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 | |
|---|---|---|---|---|---|---|
676
Scotiabank
BNS
$111B
| $12.7M | 0.03% |
218,684
-421,226
| -66% | -$23.6M |
|
677
UGI
UGI
$7.56B
| $12.7M | 0.03% |
459,600
+270,000
| +142% | +$7.28M |
|
678
National Healthcare
NHC
$3.44B
| $12.7M | 0.03% |
235,500
+2,700
| +1% | +$138K |
|
|
CLUB
679
DELISTED
Town Sports International Holdings, Inc.
CLUB
| $12.6M | 0.03% |
856,000
+103,000
| +14% | +$1.36M |
|
680
St. Joe Company
JOE
$3.89B
| $12.6M | 0.03% |
657,400
+463,600
| +239% | +$8.61M |
|
681
AXIS Capital
AXS
$7.3B
| $12.6M | 0.03% |
265,100
-39,300
| -13% | -$1.86M |
|
682
Estee Lauder
EL
$31.6B
| $12.6M | 0.03% |
167,100
-632,600
| -79% | -$45.8M |
|
|
MTOR
683
DELISTED
MERITOR, Inc.
MTOR
| $12.5M | 0.03% |
1,201,100
-40,300
| -3% | -$315K |
|
684
Graphic Packaging
GPK
$3.51B
| $12.5M | 0.03% |
1,304,818
+684,700
| +110% | +$6M |
|
685
Edwards Lifesciences
EW
$53.4B
| $12.4M | 0.03% |
1,132,800
-558,600
| -33% | -$6.3M |
|
686
Dillards
DDS
$9.59B
| $12.4M | 0.03% |
127,700
-434,400
| -77% | -$37.6M |
|
|
PAY
687
DELISTED
Verifone Systems Inc
PAY
| $12.4M | 0.03% |
461,619
-217,900
| -32% | -$5.21M |
|
688
Nelnet
NNI
$4.55B
| $12.4M | 0.03% |
293,500
+66,600
| +29% | +$2.81M |
|
|
APL
689
DELISTED
ATLAS PIPELINE PARTNERS LP UTS
APL
| $12.3M | 0.03% |
351,300
-16,418
| -4% | -$598K |
|
|
ANN
690
DELISTED
ANN INC
ANN
| $12.3M | 0.03% |
336,400
-747,800
| -69% | -$26.5M |
|
691
ScottsMiracle-Gro
SMG
$3.59B
| $12.3M | 0.03% |
+197,400
| New | +$11.6M |
|
|
CHL
692
DELISTED
China Mobile Limited
CHL
| $12.3M | 0.03% |
+234,700
| New | +$12.5M |
|
|
HERO
693
DELISTED
HERCULES OFFSHORE INC COM STK
HERO
| $12.3M | 0.03% |
1,879,503
-745,200
| -28% | -$5.03M |
|
|
TRIB
694
Trinity Biotech
TRIB
$8.01M
| $12.2M | 0.03% |
3,235
-153
| -5% | -$551K |
|
695
Carnival Corporation Ltd
CCL
$38.9B
| $12.2M | 0.03% |
+303,500
| New | +$10.7M |
|
696
Calumet Specialty Products
CLMT
$4.29B
| $12.2M | 0.03% |
467,011
+188,811
| +68% | +$5.28M |
|
|
AOL
697
DELISTED
AOL INC COMMON STOCK
AOL
| $12.1M | 0.03% |
259,100
+195,400
| +307% | +$7.98M |
|
|
VAL
698
DELISTED
Valspar
VAL
| $12M | 0.03% |
+169,000
| New | +$11.7M |
|
699
ArcBest
ARCB
$3.28B
| $12M | 0.03% |
356,635
+147,639
| +71% | +$4.4M |
|
700
StealthGas
GASS
$343M
| $12M | 0.03% |
1,177,300
+177,923
| +18% | +$2.03M |
|
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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.