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 | |
|---|---|---|---|---|---|---|
2951
Televisa
TV
$1.48B
| – | – |
-1,228,100
| Closed | -$30.5M |
|
|
TWO
2952
Two Harbors Investment
TWO
$1.26B
| – | – |
-29,138
| Closed | -$2.39M |
|
2953
United Bankshares
UBSI
$6.61B
| – | – |
-27,699
| Closed | -$733K |
|
2954
United Fire Group
UFCS
$1.39B
| – | – |
-9,283
| Closed | -$230K |
|
2955
Unum
UNM
$14.2B
| – | – |
-243,800
| Closed | -$7.16M |
|
2956
US Bancorp
USB
$100B
| – | – |
-861,300
| Closed | -$31.1M |
|
2957
INNOVATE Corp
VATE
$102M
| – | – |
-1,670
| Closed | -$199K |
|
2958
Telefônica Brasil
VIV
$18.6B
| – | – |
-237,553
| Closed | -$5.42M |
|
2959
Valley National Bancorp
VLY
$8.16B
| – | – |
-431,135
| Closed | -$4.08M |
|
2960
Viatris
VTRS
$18.7B
| – | – |
-503,200
| Closed | -$15.6M |
|
2961
NCR Voyix
VYX
$1.11B
| – | – |
-729,588
| Closed | -$14.8M |
|
2962
Wabtec
WAB
$50.3B
| – | – |
-26,200
| Closed | -$1.4M |
|
2963
Westamerica Bancorp
WABC
$1.36B
| – | – |
-77,431
| Closed | -$3.54M |
|
|
WCN
2964
Waste Connections
WCN
$42B
| – | – |
-203,157
| Closed | -$5.57M |
|
2965
Woori Financial
WF
$17.1B
| – | – |
-9,900
| Closed | -$327K |
|
2966
Wipro
WIT
$19.5B
| – | – |
-2,899,627
| Closed | -$3.96M |
|
|
WPRT
2967
Westport Fuel Systems
WPRT
$36.7M
| – | – |
-900
| Closed | -$304K |
|
2968
Xcel Energy
XEL
$48.5B
| – | – |
-322,400
| Closed | -$9.14M |
|
|
XOMA
2969
DELISTED
Xoma
XOMA
| – | – |
-2,980
| Closed | -$216K |
|
2970
Dentsply Sirona
XRAY
$2.31B
| – | – |
-208,258
| Closed | -$8.53M |
|
2971
State Street SPDR S&P Retail ETF
XRT
$645M
| – | – |
-89,600
| Closed | -$3.43M |
|
2972
Xylem
XYL
$28.8B
| – | – |
-562,100
| Closed | -$15.1M |
|
2973
Yum! Brands
YUM
$39.5B
| – | – |
-318,400
| Closed | -$15.9M |
|
|
ONIT
2974
Onity Group
ONIT
$328M
| – | – |
-5,913
| Closed | -$3.66M |
|
|
FLG
2975
Flagstar Bank National Association
FLG
$5.89B
| – | – |
-371,042
| Closed | -$15.6M |
|
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.