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 | |
|---|---|---|---|---|---|---|
276
Robert Half
RHI
$4.31B
| $34.7M | 0.08% |
888,000
+92,300
| +12% | +$3.4M |
|
277
Rockwell Automation
ROK
$49.6B
| $34.7M | 0.08% |
324,100
-60,600
| -16% | -$5.92M |
|
|
DISCK
278
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $34.6M | 0.08% |
885,400
+780,000
| +740% | +$28.9M |
|
279
Loews
L
$23.1B
| $34.6M | 0.08% |
739,300
-328,100
| -31% | -$15.1M |
|
280
NiSource
NI
$20.1B
| $34.5M | 0.08% |
2,842,002
-2,163,250
| -43% | -$25.6M |
|
|
YHOO
281
DELISTED
Yahoo Inc
YHOO
| $34.5M | 0.08% |
+1,039,000
| New | +$29.4M |
|
282
Scotiabank
BNS
$108B
| $34.1M | 0.08% |
639,910
-208,137
| -25% | -$10.9M |
|
|
ATVI
283
DELISTED
Activision Blizzard
ATVI
| $34.1M | 0.08% |
2,041,725
-1,793,873
| -47% | -$29.7M |
|
284
KKR & Co
KKR
$99.6B
| $33.9M | 0.08% |
1,648,900
-833,900
| -34% | -$16.7M |
|
285
Royal Bank of Canada
RY
$292B
| $33.9M | 0.08% |
527,819
+323,700
| +159% | +$20.1M |
|
286
Valmont Industries
VMI
$9.52B
| $33.8M | 0.08% |
243,400
+58,700
| +32% | +$8.39M |
|
|
QVCGA
287
DELISTED
QVC Group Inc Series A
QVCGA
| $33.8M | 0.08% |
35,059
-28,153
| -45% | -$27.4M |
|
288
MGM Resorts International
MGM
$11.1B
| $33.8M | 0.08% |
+1,652,940
| New | +$28.8M |
|
289
SEI Investments
SEIC
$12.6B
| $33.7M | 0.08% |
1,089,726
+239,800
| +28% | +$7.39M |
|
|
BHI
290
DELISTED
Baker Hughes
BHI
| $33.7M | 0.08% |
+685,440
| New | +$33.1M |
|
|
VALE.P
291
DELISTED
Vale S A
VALE.P
| $33.6M | 0.08% |
2,362,200
+1,827,000
| +341% | +$24.2M |
|
292
L3Harris
LHX
$53.3B
| $33.2M | 0.08% |
+559,900
| New | +$31.2M |
|
|
DEST
293
DELISTED
Destination Maternity Corporation
DEST
| $33.1M | 0.08% |
1,042,300
-7,700
| -0.7% | -$225K |
|
294
JB Hunt Transport Services
JBHT
$24.9B
| $32.9M | 0.08% |
451,444
+384,344
| +573% | +$28.6M |
|
295
The GEO Group
GEO
$4.18B
| $32.9M | 0.08% |
1,482,779
-514,800
| -26% | -$11.5M |
|
296
Novartis
NVS
$294B
| $32.5M | 0.08% |
+473,407
| New | +$31.3M |
|
297
Canadian Pacific Kansas City
CP
$80.8B
| $32.5M | 0.08% |
1,319,500
+870,000
| +194% | +$21.5M |
|
298
Toyota
TM
$225B
| $32.5M | 0.08% |
+253,600
| New | +$32.3M |
|
|
XLNX
299
DELISTED
Xilinx Inc
XLNX
| $32.4M | 0.08% |
691,005
-399,495
| -37% | -$18M |
|
|
AVTA
300
DELISTED
Avantax, Inc. Common Stock
AVTA
| $32.2M | 0.08% |
1,399,400
-228,100
| -14% | -$4.75M |
|
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.