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 | |
|---|---|---|---|---|---|---|
|
PARAA
526
DELISTED
Paramount Global Class A
PARAA
| $17.4M | 0.04% |
273,500
+3,100
| +1% | +$182K |
|
|
BPO
527
DELISTED
BROOKFIELD OFFICE PROPERTIES. INC
BPO
| $17.4M | 0.04% |
903,850
+14,800
| +2% | +$282K |
|
|
SVM
528
Silvercorp Metals
SVM
$2.61B
| $17.4M | 0.04% |
7,593,310
+562,610
| +8% | +$1.56M |
|
|
CBL
529
DELISTED
CBL& Associates Properties, Inc.
CBL
| $17.4M | 0.04% |
967,517
+166,200
| +21% | +$3.12M |
|
|
AHL
530
DELISTED
ASPEN Insurance Holding Limited
AHL
| $17.4M | 0.04% |
420,400
-209,900
| -33% | -$8.25M |
|
|
DNKN
531
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $17.3M | 0.04% |
359,200
-184,500
| -34% | -$8.74M |
|
|
AIV
532
Aimco
AIV
$379M
| $17.2M | 0.04% |
4,994,164
+2,282,819
| +84% | +$8.19M |
|
|
SONC
533
DELISTED
Sonic Corp
SONC
| $17.1M | 0.04% |
849,274
+607,974
| +252% | +$11.8M |
|
|
WBC
534
DELISTED
WABCO HOLDINGS INC.
WBC
| $17.1M | 0.04% |
183,500
-148,600
| -45% | -$13M |
|
535
Woodward
WWD
$21.2B
| $17.1M | 0.04% |
375,684
+243,000
| +183% | +$10.2M |
|
536
Trane Technologies
TT
$105B
| $17.1M | 0.04% |
277,468
-15,335
| -5% | -$845K |
|
537
Lennox International
LII
$14.5B
| $17.1M | 0.04% |
200,600
+87,400
| +77% | +$6.94M |
|
|
HAR
538
DELISTED
Harman International Industries
HAR
| $17.1M | 0.04% |
208,400
+20,800
| +11% | +$1.61M |
|
539
Hanmi Financial
HAFC
$963M
| $17.1M | 0.04% |
778,958
+135,973
| +21% | +$2.58M |
|
|
NTLS
540
DELISTED
NTELOS HLDGS CORP COM
NTLS
| $17M | 0.04% |
840,550
+403,600
| +92% | +$8.07M |
|
541
Sony
SONY
$138B
| $17M | 0.04% |
4,904,500
-1,465,500
| -23% | -$5.42M |
|
542
Brookdale Senior Living
BKD
$3B
| $16.9M | 0.04% |
622,600
+316,400
| +103% | +$8.77M |
|
|
ORIT
543
DELISTED
Oritani Financial Corp. New
ORIT
| $16.9M | 0.04% |
1,051,407
+61,482
| +6% | +$991K |
|
544
Ameren
AEE
$30.2B
| $16.8M | 0.04% |
465,900
-762,100
| -62% | -$27.4M |
|
545
L3Harris
LHX
$53.7B
| $16.8M | 0.04% |
240,800
-319,100
| -57% | -$20.2M |
|
546
Blackrock
BLK
$183B
| $16.8M | 0.04% |
+52,974
| New | +$15.8M |
|
547
Compañía de Minas Buenaventura
BVN
$8.55B
| $16.7M | 0.04% |
1,492,020
-1,741,280
| -54% | -$21.6M |
|
|
HRC
548
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $16.7M | 0.04% |
404,700
+206,600
| +104% | +$8.27M |
|
549
Air Products & Chemicals
APD
$68B
| $16.7M | 0.04% |
+161,718
| New | +$16.3M |
|
550
Colliers International
CIGI
$5.41B
| $16.7M | 0.04% |
662,579
+7,690
| +1% | +$186K |
|
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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.