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 | |
|---|---|---|---|---|---|---|
|
ENV
1051
DELISTED
ENVESTNET, INC.
ENV
| $6.36M | 0.02% |
157,700
-50,500
| -24% | -$1.84M |
|
1052
Sunstone Hotel Investors
SHO
$2.01B
| $6.33M | 0.02% |
+472,619
| New | +$6.22M |
|
1053
MSCI
MSCI
$41.8B
| $6.31M | 0.02% |
144,421
-35,300
| -20% | -$1.49M |
|
|
CUTR
1054
DELISTED
Cutera, Inc.
CUTR
| $6.31M | 0.02% |
620,200
-9,500
| -2% | -$89.3K |
|
|
VIVO
1055
DELISTED
Meridian Bioscience Inc
VIVO
| $6.3M | 0.02% |
237,495
+96,519
| +68% | +$2.37M |
|
1056
Brookfield Infrastructure Partners
BIP
$18.2B
| $6.28M | 0.02% |
403,775
+38,879
| +11% | +$594K |
|
|
VASC
1057
DELISTED
Vascular Solutions Inc
VASC
| $6.28M | 0.02% |
271,100
+36,300
| +15% | +$711K |
|
|
CEC
1058
DELISTED
CEC ENTERTAINMENT INC
CEC
| $6.24M | 0.01% |
140,900
-29,600
| -17% | -$1.34M |
|
|
LCI
1059
DELISTED
Lannett Company, Inc.
LCI
| $6.24M | 0.01% |
47,100
-2,475
| -5% | -$262K |
|
1060
Landstar System
LSTR
$6.4B
| $6.22M | 0.01% |
108,240
-138,300
| -56% | -$7.74M |
|
|
LDL
1061
DELISTED
Lydall, Inc.
LDL
| $6.22M | 0.01% |
352,900
+18,000
| +5% | +$310K |
|
|
AUTO
1062
DELISTED
AutoWeb, Inc. Common Stock
AUTO
| $6.2M | 0.01% |
409,580
+81,400
| +25% | +$847K |
|
1063
The Greenbrier Companies
GBX
$1.42B
| $6.19M | 0.01% |
+188,361
| New | +$5.54M |
|
|
TIVO
1064
DELISTED
TIVO INC
TIVO
| $6.18M | 0.01% |
470,990
-104,900
| -18% | -$1.36M |
|
|
EGL
1065
DELISTED
Engility Holdings, Inc.
EGL
| $6.18M | 0.01% |
+184,900
| New | +$5.81M |
|
|
BMS
1066
DELISTED
Bemis
BMS
| $6.17M | 0.01% |
150,700
-96,300
| -39% | -$3.79M |
|
|
BBQ
1067
DELISTED
BBQ Holdings, Inc. Common Stock
BBQ
| $6.16M | 0.01% |
336,600
+18,900
| +6% | +$354K |
|
|
NIHD
1068
DELISTED
NII HOLDINGS INC CL B
NIHD
| $6.15M | 0.01% |
2,237,900
+1,144,910
| +105% | +$4.22M |
|
|
MDAS
1069
DELISTED
MEDASSETS INC COM STK (DE)
MDAS
| $6.14M | 0.01% |
309,800
+77,500
| +33% | +$1.74M |
|
1070
Graco
GGG
$13.3B
| $6.13M | 0.01% |
235,500
+83,100
| +55% | +$2.12M |
|
|
AEL
1071
DELISTED
American Equity Investment Life Holding Company
AEL
| $6.13M | 0.01% |
232,400
-76,000
| -25% | -$1.73M |
|
|
SF
1072
Stifel
SF
$12.9B
| $6.13M | 0.01% |
+287,723
| New | +$5.52M |
|
1073
Mohawk Industries
MHK
$9.27B
| $6.12M | 0.01% |
41,100
-137,800
| -77% | -$18.8M |
|
1074
Fortinet
FTNT
$121B
| $6.11M | 0.01% |
+1,596,130
| New | +$6.22M |
|
|
SINA
1075
DELISTED
Sina Corp
SINA
| $6.1M | 0.01% |
+72,400
| New | +$5.92M |
|
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.