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 | |
|---|---|---|---|---|---|---|
301
Transocean
RIG
$6.49B
| $32.1M | 0.08% |
720,249
+210,500
| +41% | +$9.95M |
|
302
Deluxe
DLX
$1.09B
| $31.9M | 0.08% |
766,600
-215,300
| -22% | -$8.65M |
|
303
Intuit
INTU
$92B
| $31.7M | 0.08% |
478,348
+460,000
| +2,507% | +$29.6M |
|
|
CEL
304
DELISTED
Cellcom Israel, Ltd.
CEL
| $31.6M | 0.08% |
2,858,177
+51,577
| +2% | +$553K |
|
|
EXAR
305
DELISTED
Exar Corporation
EXAR
| $31.5M | 0.08% |
2,351,228
+118,400
| +5% | +$1.5M |
|
306
Royal Gold
RGLD
$19.8B
| $31.4M | 0.08% |
645,809
+311,400
| +93% | +$16.1M |
|
|
TRW
307
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
| $31.4M | 0.08% |
440,500
+5,700
| +1% | +$401K |
|
308
Ziff Davis
ZD
$1.83B
| $31.4M | 0.08% |
728,295
+94,185
| +15% | +$3.94M |
|
|
BYI
309
DELISTED
BALLY TECHNOLOGIES, INC.
BYI
| $31.3M | 0.08% |
434,400
+216,400
| +99% | +$15.2M |
|
|
ETP
310
DELISTED
Energy Transfer Partners, L.P.
ETP
| $31.3M | 0.08% |
941,586
-31,214
| -3% | -$997K |
|
311
Mativ Holdings
MATV
$706M
| $31M | 0.08% |
512,900
+23,300
| +5% | +$1.31M |
|
312
D.R. Horton
DHI
$42.2B
| $31M | 0.08% |
+1,594,238
| New | +$31.6M |
|
313
Waste Management
WM
$90.7B
| $30.9M | 0.08% |
749,900
+606,400
| +423% | +$25.3M |
|
|
CLGX
314
DELISTED
Corelogic, Inc.
CLGX
| $30.7M | 0.07% |
1,134,686
-326,300
| -22% | -$8.77M |
|
315
Canadian National Railway
CNI
$76.4B
| $30.6M | 0.07% |
604,400
-344,800
| -36% | -$17M |
|
|
SPR
316
DELISTED
Spirit AeroSystems
SPR
| $30.5M | 0.07% |
1,259,300
+288,500
| +30% | +$6.88M |
|
|
XL
317
DELISTED
XL Group Ltd.
XL
| $30.5M | 0.07% |
988,200
-201,100
| -17% | -$6.25M |
|
|
MZTI
318
The Marzetti Company
MZTI
$3.15B
| $30.4M | 0.07% |
388,900
+41,500
| +12% | +$3.31M |
|
319
Lear
LEA
$8.12B
| $30.4M | 0.07% |
424,500
-552,400
| -57% | -$38M |
|
320
Ericsson
ERIC
$33B
| $30.2M | 0.07% |
2,265,600
+60,100
| +3% | +$746K |
|
321
Western Union
WU
$2.2B
| $29.9M | 0.07% |
1,602,400
+643,400
| +67% | +$11.6M |
|
|
PWRD
322
DELISTED
PERFECT WORLD CO LTD SPONSORED ADR REPSTG CL B (CAYMAN ISL)
PWRD
| $29.9M | 0.07% |
1,501,800
-164,400
| -10% | -$3.34M |
|
|
SYNT
323
DELISTED
Syntel Inc
SYNT
| $29.7M | 0.07% |
741,390
-195,434
| -21% | -$7.1M |
|
324
Southwest Airlines
LUV
$22.3B
| $29.5M | 0.07% |
+2,026,680
| New | +$27.6M |
|
325
Whirlpool
WHR
$2.84B
| $29.5M | 0.07% |
201,357
-358,000
| -64% | -$47.4M |
|
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.