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 | |
|---|---|---|---|---|---|---|
701
Coca-Cola Consolidated
COKE
$12.7B
| $12M | 0.03% |
1,636,510
+74,800
| +5% | +$494K |
|
|
SQI
702
DELISTED
SCIQUEST, INC. COMMON STOCK
SQI
| $12M | 0.03% |
420,400
-46,100
| -10% | -$1.19M |
|
703
Jefferies Financial Group
JEF
$12.9B
| $12M | 0.03% |
471,192
-491,760
| -51% | -$12.4M |
|
|
DATA
704
DELISTED
Tableau Software, Inc.
DATA
| $11.9M | 0.03% |
+173,100
| New | +$11.3M |
|
|
HITT
705
DELISTED
HITTITE MICROWAVE CORP
HITT
| $11.9M | 0.03% |
192,838
-51,300
| -21% | -$3.21M |
|
706
Comscore
SCOR
$91.6M
| $11.9M | 0.03% |
20,795
+3,455
| +20% | +$1.9M |
|
707
Companhia Siderúrgica Nacional
SID
$1.19B
| $11.9M | 0.03% |
1,917,100
+1,140,600
| +147% | +$6.23M |
|
708
Bank OZK
OZK
$5.7B
| $11.9M | 0.03% |
419,600
-173,732
| -29% | -$4.5M |
|
|
SPA
709
DELISTED
Sparton
SPA
| $11.8M | 0.03% |
423,735
+56,700
| +15% | +$1.46M |
|
710
First Majestic Silver
AG
$9.26B
| $11.8M | 0.03% |
+1,206,400
| New | +$12.6M |
|
|
DCH
711
Dauch Corp
DCH
$1.6B
| $11.7M | 0.03% |
572,400
+65,200
| +13% | +$1.25M |
|
|
DWCH
712
DELISTED
Datawatch Corp
DWCH
| $11.7M | 0.03% |
343,500
+22,600
| +7% | +$734K |
|
713
National Beverage
FIZZ
$2.93B
| $11.7M | 0.03% |
1,156,800
+13,000
| +1% | +$125K |
|
|
CHK
714
DELISTED
Chesapeake Energy Corporation
CHK
| $11.7M | 0.03% |
2,269
-1,629
| -42% | -$8.28M |
|
715
UFP Technologies
UFPT
$2.48B
| $11.6M | 0.03% |
461,774
+7,474
| +2% | +$181K |
|
|
GK
716
DELISTED
G&K Services Inc
GK
| $11.6M | 0.03% |
186,790
+17,826
| +11% | +$1.07M |
|
|
CBK
717
DELISTED
Christopher & Banks Corporation
CBK
| $11.6M | 0.03% |
1,357,800
-42,100
| -3% | -$283K |
|
718
eHealth
EHTH
$38.8M
| $11.6M | 0.03% |
249,300
+3,600
| +1% | +$150K |
|
|
KZ
719
DELISTED
KongZhong Corporation
KZ
| $11.6M | 0.03% |
1,603,400
-170,600
| -10% | -$1.5M |
|
720
The GEO Group
GEO
$4B
| $11.6M | 0.03% |
538,841
-943,938
| -64% | -$21.2M |
|
721
AudioCodes
AUDC
$253M
| $11.6M | 0.03% |
1,621,700
-95,500
| -6% | -$631K |
|
|
BWP
722
DELISTED
Boardwalk Pipeline Partners
BWP
| $11.6M | 0.03% |
453,000
+445,600
| +6,022% | +$12.4M |
|
723
Omnicom Group
OMC
$24.2B
| $11.6M | 0.03% |
155,300
-70,300
| -31% | -$4.83M |
|
724
Forrester Research
FORR
$224M
| $11.5M | 0.03% |
301,300
-29,418
| -9% | -$1.12M |
|
|
BRFS
725
DELISTED
BRF SA
BRFS
| $11.5M | 0.03% |
+551,960
| New | +$12.7M |
|
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.