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 | |
|---|---|---|---|---|---|---|
|
UPL
501
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
| $19M | 0.05% |
+924,800
| New | +$19.5M |
|
|
BZ
502
DELISTED
BOISE INC COM STK (DE)
BZ
| $19M | 0.05% |
1,507,900
+533,900
| +55% | +$5.1M |
|
503
Extreme Networks
EXTR
$3.22B
| $18.9M | 0.05% |
3,625,761
+690,200
| +24% | +$2.81M |
|
504
Simon Property Group
SPG
$71.3B
| $18.8M | 0.05% |
135,113
-45,602
| -25% | -$6.62M |
|
505
Innoviva
INVA
$1.5B
| $18.7M | 0.05% |
568,775
-168,776
| -23% | -$5.25M |
|
506
American Tower
AMT
$79.6B
| $18.7M | 0.05% |
+252,639
| New | +$18.2M |
|
507
TechnipFMC
FTI
$29.7B
| $18.7M | 0.05% |
453,331
+442,579
| +4,116% | +$18.2M |
|
508
Sociedad Química y Minera de Chile
SQM
$20.4B
| $18.7M | 0.05% |
628,113
-307,381
| -33% | -$9.59M |
|
509
Lockheed Martin
LMT
$140B
| $18.6M | 0.05% |
+145,800
| New | +$17.7M |
|
510
Cal-Maine
CALM
$3.86B
| $18.6M | 0.05% |
773,236
+134,200
| +21% | +$3.26M |
|
|
ATW
511
DELISTED
Atwood Oceanics
ATW
| $18.5M | 0.04% |
+335,800
| New | +$18.9M |
|
|
RKT
512
DELISTED
ROCK-TENN COMPANY CL-A
RKT
| $18.5M | 0.04% |
+364,526
| New | +$20.4M |
|
|
LEAP
513
DELISTED
LEAP WIRELESS INTERNATIONAL INC NEW
LEAP
| $18.5M | 0.04% |
+1,168,100
| New | +$17.4M |
|
|
MDR
514
DELISTED
McDermott International
MDR
| $18.4M | 0.04% |
826,633
+731,666
| +770% | +$17.4M |
|
|
LTXB
515
DELISTED
LegacyTexas Financial Group Inc
LTXB
| $18.3M | 0.04% |
886,579
+136,200
| +18% | +$2.86M |
|
|
CQB
516
DELISTED
CHIQUITA BRANDS INTL (NEW)
CQB
| $18.3M | 0.04% |
1,445,500
+954,600
| +194% | +$11.9M |
|
517
Mueller Water Products
MWA
$4.08B
| $18.3M | 0.04% |
2,287,763
+1,009,100
| +79% | +$7.78M |
|
|
WOOF
518
DELISTED
VCA Inc.
WOOF
| $18.2M | 0.04% |
661,000
+202,062
| +44% | +$5.65M |
|
|
GWR
519
DELISTED
Genesee & Wyoming Inc.
GWR
| $18.1M | 0.04% |
194,650
+67,500
| +53% | +$6.09M |
|
|
FIRE
520
DELISTED
SOURCEFIRE INC COM STK
FIRE
| $18.1M | 0.04% |
238,000
-49,400
| -17% | -$3.53M |
|
521
Pembina Pipeline
PBA
$28.4B
| $18M | 0.04% |
544,594
+177,600
| +48% | +$5.58M |
|
522
Brunswick
BC
$5.15B
| $18M | 0.04% |
451,800
+328,600
| +267% | +$12.2M |
|
523
Melco Resorts & Entertainment
MLCO
$2.14B
| $17.8M | 0.04% |
558,400
-223,800
| -29% | -$5.98M |
|
524
Oshkosh
OSK
$9.55B
| $17.8M | 0.04% |
+362,600
| New | +$16.1M |
|
525
US Physical Therapy
USPH
$1.21B
| $17.7M | 0.04% |
570,700
+22,300
| +4% | +$658K |
|
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.