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 | |
|---|---|---|---|---|---|---|
|
LGF
426
DELISTED
Lions Gate Entertainment
LGF
| $22.8M | 0.06% |
649,100
-81,400
| -11% | -$2.76M |
|
427
Fortune Brands Innovations
FBIN
$5.81B
| $22.5M | 0.05% |
633,672
+133,848
| +27% | +$4.57M |
|
428
Raymond James Financial
RJF
$34.7B
| $22.5M | 0.05% |
810,263
+384,450
| +90% | +$11.1M |
|
429
East-West Bancorp
EWBC
$18.4B
| $22.4M | 0.05% |
701,688
+137,500
| +24% | +$4.16M |
|
430
HSBC
HSBC
$357B
| $22.4M | 0.05% |
478,354
-689,607
| -59% | -$32.7M |
|
431
Herbalife
HLF
$1.23B
| $22.3M | 0.05% |
640,400
-121,400
| -16% | -$3.75M |
|
432
Vaalco Energy
EGY
$605M
| $22.3M | 0.05% |
3,995,800
-208,900
| -5% | -$1.23M |
|
433
Evercore
EVR
$11.6B
| $22.3M | 0.05% |
452,400
-22,900
| -5% | -$1.05M |
|
434
Alkermes
ALKS
$8.4B
| $22.2M | 0.05% |
661,686
-133,000
| -17% | -$4.33M |
|
|
ASEI
435
DELISTED
AMER SCIENCE & ENGR INC.
ASEI
| $22.2M | 0.05% |
368,267
+856
| +0.2% | +$50.7K |
|
436
Spok Holdings
SPOK
$231M
| $22.2M | 0.05% |
1,566,300
+46,200
| +3% | +$664K |
|
|
ETP
437
DELISTED
Energy Transfer Partners L.p.
ETP
| $22.1M | 0.05% |
425,279
+179,266
| +73% | +$9.25M |
|
438
Cincinnati Financial
CINF
$26.5B
| $22.1M | 0.05% |
468,600
-40,600
| -8% | -$1.94M |
|
439
J&J Snack Foods
JJSF
$1.67B
| $22M | 0.05% |
272,700
+15,900
| +6% | +$1.27M |
|
440
Masco
MAS
$14.7B
| $22M | 0.05% |
1,177,147
+936,232
| +389% | +$16.7M |
|
441
Boston Beer
SAM
$1.89B
| $22M | 0.05% |
89,900
-21,800
| -20% | -$4.51M |
|
442
O-I Glass
OI
$1.07B
| $21.9M | 0.05% |
730,400
+199,600
| +38% | +$5.93M |
|
|
MOLX
443
DELISTED
MOLEX INC
MOLX
| $21.9M | 0.05% |
+568,624
| New | +$18.3M |
|
444
Barrett Business Services
BBSI
$752M
| $21.9M | 0.05% |
1,299,884
+167,884
| +15% | +$2.74M |
|
|
IPXL
445
DELISTED
Impax Laboratories, Inc.
IPXL
| $21.8M | 0.05% |
1,065,200
+118,900
| +13% | +$2.46M |
|
|
GGP
446
DELISTED
GGP Inc.
GGP
| $21.6M | 0.05% |
1,118,400
-901,400
| -45% | -$18.2M |
|
|
CNL
447
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $21.5M | 0.05% |
480,000
+21,300
| +5% | +$994K |
|
448
Synaptics
SYNA
$4.3B
| $21.4M | 0.05% |
483,527
+133,727
| +38% | +$5.47M |
|
|
CPWR
449
DELISTED
COMPUWARE CORP
CPWR
| $21.4M | 0.05% |
1,989,143
+1,259,922
| +173% | +$13.3M |
|
450
Ovintiv
OVV
$17.5B
| $21.3M | 0.05% |
245,640
+129,960
| +112% | +$11.3M |
|
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.