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 | |
|---|---|---|---|---|---|---|
|
PTNR
451
DELISTED
Partner Communications
PTNR
| $20.6M | 0.05% |
2,191,800
+134,500
| +7% | +$1.18M |
|
452
Alkermes
ALKS
$8.3B
| $20.6M | 0.05% |
505,586
-156,100
| -24% | -$5.76M |
|
453
Equinix
EQIX
$106B
| $20.6M | 0.05% |
+115,829
| New | +$19.3M |
|
454
Huntsman Corp
HUN
$1.81B
| $20.5M | 0.05% |
834,321
+691,000
| +482% | +$15.7M |
|
455
Unisys
UIS
$210M
| $20.5M | 0.05% |
609,990
+24,600
| +4% | +$682K |
|
|
SIX
456
DELISTED
Six Flags Entertainment Corp.
SIX
| $20.4M | 0.05% |
554,200
-502,300
| -48% | -$18.1M |
|
457
Unifirst Corp
UNF
$5.21B
| $20.4M | 0.05% |
190,600
+62,900
| +49% | +$6.41M |
|
|
AUY
458
DELISTED
Yamana Gold, Inc.
AUY
| $20.3M | 0.05% |
2,360,575
+2,089,375
| +770% | +$19.3M |
|
|
ASCMA
459
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
| $20.3M | 0.05% |
237,763
+21,872
| +10% | +$1.84M |
|
460
ITT
ITT
$19.4B
| $20.3M | 0.05% |
467,300
-239,500
| -34% | -$9.52M |
|
|
COL
461
DELISTED
Rockwell Collins
COL
| $20.2M | 0.05% |
+273,200
| New | +$19.4M |
|
462
Vaalco Energy
EGY
$592M
| $20.2M | 0.05% |
2,928,400
-1,067,400
| -27% | -$6.39M |
|
|
TMH
463
DELISTED
Team Health Holdings Inc
TMH
| $20.2M | 0.05% |
442,800
-284,000
| -39% | -$12.6M |
|
|
FNFG
464
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $20.1M | 0.05% |
1,896,705
+1,492,300
| +369% | +$16.2M |
|
465
Travel + Leisure Co
TNL
$4.58B
| $20M | 0.05% |
+601,816
| New | +$18.4M |
|
466
Valmont Industries
VMI
$9.5B
| $20M | 0.05% |
133,800
-109,600
| -45% | -$15.5M |
|
|
GRFS
467
Grifois
GRFS
$5.4B
| $19.9M | 0.05% |
1,101,404
-1,583,904
| -59% | -$25.4M |
|
|
SUSQ
468
DELISTED
SUSQUEHANNA BANCSHARES INC
SUSQ
| $19.8M | 0.05% |
1,538,416
-509,600
| -25% | -$6.32M |
|
469
DexCom
DXCM
$34.5B
| $19.7M | 0.05% |
2,230,172
+1,400,800
| +169% | +$11.1M |
|
|
UN
470
DELISTED
Unilever NV New York Registry Shares
UN
| $19.7M | 0.05% |
490,406
-679,194
| -58% | -$26.4M |
|
471
Copart
CPRT
$27.2B
| $19.7M | 0.05% |
4,301,616
-1,580,784
| -27% | -$6.63M |
|
472
BioMarin Pharmaceuticals
BMRN
$13.3B
| $19.7M | 0.05% |
+280,071
| New | +$19M |
|
473
First Horizon
FHN
$12.3B
| $19.7M | 0.05% |
1,690,182
-149,900
| -8% | -$1.68M |
|
474
Emerson Electric
EMR
$91.6B
| $19.6M | 0.05% |
+279,400
| New | +$18.7M |
|
|
ATML
475
DELISTED
ATMEL CORP
ATML
| $19.5M | 0.05% |
+2,496,200
| New | +$18.3M |
|
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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.