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 | |
|---|---|---|---|---|---|---|
2851
Cathay General Bancorp
CATY
$4.3B
| – | – |
-60,171
| Closed | -$1.41M |
|
2852
Community Bank
CBU
$3.44B
| – | – |
-7,600
| Closed | -$259K |
|
2853
Cadence Design Systems
CDNS
$89.8B
| – | – |
-1,816,999
| Closed | -$24.5M |
|
2854
Carlyle Group
CG
$18.2B
| – | – |
-52,000
| Closed | -$1.34M |
|
2855
Cognex
CGNX
$10.5B
| – | – |
-41,800
| Closed | -$654K |
|
2856
Chefs' Warehouse
CHEF
$4.54B
| – | – |
-47,400
| Closed | -$1.09M |
|
2857
Check Point Software Technologies
CHKP
$13.5B
| – | – |
-33,108
| Closed | -$1.87M |
|
2858
Grupo Cibest SA
CIB
$22.9B
| – | – |
-149,600
| Closed | -$8.61M |
|
2859
Ciena
CIEN
$63.9B
| – | – |
-1,668,505
| Closed | -$41.7M |
|
2860
Clean Harbors
CLH
$16.8B
| – | – |
-154,402
| Closed | -$9.06M |
|
2861
Cummins
CMI
$87.1B
| – | – |
-96,600
| Closed | -$12.8M |
|
2862
CONMED
CNMD
$1.49B
| – | – |
-74,181
| Closed | -$2.52M |
|
2863
Canadian Natural Resources
CNQ
$98B
| – | – |
-1,279,396
| Closed | -$19.4M |
|
2864
Cohen & Steers
CNS
$4.39B
| – | – |
-14,600
| Closed | -$516K |
|
2865
Capital One
COF
$137B
| – | – |
-176,199
| Closed | -$12.1M |
|
2866
Cencora
COR
$59.3B
| – | – |
-470,000
| Closed | -$28.7M |
|
|
CPRX
2867
DELISTED
Catalyst Pharmaceutical
CPRX
| – | – |
-138,500
| Closed | -$422K |
|
2868
Comstock Resources
CRK
$4.02B
| – | – |
-40,420
| Closed | -$3.21M |
|
2869
Salesforce
CRM
$164B
| – | – |
-1,362,100
| Closed | -$70.7M |
|
2870
Cisco
CSCO
$442B
| – | – |
-515,505
| Closed | -$12.1M |
|
2871
CVB Financial
CVBF
$4.06B
| – | – |
-12,594
| Closed | -$170K |
|
2872
Commercial Vehicle Group
CVGI
$129M
| – | – |
-45,000
| Closed | -$358K |
|
2873
CVR Energy
CVI
$3.56B
| – | – |
-304,600
| Closed | -$11.7M |
|
2874
CVS Health
CVS
$121B
| – | – |
-480,305
| Closed | -$27.3M |
|
2875
CoreCivic
CXW
$3.16B
| – | – |
-495,303
| Closed | -$17.1M |
|
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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.