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 | |
|---|---|---|---|---|---|---|
626
Oil-Dri
ODC
$1.27B
| $14.4M | 0.03% |
760,450
+50,400
| +7% | +$918K |
|
627
Charter Communications
CHTR
$18.7B
| $14.4M | 0.03% |
+105,200
| New | +$14M |
|
|
ESL
628
DELISTED
Esterline Technologies
ESL
| $14.4M | 0.03% |
141,100
+58,300
| +70% | +$4.98M |
|
|
HCBK
629
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $14.4M | 0.03% |
1,523,368
-1,050,004
| -41% | -$9.63M |
|
630
Goodyear
GT
$1.78B
| $14.3M | 0.03% |
+601,500
| New | +$13.3M |
|
631
Ituran Location and Control
ITRN
$1.06B
| $14.3M | 0.03% |
662,614
+78,914
| +14% | +$1.53M |
|
632
NOV
NOV
$7.36B
| $14.3M | 0.03% |
+199,487
| New | +$14.5M |
|
|
WBMD
633
DELISTED
WebMD Health Corp.
WBMD
| $14.2M | 0.03% |
360,380
-13,700
| -4% | -$494K |
|
|
WRI
634
DELISTED
Weingarten Realty Investors
WRI
| $14.1M | 0.03% |
513,000
+102,900
| +25% | +$3.04M |
|
635
NCR Voyix
VYX
$1.17B
| $14M | 0.03% |
+671,397
| New | +$14.9M |
|
|
VRNT
636
DELISTED
Verint Systems
VRNT
| $14M | 0.03% |
641,312
+102,135
| +19% | +$1.99M |
|
|
FCE.A
637
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $14M | 0.03% |
734,400
-122,497
| -14% | -$2.38M |
|
|
BIRT
638
DELISTED
Actuate Corp
BIRT
| $13.9M | 0.03% |
1,802,100
+73,470
| +4% | +$564K |
|
639
Aptiv
APTV
$10.2B
| $13.9M | 0.03% |
+230,600
| New | +$13.3M |
|
|
IBA
640
DELISTED
Industrias Bachoco SAB De C.V.
IBA
| $13.8M | 0.03% |
343,600
+22,700
| +7% | +$915K |
|
641
Booz Allen Hamilton
BAH
$9.43B
| $13.8M | 0.03% |
720,794
+551,900
| +327% | +$10.1M |
|
|
THI
642
DELISTED
TIM HORTONS INC COM, CANADA
THI
| $13.7M | 0.03% |
234,700
+112,800
| +93% | +$6.64M |
|
643
Mitsubishi UFJ Financial
MUFG
$260B
| $13.7M | 0.03% |
2,046,521
+612,400
| +43% | +$3.93M |
|
644
Bunge Global
BG
$21.7B
| $13.6M | 0.03% |
+166,000
| New | +$13.4M |
|
|
LSI
645
DELISTED
LSI CORPORATION
LSI
| $13.6M | 0.03% |
+1,234,003
| New | +$10.5M |
|
|
HW
646
DELISTED
Headwaters Inc
HW
| $13.6M | 0.03% |
1,385,614
-525,000
| -27% | -$4.84M |
|
647
Post Holdings
POST
$3.65B
| $13.5M | 0.03% |
418,519
-58,523
| -12% | -$1.72M |
|
648
Steven Madden
SHOO
$3.46B
| $13.5M | 0.03% |
+553,017
| New | +$13.5M |
|
649
Beazer Homes USA
BZH
$874M
| $13.5M | 0.03% |
551,810
+417,600
| +311% | +$8.27M |
|
650
Banco de Chile
BCH
$20.5B
| $13.5M | 0.03% |
516,544
-16,162
| -3% | -$427K |
|
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.