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 | |
|---|---|---|---|---|---|---|
751
Republic Services
RSG
$65.9B
| $11.1M | 0.03% |
333,161
+315,761
| +1,815% | +$10.7M |
|
752
CGI
GIB
$15.5B
| $11M | 0.03% |
329,200
+13,000
| +4% | +$460K |
|
753
Centene
CNC
$32.6B
| $11M | 0.03% |
745,600
+102,800
| +16% | +$1.54M |
|
|
SWIR
754
DELISTED
Sierra Wireless
SWIR
| $11M | 0.03% |
454,184
+380,400
| +516% | +$7.27M |
|
|
SE
755
DELISTED
Spectra Energy Corp Wi
SE
| $11M | 0.03% |
+307,800
| New | +$10.6M |
|
|
EVRI
756
DELISTED
Everi Holdings
EVRI
| $11M | 0.03% |
1,096,478
+191,000
| +21% | +$1.68M |
|
|
AWH
757
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $11M | 0.03% |
291,300
+249,600
| +599% | +$8.99M |
|
758
Franklin Resources
BEN
$17.2B
| $11M | 0.03% |
189,700
-597,300
| -76% | -$32.2M |
|
|
AIQ
759
DELISTED
Alliance Healthcare Services
AIQ
| $10.9M | 0.03% |
442,560
+9,400
| +2% | +$245K |
|
760
SFL Corp
SFL
$1.61B
| $10.9M | 0.03% |
665,432
-12,100
| -2% | -$197K |
|
761
Albany International
AIN
$1.82B
| $10.9M | 0.03% |
303,200
+33,200
| +12% | +$1.19M |
|
|
SLH
762
DELISTED
SOLERA HOLDINGS, INC. COM
SLH
| $10.9M | 0.03% |
153,700
-71,800
| -32% | -$4.49M |
|
763
Kinross Gold
KGC
$31.9B
| $10.8M | 0.03% |
2,476,373
-2,171,715
| -47% | -$10.4M |
|
764
Stantec
STN
$8.44B
| $10.8M | 0.03% |
349,800
+318,800
| +1,028% | +$9.65M |
|
|
CONN
765
DELISTED
Conn's Inc.
CONN
| $10.8M | 0.03% |
+137,668
| New | +$8.82M |
|
|
WNS
766
DELISTED
WNS Holdings
WNS
| $10.8M | 0.03% |
493,900
+94,400
| +24% | +$1.96M |
|
767
Old Republic International
ORI
$10.3B
| $10.8M | 0.03% |
626,385
+155,000
| +33% | +$2.54M |
|
768
Aecom
ACM
$8.19B
| $10.7M | 0.03% |
+365,100
| New | +$11M |
|
769
REX American Resources
REX
$1.44B
| $10.7M | 0.03% |
1,441,800
-122,400
| -8% | -$700K |
|
|
ANK
770
DELISTED
ATLANTIC TELE-NETWORK,INC
ANK
| $10.7M | 0.03% |
189,904
-496
| -0.3% | -$28.1K |
|
771
Target
TGT
$70.6B
| $10.7M | 0.03% |
169,500
-2,111,700
| -93% | -$135M |
|
|
UBNK
772
DELISTED
United Financial Bancorp, Inc.
UBNK
| $10.7M | 0.03% |
753,720
+188,524
| +33% | +$2.59M |
|
|
STSA
773
DELISTED
STERLING FINL CORP (WA) COM NEW
STSA
| $10.7M | 0.03% |
314,243
+61,743
| +24% | +$1.91M |
|
|
CCMP
774
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $10.7M | 0.03% |
234,009
+87,200
| +59% | +$3.69M |
|
|
BBL
775
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $10.7M | 0.03% |
172,000
-15,300
| -8% | -$925K |
|
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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.