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 | |
|---|---|---|---|---|---|---|
2801
Angi Inc
ANGI
$179M
| – | – |
-7,800
| Closed | -$2.07M |
|
2802
ANI Pharmaceuticals
ANIP
$1.71B
| – | – |
-5,959
| Closed | -$36K |
|
2803
Arcos Dorados Holdings
ARCO
$1.67B
| – | – |
-108,024
| Closed | -$1.23M |
|
2804
AptarGroup
ATR
$8.51B
| – | – |
-57,100
| Closed | -$3.15M |
|
2805
AtriCure
ATRC
$2.19B
| – | – |
-35,320
| Closed | -$336K |
|
2806
BlackBerry
BB
$5.22B
| – | – |
-14,792
| Closed | -$155K |
|
2807
Banco Bradesco
BBD
$35.1B
| – | – |
-8,238,063
| Closed | -$42M |
|
2808
Brink's
BCO
$4.67B
| – | – |
-92,400
| Closed | -$2.36M |
|
2809
Barclays
BCS
$94.5B
| – | – |
-638,196
| Closed | -$9.32M |
|
2810
Bunge Global
BG
$21.5B
| – | – |
-305,400
| Closed | -$21.6M |
|
2811
Booking.com
BKNG
$159B
| – | – |
-2,400,000
| Closed | -$79.4M |
|
2812
Banco Santander Chile
BSAC
$16.3B
| – | – |
-273,427
| Closed | -$6.68M |
|
2813
BorgWarner
BWA
$14.1B
| – | – |
-396,918
| Closed | -$15.1M |
|
|
2814
Citigroup
C
$231B
| – | – |
-3,696,420
| Closed | -$177M |
|
2815
Coca-Cola Europacific Partners
CCEP
$47.3B
| – | – |
-1,037,100
| Closed | -$36.5M |
|
2816
Carnival Corporation Ltd
CCL
$38.1B
| – | – |
-385,000
| Closed | -$13.2M |
|
2817
Cerus
CERS
$538M
| – | – |
-39,400
| Closed | -$174K |
|
2818
Cullen/Frost Bankers
CFR
$10.4B
| – | – |
-105,900
| Closed | -$7.07M |
|
2819
Cleveland-Cliffs
CLF
$6.91B
| – | – |
-1,142,800
| Closed | -$18.6M |
|
2820
Columbus McKinnon
CMCO
$557M
| – | – |
-47,485
| Closed | -$1.01M |
|
2821
Comcast
CMCSA
$89.4B
| – | – |
-3,902,998
| Closed | -$81.5M |
|
2822
Compass Minerals
CMP
$1.1B
| – | – |
-24,500
| Closed | -$2.07M |
|
2823
CNA Financial
CNA
$13.8B
| – | – |
-43,500
| Closed | -$1.42M |
|
2824
Cirrus Logic
CRUS
$6.12B
| – | – |
-1,669,320
| Closed | -$29M |
|
2825
Canadian Solar
CSIQ
$1.08B
| – | – |
-16,800
| Closed | -$185K |
|
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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.