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 | |
|---|---|---|---|---|---|---|
376
Spectrum Brands
SPB
$2.01B
| $26.3M | 0.06% |
398,800
+107,500
| +37% | +$6.57M |
|
377
Weis Markets
WMK
$1.77B
| $26.1M | 0.06% |
534,300
-12,800
| -2% | -$625K |
|
378
Texas Roadhouse
TXRH
$13.9B
| $26.1M | 0.06% |
992,372
+221,100
| +29% | +$5.56M |
|
379
Brown & Brown
BRO
$23.6B
| $26.1M | 0.06% |
1,624,800
+1,367,400
| +531% | +$22.3M |
|
|
KYO
380
DELISTED
Kyocera Adr
KYO
| $25.9M | 0.06% |
484,600
-7,800
| -2% | -$410K |
|
|
SUSQ
381
DELISTED
SUSQUEHANNA BANCSHARES INC
SUSQ
| $25.7M | 0.06% |
2,048,016
-246,100
| -11% | -$3.25M |
|
|
LPS
382
DELISTED
LENDER PROCESSING SERVICES INC
LPS
| $25.6M | 0.06% |
769,800
+353,100
| +85% | +$11.5M |
|
|
SPN
383
DELISTED
Superior Energy Services, Inc.
SPN
| $25.6M | 0.06% |
102,133
+68,500
| +204% | +$17.8M |
|
384
Donaldson
DCI
$11.1B
| $25.5M | 0.06% |
+669,600
| New | +$24.8M |
|
385
Arthur J. Gallagher & Co
AJG
$65.6B
| $25.4M | 0.06% |
582,700
+281,300
| +93% | +$12.4M |
|
386
ITT
ITT
$19.3B
| $25.4M | 0.06% |
706,800
| – | – |
|
387
Hartford Financial Services
HIG
$38.1B
| $25.2M | 0.06% |
+809,710
| New | +$25.3M |
|
388
Cintas
CTAS
$81.8B
| $25.2M | 0.06% |
1,968,272
+1,745,872
| +785% | +$21.2M |
|
389
Honeywell
HON
$73.3B
| $25.1M | 0.06% |
+336,985
| New | +$25M |
|
390
Fomento Económico Mexicano
FMX
$40B
| $25.1M | 0.06% |
258,400
-109,100
| -30% | -$11M |
|
391
MarketAxess Holdings
MKTX
$5.72B
| $24.8M | 0.06% |
414,100
-85,510
| -17% | -$4.57M |
|
392
America Movil
AMX
$69.7B
| $24.8M | 0.06% |
+1,253,035
| New | +$25.8M |
|
|
WAGE
393
DELISTED
WageWorks, Inc.
WAGE
| $24.7M | 0.06% |
490,500
+308,600
| +170% | +$12.7M |
|
|
HNT
394
DELISTED
HEALTH NET INC
HNT
| $24.7M | 0.06% |
779,800
+112,400
| +17% | +$3.55M |
|
|
TYC
395
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
| $24.7M | 0.06% |
673,538
+313,527
| +87% | +$11.4M |
|
396
Cheniere Energy
LNG
$55.3B
| $24.7M | 0.06% |
722,400
+380,000
| +111% | +$11.3M |
|
397
TC Energy
TRP
$66.7B
| $24.6M | 0.06% |
560,303
-447,300
| -44% | -$19.9M |
|
|
DNKN
398
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $24.6M | 0.06% |
543,700
-15,800
| -3% | -$693K |
|
399
Cadence Design Systems
CDNS
$89.6B
| $24.5M | 0.06% |
1,816,999
-839,601
| -32% | -$12.1M |
|
|
ETFC
400
DELISTED
E*Trade Financial Corporation
ETFC
| $24.5M | 0.06% |
1,484,240
-452,000
| -23% | -$6.74M |
|
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.