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 | |
|---|---|---|---|---|---|---|
|
FMER
776
DELISTED
FIRSTMERIT CORP
FMER
| $10.7M | 0.03% |
+479,141
| New | +$10.8M |
|
|
HMSY
777
DELISTED
HMS Holdings Corp.
HMSY
| $10.6M | 0.03% |
468,012
+452,800
| +2,977% | +$9.8M |
|
778
Eldorado Gold
EGO
$10B
| $10.6M | 0.03% |
+373,480
| New | +$11.4M |
|
|
PRMW
779
DELISTED
Primo Water Corporation
PRMW
| $10.6M | 0.03% |
1,317,200
-211,200
| -14% | -$1.72M |
|
780
Hanover Insurance
THG
$7.77B
| $10.6M | 0.03% |
176,900
+73,400
| +71% | +$4.33M |
|
781
Bruker
BRKR
$8.83B
| $10.6M | 0.03% |
534,010
+129,400
| +32% | +$2.54M |
|
|
TIS
782
DELISTED
Orchids Paper Products, Inc.
TIS
| $10.6M | 0.03% |
321,300
+86,600
| +37% | +$2.63M |
|
|
INFI
783
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
| $10.5M | 0.03% |
763,600
+556,000
| +268% | +$7.85M |
|
784
IAMGOLD
IAG
$10.1B
| $10.5M | 0.03% |
3,163,796
+688,200
| +28% | +$2.98M |
|
785
Howard Hughes
HHH
$4.04B
| $10.5M | 0.03% |
91,473
-73,430
| -45% | -$7.97M |
|
|
HPY
786
DELISTED
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
| $10.5M | 0.03% |
209,800
-61,500
| -23% | -$2.67M |
|
|
SKX
787
DELISTED
Skechers
SKX
| $10.4M | 0.03% |
944,100
+220,800
| +31% | +$2.3M |
|
788
Grupo Aeroportuario del Pacifico
PAC
$12.4B
| $10.4M | 0.02% |
195,300
+15,200
| +8% | +$794K |
|
|
OA
789
DELISTED
Orbital ATK, Inc.
OA
| $10.4M | 0.02% |
85,400
-37,400
| -30% | -$4.23M |
|
|
FTD
790
DELISTED
FTD Companies, Inc. Common Stock
FTD
| $10.3M | 0.02% |
+317,560
| New | +$10.3M |
|
791
Diana Shipping
DSX
$307M
| $10.3M | 0.02% |
1,110,218
-178,934
| -14% | -$1.49M |
|
|
ATCO
792
DELISTED
Atlas Corp.
ATCO
| $10.3M | 0.02% |
448,700
+244,000
| +119% | +$5.45M |
|
793
Ambev
ABEV
$43.8B
| $10.3M | 0.02% |
+1,398,100
| New | +$10.2M |
|
794
Cemex
CX
$16B
| $10.2M | 0.02% |
+1,013,412
| New | +$9.51M |
|
795
TAL Education Group
TAL
$6.43B
| $10.2M | 0.02% |
2,781,900
+759,900
| +38% | +$2.34M |
|
|
HTSI
796
DELISTED
HARRIS TEETER SUPERMARKETS INC COM STK (NC)
HTSI
| $10.2M | 0.02% |
+206,000
| New | +$10.2M |
|
|
LPT
797
DELISTED
Liberty Property Trust
LPT
| $10.1M | 0.02% |
+299,500
| New | +$10.5M |
|
798
Park-Ohio Holdings
PKOH
$718M
| $10.1M | 0.02% |
193,300
+16,700
| +9% | +$707K |
|
799
Culp Inc
CULP
$43.2M
| $10.1M | 0.02% |
495,200
+50,184
| +11% | +$977K |
|
800
Archer Daniels Midland
ADM
$38.6B
| $10.1M | 0.02% |
+233,106
| New | +$9.42M |
|
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.