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 | |
|---|---|---|---|---|---|---|
|
STI
351
DELISTED
SunTrust Banks, Inc.
STI
| $28.1M | 0.07% |
+762,417
| New | +$26.6M |
|
352
MarketAxess Holdings
MKTX
$5.72B
| $28M | 0.07% |
418,700
+4,600
| +1% | +$303K |
|
353
Brown & Brown
BRO
$23.9B
| $27.9M | 0.07% |
1,776,800
+152,000
| +9% | +$2.41M |
|
354
Canadian Imperial Bank of Commerce
CM
$111B
| $27.9M | 0.07% |
666,805
+278,668
| +72% | +$11.5M |
|
|
LTXB
355
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $27.7M | 0.07% |
1,009,979
+123,400
| +14% | +$2.89M |
|
356
Ecolab
ECL
$77.3B
| $27.6M | 0.07% |
+264,922
| New | +$27.5M |
|
357
Weis Markets
WMK
$1.79B
| $27.6M | 0.07% |
525,300
-9,000
| -2% | -$454K |
|
358
East-West Bancorp
EWBC
$18.6B
| $27.6M | 0.07% |
789,388
+87,700
| +12% | +$2.98M |
|
359
M&T Bank
MTB
$36.7B
| $27.5M | 0.07% |
236,550
-183,200
| -44% | -$20.8M |
|
360
Pembina Pipeline
PBA
$28.4B
| $27.5M | 0.07% |
780,248
+235,654
| +43% | +$7.74M |
|
361
Best Buy
BBY
$18B
| $27.2M | 0.07% |
+683,000
| New | +$28M |
|
|
UMPQ
362
DELISTED
Umpqua Holdings Corp
UMPQ
| $26.9M | 0.06% |
1,406,219
+707,300
| +101% | +$12.4M |
|
363
Morningstar
MORN
$7.64B
| $26.8M | 0.06% |
343,437
+184,837
| +117% | +$14.7M |
|
|
ARUN
364
DELISTED
ARUBA NETWORKS, INC.
ARUN
| $26.6M | 0.06% |
1,488,600
+574,100
| +63% | +$10.3M |
|
365
Cleveland-Cliffs
CLF
$6.94B
| $26.6M | 0.06% |
+1,014,800
| New | +$25M |
|
366
KBR
KBR
$4.8B
| $26.6M | 0.06% |
832,900
+498,500
| +149% | +$16.6M |
|
367
Designer Brands
DBI
$314M
| $26.5M | 0.06% |
619,330
+452,800
| +272% | +$19.6M |
|
|
EXAR
368
DELISTED
Exar Corporation
EXAR
| $26.4M | 0.06% |
2,241,968
-109,260
| -5% | -$1.35M |
|
369
Oneok
OKE
$58.7B
| $26.3M | 0.06% |
483,950
-384,350
| -44% | -$19.3M |
|
370
Unilever
UL
$135B
| $26.3M | 0.06% |
568,302
-320,445
| -36% | -$14.3M |
|
371
Stryker
SYK
$131B
| $26.3M | 0.06% |
350,400
+263,900
| +305% | +$19.3M |
|
|
PCH
372
DELISTED
PotlatchDeltic
PCH
| $26.3M | 0.06% |
629,553
-78,700
| -11% | -$3.19M |
|
373
Visteon
VC
$2.85B
| $26.2M | 0.06% |
319,900
-183,600
| -36% | -$14.2M |
|
374
Workday
WDAY
$52B
| $25.9M | 0.06% |
+311,800
| New | +$24.6M |
|
375
J&J Snack Foods
JJSF
$1.7B
| $25.8M | 0.06% |
291,700
+19,000
| +7% | +$1.6M |
|
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.