Global
BOOM
$153M
| $211K | ﹤0.01% |
9,100
-21,868
| -71% | -$446K |
|
2561
Dime Commercial Bancshares
DCOM
$1.82B
| $211K | ﹤0.01% |
+9,800
| New | +$218K |
|
2562
Seneca Foods Class A
SENEA
$1.31B
| $211K | ﹤0.01% |
+7,000
| New | +$226K |
|
|
PRZM
2563
DELISTED
Prism Technologies Group, Inc
PRZM
| $207K | ﹤0.01% |
64,700
+1,100
| +2% | +$3.8K |
|
|
OVRL
2564
DELISTED
OVERLAND STORAGE INC
OVRL
| $206K | ﹤0.01% |
41,673
-1,140
| -3% | -$6.35K |
|
|
AACG
2565
ATA Creativity
AACG
$48M
| $205K | ﹤0.01% |
42,600
-1,300
| -3% | -$6.34K |
|
|
UMH
2566
UMH Properties
UMH
$1.42B
| $205K | ﹤0.01% |
+20,600
| New | +$212K |
|
|
LHCG
2567
DELISTED
LHC Group LLC
LHCG
| $204K | ﹤0.01% |
+8,700
| New | +$199K |
|
|
CRTN
2568
DELISTED
Cartesian, Inc.
CRTN
| $204K | ﹤0.01% |
70,180
+1,700
| +2% | +$4.89K |
|
|
STNR
2569
DELISTED
STEINER LEISURE LTD
STNR
| $204K | ﹤0.01% |
3,491
-21,300
| -86% | -$1.22M |
|
|
LTS
2570
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
| $203K | ﹤0.01% |
+112,000
| New | +$203K |
|
|
GAI
2571
DELISTED
GLOBAL-TECH ADVANCED INNOVATIONS INC
GAI
| $203K | ﹤0.01% |
32,500
+8,800
| +37% | +$80.8K |
|
2572
AXT Inc
AXTI
$5.07B
| $202K | ﹤0.01% |
86,400
-133,800
| -61% | -$335K |
|
|
CBNJ
2573
DELISTED
CAPE BANCORP, INC COM
CBNJ
| $202K | ﹤0.01% |
22,000
+200
| +0.9% | +$1.87K |
|
2574
NWPX Infrastructure Inc
NWPX
$1.11B
| $201K | ﹤0.01% |
+6,100
| New | +$182K |
|
|
WSCI
2575
DELISTED
WSI Industries Inc
WSCI
| $201K | ﹤0.01% |
31,000
-300
| -1% | -$1.83K |
|
Similar funds
Jim Simons's Q3 2013 Portfolio in Review
As of Q3 2013, Jim Simons held 3,196 positions worth $41.2B, up 8.1% from $38.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Jim Simons's Q3 2013 filing shows 439 new, 1,284 increased, 1,031 reduced and 412 closed positions. Its largest new stake was GE Aerospace: 1,361,721 shares worth $156M. The largest sale was Apple, an estimated $283M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Jim Simons's largest Q3 2013 buy was GE Aerospace: 1,361,721 shares worth $156M.
- Jim Simons added most to IBM in Q3 2013, an estimated $328M increase.
- Jim Simons's biggest Q3 2013 reduction was Eli Lilly, cutting an estimated $211M.
- Jim Simons fully exited Apple in Q3 2013, selling an estimated $283M.
- Jim Simons's ten largest holdings make up 11% of its $41.2B portfolio in Q3 2013.
- Jim Simons opened 439 new positions and closed 412 in Q3 2013.
- Jim Simons's portfolio value rose 8.1% quarter-over-quarter to $41.2B.
Based on Renaissance Technologies's 13F filing for Q3 2013, filed 13 Nov 2013.