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 | |
|---|---|---|---|---|---|---|
|
NS
876
DELISTED
NuStar Energy L.P.
NS
| $8.6M | 0.02% |
168,636
-62,964
| -27% | -$2.92M |
|
|
KONA
877
DELISTED
Kona Grill, Inc.
KONA
| $8.6M | 0.02% |
464,316
+58,257
| +14% | +$851K |
|
878
Caesarstone
CSTE
$104M
| $8.53M | 0.02% |
171,640
+37,200
| +28% | +$1.69M |
|
879
Winmark
WINA
$1.26B
| $8.52M | 0.02% |
92,000
+8,100
| +10% | +$637K |
|
|
APEX
880
DELISTED
Apex Global Brands Inc. Common Stock
APEX
| $8.51M | 0.02% |
20,556
-790
| -4% | -$325K |
|
|
FARM
881
DELISTED
Farmer Brothers
FARM
| $8.49M | 0.02% |
365,100
+30,346
| +9% | +$576K |
|
|
CAMP
882
DELISTED
CalAmp Corp.
CAMP
| $8.49M | 0.02% |
13,200
-9,970
| -43% | -$5.56M |
|
|
NUVA
883
DELISTED
NuVasive, Inc.
NUVA
| $8.46M | 0.02% |
261,788
+34,000
| +15% | +$1.02M |
|
|
NFBK
884
DELISTED
Northfield Bancorp
NFBK
| $8.46M | 0.02% |
641,068
+4,650
| +0.7% | +$59.2K |
|
|
ALJ
885
DELISTED
Alon USA Energy Inc
ALJ
| $8.44M | 0.02% |
510,313
-419,798
| -45% | -$5.31M |
|
|
SIMG
886
DELISTED
SILICON IMAGE INC
SIMG
| $8.43M | 0.02% |
1,370,643
-329,555
| -19% | -$1.78M |
|
887
Sumitomo Mitsui Financial
SMFG
$167B
| $8.42M | 0.02% |
802,900
-513,100
| -39% | -$5.1M |
|
888
Embotelladora Andina Series B
AKO.B
$4.89B
| $8.4M | 0.02% |
297,500
-3,400
| -1% | -$106K |
|
889
Chesapeake Utilities
CPK
$3.25B
| $8.38M | 0.02% |
209,400
+5,850
| +3% | +$218K |
|
|
AET
890
DELISTED
Aetna Inc
AET
| $8.37M | 0.02% |
+121,990
| New | +$7.96M |
|
891
Titan International
TWI
$450M
| $8.31M | 0.02% |
462,400
+380,700
| +466% | +$6.09M |
|
892
Stewart Information Services
STC
$2B
| $8.31M | 0.02% |
257,500
+183,600
| +248% | +$5.69M |
|
|
ALOG
893
DELISTED
Analogic Corp
ALOG
| $8.29M | 0.02% |
93,554
-15,900
| -15% | -$1.45M |
|
|
CMLS
894
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
| $8.26M | 0.02% |
133,525
-2,425
| -2% | -$124K |
|
|
ANEN
895
DELISTED
ANAREN INC
ANEN
| $8.25M | 0.02% |
294,600
+61,893
| +27% | +$1.67M |
|
|
ISH
896
DELISTED
INTL SHIPHOLDING CORP
ISH
| $8.24M | 0.02% |
279,298
+4,955
| +2% | +$136K |
|
897
National Health Investors
NHI
$3.47B
| $8.23M | 0.02% |
146,716
-42,084
| -22% | -$2.5M |
|
|
FDML
898
DELISTED
Federal-Mogul Holdings Corporation
FDML
| $8.22M | 0.02% |
417,700
+105,300
| +34% | +$2.01M |
|
899
Hyatt Hotels
H
$16.8B
| $8.19M | 0.02% |
165,600
+67,100
| +68% | +$3.16M |
|
|
HOLX
900
DELISTED
Hologic
HOLX
| $8.19M | 0.02% |
366,485
-253,033
| -41% | -$5.58M |
|
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.