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 | |
|---|---|---|---|---|---|---|
451
State Street
STT
$51.9B
| $21.2M | 0.05% |
+322,731
| New | +$22.1M |
|
|
FLY
452
DELISTED
Fly Leasing Limited
FLY
| $21.2M | 0.05% |
1,526,100
+219,500
| +17% | +$3.09M |
|
453
HDFC Bank
HDB
$119B
| $21.1M | 0.05% |
2,747,200
-319,600
| -10% | -$2.63M |
|
|
ARTC
454
DELISTED
ARTHROCARE CORP
ARTC
| $21.1M | 0.05% |
593,600
+59,200
| +11% | +$2.07M |
|
|
RJET
455
DELISTED
REPUBLIC AWYS HLDGS INC
RJET
| $21.1M | 0.05% |
1,770,400
-50,300
| -3% | -$622K |
|
|
PRXL
456
DELISTED
Parexel International Corp
PRXL
| $21M | 0.05% |
418,900
+281,400
| +205% | +$13.8M |
|
|
KS
457
DELISTED
KapStone Paper and Pack Corp.
KS
| $21M | 0.05% |
982,600
+406,200
| +70% | +$8.85M |
|
|
PGTI
458
DELISTED
PGT, Inc.
PGTI
| $20.9M | 0.05% |
2,114,529
+644,400
| +44% | +$6.5M |
|
459
3M
MMM
$94.8B
| $20.8M | 0.05% |
208,224
+204,397
| +5,341% | +$19.9M |
|
460
Grupo Aeroportuario del Sureste
ASR
$8.19B
| $20.8M | 0.05% |
190,800
+21,700
| +13% | +$2.52M |
|
|
ABV
461
DELISTED
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
| $20.7M | 0.05% |
540,500
-2,789,200
| -84% | -$102M |
|
|
CBST
462
DELISTED
CUBIST PHARMACEUTICALS INC
CBST
| $20.6M | 0.05% |
324,620
-137,600
| -30% | -$8.32M |
|
463
Enbridge
ENB
$113B
| $20.6M | 0.05% |
494,100
+104,200
| +27% | +$4.44M |
|
464
Jack Henry & Associates
JKHY
$10.8B
| $20.6M | 0.05% |
397,800
+65,100
| +20% | +$3.25M |
|
|
TFM
465
DELISTED
THE FRESH MARKET, INC COM STK
TFM
| $20.5M | 0.05% |
433,300
-252,800
| -37% | -$13.1M |
|
466
CarMax
KMX
$8.26B
| $20.5M | 0.05% |
+422,100
| New | +$20.6M |
|
467
NRG Energy
NRG
$25.4B
| $20.5M | 0.05% |
+748,315
| New | +$20.2M |
|
|
BRS
468
DELISTED
Bristow Group, Inc.
BRS
| $20.3M | 0.05% |
279,100
+170,600
| +157% | +$11.7M |
|
469
Icon
ICLR
$12.9B
| $20.3M | 0.05% |
495,160
+212,000
| +75% | +$8.16M |
|
470
American States Water
AWR
$3.47B
| $20.2M | 0.05% |
734,400
+121,200
| +20% | +$3.46M |
|
471
First Horizon
FHN
$12.2B
| $20.2M | 0.05% |
1,840,082
+11,800
| +0.6% | +$139K |
|
|
RAD
472
DELISTED
Rite Aid Corporation
RAD
| $20M | 0.05% |
210,580
-193,550
| -48% | -$13.2M |
|
473
Jack in the Box
JACK
$361M
| $20M | 0.05% |
501,200
+308,300
| +160% | +$12.4M |
|
|
WWE
474
DELISTED
World Wrestling Entertainment
WWE
| $20M | 0.05% |
1,967,400
-50,800
| -3% | -$525K |
|
475
Prestige Consumer Healthcare
PBH
$2.51B
| $19.9M | 0.05% |
662,100
+359,600
| +119% | +$11.8M |
|
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.