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 | |
|---|---|---|---|---|---|---|
2951
Melco Resorts & Entertainment
MLCO
$2.15B
| – | – |
-558,400
| Closed | -$17.8M |
|
|
MRSH
2952
Marsh
MRSH
$90.4B
| – | – |
-33,500
| Closed | -$1.46M |
|
2953
MakeMyTrip
MMYT
$5.72B
| – | – |
-10,100
| Closed | -$150K |
|
2954
Monro
MNRO
$355M
| – | – |
-48,579
| Closed | -$2.26M |
|
2955
Monster Beverage
MNST
$89.5B
| – | – |
-508,800
| Closed | -$2.21M |
|
2956
Altria Group
MO
$108B
| – | – |
-3,498,300
| Closed | -$120M |
|
2957
Modine Manufacturing
MOD
$10.8B
| – | – |
-81,609
| Closed | -$1.19M |
|
2958
Marathon Petroleum
MPC
$95.8B
| – | – |
-2,233,400
| Closed | -$71.8M |
|
2959
Morgan Stanley
MS
$344B
| – | – |
-612,400
| Closed | -$16.5M |
|
2960
Mine Safety
MSA
$7.4B
| – | – |
-12,700
| Closed | -$655K |
|
2961
Murphy Oil
MUR
$5.05B
| – | – |
-403,900
| Closed | -$24.4M |
|
2962
McEwen Inc
MUX
$1.18B
| – | – |
-7,012
| Closed | -$168K |
|
2963
Nabors Industries
NBR
$1.31B
| – | – |
-6,506
| Closed | -$5.22M |
|
2964
Nasdaq
NDAQ
$53.2B
| – | – |
-1,173,000
| Closed | -$12.6M |
|
2965
NewMarket
NEU
$8.47B
| – | – |
-4,500
| Closed | -$1.3M |
|
2966
NGL Energy Partners
NGL
$2.16B
| – | – |
-110,300
| Closed | -$3.4M |
|
2967
Nice
NICE
$5.75B
| – | – |
-90,244
| Closed | -$3.73M |
|
2968
Nike
NKE
$60.4B
| – | – |
-364,800
| Closed | -$13.3M |
|
2969
Navios Maritime Partners
NMM
$2.24B
| – | – |
-6,464
| Closed | -$1.42M |
|
2970
NNN REIT
NNN
$8.79B
| – | – |
-433,100
| Closed | -$13.8M |
|
2971
NETSCOUT
NTCT
$2.86B
| – | – |
-129,300
| Closed | -$3.3M |
|
2972
Nuwellis
NUWE
$506K
| – | – |
0
| – | -$197K |
|
2973
NVR
NVR
$16.8B
| – | – |
-7,800
| Closed | -$7.17M |
|
2974
VanEck Oil Services ETF
OIH
$1.96B
| – | – |
-4,780
| Closed | -$4.5M |
|
2975
Opko Health
OPK
$1.04B
| – | – |
-17,802
| Closed | -$157K |
|
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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.