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 | |
|---|---|---|---|---|---|---|
|
KMR
351
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
| $27.6M | 0.07% |
401,351
+172,387
| +75% | +$12.6M |
|
352
Timken Company
TKR
$8.91B
| $27.6M | 0.07% |
637,870
+294,627
| +86% | +$12.6M |
|
|
TMH
353
DELISTED
Team Health Holdings Inc
TMH
| $27.6M | 0.07% |
726,800
-32,000
| -4% | -$1.25M |
|
354
Trimble
TRMB
$13.5B
| $27.5M | 0.07% |
926,744
-509,900
| -35% | -$13.9M |
|
355
AngloGold Ashanti
AU
$49.3B
| $27.5M | 0.07% |
2,072,400
-1,323,600
| -39% | -$17.7M |
|
356
Dolby
DLB
$5.75B
| $27.5M | 0.07% |
795,700
-304,900
| -28% | -$10.1M |
|
357
Ubiquiti
UI
$34.7B
| $27.4M | 0.07% |
816,300
+636,000
| +353% | +$17M |
|
358
Sony
SONY
$138B
| $27.4M | 0.07% |
6,370,000
+5,731,000
| +897% | +$24.3M |
|
359
ICICI Bank
IBN
$107B
| $27.4M | 0.07% |
+4,946,700
| New | +$29M |
|
|
TLM
360
DELISTED
TALISMAN ENERGY INC
TLM
| $27.3M | 0.07% |
+2,373,100
| New | +$26.5M |
|
361
CVS Health
CVS
$120B
| $27.3M | 0.07% |
+480,305
| New | +$28.6M |
|
362
Dollar General
DG
$26.5B
| $27.1M | 0.07% |
+479,700
| New | +$26.4M |
|
363
T. Rowe Price
TROW
$24.3B
| $27.1M | 0.07% |
376,300
+36,700
| +11% | +$2.72M |
|
364
Kulicke & Soffa
KLIC
$4.76B
| $27M | 0.07% |
2,341,428
-187,572
| -7% | -$2.13M |
|
365
Cheesecake Factory
CAKE
$5.63B
| $27M | 0.07% |
614,300
+458,600
| +295% | +$19.8M |
|
|
OUTR
366
DELISTED
OUTERWALL INC
OUTR
| $27M | 0.07% |
539,500
-83,100
| -13% | -$4.89M |
|
367
Louisiana-Pacific
LPX
$5.28B
| $26.9M | 0.07% |
1,530,000
-1,764,700
| -54% | -$29.2M |
|
368
ICU Medical
ICUI
$4.55B
| $26.8M | 0.07% |
394,600
+141,000
| +56% | +$10.1M |
|
369
Southern Copper
SCCO
$164B
| $26.7M | 0.06% |
1,071,741
-918,629
| -46% | -$23.5M |
|
|
TGNA
370
DELISTED
TEGNA Inc
TGNA
| $26.6M | 0.06% |
1,901,226
-1,717,527
| -47% | -$23M |
|
|
PVD
371
DELISTED
Admin Fondos Pensions
PVD
| $26.6M | 0.06% |
320,600
+34,408
| +12% | +$3.08M |
|
|
MRO
372
DELISTED
Marathon Oil Corporation
MRO
| $26.6M | 0.06% |
761,346
+540,800
| +245% | +$19.2M |
|
373
PetMed Express
PETS
$42.3M
| $26.6M | 0.06% |
1,630,915
+276,800
| +20% | +$4.32M |
|
374
Western Digital
WDC
$151B
| $26.5M | 0.06% |
552,882
+184,294
| +50% | +$9.1M |
|
|
MCRS
375
DELISTED
MICROS SYSTEMS INC
MCRS
| $26.4M | 0.06% |
528,800
-32,300
| -6% | -$1.56M |
|
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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.