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 | |
|---|---|---|---|---|---|---|
651
PRA Group
PRAA
$762M
| $13.5M | 0.03% |
254,700
+177,000
| +228% | +$10.1M |
|
652
Haverty Furniture Companies
HVT
$450M
| $13.4M | 0.03% |
428,800
+51,600
| +14% | +$1.42M |
|
|
NVMI
653
Nova
NVMI
$13.1B
| $13.4M | 0.03% |
1,363,600
+79,600
| +6% | +$716K |
|
|
ACET
654
DELISTED
Aceto Corp
ACET
| $13.4M | 0.03% |
534,900
+199,400
| +59% | +$3.82M |
|
655
First Merchants
FRME
$2.72B
| $13.4M | 0.03% |
588,429
+278,149
| +90% | +$5.57M |
|
|
PVTB
656
DELISTED
PrivateBancorp Inc
PVTB
| $13.4M | 0.03% |
462,160
+65,113
| +16% | +$1.68M |
|
657
State Street
STT
$52.2B
| $13.3M | 0.03% |
181,831
-140,900
| -44% | -$9.87M |
|
658
Archrock
AROC
$5.85B
| $13.3M | 0.03% |
389,890
+79,800
| +26% | +$2.46M |
|
659
Western Alliance Bancorporation
WAL
$8.92B
| $13.3M | 0.03% |
558,800
+8,500
| +2% | +$185K |
|
660
CNO Financial Group
CNO
$5.07B
| $13.3M | 0.03% |
751,800
-108,900
| -13% | -$1.74M |
|
|
SIRO
661
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
| $13.3M | 0.03% |
189,000
-224,700
| -54% | -$15.6M |
|
662
Suncor Energy
SU
$76.5B
| $13.3M | 0.03% |
+378,526
| New | +$13.3M |
|
663
Mercado Libre
MELI
$92.7B
| $13.2M | 0.03% |
+122,800
| New | +$14.7M |
|
664
Ionis Pharmaceuticals
IONS
$9.28B
| $13M | 0.03% |
326,114
-2,800
| -0.9% | -$99.8K |
|
665
Evercore
EVR
$12B
| $13M | 0.03% |
217,300
-235,100
| -52% | -$12.5M |
|
666
Emergent Biosolutions
EBS
$230M
| $13M | 0.03% |
563,611
-33,900
| -6% | -$707K |
|
667
Littelfuse
LFUS
$11.4B
| $12.9M | 0.03% |
139,292
-67,800
| -33% | -$5.7M |
|
668
Thor Industries
THO
$4.11B
| $12.9M | 0.03% |
234,000
+29,600
| +14% | +$1.63M |
|
669
Tenaris
TS
$26.6B
| $12.9M | 0.03% |
+295,700
| New | +$13.4M |
|
670
Coca-Cola Europacific Partners
CCEP
$47.5B
| $12.9M | 0.03% |
+292,700
| New | +$12.2M |
|
|
DEG
671
DELISTED
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
| $12.9M | 0.03% |
868,800
-111,600
| -11% | -$1.67M |
|
672
Cigna
CI
$73.5B
| $12.9M | 0.03% |
+147,100
| New | +$12M |
|
|
TXNM
673
TXNM Energy Inc
TXNM
$5.91B
| $12.8M | 0.03% |
530,200
+24,900
| +5% | +$582K |
|
674
Alliant Energy
LNT
$18.2B
| $12.8M | 0.03% |
495,600
-176,400
| -26% | -$4.55M |
|
|
LIN
675
DELISTED
LIN MEDIA LLC CLASS A COM
LIN
| $12.7M | 0.03% |
443,900
-12,100
| -3% | -$305K |
|
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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.