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 | |
|---|---|---|---|---|---|---|
776
Kennametal
KMT
$2.35B
| $10.4M | 0.03% |
+228,100
| New | +$9.91M |
|
|
BIN
777
DELISTED
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
| $10.4M | 0.03% |
403,881
+122,400
| +43% | +$2.94M |
|
|
JOY
778
DELISTED
Joy Global Inc
JOY
| $10.4M | 0.03% |
203,225
+15,800
| +8% | +$806K |
|
779
SFL Corp
SFL
$1.57B
| $10.3M | 0.03% |
677,532
+299,200
| +79% | +$4.68M |
|
780
UFP Technologies
UFPT
$2.5B
| $10.3M | 0.03% |
454,300
+8,800
| +2% | +$186K |
|
|
POLY
781
DELISTED
Plantronics, Inc.
POLY
| $10.3M | 0.03% |
224,200
+191,500
| +586% | +$8.76M |
|
|
HCC
782
DELISTED
HCC INSURANCES HOLDINGS INC
HCC
| $10.3M | 0.03% |
235,300
+229,900
| +4,257% | +$10.1M |
|
|
CTXS
783
DELISTED
Citrix Systems Inc
CTXS
| $10.3M | 0.03% |
183,334
-1,249,270
| -87% | -$69.9M |
|
784
Popular Inc
BPOP
$11.2B
| $10.3M | 0.03% |
392,125
+290,600
| +286% | +$9.15M |
|
785
Wintrust Financial
WTFC
$11B
| $10.3M | 0.03% |
250,500
+25,500
| +11% | +$1.04M |
|
786
Centene
CNC
$33.1B
| $10.3M | 0.02% |
642,800
-2,000,000
| -76% | -$28.8M |
|
|
BBBY
787
Bed Bath & Beyond
BBBY
$403M
| $10.3M | 0.02% |
459,861
-385,990
| -46% | -$8.72M |
|
788
National Beverage
FIZZ
$2.9B
| $10.2M | 0.02% |
1,143,800
-1,600
| -0.1% | -$14K |
|
789
Tenet Healthcare
THC
$21.5B
| $10.2M | 0.02% |
247,775
-174,800
| -41% | -$7.31M |
|
|
GK
790
DELISTED
G&K Services Inc
GK
| $10.2M | 0.02% |
168,964
+58,574
| +53% | +$3.15M |
|
|
VRNT
791
DELISTED
Verint Systems
VRNT
| $10.2M | 0.02% |
539,177
+426,560
| +379% | +$7.81M |
|
792
Medifast
MED
$130M
| $10.2M | 0.02% |
377,700
+21,700
| +6% | +$580K |
|
|
PDCE
793
DELISTED
PDC Energy, Inc.
PDCE
| $10.1M | 0.02% |
170,439
-8,200
| -5% | -$462K |
|
|
SRDX
794
DELISTED
Surmodics
SRDX
| $10.1M | 0.02% |
425,738
+28,200
| +7% | +$604K |
|
|
CBK
795
DELISTED
Christopher & Banks Corporation
CBK
| $10.1M | 0.02% |
1,399,900
-192,000
| -12% | -$1.27M |
|
|
AIV
796
Aimco
AIV
$379M
| $10.1M | 0.02% |
2,711,345
-5,753,215
| -68% | -$22.3M |
|
|
ENOC
797
DELISTED
EnerNOC, Inc.
ENOC
| $10.1M | 0.02% |
672,800
-85,200
| -11% | -$1.28M |
|
798
Extra Space Storage
EXR
$31B
| $10M | 0.02% |
219,600
-77,200
| -26% | -$3.34M |
|
799
Comscore
SCOR
$108M
| $10M | 0.02% |
17,340
+8,525
| +97% | +$4.75M |
|
|
DCH
800
Dauch Corp
DCH
$1.61B
| $10M | 0.02% |
+507,200
| New | +$10M |
|
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.