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 |
IBM
IBM
|
+$328M |
| 2 |
Johnson & Johnson
JNJ
|
+$229M |
| 3 |
GE Aerospace
GE
|
+$156M |
| 4 |
Target
TGT
|
+$155M |
| 5 |
Walt Disney
DIS
|
+$153M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$283M |
| 2 |
Eli Lilly
LLY
|
+$211M |
| 3 |
Microsoft
MSFT
|
+$199M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$184M |
| 5 |
Citigroup
C
|
+$177M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.03% |
| 2 | Healthcare | 12.1% |
| 3 | Consumer Discretionary | 11.99% |
| 4 | Consumer Staples | 11.92% |
| 5 | Industrials | 10.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TYPE
701
DELISTED
Monotype Imaging Holdings Inc.
TYPE
| $12.2M | 0.03% |
425,100
+81,400
| +24% | +$2.13M |
|
702
Dana Inc
DAN
$3.2B
| $12.2M | 0.03% |
532,700
+508,800
| +2,129% | +$11M |
|
703
Forrester Research
FORR
$220M
| $12.2M | 0.03% |
330,718
+28,800
| +10% | +$1.02M |
|
|
ORBK
704
DELISTED
Orbotech Ltd
ORBK
| $12.1M | 0.03% |
1,011,933
+23,833
| +2% | +$291K |
|
705
Enpro
NPO
$7.23B
| $12.1M | 0.03% |
201,200
+116,400
| +137% | +$6.74M |
|
706
Capital One
COF
$136B
| $12.1M | 0.03% |
176,199
-243,300
| -58% | -$16.4M |
|
|
INVX
707
Innovex International
INVX
$2.13B
| $12.1M | 0.03% |
105,500
-93,600
| -47% | -$9.57M |
|
708
Cisco
CSCO
$488B
| $12.1M | 0.03% |
515,505
-1,721,200
| -77% | -$42.7M |
|
709
Genpact
G
$5.7B
| $12.1M | 0.03% |
638,400
+14,300
| +2% | +$285K |
|
|
AFOP
710
DELISTED
Alliance Fiber Optic Prod Inc
AFOP
| $12M | 0.03% |
588,480
-99,800
| -14% | -$1.73M |
|
|
WRI
711
DELISTED
Weingarten Realty Investors
WRI
| $12M | 0.03% |
410,100
+146,200
| +55% | +$4.44M |
|
712
AudioCodes
AUDC
$257M
| $12M | 0.03% |
1,717,200
+402,200
| +31% | +$2.27M |
|
713
Merck
MRK
$328B
| $12M | 0.03% |
+264,410
| New | +$12.1M |
|
|
AIQ
714
DELISTED
Alliance Healthcare Services
AIQ
| $12M | 0.03% |
433,160
+299,900
| +225% | +$6.49M |
|
|
OA
715
DELISTED
Orbital ATK, Inc.
OA
| $12M | 0.03% |
122,800
-62,700
| -34% | -$5.95M |
|
716
Oil-Dri
ODC
$1.28B
| $12M | 0.03% |
710,050
+64,800
| +10% | +$1.01M |
|
|
EPB
717
DELISTED
EL PASO PIPELINE PARTNERS, L.P. COM UNITS REPSTG LTD PART
EPB
| $12M | 0.03% |
283,200
+48,200
| +21% | +$2.04M |
|
|
BEAM
718
DELISTED
BEAM INC COM STK (DE)
BEAM
| $11.9M | 0.03% |
184,600
-595,200
| -76% | -$38.2M |
|
|
SLH
719
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
| $11.9M | 0.03% |
225,500
+207,400
| +1,146% | +$11.4M |
|
720
Thor Industries
THO
$4.11B
| $11.9M | 0.03% |
+204,400
| New | +$10.8M |
|
|
MTSC
721
DELISTED
MTS Systems Corp
MTSC
| $11.8M | 0.03% |
183,900
+22,282
| +14% | +$1.37M |
|
722
Idexx Laboratories
IDXX
$45B
| $11.8M | 0.03% |
237,400
-447,504
| -65% | -$21.5M |
|
|
REGI
723
DELISTED
Renewable Energy Group, Inc.
REGI
| $11.8M | 0.03% |
780,600
+436,000
| +127% | +$6.51M |
|
|
BRSL
724
Brightstar Lottery PLC
BRSL
$2.08B
| $11.8M | 0.03% |
+624,300
| New | +$11.9M |
|
|
TEN
725
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $11.8M | 0.03% |
233,500
+139,400
| +148% | +$6.8M |
|
Similar funds
Jim Simons's Q3 2013 Portfolio in Review
As of Q3 2013, Jim Simons held 3,196 positions worth $41.2B, up 8.1% from $38.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Jim Simons's Q3 2013 filing shows 439 new, 1,284 increased, 1,031 reduced and 412 closed positions. Its largest new stake was GE Aerospace: 1,361,721 shares worth $156M. The largest sale was Apple, an estimated $283M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Jim Simons's largest Q3 2013 buy was GE Aerospace: 1,361,721 shares worth $156M.
- Jim Simons added most to IBM in Q3 2013, an estimated $328M increase.
- Jim Simons's biggest Q3 2013 reduction was Eli Lilly, cutting an estimated $211M.
- Jim Simons fully exited Apple in Q3 2013, selling an estimated $283M.
- Jim Simons's ten largest holdings make up 11% of its $41.2B portfolio in Q3 2013.
- Jim Simons opened 439 new positions and closed 412 in Q3 2013.
- Jim Simons's portfolio value rose 8.1% quarter-over-quarter to $41.2B.
Based on Renaissance Technologies's 13F filing for Q3 2013, filed 13 Nov 2013.