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 | |
|---|---|---|---|---|---|---|
|
CPN
551
DELISTED
Calpine Corporation
CPN
| $16.7M | 0.04% |
+857,800
| New | +$17M |
|
552
Alliant Energy
LNT
$18.2B
| $16.6M | 0.04% |
672,000
+311,600
| +86% | +$7.97M |
|
|
NYX
553
DELISTED
NYSE EURONEXT INC
NYX
| $16.6M | 0.04% |
396,600
+391,000
| +6,982% | +$16.4M |
|
554
STMicroelectronics
STM
$48.4B
| $16.6M | 0.04% |
1,803,548
+755,148
| +72% | +$6.73M |
|
555
Seaboard Corp
SEB
$4.02B
| $16.6M | 0.04% |
6,030
-201
| -3% | -$563K |
|
|
STEI
556
DELISTED
STEWART ENTERPRISES INC CL-A
STEI
| $16.6M | 0.04% |
1,259,518
+871,400
| +225% | +$11.4M |
|
557
Morgan Stanley
MS
$342B
| $16.5M | 0.04% |
+612,400
| New | +$16.4M |
|
558
Wendy's
WEN
$1.65B
| $16.4M | 0.04% |
1,935,882
+1,285,800
| +198% | +$9.64M |
|
|
CKEC
559
DELISTED
Carmike Cinemas Inc
CKEC
| $16.4M | 0.04% |
741,200
+217,500
| +42% | +$4.2M |
|
|
ORIT
560
DELISTED
Oritani Financial Corp. New
ORIT
| $16.3M | 0.04% |
989,925
+185,820
| +23% | +$3M |
|
561
Zebra Technologies
ZBRA
$17.9B
| $16.3M | 0.04% |
357,331
+178,700
| +100% | +$8.24M |
|
|
PTNR
562
DELISTED
Partner Communications
PTNR
| $16.2M | 0.04% |
2,057,300
+26,589
| +1% | +$195K |
|
|
FCE.A
563
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $16.2M | 0.04% |
856,897
-342,503
| -29% | -$6.22M |
|
|
LL
564
DELISTED
LL Flooring Holdings, Inc.
LL
| $16.2M | 0.04% |
151,900
+108,700
| +252% | +$10.5M |
|
565
Littelfuse
LFUS
$11.7B
| $16.2M | 0.04% |
207,092
+58,500
| +39% | +$4.64M |
|
|
TARO
566
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $16.2M | 0.04% |
213,100
+49,900
| +31% | +$3.24M |
|
|
AXLL
567
DELISTED
AXIALL CORP COM STK (DE)
AXLL
| $16.2M | 0.04% |
+427,436
| New | +$17.8M |
|
568
Adeia
ADEA
$3.1B
| $16.1M | 0.04% |
3,152,520
-1,621,620
| -34% | -$8.57M |
|
569
Exponent
EXPO
$3.22B
| $16.1M | 0.04% |
898,000
-68,400
| -7% | -$1.14M |
|
|
WIBC
570
DELISTED
WILSHIRE BANCORP INC
WIBC
| $16.1M | 0.04% |
1,968,375
+423,995
| +27% | +$3.53M |
|
571
Helmerich & Payne
HP
$4.29B
| $16.1M | 0.04% |
+232,800
| New | +$15.4M |
|
572
Portland General Electric
POR
$5.74B
| $16M | 0.04% |
568,200
-37,000
| -6% | -$1.11M |
|
573
Sabesp
SBS
$17.9B
| $16M | 0.04% |
8,267,968
-601,251
| -7% | -$1.13M |
|
|
HITT
574
DELISTED
HITTITE MICROWAVE CORP
HITT
| $16M | 0.04% |
244,138
-186,700
| -43% | -$11.6M |
|
575
Worthington Enterprises
WOR
$2.78B
| $15.9M | 0.04% |
750,986
+508,497
| +210% | +$10.9M |
|
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.