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 | |
|---|---|---|---|---|---|---|
3001
Sabesp
SBS
$17.8B
| – | – |
-8,267,968
| Closed | -$16M |
|
|
SCS
3002
DELISTED
Steelcase
SCS
| – | – |
-157,800
| Closed | -$2.62M |
|
3003
Scansource
SCSC
$1.05B
| – | – |
-8,596
| Closed | -$297K |
|
3004
SK Telecom
SKM
$13.4B
| – | – |
-18,552
| Closed | -$694K |
|
3005
Tanger
SKT
$4.45B
| – | – |
-109,700
| Closed | -$3.58M |
|
3006
SM Energy
SM
$7.73B
| – | – |
-10,900
| Closed | -$841K |
|
3007
Super Micro Computer
SMCI
$23.2B
| – | – |
-253,000
| Closed | -$343K |
|
3008
VanEck Semiconductor ETF
SMH
$72.1B
| – | – |
-31,000
| Closed | -$618K |
|
3009
Semtech
SMTC
$13B
| – | – |
-186,616
| Closed | -$5.6M |
|
3010
Southern Company
SO
$106B
| – | – |
-217,300
| Closed | -$8.95M |
|
3011
Simon Property Group
SPG
$71.5B
| – | – |
-135,113
| Closed | -$18.8M |
|
3012
SPX Corp
SPXC
$10.9B
| – | – |
-28,591
| Closed | -$609K |
|
3013
Sociedad Química y Minera de Chile
SQM
$20.4B
| – | – |
-628,113
| Closed | -$18.7M |
|
3014
E.W. Scripps
SSP
$314M
| – | – |
-54,660
| Closed | -$890K |
|
3015
Stratasys
SSYS
$767M
| – | – |
-49,232
| Closed | -$4.99M |
|
|
STRM
3016
DELISTED
Streamline Health Solutions
STRM
| – | – |
-1,493
| Closed | -$170K |
|
3017
Seagate
STX
$200B
| – | – |
-1,417,600
| Closed | -$62M |
|
3018
Constellation Brands
STZ
$22.8B
| – | – |
-27,300
| Closed | -$1.57M |
|
3019
Synaptics
SYNA
$4.25B
| – | – |
-483,527
| Closed | -$21.4M |
|
3020
Sysco
SYY
$40.5B
| – | – |
-412,000
| Closed | -$13.1M |
|
|
TGI
3021
DELISTED
Triumph Group
TGI
| – | – |
-19,200
| Closed | -$1.35M |
|
|
THS
3022
DELISTED
Treehouse Foods
THS
| – | – |
-83,400
| Closed | -$5.57M |
|
3023
Titan Machinery
TITN
$426M
| – | – |
-260,000
| Closed | -$4.18M |
|
3024
Teekay
TK
$1.02B
| – | – |
-47,000
| Closed | -$2.01M |
|
3025
Towne Bank
TOWN
$3.48B
| – | – |
-33,078
| Closed | -$477K |
|
Similar funds
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.