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 | |
|---|---|---|---|---|---|---|
576
Bank of Montreal
BMO
$129B
| $15.9M | 0.04% |
237,995
+189,500
| +391% | +$12.9M |
|
|
BRSL
577
Brightstar Lottery PLC
BRSL
$2.15B
| $15.8M | 0.04% |
872,400
+248,100
| +40% | +$4.48M |
|
578
Agilent Technologies
A
$42.2B
| $15.8M | 0.04% |
+386,827
| New | +$14.7M |
|
579
Ball Corp
BALL
$16.4B
| $15.8M | 0.04% |
+611,800
| New | +$14.9M |
|
|
MBT
580
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $15.8M | 0.04% |
+729,550
| New | +$16M |
|
|
NGLS
581
DELISTED
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
| $15.7M | 0.04% |
300,366
+24,966
| +9% | +$1.27M |
|
|
MITL
582
DELISTED
Mitel Networks Corporation
MITL
| $15.6M | 0.04% |
1,544,700
+1,169,896
| +312% | +$8.83M |
|
583
Trinity Industries
TRN
$2.34B
| $15.6M | 0.04% |
+793,813
| New | +$14.4M |
|
|
EPB
584
DELISTED
EL PASO PIPELINE PARTNERS, L.P. COM UNITS REPSTG LTD PART
EPB
| $15.6M | 0.04% |
432,600
+149,400
| +53% | +$5.87M |
|
|
CSE
585
DELISTED
CAPITALSOURCE INC
CSE
| $15.6M | 0.04% |
1,082,528
-1,288,100
| -54% | -$17.3M |
|
|
ORBK
586
DELISTED
Orbotech Ltd
ORBK
| $15.5M | 0.04% |
1,145,300
+133,367
| +13% | +$1.7M |
|
587
Interactive Brokers
IBKR
$41.4B
| $15.5M | 0.04% |
2,539,200
+763,600
| +43% | +$4.27M |
|
|
VTLE
588
DELISTED
Vital Energy
VTLE
| $15.4M | 0.04% |
27,855
+19,220
| +223% | +$11.3M |
|
|
MOVE
589
DELISTED
MOVE INC COM STK NEW (DE)
MOVE
| $15.4M | 0.04% |
963,775
-44,000
| -4% | -$718K |
|
|
QVCGA
590
DELISTED
QVC Group Inc Series A
QVCGA
| $15.4M | 0.04% |
12,785
-22,274
| -64% | -$24.8M |
|
|
BCPC
591
Balchem Corp
BCPC
$5.65B
| $15.4M | 0.04% |
261,800
+18,500
| +8% | +$1.04M |
|
592
Loews
L
$23B
| $15.3M | 0.04% |
317,300
-422,000
| -57% | -$20.2M |
|
|
BIN
593
DELISTED
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
| $15.3M | 0.04% |
617,981
+214,100
| +53% | +$5.53M |
|
|
TIF
594
DELISTED
Tiffany & Co.
TIF
| $15.2M | 0.04% |
+164,300
| New | +$13.6M |
|
|
WCN
595
Waste Connections
WCN
$41.6B
| $15.2M | 0.04% |
+523,407
| New | +$15.3M |
|
|
CVC
596
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $15.2M | 0.04% |
848,600
-295,700
| -26% | -$4.78M |
|
597
Hilltop Holdings
HTH
$2.28B
| $15.2M | 0.04% |
657,489
+162,648
| +33% | +$3.31M |
|
598
LXP Industrial Trust
LXP
$3.58B
| $15.2M | 0.04% |
297,076
+268,760
| +949% | +$14.7M |
|
599
Anika Therapeutics
ANIK
$283M
| $15.1M | 0.04% |
396,800
-5,300
| -1% | -$164K |
|
600
Community Health Systems
CYH
$419M
| $15.1M | 0.04% |
465,608
-93,049
| -17% | -$3.2M |
|
Similar funds
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.