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 | |
|---|---|---|---|---|---|---|
1076
Columbia Banking Systems
COLB
$9.12B
| $6.09M | 0.01% |
221,579
+29,700
| +15% | +$778K |
|
1077
Insperity
NSP
$1.92B
| $6.05M | 0.01% |
335,000
+48,000
| +17% | +$861K |
|
1078
LendingTree
TREE
$461M
| $6.05M | 0.01% |
184,200
+54,400
| +42% | +$1.63M |
|
1079
Host Hotels & Resorts
HST
$15.6B
| $6.03M | 0.01% |
+310,265
| New | +$5.73M |
|
1080
Bassett Furniture
BSET
$171M
| $6.03M | 0.01% |
394,600
+12,800
| +3% | +$188K |
|
1081
WisdomTree
WT
$3.44B
| $6.01M | 0.01% |
339,578
+231,578
| +214% | +$3.29M |
|
1082
Choice Hotels
CHH
$4.71B
| $6.01M | 0.01% |
122,400
+56,200
| +85% | +$2.56M |
|
1083
Home BancShares
HOMB
$6.27B
| $6.01M | 0.01% |
321,600
+30,800
| +11% | +$531K |
|
|
MDVN
1084
DELISTED
MEDIVATION, INC.
MDVN
| $6M | 0.01% |
+188,000
| New | +$5.68M |
|
|
DNY
1085
DELISTED
DONNELLEY R R & SONS CO
DNY
| $6M | 0.01% |
+295,651
| New | +$6M |
|
|
PNK
1086
DELISTED
Pinnacle Entertainment Inc.
PNK
| $5.99M | 0.01% |
230,600
-19,600
| -8% | -$478K |
|
1087
AAR Corp
AIR
$5.96B
| $5.98M | 0.01% |
213,400
-62,900
| -23% | -$1.84M |
|
1088
Silgan Holdings
SLGN
$4.3B
| $5.97M | 0.01% |
248,680
-39,600
| -14% | -$923K |
|
|
GENT
1089
DELISTED
GENTIUM SPA ADS
GENT
| $5.97M | 0.01% |
104,500
+87,300
| +508% | +$3.88M |
|
1090
Tucows
TCX
$140M
| $5.96M | 0.01% |
425,975
+43,500
| +11% | +$489K |
|
|
SEAC
1091
DELISTED
Seachange International Inc
SEAC
| $5.95M | 0.01% |
24,445
+13,350
| +120% | +$3.52M |
|
1092
Saia
SAIA
$10.1B
| $5.94M | 0.01% |
185,298
-100,600
| -35% | -$3.29M |
|
|
BAGL
1093
DELISTED
EINSTEIN NOAH RESTAURANT GROUP, INC CMN STK (DELAWARE)
BAGL
| $5.92M | 0.01% |
408,620
+92,097
| +29% | +$1.53M |
|
|
PMD
1094
DELISTED
Psychemedics Corporation
PMD
| $5.92M | 0.01% |
403,200
+29,200
| +8% | +$402K |
|
1095
Tronox
TROX
$958M
| $5.91M | 0.01% |
256,100
-3,000
| -1% | -$68.3K |
|
|
ELME
1096
Elme Communities
ELME
$144M
| $5.9M | 0.01% |
252,400
-119,200
| -32% | -$2.94M |
|
|
CIR
1097
DELISTED
CIRCOR International, Inc
CIR
| $5.9M | 0.01% |
72,989
+30,589
| +72% | +$2.23M |
|
1098
Carter's
CRI
$1.44B
| $5.87M | 0.01% |
81,800
-47,400
| -37% | -$3.38M |
|
1099
Quaker Houghton
KWR
$2.95B
| $5.84M | 0.01% |
75,800
+21,100
| +39% | +$1.62M |
|
|
APOL
1100
DELISTED
Apollo Education Group Inc Class A
APOL
| $5.84M | 0.01% |
+213,725
| New | +$5.31M |
|
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.