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 | |
|---|---|---|---|---|---|---|
826
SouthState Bank Corp
SSB
$10.8B
| $9.44M | 0.02% |
141,950
+374
| +0.3% | +$22.9K |
|
|
HI
827
DELISTED
Hillenbrand
HI
| $9.44M | 0.02% |
320,724
+310,724
| +3,107% | +$8.86M |
|
828
Lincoln Electric
LECO
$15.6B
| $9.43M | 0.02% |
132,238
-75,100
| -36% | -$5.27M |
|
|
DRC
829
DELISTED
DRESSER-RAND GROUP INC
DRC
| $9.42M | 0.02% |
158,000
-92,300
| -37% | -$5.47M |
|
|
ASIA
830
DELISTED
ASIAINFO-LINKAGE INC COM STK (DE)
ASIA
| $9.37M | 0.02% |
783,319
+565,821
| +260% | +$6.62M |
|
|
MWE
831
DELISTED
MARKWEST ENERGY PARTNERS, LP
MWE
| $9.35M | 0.02% |
141,445
+24,600
| +21% | +$1.71M |
|
|
BEE
832
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $9.35M | 0.02% |
989,000
+291,200
| +42% | +$2.58M |
|
|
TBI
833
Trueblue
TBI
$302M
| $9.33M | 0.02% |
361,800
+69,600
| +24% | +$1.74M |
|
834
First Solar
FSLR
$24.4B
| $9.32M | 0.02% |
+170,500
| New | +$9.32M |
|
|
TLM
835
DELISTED
TALISMAN ENERGY INC
TLM
| $9.3M | 0.02% |
798,700
-1,574,400
| -66% | -$18.9M |
|
|
CPWR
836
DELISTED
COMPUWARE CORP
CPWR
| $9.3M | 0.02% |
863,972
-1,125,171
| -57% | -$11.7M |
|
837
Mercantile Bank Corp
MBWM
$1.06B
| $9.29M | 0.02% |
430,313
+26,453
| +7% | +$567K |
|
|
CZZ
838
DELISTED
Cosan Limited
CZZ
| $9.28M | 0.02% |
676,175
-602,725
| -47% | -$9M |
|
839
CVR Partners
UAN
$1.26B
| $9.25M | 0.02% |
56,180
-3,360
| -6% | -$584K |
|
840
LiveRamp
RAMP
$2.3B
| $9.24M | 0.02% |
249,900
-238,445
| -49% | -$7.97M |
|
|
FIG
841
DELISTED
Fortress Investment Group Llc
FIG
| $9.24M | 0.02% |
1,079,100
+128,900
| +14% | +$1.06M |
|
842
H.B. Fuller
FUL
$3.24B
| $9.19M | 0.02% |
176,600
+25,600
| +17% | +$1.25M |
|
843
FerroAtlántica
GSM
$818M
| $9.17M | 0.02% |
509,400
+463,500
| +1,010% | +$7.98M |
|
844
Northwest Bancshares
NWBI
$2.3B
| $9.17M | 0.02% |
620,254
-347,800
| -36% | -$4.95M |
|
|
AL
845
DELISTED
Air Lease Corp
AL
| $9.16M | 0.02% |
294,800
+900
| +0.3% | +$27.5K |
|
846
Gilat Satellite Networks
GILT
$895M
| $9.13M | 0.02% |
1,952,986
+47,210
| +2% | +$224K |
|
|
IVC
847
DELISTED
Invacare Corporation
IVC
| $9.13M | 0.02% |
393,300
+81,600
| +26% | +$1.69M |
|
848
Dolby
DLB
$5.75B
| $9.13M | 0.02% |
236,700
-559,000
| -70% | -$20.1M |
|
849
SAP
SAP
$242B
| $9.12M | 0.02% |
104,700
+91,800
| +712% | +$7.3M |
|
|
OAK
850
DELISTED
OAKTREE CAPITAL GROUP, LLC
OAK
| $9.12M | 0.02% |
154,970
-52,400
| -25% | -$2.91M |
|
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.