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 | |
|---|---|---|---|---|---|---|
|
RDA
1001
DELISTED
RDA MICROELECTRONICS INC SPONSORED ADR
RDA
| $6.84M | 0.02% |
382,700
+243,300
| +175% | +$4.04M |
|
|
FENG
1002
Phoenix New Media
FENG
$18.9M
| $6.84M | 0.02% |
118,417
+55,717
| +89% | +$3.37M |
|
1003
Brown-Forman Class A
BF.A
$13B
| $6.84M | 0.02% |
231,820
+11,195
| +5% | +$323K |
|
|
DS
1004
DELISTED
Drive Shack Inc.
DS
| $6.83M | 0.02% |
+1,315,682
| New | +$6.61M |
|
1005
Natural Gas Services Group
NGS
$474M
| $6.83M | 0.02% |
247,700
+22,200
| +10% | +$622K |
|
1006
Renasant Corp
RNST
$4B
| $6.82M | 0.02% |
216,836
+17,700
| +9% | +$517K |
|
1007
B&G Foods
BGS
$291M
| $6.8M | 0.02% |
200,400
-157,300
| -44% | -$5.39M |
|
1008
Benchmark Electronics
BHE
$2.94B
| $6.79M | 0.02% |
294,250
+106,300
| +57% | +$2.41M |
|
|
TIBX
1009
DELISTED
TIBCO SOFTWARE INC
TIBX
| $6.78M | 0.02% |
+301,765
| New | +$7.38M |
|
1010
Encore Capital Group
ECPG
$2.07B
| $6.78M | 0.02% |
134,905
-54,100
| -29% | -$2.57M |
|
|
EXK
1011
Endeavour Silver
EXK
$3.05B
| $6.77M | 0.02% |
1,866,200
-727,800
| -28% | -$2.84M |
|
|
FBR
1012
DELISTED
Fibria Celulose Sa
FBR
| $6.77M | 0.02% |
579,528
+47,500
| +9% | +$585K |
|
1013
Helios Technologies
HLIO
$2.66B
| $6.74M | 0.02% |
165,000
-4,475
| -3% | -$177K |
|
1014
Avnet
AVT
$7.98B
| $6.72M | 0.02% |
152,300
-533,400
| -78% | -$22M |
|
1015
Honda
HMC
$40.6B
| $6.71M | 0.02% |
162,400
-235,400
| -59% | -$9.53M |
|
1016
United Parks & Resorts
PRKS
$2.01B
| $6.71M | 0.02% |
+233,400
| New | +$6.95M |
|
1017
First Citizens BancShares
FCNCA
$25.6B
| $6.7M | 0.02% |
30,081
-7,000
| -19% | -$1.51M |
|
|
DENN
1018
DELISTED
Denny's
DENN
| $6.69M | 0.02% |
930,600
+344,000
| +59% | +$2.34M |
|
|
DFZ
1019
DELISTED
BARRY (R.G.) CORPORATION
DFZ
| $6.68M | 0.02% |
346,300
+26,500
| +8% | +$506K |
|
1020
RenaissanceRe
RNR
$13.2B
| $6.68M | 0.02% |
68,600
+44,700
| +187% | +$4.16M |
|
|
IRS
1021
IRSA Inversiones y Representaciones
IRS
$1.24B
| $6.67M | 0.02% |
572,065
+56,376
| +11% | +$624K |
|
|
ATX
1022
DELISTED
COSTA INC CL A
ATX
| $6.67M | 0.02% |
307,100
+52,300
| +21% | +$1.09M |
|
|
DHIL
1023
DELISTED
Diamond Hill
DHIL
| $6.66M | 0.02% |
56,311
+4,200
| +8% | +$483K |
|
1024
Carlisle Companies
CSL
$15.2B
| $6.66M | 0.02% |
83,900
-190,295
| -69% | -$14M |
|
1025
Oshkosh
OSK
$9.61B
| $6.66M | 0.02% |
132,200
-230,400
| -64% | -$11.5M |
|
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.