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 | |
|---|---|---|---|---|---|---|
926
Monolithic Power Systems
MPWR
$67B
| $7.79M | 0.02% |
224,886
+200,586
| +825% | +$6.41M |
|
927
Pan American Silver
PAAS
$19.9B
| $7.78M | 0.02% |
665,047
-593,900
| -47% | -$6.33M |
|
|
CBEY
928
DELISTED
CBEYOND INC COM STK
CBEY
| $7.78M | 0.02% |
1,129,208
+221,408
| +24% | +$1.4M |
|
929
Methanex
MEOH
$4.17B
| $7.76M | 0.02% |
+131,202
| New | +$7.57M |
|
930
Ezcorp Inc
EZPW
$1.78B
| $7.76M | 0.02% |
663,609
+617,491
| +1,339% | +$8.19M |
|
931
Sinclair Inc
SBGI
$1B
| $7.73M | 0.02% |
+216,371
| New | +$7.28M |
|
932
NRG Energy
NRG
$25.4B
| $7.72M | 0.02% |
268,716
-479,599
| -64% | -$13.4M |
|
933
BGC Group
BGC
$5.12B
| $7.71M | 0.02% |
1,982,855
-32,405
| -2% | -$118K |
|
|
STRZA
934
DELISTED
Starz - Series A
STRZA
| $7.71M | 0.02% |
+263,800
| New | +$7.57M |
|
|
LVNTA
935
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
| $7.71M | 0.02% |
+256,003
| New | +$6.87M |
|
936
Manulife Financial
MFC
$72.6B
| $7.71M | 0.02% |
390,778
+283,854
| +265% | +$5.19M |
|
937
World Acceptance Corp
WRLD
$884M
| $7.69M | 0.02% |
87,900
+42,675
| +94% | +$3.98M |
|
938
Lindsay Corp
LNN
$1.18B
| $7.69M | 0.02% |
92,900
-20,800
| -18% | -$1.62M |
|
939
Repligen
RGEN
$9.45B
| $7.68M | 0.02% |
563,400
+214,300
| +61% | +$2.56M |
|
|
CVD
940
DELISTED
COVANCE INC.
CVD
| $7.66M | 0.02% |
+87,000
| New | +$7.53M |
|
|
CALD
941
DELISTED
Callidus Software, Inc.
CALD
| $7.63M | 0.02% |
556,000
+529,900
| +2,030% | +$5.8M |
|
942
W.R. Berkley
WRB
$25.9B
| $7.63M | 0.02% |
593,663
-730,687
| -55% | -$9.38M |
|
943
Universal Technical Institute
UTI
$1.41B
| $7.63M | 0.02% |
548,300
-9,800
| -2% | -$130K |
|
|
VCBI
944
DELISTED
VIRGINIA COMMERCE BANCORP
VCBI
| $7.63M | 0.02% |
448,900
+85,000
| +23% | +$1.41M |
|
945
Elbit Systems
ESLT
$36.5B
| $7.61M | 0.02% |
125,400
-701
| -0.6% | -$38.6K |
|
946
Trex
TREX
$5.05B
| $7.61M | 0.02% |
765,600
-204,000
| -21% | -$1.67M |
|
947
Myriad Genetics
MYGN
$309M
| $7.61M | 0.02% |
362,700
-2,171,331
| -86% | -$54.9M |
|
|
ELOS
948
DELISTED
Syneron Medical Ltd
ELOS
| $7.6M | 0.02% |
618,180
-14,626
| -2% | -$152K |
|
949
Lloyds Banking Group
LYG
$90B
| $7.6M | 0.02% |
1,429,000
+584,600
| +69% | +$2.93M |
|
950
Avis
CAR
$4.93B
| $7.59M | 0.02% |
+187,680
| New | +$6.29M |
|
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.