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 | |
|---|---|---|---|---|---|---|
2976
Orion Group Holdings
ORN
$396M
| – | – |
-136,400
| Closed | -$1.42M |
|
2977
Open Text
OTEX
$5.81B
| – | – |
-843,416
| Closed | -$15.7M |
|
2978
Oxford Industries
OXM
$542M
| – | – |
-55,600
| Closed | -$3.78M |
|
2979
Occidental Petroleum
OXY
$59B
| – | – |
-148,370
| Closed | -$13.3M |
|
2980
Pacific Biosciences
PACB
$354M
| – | – |
-280,100
| Closed | -$1.55M |
|
|
PARA
2981
DELISTED
Paramount Global Class B
PARA
| – | – |
-129,600
| Closed | -$7.15M |
|
|
PBT
2982
Permian Basin Royalty Trust
PBT
$1.52B
| – | – |
-48,201
| Closed | -$687K |
|
2983
Pure Cycle
PCYO
$275M
| – | – |
-66,600
| Closed | -$308K |
|
2984
Parker-Hannifin
PH
$134B
| – | – |
-346,350
| Closed | -$37.7M |
|
|
PRA
2985
DELISTED
ProAssurance
PRA
| – | – |
-115,800
| Closed | -$5.22M |
|
2986
Park National Corp
PRK
$3.67B
| – | – |
-3,305
| Closed | -$261K |
|
2987
Phillips 66
PSX
$89.5B
| – | – |
-730,900
| Closed | -$42.3M |
|
2988
Patterson-UTI
PTEN
$4.22B
| – | – |
-284,238
| Closed | -$6.08M |
|
2989
Prudential
PUK
$34B
| – | – |
-70,417
| Closed | -$2.55M |
|
2990
Quad
QUAD
$502M
| – | – |
-80,800
| Closed | -$2.45M |
|
2991
RB Global
RBA
$16.6B
| – | – |
-416,700
| Closed | -$8.41M |
|
2992
RBC Bearings
RBC
$17.5B
| – | – |
-5,600
| Closed | -$369K |
|
2993
Dr. Reddy's Laboratories
RDY
$10.4B
| – | – |
-421,000
| Closed | -$3.18M |
|
2994
RPC Inc
RES
$1.4B
| – | – |
-61,319
| Closed | -$949K |
|
2995
Roper Technologies
ROP
$39.5B
| – | – |
-264,800
| Closed | -$35.2M |
|
2996
Regal Rexnord
RRX
$11.5B
| – | – |
-82,800
| Closed | -$5.63M |
|
|
RWT
2997
Redwood Trust
RWT
$588M
| – | – |
-404,400
| Closed | -$7.96M |
|
2998
Sonic Automotive
SAH
$2.55B
| – | – |
-228,000
| Closed | -$5.43M |
|
2999
Sanmina
SANM
$10.9B
| – | – |
-125,733
| Closed | -$2.2M |
|
3000
Sabra Healthcare REIT
SBRA
$5.07B
| – | – |
-31,715
| Closed | -$730K |
|
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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.