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 | |
|---|---|---|---|---|---|---|
2876
Dominion Energy
D
$59.9B
| – | – |
-127,400
| Closed | -$7.96M |
|
2877
Dana Inc
DAN
$3.21B
| – | – |
-532,700
| Closed | -$12.2M |
|
2878
Darling Ingredients
DAR
$9.96B
| – | – |
-146,100
| Closed | -$3.09M |
|
2879
Dime Commercial Bancshares
DCOM
$1.81B
| – | – |
-9,800
| Closed | -$211K |
|
2880
3D Systems Corp
DDD
$610M
| – | – |
-147,450
| Closed | -$7.96M |
|
2881
Quest Diagnostics
DGX
$26.3B
| – | – |
-127,700
| Closed | -$7.89M |
|
|
2882
Walt Disney
DIS
$178B
| – | – |
-2,387,807
| Closed | -$154M |
|
2883
Darden Restaurants
DRI
$25.2B
| – | – |
-380,691
| Closed | -$15.8M |
|
2884
Destination XL Group
DXLG
$32.6M
| – | – |
-24,300
| Closed | -$157K |
|
|
EA
2885
DELISTED
Electronic Arts
EA
| – | – |
-587,464
| Closed | -$15M |
|
2886
iShares MSCI Emerging Markets ETF
EEM
$30.4B
| – | – |
-994,600
| Closed | -$40.5M |
|
2887
Equity Lifestyle Properties
ELS
$12.4B
| – | – |
-178,600
| Closed | -$3.05M |
|
2888
Emcor
EME
$36.8B
| – | – |
-60,000
| Closed | -$2.35M |
|
2889
EnerSys
ENS
$6.87B
| – | – |
-68,700
| Closed | -$4.17M |
|
2890
Energy Transfer Partners
ET
$71.8B
| – | – |
-393,252
| Closed | -$6.47M |
|
2891
iShares MSCI Brazil ETF
EWZ
$8.59B
| – | – |
-125,300
| Closed | -$6M |
|
2892
Ford
F
$55.3B
| – | – |
-3,023,709
| Closed | -$51M |
|
|
FARO
2893
DELISTED
Faro Technologies
FARO
| – | – |
-67,942
| Closed | -$2.87M |
|
2894
Fastenal
FAST
$59.9B
| – | – |
-232,576
| Closed | -$2.92M |
|
2895
First Bancorp
FBP
$4.45B
| – | – |
-54,713
| Closed | -$311K |
|
2896
FedEx
FDX
$76.8B
| – | – |
-727,700
| Closed | -$83M |
|
2897
First Financial Bancorp
FFBC
$3.59B
| – | – |
-120,543
| Closed | -$1.83M |
|
|
FL
2898
DELISTED
Foot Locker
FL
| – | – |
-696,200
| Closed | -$23.6M |
|
2899
Flex
FLEX
$47.6B
| – | – |
-2,537,942
| Closed | -$17.4M |
|
2900
Fluor
FLR
$7.05B
| – | – |
-154,300
| Closed | -$10.9M |
|
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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.