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 | |
|---|---|---|---|---|---|---|
726
Radian Group
RDN
$4.92B
| $11.5M | 0.03% |
814,600
-572,600
| -41% | -$8.02M |
|
727
International Paper
IP
$21.8B
| $11.5M | 0.03% |
+250,992
| New | +$10.7M |
|
|
ARC
728
DELISTED
ARC Document Solutions, Inc.
ARC
| $11.5M | 0.03% |
1,395,400
+695,900
| +99% | +$4.98M |
|
|
RST
729
DELISTED
ROSETTA STONE INC
RST
| $11.5M | 0.03% |
937,394
+113,894
| +14% | +$1.56M |
|
730
Essential Utilities
WTRG
$11.5B
| $11.4M | 0.03% |
485,392
+189,300
| +64% | +$4.61M |
|
|
MEMP
731
DELISTED
Memorial Production Partners LP Common Units
MEMP
| $11.4M | 0.03% |
521,310
+488,574
| +1,492% | +$10.1M |
|
|
ENOC
732
DELISTED
EnerNOC, Inc.
ENOC
| $11.4M | 0.03% |
663,100
-9,700
| -1% | -$160K |
|
733
Copa Holdings
CPA
$6.17B
| $11.4M | 0.03% |
71,100
-9,000
| -11% | -$1.36M |
|
734
Arq
ARQ
$99.6M
| $11.4M | 0.03% |
419,800
+120,000
| +40% | +$2.8M |
|
|
XIN
735
DELISTED
Xinyuan Real Estate
XIN
| $11.4M | 0.03% |
212,640
-14,450
| -6% | -$872K |
|
736
TC Energy
TRP
$65.8B
| $11.3M | 0.03% |
248,500
-311,803
| -56% | -$13.9M |
|
737
Ovintiv
OVV
$17.2B
| $11.3M | 0.03% |
125,700
-119,940
| -49% | -$10.9M |
|
|
MCP
738
DELISTED
MOLYCORP INC COM STK
MCP
| $11.3M | 0.03% |
+2,015,893
| New | +$10.6M |
|
|
CLCT
739
DELISTED
Collectors Universe
CLCT
| $11.3M | 0.03% |
659,469
+21,950
| +3% | +$350K |
|
|
CBM
740
DELISTED
Cambrex Corporation
CBM
| $11.3M | 0.03% |
633,600
-302,200
| -32% | -$5.22M |
|
741
Glacier Bancorp
GBCI
$6.48B
| $11.3M | 0.03% |
379,160
+45,400
| +14% | +$1.27M |
|
|
ACCL
742
DELISTED
Accelrys Inc
ACCL
| $11.3M | 0.03% |
1,181,254
+104,500
| +10% | +$981K |
|
|
RNET
743
DELISTED
RigNet, Inc.
RNET
| $11.2M | 0.03% |
234,200
+45,000
| +24% | +$1.84M |
|
744
American Airlines Group
AAL
$9.97B
| $11.2M | 0.03% |
+443,032
| New | +$11.4M |
|
|
CATM
745
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $11.2M | 0.03% |
257,400
+15,600
| +6% | +$635K |
|
|
WSTL
746
DELISTED
Westell Technologies Inc
WSTL
| $11.2M | 0.03% |
689,197
+5,315
| +0.8% | +$80.3K |
|
|
FONR
747
DELISTED
Fonar
FONR
| $11.2M | 0.03% |
526,316
+30,100
| +6% | +$414K |
|
|
SRDX
748
DELISTED
Surmodics
SRDX
| $11.1M | 0.03% |
455,138
+29,400
| +7% | +$693K |
|
749
Extra Space Storage
EXR
$31.6B
| $11.1M | 0.03% |
262,900
+43,300
| +20% | +$1.91M |
|
750
Voya Financial
VOYA
$9.16B
| $11.1M | 0.03% |
+315,100
| New | +$10.4M |
|
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.