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 | |
|---|---|---|---|---|---|---|
276
Charles River Laboratories
CRL
$13.6B
| $35.4M | 0.08% |
666,709
-239,500
| -26% | -$12M |
|
277
Genuine Parts
GPC
$18.4B
| $35.2M | 0.08% |
423,100
-61,700
| -13% | -$4.99M |
|
278
Crown Holdings
CCK
$13.1B
| $35.2M | 0.08% |
789,400
+718,500
| +1,013% | +$30.7M |
|
|
NSR
279
DELISTED
Neustar Inc
NSR
| $35M | 0.08% |
701,400
-616,200
| -47% | -$29.7M |
|
280
RPM International
RPM
$14.7B
| $34.9M | 0.08% |
840,800
-509,000
| -38% | -$19.8M |
|
281
Manitowoc
MTW
$710M
| $34.6M | 0.08% |
+1,638,166
| New | +$30M |
|
|
DEST
282
DELISTED
Destination Maternity Corporation
DEST
| $34.6M | 0.08% |
1,156,400
+114,100
| +11% | +$3.53M |
|
283
Realty Income
O
$59.2B
| $34.5M | 0.08% |
954,774
-410,633
| -30% | -$15.8M |
|
284
Oceaneering
OII
$5.05B
| $34.1M | 0.08% |
+432,800
| New | +$35.1M |
|
|
KSU
285
DELISTED
Kansas City Southern
KSU
| $34.1M | 0.08% |
275,500
+163,200
| +145% | +$19.5M |
|
286
Royal Caribbean
RCL
$82.7B
| $33.9M | 0.08% |
714,700
+637,300
| +823% | +$27M |
|
287
Urban Outfitters
URBN
$6.65B
| $33.9M | 0.08% |
912,900
-609,000
| -40% | -$22.8M |
|
288
Waste Management
WM
$91B
| $33.7M | 0.08% |
750,600
+700
| +0.1% | +$30.6K |
|
289
Icon
ICLR
$12.9B
| $33.6M | 0.08% |
830,860
+335,700
| +68% | +$13.3M |
|
|
TFCF
290
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
| $33.6M | 0.08% |
800,169
+482,469
| +152% | +$16.1M |
|
291
Abbott
ABT
$192B
| $33.4M | 0.08% |
+871,800
| New | +$32.1M |
|
|
AGN
292
DELISTED
Allergan plc
AGN
| $33.2M | 0.08% |
+197,625
| New | +$30.9M |
|
|
KMR
293
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
| $33M | 0.08% |
467,193
+65,842
| +16% | +$4.59M |
|
294
Mueller Water Products
MWA
$4.06B
| $33M | 0.08% |
3,525,263
+1,237,500
| +54% | +$10.6M |
|
|
DNR
295
DELISTED
Denbury Resources, Inc.
DNR
| $32.9M | 0.08% |
2,005,335
-1,212,500
| -38% | -$21.4M |
|
|
VG
296
DELISTED
Vonage Holdings Corporation
VG
| $32.9M | 0.08% |
9,892,293
+1,034,493
| +12% | +$3.48M |
|
|
NTRI
297
DELISTED
NutriSystem, Inc.
NTRI
| $32.9M | 0.08% |
2,001,800
+13,100
| +0.7% | +$229K |
|
298
C.H. Robinson
CHRW
$17.2B
| $32.9M | 0.08% |
+563,508
| New | +$33.1M |
|
|
SWY
299
DELISTED
SAFEWAY INC
SWY
| $32.8M | 0.08% |
1,125,936
+518,958
| +85% | +$15.6M |
|
300
Yelp
YELP
$1.24B
| $32.8M | 0.08% |
475,900
-243,800
| -34% | -$16.1M |
|
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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.