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 | |
|---|---|---|---|---|---|---|
2826
American Tower
AMT
$81.3B
| – | – |
-252,639
| Closed | -$18.7M |
|
2827
America Movil
AMX
$70B
| – | – |
-1,253,035
| Closed | -$24.8M |
|
|
2828
Amazon
AMZN
$2.86T
| – | – |
-8,835,100
| Closed | -$138M |
|
2829
APA Corp
APA
$14B
| – | – |
-960,954
| Closed | -$81.8M |
|
2830
ASE Group
ASX
$103B
| – | – |
-508,879
| Closed | -$2.43M |
|
|
ATHE
2831
Alterity Therapeutics
ATHE
$85.2M
| – | – |
-2,720
| Closed | -$671K |
|
2832
AMES National
ATLO
$282M
| – | – |
-11,782
| Closed | -$264K |
|
2833
Atmos Energy
ATO
$28.7B
| – | – |
-15,500
| Closed | -$660K |
|
2834
AngloGold Ashanti
AU
$48.1B
| – | – |
-2,072,400
| Closed | -$27.5M |
|
2835
Avista
AVA
$3.23B
| – | – |
-9,000
| Closed | -$238K |
|
2836
AZZ Inc
AZZ
$4.51B
| – | – |
-10,000
| Closed | -$419K |
|
2837
Credicorp
BAP
$29.8B
| – | – |
-67,016
| Closed | -$8.29M |
|
2838
Bread Financial
BFH
$4.51B
| – | – |
-22,805
| Closed | -$3.85M |
|
|
BNY
2839
Bank of New York Mellon
BNY
$110B
| – | – |
-557,877
| Closed | -$16.8M |
|
2840
Black Hills Corp
BKH
$5.63B
| – | – |
-38,500
| Closed | -$1.92M |
|
|
BLDP
2841
Ballard Power Systems
BLDP
$787M
| – | – |
-33,700
| Closed | -$59K |
|
2842
Bank of Marin Bancorp
BMRC
$461M
| – | – |
-13,800
| Closed | -$287K |
|
2843
Bank of Hawaii
BOH
$3.16B
| – | – |
-63,400
| Closed | -$3.45M |
|
2844
Popular Inc
BPOP
$11.3B
| – | – |
-392,125
| Closed | -$10.3M |
|
2845
Berkshire Hathaway Class A
BRK.A
$1.08T
| – | – |
-3
| Closed | -$511K |
|
2846
AB InBev
BUD
$158B
| – | – |
-70,600
| Closed | -$7M |
|
2847
Blackstone
BX
$112B
| – | – |
-2,402,191
| Closed | -$58.7M |
|
2848
Boyd Gaming
BYD
$6.03B
| – | – |
-507,600
| Closed | -$7.18M |
|
|
CADE
2849
DELISTED
Cadence Bank
CADE
| – | – |
-174,700
| Closed | -$3.48M |
|
2850
Conagra Brands
CAG
$7.38B
| – | – |
-3,888,924
| Closed | -$91.8M |
|
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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.