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 | 15.2% |
| 2 | Healthcare | 13.65% |
| 3 | Consumer Discretionary | 12.36% |
| 4 | Consumer Staples | 11.26% |
| 5 | Industrials | 10.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Westwood Holdings Group
WHG
$183M
| $6.66M | 0.02% |
107,500
+14,900
| +16% | +$812K |
|
1027
Ethan Allen Interiors
ETD
$575M
| $6.64M | 0.02% |
218,300
-5,200
| -2% | -$147K |
|
|
GPX
1028
DELISTED
GP Strategies Corp.
GPX
| $6.63M | 0.02% |
222,500
-31,000
| -12% | -$870K |
|
|
CST
1029
DELISTED
CST Brands, Inc.
CST
| $6.63M | 0.02% |
+180,500
| New | +$5.91M |
|
1030
Welltower
WELL
$166B
| $6.62M | 0.02% |
+123,563
| New | +$7.35M |
|
|
REGI
1031
DELISTED
Renewable Energy Group, Inc.
REGI
| $6.59M | 0.02% |
575,500
-205,100
| -26% | -$2.52M |
|
|
CKSW
1032
DELISTED
CLICKSOFTWARE TECH LTD
CKSW
| $6.58M | 0.02% |
878,010
-40,490
| -4% | -$283K |
|
|
BKMU
1033
DELISTED
Bank Mutual Corp
BKMU
| $6.58M | 0.02% |
938,152
+70,899
| +8% | +$464K |
|
|
SMI
1034
DELISTED
Semiconductor Manufacturing Intl
SMI
| $6.56M | 0.02% |
1,683,030
-75,541
| -4% | -$285K |
|
|
FST
1035
DELISTED
FOREST OIL CORPORATION
FST
| $6.54M | 0.02% |
1,810,495
+1,785,600
| +7,173% | +$8.09M |
|
1036
Federated Hermes
FHI
$4.7B
| $6.5M | 0.02% |
225,700
+187,100
| +485% | +$5.13M |
|
|
SCU
1037
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
| $6.49M | 0.02% |
43,870
+11,620
| +36% | +$1.53M |
|
|
SAPE
1038
DELISTED
SAPIENT CORP
SAPE
| $6.49M | 0.02% |
+373,747
| New | +$5.94M |
|
1039
Koppers
KOP
$857M
| $6.48M | 0.02% |
141,700
+33,000
| +30% | +$1.5M |
|
|
UPL
1040
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
| $6.47M | 0.02% |
298,810
-625,990
| -68% | -$12.8M |
|
|
SVA
1041
DELISTED
Sinovac Biotech, Ltd
SVA
| $6.46M | 0.02% |
1,054,996
+158,396
| +18% | +$954K |
|
|
IQNT
1042
DELISTED
Inteliquent, Inc.
IQNT
| $6.46M | 0.02% |
565,782
+11,800
| +2% | +$133K |
|
1043
Green Plains
GPRE
$1.09B
| $6.45M | 0.02% |
332,843
+303,600
| +1,038% | +$5.02M |
|
|
CNVR
1044
DELISTED
CONVERSANT INC COM STK (DE)
CNVR
| $6.45M | 0.02% |
+275,795
| New | +$5.78M |
|
1045
GATX Corp
GATX
$6.34B
| $6.43M | 0.02% |
123,300
+69,500
| +129% | +$3.49M |
|
|
QUMU
1046
DELISTED
Qumu Corp.
QUMU
| $6.41M | 0.02% |
500,959
+37,159
| +8% | +$490K |
|
|
MITT
1047
TPG Mortgage Investment Trust
MITT
$213M
| $6.4M | 0.02% |
136,400
+109,300
| +403% | +$5.27M |
|
1048
Safe Bulkers
SB
$760M
| $6.39M | 0.02% |
614,600
+280,244
| +84% | +$2.23M |
|
|
CMA
1049
DELISTED
Comerica
CMA
| $6.37M | 0.02% |
133,947
-209,900
| -61% | -$9.22M |
|
|
OABC
1050
DELISTED
OMNIAMERICAN BANCORP INC COM STK (TX)
OABC
| $6.36M | 0.02% |
297,300
+47,107
| +19% | +$1.04M |
|
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 15% of assets, up from 15% 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.