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 | |
|---|---|---|---|---|---|---|
|
NGD
2901
DELISTED
New Gold Inc
NGD
| – | – |
-1,304,600
| Closed | -$8.38M |
|
|
NOAH
2902
Noah Holdings
NOAH
$580M
| – | – |
-181,300
| Closed | -$1.61M |
|
2903
NOV
NOV
$7.41B
| – | – |
-222,144
| Closed | -$13.8M |
|
2904
Norfolk Southern
NSC
$74.9B
| – | – |
-224,700
| Closed | -$16.3M |
|
2905
NVIDIA
NVDA
$5.4T
| – | – |
-59,503,720
| Closed | -$20.9M |
|
2906
Northwest Natural Holdings
NWN
$2.13B
| – | – |
-26,600
| Closed | -$1.13M |
|
2907
Old Dominion Freight Line
ODFL
$44B
| – | – |
-28,200
| Closed | -$391K |
|
2908
Oceaneering
OII
$5.04B
| – | – |
-234,400
| Closed | -$16.9M |
|
2909
Omnicell
OMCL
$1.67B
| – | – |
-57,943
| Closed | -$1.19M |
|
2910
Omeros
OMER
$974M
| – | – |
-82,281
| Closed | -$415K |
|
2911
Onto Innovation
ONTO
$20.7B
| – | – |
-15,500
| Closed | -$227K |
|
2912
Option Care Health
OPCH
$3.54B
| – | – |
-37,538
| Closed | -$2.48M |
|
2913
Otter Tail
OTTR
$3.93B
| – | – |
-28,210
| Closed | -$801K |
|
2914
Petrobras
PBR
$116B
| – | – |
-234,500
| Closed | -$3.15M |
|
2915
Public Service Enterprise Group
PEG
$37.7B
| – | – |
-548,000
| Closed | -$17.9M |
|
2916
PENN Entertainment
PENN
$2.53B
| – | – |
-458,930
| Closed | -$5.49M |
|
2917
Progressive
PGR
$123B
| – | – |
-66,600
| Closed | -$1.69M |
|
2918
Pultegroup
PHM
$24.8B
| – | – |
-2,125,167
| Closed | -$40.3M |
|
2919
Polaris
PII
$3.92B
| – | – |
-7,700
| Closed | -$732K |
|
2920
Piper Sandler
PIPR
$5.37B
| – | – |
-100,800
| Closed | -$797K |
|
2921
Pool Corp
POOL
$7.23B
| – | – |
-149,800
| Closed | -$7.85M |
|
2922
Primerica
PRI
$9.57B
| – | – |
-20,000
| Closed | -$749K |
|
2923
Primoris Services
PRIM
$4.49B
| – | – |
-130,200
| Closed | -$2.57M |
|
2924
Public Storage
PSA
$60.5B
| – | – |
-84,600
| Closed | -$13M |
|
2925
PVH
PVH
$3.83B
| – | – |
-483,270
| Closed | -$60.4M |
|
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.