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 | |
|---|---|---|---|---|---|---|
|
RKT
476
DELISTED
ROCK-TENN COMPANY CL-A
RKT
| $19.5M | 0.05% |
371,926
+7,400
| +2% | +$373K |
|
477
International Flavors & Fragrances
IFF
$21.4B
| $19.5M | 0.05% |
226,300
+106,000
| +88% | +$8.99M |
|
|
SIAL
478
DELISTED
SIGMA - ALDRICH CORP
SIAL
| $19.4M | 0.05% |
206,600
-135,832
| -40% | -$11.8M |
|
|
CFN
479
DELISTED
CAREFUSION CORPORATION
CFN
| $19.4M | 0.05% |
487,600
-1,021,400
| -68% | -$39.7M |
|
480
Encompass Health
EHC
$12.2B
| $19.4M | 0.05% |
730,946
+413,553
| +130% | +$11.5M |
|
481
Regeneron Pharmaceuticals
REGN
$83B
| $19.3M | 0.05% |
70,062
-179,459
| -72% | -$51.6M |
|
482
Williams-Sonoma
WSM
$28.5B
| $19.1M | 0.05% |
655,200
+580,800
| +781% | +$16.2M |
|
483
ASML
ASML
$710B
| $19.1M | 0.05% |
+203,549
| New | +$18.9M |
|
484
AMC Global Media
AMCX
$496M
| $19.1M | 0.05% |
280,000
-2,100
| -0.7% | -$140K |
|
|
VVC
485
DELISTED
Vectren Corporation
VVC
| $19M | 0.05% |
534,600
+86,700
| +19% | +$2.99M |
|
486
Fair Isaac
FICO
$24B
| $19M | 0.05% |
301,900
-52,500
| -15% | -$3.03M |
|
|
EJ
487
DELISTED
E HOUSE (CHINA) HOLDINGS LIMITED
EJ
| $18.9M | 0.05% |
1,351,373
+462,633
| +52% | +$4.66M |
|
|
IM
488
DELISTED
Ingram Micro
IM
| $18.9M | 0.05% |
804,700
-21,300
| -3% | -$499K |
|
489
Corpay
CPAY
$27.9B
| $18.8M | 0.05% |
160,800
+151,700
| +1,667% | +$17.4M |
|
490
PTC
PTC
$16.7B
| $18.8M | 0.05% |
+531,800
| New | +$16.3M |
|
491
DaVita
DVA
$11.4B
| $18.8M | 0.05% |
296,600
-1,163,600
| -80% | -$68.3M |
|
492
Western Union
WU
$2.34B
| $18.6M | 0.04% |
1,080,700
-521,700
| -33% | -$9.14M |
|
|
CNL
493
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $18.6M | 0.04% |
399,800
-80,200
| -17% | -$3.69M |
|
494
Prestige Consumer Healthcare
PBH
$2.43B
| $18.6M | 0.04% |
520,500
-141,600
| -21% | -$4.7M |
|
|
APFC
495
DELISTED
AMERICAN PACIFIC CORP
APFC
| $18.6M | 0.04% |
499,800
+73,000
| +17% | +$3.24M |
|
496
EXL Service
EXLS
$5.36B
| $18.6M | 0.04% |
3,361,000
+292,000
| +10% | +$1.6M |
|
|
CEO
497
DELISTED
CNOOC Limited
CEO
| $18.5M | 0.04% |
98,500
+46,000
| +88% | +$9.15M |
|
498
Green Dot
GDOT
$770M
| $18.5M | 0.04% |
733,900
+254,600
| +53% | +$5.93M |
|
499
PPG Industries
PPG
$25.5B
| $18.5M | 0.04% |
194,600
-326,200
| -63% | -$29.4M |
|
500
Rollins
ROL
$17.4B
| $18.4M | 0.04% |
2,052,338
-162,506
| -7% | -$1.35M |
|
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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.