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 | |
|---|---|---|---|---|---|---|
|
MDC
926
DELISTED
M.D.C. Holdings, Inc.
MDC
| $7.75M | 0.02% |
358,688
-235,546
| -40% | -$5.18M |
|
927
BOK Financial
BOKF
$8.8B
| $7.75M | 0.02% |
122,342
-4,496
| -4% | -$296K |
|
928
Invesco Mortgage Capital
IVR
$802M
| $7.73M | 0.02% |
50,230
+26,190
| +109% | +$4.14M |
|
|
NFBK
929
DELISTED
Northfield Bancorp
NFBK
| $7.73M | 0.02% |
636,418
+81,380
| +15% | +$981K |
|
930
Werner Enterprises
WERN
$2.27B
| $7.7M | 0.02% |
330,163
+249,100
| +307% | +$5.95M |
|
|
AMRI
931
DELISTED
Albany Molecular Research Inc
AMRI
| $7.7M | 0.02% |
596,942
+3,300
| +0.6% | +$40.6K |
|
932
Helix Energy Solutions
HLX
$1.49B
| $7.69M | 0.02% |
303,127
+182,500
| +151% | +$4.69M |
|
933
Texas Capital Bancshares
TCBI
$4.38B
| $7.67M | 0.02% |
167,100
-133,200
| -44% | -$6.13M |
|
|
TIVO
934
DELISTED
Tivo Inc
TIVO
| $7.67M | 0.02% |
400,071
-464,100
| -54% | -$9.27M |
|
|
CAB
935
DELISTED
Cabela's Inc
CAB
| $7.64M | 0.02% |
121,200
-54,400
| -31% | -$3.63M |
|
|
EQM
936
DELISTED
EQM Midstream Partners, LP
EQM
| $7.63M | 0.02% |
154,900
+112,400
| +264% | +$5.28M |
|
937
First Citizens BancShares
FCNCA
$25.7B
| $7.62M | 0.02% |
37,081
+1,081
| +3% | +$222K |
|
938
Enerpac Tool Group
EPAC
$1.91B
| $7.62M | 0.02% |
+196,100
| New | +$7.13M |
|
|
STR
939
DELISTED
QUESTAR CORP
STR
| $7.59M | 0.02% |
+337,600
| New | +$7.79M |
|
940
Calumet Specialty Products
CLMT
$4.15B
| $7.59M | 0.02% |
278,200
-87,200
| -24% | -$2.74M |
|
|
PTP
941
DELISTED
PLATINUM UNDERWRITERS HLDGS LTD
PTP
| $7.57M | 0.02% |
+126,800
| New | +$7.43M |
|
|
EJ
942
DELISTED
E HOUSE (CHINA) HOLDINGS LIMITED
EJ
| $7.57M | 0.02% |
888,740
-169,197
| -16% | -$980K |
|
943
AAR Corp
AIR
$5.96B
| $7.55M | 0.02% |
276,300
+252,539
| +1,063% | +$6.45M |
|
944
Visa
V
$671B
| $7.55M | 0.02% |
+158,000
| New | +$7.3M |
|
|
FIG
945
DELISTED
Fortress Investment Group Llc
FIG
| $7.54M | 0.02% |
950,200
-420,000
| -31% | -$3.16M |
|
|
ISH
946
DELISTED
INTL SHIPHOLDING CORP
ISH
| $7.53M | 0.02% |
274,343
+31,243
| +13% | +$786K |
|
947
Mesa Laboratories
MLAB
$631M
| $7.52M | 0.02% |
111,200
+22,000
| +25% | +$1.41M |
|
948
Edgewell Personal Care
EPC
$1.32B
| $7.51M | 0.02% |
+111,158
| New | +$8.21M |
|
|
SKX
949
DELISTED
Skechers
SKX
| $7.5M | 0.02% |
+723,300
| New | +$6.88M |
|
|
TCO
950
DELISTED
Taubman Centers Inc.
TCO
| $7.46M | 0.02% |
110,900
-145,200
| -57% | -$10.4M |
|
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.