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 | |
|---|---|---|---|---|---|---|
|
AXLL
326
DELISTED
AXIALL CORP COM STK (DE)
AXLL
| $30.4M | 0.07% |
640,136
+212,700
| +50% | +$9.15M |
|
327
Ubiquiti
UI
$35.4B
| $30.3M | 0.07% |
658,500
-157,800
| -19% | -$6.28M |
|
|
HUB.B
328
DELISTED
HUBBELL INC CL-B
HUB.B
| $30.2M | 0.07% |
277,300
+129,652
| +88% | +$13.9M |
|
|
MON
329
DELISTED
Monsanto Co
MON
| $30.1M | 0.07% |
258,485
-127,115
| -33% | -$13.9M |
|
|
MMP
330
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $30M | 0.07% |
473,916
-278,800
| -37% | -$16.6M |
|
331
Olin
OLN
$2.17B
| $29.9M | 0.07% |
1,035,600
+454,600
| +78% | +$11.3M |
|
332
Sonida Senior Living
SNDA
$1.89B
| $29.9M | 0.07% |
83,000
-4,273
| -5% | -$1.42M |
|
333
KeyCorp
KEY
$24.7B
| $29.8M | 0.07% |
2,220,263
+701,600
| +46% | +$8.88M |
|
334
American Water Works
AWK
$27.1B
| $29.7M | 0.07% |
703,000
+318,400
| +83% | +$13.3M |
|
335
WD-40
WDFC
$3.11B
| $29.7M | 0.07% |
397,700
+31,400
| +9% | +$2.24M |
|
336
Robert Half
RHI
$4.46B
| $29.7M | 0.07% |
706,900
-181,100
| -20% | -$7.13M |
|
|
ATHN
337
DELISTED
Athenahealth, Inc.
ATHN
| $29.3M | 0.07% |
217,700
+206,802
| +1,898% | +$26.6M |
|
|
CLGX
338
DELISTED
Corelogic, Inc.
CLGX
| $29.3M | 0.07% |
823,886
-310,800
| -27% | -$10.1M |
|
|
AVTA
339
DELISTED
Avantax, Inc. Common Stock
AVTA
| $29.2M | 0.07% |
1,000,800
-398,600
| -28% | -$10.8M |
|
340
ResMed
RMD
$33B
| $29.2M | 0.07% |
619,800
-72,300
| -10% | -$3.66M |
|
|
HLSS
341
DELISTED
HOME LN SERVICING SOLUTIONS LTD(CAYMAN ISLANDS)
HLSS
| $29.1M | 0.07% |
1,266,600
-401,600
| -24% | -$9.26M |
|
|
DFS
342
DELISTED
Discover Financial Services
DFS
| $29M | 0.07% |
518,600
-720,200
| -58% | -$37.7M |
|
343
Canadian Solar
CSIQ
$1.04B
| $29M | 0.07% |
+971,702
| New | +$25.7M |
|
|
PRXL
344
DELISTED
Parexel International Corp
PRXL
| $28.7M | 0.07% |
636,100
+217,200
| +52% | +$9.94M |
|
|
ALR
345
DELISTED
Alere Inc
ALR
| $28.7M | 0.07% |
792,324
+30,500
| +4% | +$1.01M |
|
346
Las Vegas Sands
LVS
$29.5B
| $28.6M | 0.07% |
363,100
-453,900
| -56% | -$32.7M |
|
|
ETFC
347
DELISTED
E*Trade Financial Corporation
ETFC
| $28.6M | 0.07% |
1,457,840
-26,400
| -2% | -$469K |
|
348
Core Laboratories
CLB
$571M
| $28.5M | 0.07% |
149,300
-73,200
| -33% | -$13.6M |
|
|
OUTR
349
DELISTED
OUTERWALL INC
OUTR
| $28.2M | 0.07% |
419,400
-120,100
| -22% | -$7.83M |
|
|
ATVI
350
DELISTED
Activision Blizzard
ATVI
| $28.1M | 0.07% |
1,577,798
-463,927
| -23% | -$7.98M |
|
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.