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 | |
|---|---|---|---|---|---|---|
1101
Helix Energy Solutions
HLX
$1.49B
| $5.84M | 0.01% |
251,827
-51,300
| -17% | -$1.2M |
|
|
QLGC
1102
DELISTED
QLOGIC CORP
QLGC
| $5.83M | 0.01% |
492,708
-228,996
| -32% | -$2.67M |
|
|
KND
1103
DELISTED
Kindred Healthcare
KND
| $5.82M | 0.01% |
294,911
+214,600
| +267% | +$3.46M |
|
1104
John B. Sanfilippo & Son
JBSS
$989M
| $5.8M | 0.01% |
235,200
+19,200
| +9% | +$465K |
|
|
WX
1105
DELISTED
WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS
WX
| $5.79M | 0.01% |
151,000
+55,900
| +59% | +$1.76M |
|
1106
Smith & Nephew
SNN
$12.6B
| $5.78M | 0.01% |
201,500
-59,000
| -23% | -$1.56M |
|
1107
Richardson Electronics
RELL
$300M
| $5.78M | 0.01% |
508,700
-3,000
| -0.6% | -$33.7K |
|
|
ACTS
1108
DELISTED
Actions Semiconductor Co
ACTS
| $5.77M | 0.01% |
1,936,200
+51,100
| +3% | +$132K |
|
|
JBTM
1109
JBT Marel
JBTM
$6.15B
| $5.76M | 0.01% |
196,500
+8,400
| +4% | +$233K |
|
1110
Saga Communications
SGA
$64.6M
| $5.74M | 0.01% |
114,200
+1,100
| +1% | +$52.8K |
|
|
MM
1111
DELISTED
MILLENNIAL MEDIA INC COM STK (DE)
MM
| $5.7M | 0.01% |
784,600
+81,166
| +12% | +$548K |
|
|
SJR
1112
DELISTED
Shaw Communications Inc.
SJR
| $5.7M | 0.01% |
234,196
-193,504
| -45% | -$4.58M |
|
|
ORIG
1113
DELISTED
Ocean Rig UDW Inc. Class A Common Shares
ORIG
| $5.69M | 0.01% |
32
+29
| +967% | +$5.16M |
|
|
INFN
1114
DELISTED
Infinera Corporation Common Stock
INFN
| $5.65M | 0.01% |
577,924
-110,376
| -16% | -$1.1M |
|
1115
Progressive
PGR
$121B
| $5.62M | 0.01% |
+206,000
| New | +$5.55M |
|
|
SUPX
1116
DELISTED
SUPERTEX INC
SUPX
| $5.62M | 0.01% |
224,231
+13,750
| +7% | +$342K |
|
1117
Shenandoah Telecom
SHEN
$721M
| $5.61M | 0.01% |
437,000
+160,800
| +58% | +$2.03M |
|
|
ROSE
1118
DELISTED
ROSETTA RESOURCES INC
ROSE
| $5.61M | 0.01% |
116,722
+80,900
| +226% | +$4.36M |
|
1119
HEICO Corp
HEI
$52.1B
| $5.6M | 0.01% |
+235,935
| New | +$5.31M |
|
|
NTP
1120
DELISTED
Nam Tai Property Inc.
NTP
| $5.6M | 0.01% |
783,900
-76,400
| -9% | -$578K |
|
1121
Lesaka Technologies
LSAK
$408M
| $5.59M | 0.01% |
640,100
+30,800
| +5% | +$327K |
|
|
CUK
1122
DELISTED
Carnival PLC
CUK
| $5.59M | 0.01% |
+134,800
| New | +$4.85M |
|
|
HF
1123
DELISTED
HFF Inc.
HF
| $5.56M | 0.01% |
220,751
+159,917
| +263% | +$3.79M |
|
1124
Wintrust Financial
WTFC
$11B
| $5.56M | 0.01% |
120,600
-129,900
| -52% | -$5.75M |
|
1125
Ducommun
DCO
$3.04B
| $5.56M | 0.01% |
186,400
+33,900
| +22% | +$921K |
|
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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.