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 | |
|---|---|---|---|---|---|---|
976
Artisan Partners
APAM
$2.97B
| $7.19M | 0.02% |
+110,300
| New | +$6.58M |
|
977
Strategy Inc
MSTR
$38.2B
| $7.18M | 0.02% |
578,000
+190,000
| +49% | +$2.24M |
|
|
ITG
978
DELISTED
Investment Technology Group Inc
ITG
| $7.17M | 0.02% |
348,500
-192,000
| -36% | -$3.46M |
|
|
GNC
979
DELISTED
GNC Holdings, Inc.
GNC
| $7.16M | 0.02% |
122,500
-197,600
| -62% | -$11.4M |
|
980
Revvity
RVTY
$13.1B
| $7.12M | 0.02% |
172,600
+110,400
| +177% | +$4.22M |
|
|
RNF
981
DELISTED
RENTECH NITROGEN PARTNERS, L.P. INT
RNF
| $7.11M | 0.02% |
404,000
+100,890
| +33% | +$2.19M |
|
|
NUTR
982
DELISTED
Nutraceutical International Co
NUTR
| $7.1M | 0.02% |
265,200
+34,223
| +15% | +$849K |
|
|
TCP
983
DELISTED
TC Pipelines LP
TCP
| $7.06M | 0.02% |
145,800
+59,900
| +70% | +$2.88M |
|
984
Pegasystems
PEGA
$5.15B
| $7.04M | 0.02% |
572,248
-48,800
| -8% | -$535K |
|
|
PRGX
985
DELISTED
PRGX Global, Inc.
PRGX
| $7.03M | 0.02% |
1,046,599
-16,896
| -2% | -$112K |
|
986
Calix
CALX
$2.51B
| $7.03M | 0.02% |
728,818
+280,700
| +63% | +$3M |
|
987
Federal Realty Investment Trust
FRT
$10.2B
| $6.99M | 0.02% |
68,900
-66,200
| -49% | -$6.9M |
|
|
PVA
988
DELISTED
PENN VIRGINIA CORP
PVA
| $6.98M | 0.02% |
+739,800
| New | +$6.7M |
|
989
CarMax
KMX
$8.33B
| $6.96M | 0.02% |
148,100
-274,000
| -65% | -$13.4M |
|
|
CAJ
990
DELISTED
Canon, Inc.
CAJ
| $6.96M | 0.02% |
217,600
-114,600
| -34% | -$3.67M |
|
|
KBAL
991
DELISTED
Kimball International
KBAL
| $6.96M | 0.02% |
593,359
+108,372
| +22% | +$1.09M |
|
|
UCB
992
United Community Banks
UCB
$4.43B
| $6.96M | 0.02% |
392,104
+259,100
| +195% | +$4.29M |
|
993
KKR & Co
KKR
$103B
| $6.93M | 0.02% |
284,900
-1,364,000
| -83% | -$31.4M |
|
994
Insulet
PODD
$10.1B
| $6.92M | 0.02% |
186,500
-6,000
| -3% | -$222K |
|
|
CCG
995
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
| $6.92M | 0.02% |
735,200
+420,396
| +134% | +$4.13M |
|
|
AMSG
996
DELISTED
Amsurg Corp
AMSG
| $6.91M | 0.02% |
150,500
+17,400
| +13% | +$769K |
|
|
ZLTQ
997
DELISTED
ZELTIQ Aesthetics, Inc.
ZLTQ
| $6.89M | 0.02% |
+364,357
| New | +$5.21M |
|
|
JKS
998
JinkoSolar
JKS
$860M
| $6.87M | 0.02% |
+234,400
| New | +$6.3M |
|
999
Washington Trust Bancorp
WASH
$750M
| $6.87M | 0.02% |
184,500
+27,732
| +18% | +$951K |
|
1000
Invesco Mortgage Capital
IVR
$805M
| $6.85M | 0.02% |
46,660
-3,570
| -7% | -$542K |
|
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.