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 | |
|---|---|---|---|---|---|---|
|
UNS
326
DELISTED
UNS ENERGY CORP COM
UNS
| $29.5M | 0.07% |
632,100
+86,000
| +16% | +$4.12M |
|
|
SIAL
327
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $29.2M | 0.07% |
342,432
-45,300
| -12% | -$3.81M |
|
|
PDCO
328
DELISTED
Patterson Companies, Inc.
PDCO
| $29M | 0.07% |
+722,404
| New | +$29.3M |
|
|
ABB
329
DELISTED
ABB Ltd
ABB
| $28.8M | 0.07% |
1,219,800
+115,700
| +10% | +$2.61M |
|
330
Cencora
COR
$63.7B
| $28.7M | 0.07% |
+470,000
| New | +$27.5M |
|
331
Avery Dennison
AVY
$13.6B
| $28.6M | 0.07% |
658,100
+242,400
| +58% | +$10.7M |
|
|
CBI
332
DELISTED
Chicago Bridge & Iron Nv
CBI
| $28.6M | 0.07% |
422,330
+333,200
| +374% | +$20.6M |
|
333
Avnet
AVT
$7.87B
| $28.6M | 0.07% |
+685,700
| New | +$26.5M |
|
|
NTRI
334
DELISTED
NutriSystem, Inc.
NTRI
| $28.6M | 0.07% |
1,988,700
-62,200
| -3% | -$777K |
|
335
Cracker Barrel
CBRL
$1.25B
| $28.6M | 0.07% |
276,692
+45,792
| +20% | +$4.59M |
|
|
EXPR
336
DELISTED
Express, Inc.
EXPR
| $28.5M | 0.07% |
60,330
-30,935
| -34% | -$13.7M |
|
337
Kinder Morgan
KMI
$70.1B
| $28.4M | 0.07% |
798,666
+651,200
| +442% | +$24.4M |
|
|
INFA
338
DELISTED
INFORMATICA CORP
INFA
| $28.3M | 0.07% |
726,038
+61,400
| +9% | +$2.33M |
|
|
FRC
339
DELISTED
First Republic Bank
FRC
| $28.3M | 0.07% |
606,100
-151,800
| -20% | -$6.65M |
|
340
Ulta Beauty
ULTA
$23.3B
| $28.2M | 0.07% |
+236,200
| New | +$24.5M |
|
|
CSE
341
DELISTED
CAPITALSOURCE INC
CSE
| $28.2M | 0.07% |
2,370,628
+1,431,700
| +152% | +$16.2M |
|
342
Cenovus Energy
CVE
$55B
| $28.1M | 0.07% |
942,500
-279,700
| -23% | -$8.27M |
|
|
PCH
343
DELISTED
PotlatchDeltic
PCH
| $28.1M | 0.07% |
708,253
+66,900
| +10% | +$2.75M |
|
|
WBC
344
DELISTED
WABCO HOLDINGS INC.
WBC
| $28M | 0.07% |
332,100
-168,400
| -34% | -$13.5M |
|
|
ELNK
345
DELISTED
EarthLink Holdings Corp.
ELNK
| $28M | 0.07% |
5,650,400
-418,900
| -7% | -$2.34M |
|
346
West Pharmaceutical
WST
$24.7B
| $27.8M | 0.07% |
675,900
+211,100
| +45% | +$8.05M |
|
|
VG
347
DELISTED
Vonage Holdings Corporation
VG
| $27.8M | 0.07% |
8,857,800
+1,684,681
| +23% | +$5.29M |
|
|
SIRO
348
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
| $27.7M | 0.07% |
413,700
+253,700
| +159% | +$17.1M |
|
349
Sonida Senior Living
SNDA
$1.87B
| $27.7M | 0.07% |
87,273
+5,753
| +7% | +$1.95M |
|
|
RUE
350
DELISTED
RUE21 INC COM STK (DE)
RUE
| $27.7M | 0.07% |
685,800
+607,100
| +771% | +$25.1M |
|
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.