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 | |
|---|---|---|---|---|---|---|
551
Molina Healthcare
MOH
$10.7B
| $16.7M | 0.04% |
479,277
-984,023
| -67% | -$33.2M |
|
552
NextEra Energy
NEE
$179B
| $16.6M | 0.04% |
777,600
+643,200
| +479% | +$13.6M |
|
553
Watsco Inc
WSO
$12.9B
| $16.6M | 0.04% |
173,100
+168,300
| +3,506% | +$16M |
|
|
CTRA
554
DELISTED
Coterra Energy
CTRA
| $16.6M | 0.04% |
428,900
-2,141,600
| -83% | -$76.4M |
|
|
RJET
555
DELISTED
REPUBLIC AWYS HLDGS INC
RJET
| $16.6M | 0.04% |
1,551,800
-218,600
| -12% | -$2.37M |
|
|
XLS
556
DELISTED
EXELIS INC COM STK
XLS
| $16.6M | 0.04% |
930,806
-69,615
| -7% | -$1.11M |
|
557
IDT Corp
IDT
$1.67B
| $16.5M | 0.04% |
1,310,833
+95,158
| +8% | +$1.34M |
|
558
Royal Gold
RGLD
$19.1B
| $16.5M | 0.04% |
357,983
-287,826
| -45% | -$13.6M |
|
559
Brookfield
BN
$111B
| $16.4M | 0.04% |
1,803,797
+1,488,784
| +473% | +$13.5M |
|
|
ECOL
560
DELISTED
US Ecology, Inc.
ECOL
| $16.4M | 0.04% |
441,253
+120,300
| +37% | +$4.16M |
|
|
BKW
561
DELISTED
BURGER KING WORLDWIDE
BKW
| $16.3M | 0.04% |
713,900
+360,800
| +102% | +$7.44M |
|
|
EFII
562
DELISTED
Electronics for Imaging
EFII
| $16.3M | 0.04% |
420,559
-111,100
| -21% | -$4.04M |
|
563
Kimco Realty
KIM
$16.4B
| $16.3M | 0.04% |
824,595
+171,300
| +26% | +$3.54M |
|
564
Park Aerospace
PKE
$811M
| $16.3M | 0.04% |
565,800
-21,700
| -4% | -$615K |
|
565
Cincinnati Financial
CINF
$26.5B
| $16.2M | 0.04% |
310,100
-158,500
| -34% | -$8.01M |
|
566
Seaboard Corp
SEB
$4.08B
| $16.2M | 0.04% |
5,798
-232
| -4% | -$642K |
|
567
Boston Properties
BXP
$11B
| $16.2M | 0.04% |
+161,200
| New | +$16.7M |
|
|
BWLD
568
DELISTED
Buffalo Wild Wings, Inc.
BWLD
| $16.1M | 0.04% |
109,600
+45,600
| +71% | +$6.27M |
|
569
Cooper Companies
COO
$14.9B
| $16M | 0.04% |
517,992
+391,592
| +310% | +$12.5M |
|
|
KATE
570
DELISTED
Kate Spade & Company
KATE
| $16M | 0.04% |
499,900
+117,000
| +31% | +$3.45M |
|
571
Expeditors International
EXPD
$24.3B
| $16M | 0.04% |
+361,716
| New | +$15.8M |
|
|
CQB
572
DELISTED
CHIQUITA BRANDS INTL (NEW)
CQB
| $16M | 0.04% |
1,364,500
-81,000
| -6% | -$893K |
|
|
AE
573
DELISTED
Adams Resources & Energy Inc
AE
| $15.9M | 0.04% |
232,700
+2,300
| +1% | +$129K |
|
574
Skyworks Solutions
SWKS
$10.5B
| $15.9M | 0.04% |
+557,983
| New | +$14.6M |
|
|
MTSC
575
DELISTED
MTS Systems Corp
MTSC
| $15.9M | 0.04% |
224,000
+40,100
| +22% | +$2.65M |
|
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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.