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 | |
|---|---|---|---|---|---|---|
2926
ICICI Bank
IBN
$107B
| – | – |
-4,946,700
| Closed | -$27.4M |
|
2927
Intellicheck
IDN
$75.9M
| – | – |
-1,650
| Closed | -$8K |
|
2928
Imperial Oil
IMO
$62.7B
| – | – |
-14,700
| Closed | -$646K |
|
2929
Incyte
INCY
$24.4B
| – | – |
-44,700
| Closed | -$1.71M |
|
2930
Intuit
INTU
$90.7B
| – | – |
-478,348
| Closed | -$31.7M |
|
2931
Interparfums
IPAR
$3.74B
| – | – |
-18,313
| Closed | -$549K |
|
2932
Invesco
IVZ
$13.9B
| – | – |
-135,700
| Closed | -$4.33M |
|
2933
JPMorgan Chase
JPM
$970B
| – | – |
-900,286
| Closed | -$46.5M |
|
|
K
2934
DELISTED
Kellanova
K
| – | – |
-66,243
| Closed | -$3.65M |
|
2935
Kelly Services Class A
KELYA
$527M
| – | – |
-48,408
| Closed | -$943K |
|
2936
Kennametal
KMT
$2.31B
| – | – |
-228,100
| Closed | -$10.4M |
|
2937
Kilroy Realty
KRC
$4.19B
| – | – |
-21,900
| Closed | -$1.09M |
|
2938
Leidos
LDOS
$17.5B
| – | – |
-333,150
| Closed | -$15.2M |
|
2939
Lear
LEA
$8.05B
| – | – |
-424,500
| Closed | -$30.4M |
|
2940
Centrus Energy
LEU
$3.73B
| – | – |
-9,317
| Closed | -$1.08M |
|
2941
Labcorp
LH
$25.9B
| – | – |
-429,400
| Closed | -$36.6M |
|
2942
Lakeland Financial Corp
LKFN
$1.55B
| – | – |
-15,750
| Closed | -$343K |
|
2943
Lockheed Martin
LMT
$138B
| – | – |
-145,800
| Closed | -$18.6M |
|
|
LNW
2944
DELISTED
Light & Wonder
LNW
| – | – |
-88,900
| Closed | -$1.44M |
|
2945
Lowe's Companies
LOW
$120B
| – | – |
-167,500
| Closed | -$7.97M |
|
2946
LPL Financial
LPLA
$29.3B
| – | – |
-128,600
| Closed | -$4.93M |
|
2947
Lisata Therapeutics
LSTA
$10.4M
| – | – |
-200
| Closed | -$257K |
|
|
MASI
2948
DELISTED
Masimo
MASI
| – | – |
-60,600
| Closed | -$1.61M |
|
2949
MBIA
MBI
$252M
| – | – |
-1,326,700
| Closed | -$13.6M |
|
|
MFA
2950
MFA Financial
MFA
$928M
| – | – |
-85,100
| Closed | -$2.54M |
|
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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.