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 | |
|---|---|---|---|---|---|---|
|
26
Bristol-Myers Squibb
BMY
$130B
| $201M | 0.49% |
4,338,900
-4,191,900
| -49% | -$184M |
|
|
LNKD
27
DELISTED
LinkedIn Corporation
LNKD
| $198M | 0.48% |
803,900
+344,500
| +75% | +$77.6M |
|
28
GSK
GSK
$102B
| $195M | 0.47% |
3,113,040
+2,027,040
| +187% | +$130M |
|
|
DTV
29
DELISTED
DIRECTV COM STK (DE)
DTV
| $191M | 0.46% |
3,202,392
-16,600
| -0.5% | -$1.02M |
|
30
Campbell Soup
CPB
$6.78B
| $186M | 0.45% |
4,558,100
+1,806,900
| +66% | +$81M |
|
|
DO
31
DELISTED
Diamond Offshore Drilling
DO
| $184M | 0.45% |
2,947,500
+213,500
| +8% | +$14.3M |
|
32
Mastercard
MA
$492B
| $179M | 0.43% |
2,658,000
-1,214,000
| -31% | -$76.2M |
|
33
Domino's
DPZ
$11.8B
| $177M | 0.43% |
2,603,300
-225,000
| -8% | -$14.2M |
|
34
Costco
COST
$419B
| $173M | 0.42% |
1,501,713
+959,213
| +177% | +$111M |
|
35
Intuitive Surgical
ISRG
$142B
| $171M | 0.42% |
4,100,130
+2,022,300
| +97% | +$89.3M |
|
36
AutoZone
AZO
$49.7B
| $167M | 0.4% |
394,600
+79,500
| +25% | +$34M |
|
37
Verisk Analytics
VRSK
$23.6B
| $166M | 0.4% |
2,558,600
-82,700
| -3% | -$5.22M |
|
|
PETM
38
DELISTED
PETSMART INC
PETM
| $165M | 0.4% |
2,169,093
+12,500
| +0.6% | +$903K |
|
39
Ryanair
RYAAY
$30.8B
| $160M | 0.39% |
7,850,203
+1,173,647
| +18% | +$24.4M |
|
40
Rayonier
RYN
$6.45B
| $157M | 0.38% |
4,160,219
+1,919
| +0% | +$73.6K |
|
|
41
GE Aerospace
GE
$382B
| $156M | 0.38% |
+1,361,721
| New | +$156M |
|
42
General Mills
GIS
$20.2B
| $154M | 0.37% |
3,222,500
+1,668,000
| +107% | +$83.7M |
|
|
43
Walt Disney
DIS
$179B
| $154M | 0.37% |
+2,387,807
| New | +$153M |
|
|
PNRA
44
DELISTED
Panera Bread Co
PNRA
| $152M | 0.37% |
961,892
+21,900
| +2% | +$3.8M |
|
45
PLDT
PHI
$4.23B
| $152M | 0.37% |
2,242,400
+66,500
| +3% | +$4.49M |
|
46
AstraZeneca
AZN
$246B
| $151M | 0.37% |
2,913,800
-511,900
| -15% | -$25.7M |
|
|
47
Target
TGT
$69.2B
| $146M | 0.35% |
2,281,200
+2,273,300
| +28,776% | +$155M |
|
|
LIFE
48
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
| $139M | 0.34% |
1,857,897
+1,253,500
| +207% | +$93.5M |
|
49
Altisource Portfolio Solutions
ASPS
$63.7M
| $138M | 0.34% |
123,588
-10,175
| -8% | -$9.89M |
|
50
Amazon
AMZN
$2.94T
| $138M | 0.34% |
8,835,100
+1,958,000
| +28% | +$29.2M |
|
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.