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 | |
|---|---|---|---|---|---|---|
301
Trimble
TRMB
$13.2B
| $32.7M | 0.08% |
943,244
+16,500
| +2% | +$520K |
|
302
Euronet Worldwide
EEFT
$2.61B
| $32.7M | 0.08% |
683,745
+79,100
| +13% | +$3.55M |
|
303
Live Nation Entertainment
LYV
$43.1B
| $32.5M | 0.08% |
1,642,366
+964,000
| +142% | +$18.1M |
|
304
BWX Technologies
BWXT
$15.6B
| $32.3M | 0.08% |
1,319,013
+1,271,481
| +2,675% | +$29.8M |
|
|
PX
305
DELISTED
Praxair Inc
PX
| $32.2M | 0.08% |
247,400
-60,900
| -20% | -$7.59M |
|
306
American International
AIG
$40B
| $32M | 0.08% |
+627,560
| New | +$31.3M |
|
|
ARTC
307
DELISTED
ARTHROCARE CORP
ARTC
| $31.8M | 0.08% |
789,400
+195,800
| +33% | +$7.25M |
|
|
CIE
308
DELISTED
Cobalt International Energy, Inc
CIE
| $31.7M | 0.08% |
+128,473
| New | +$40.2M |
|
309
Markel Group
MKL
$22.9B
| $31.7M | 0.08% |
54,581
+34,400
| +170% | +$18.7M |
|
|
DST
310
DELISTED
DST Systems Inc.
DST
| $31.6M | 0.08% |
696,600
+452,200
| +185% | +$19.2M |
|
311
Jack Henry & Associates
JKHY
$10.8B
| $31.5M | 0.08% |
532,700
+134,900
| +34% | +$7.52M |
|
312
PetMed Express
PETS
$42.7M
| $31.5M | 0.08% |
1,893,015
+262,100
| +16% | +$4.09M |
|
|
VPHM
313
DELISTED
VIROPHARMA INC
VPHM
| $31.4M | 0.08% |
+630,800
| New | +$28.2M |
|
314
Deluxe
DLX
$1.09B
| $31.3M | 0.08% |
600,000
-166,600
| -22% | -$7.96M |
|
315
Cracker Barrel
CBRL
$1.3B
| $31.3M | 0.07% |
284,032
+7,340
| +3% | +$796K |
|
|
WWE
316
DELISTED
World Wrestling Entertainment
WWE
| $31.2M | 0.07% |
1,879,300
-88,100
| -4% | -$1.17M |
|
317
Generac Holdings
GNRC
$13.1B
| $31.1M | 0.07% |
549,600
+98,700
| +22% | +$4.82M |
|
318
Edgewell Personal Care
EPC
$1.32B
| $31.1M | 0.07% |
387,163
+276,005
| +248% | +$21M |
|
|
NRF
319
DELISTED
NorthStar Realty Finance Corp.
NRF
| $30.8M | 0.07% |
1,165,257
+398,285
| +52% | +$8.04M |
|
320
Nokia
NOK
$57.9B
| $30.7M | 0.07% |
+3,789,800
| New | +$28.5M |
|
321
Xylem
XYL
$28.3B
| $30.6M | 0.07% |
+884,700
| New | +$28.5M |
|
|
WAGE
322
DELISTED
WageWorks, Inc.
WAGE
| $30.5M | 0.07% |
513,500
+23,000
| +5% | +$1.27M |
|
|
KS
323
DELISTED
KapStone Paper and Pack Corp.
KS
| $30.5M | 0.07% |
1,092,200
+109,600
| +11% | +$2.77M |
|
324
Visa
V
$671B
| $30.4M | 0.07% |
546,400
+388,400
| +246% | +$19.6M |
|
|
ISBC
325
DELISTED
Investors Bancorp, Inc.
ISBC
| $30.4M | 0.07% |
3,028,666
+757,716
| +33% | +$7.02M |
|
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.