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 | |
|---|---|---|---|---|---|---|
|
CLDT
1126
Chatham Lodging
CLDT
$590M
| $5.54M | 0.01% |
270,800
+163,200
| +152% | +$3.23M |
|
1127
PVH
PVH
$3.76B
| $5.53M | 0.01% |
+40,670
| New | +$5.17M |
|
1128
Globus Medical
GMED
$11.5B
| $5.52M | 0.01% |
+273,600
| New | +$5.08M |
|
1129
Amkor Technology
AMKR
$14.3B
| $5.48M | 0.01% |
894,600
+402,700
| +82% | +$2.15M |
|
|
SPLS
1130
DELISTED
Staples Inc
SPLS
| $5.48M | 0.01% |
+344,837
| New | +$5.38M |
|
|
LION
1131
DELISTED
Fidelity Southern Corporation
LION
| $5.47M | 0.01% |
330,731
+5,146
| +2% | +$81.3K |
|
|
CVRR
1132
DELISTED
CVR Refining, LP
CVRR
| $5.47M | 0.01% |
+241,800
| New | +$5.59M |
|
1133
Arch Capital
ACGL
$33.5B
| $5.47M | 0.01% |
274,800
-253,800
| -48% | -$4.87M |
|
|
INFA
1134
DELISTED
INFORMATICA CORP
INFA
| $5.46M | 0.01% |
131,638
-594,400
| -82% | -$23.2M |
|
|
FNHC
1135
DELISTED
FedNat Holding Company Common Stock
FNHC
| $5.45M | 0.01% |
371,500
+158,500
| +74% | +$1.91M |
|
|
RPXC
1136
DELISTED
RPX Corporation
RPXC
| $5.45M | 0.01% |
322,200
-15,000
| -4% | -$255K |
|
1137
Southside Bancshares
SBSI
$979M
| $5.44M | 0.01% |
236,011
+56,361
| +31% | +$1.29M |
|
|
ENT
1138
DELISTED
Global Eagle Entertainment Inc.
ENT
| $5.44M | 0.01% |
+14,624
| New | +$4.48M |
|
1139
Central Pacific Financial
CPF
$1B
| $5.43M | 0.01% |
270,452
+23,699
| +10% | +$446K |
|
|
TRQ
1140
DELISTED
Turquoise Hill Resources Ltd
TRQ
| $5.43M | 0.01% |
164,487
-91,408
| -36% | -$3.08M |
|
|
DL
1141
DELISTED
China Distance Education Holdings Limited
DL
| $5.43M | 0.01% |
290,300
+127,200
| +78% | +$1.9M |
|
|
CORE
1142
DELISTED
Core Mark Holding Co., Inc.
CORE
| $5.42M | 0.01% |
285,600
+74,000
| +35% | +$1.33M |
|
|
CVG
1143
DELISTED
Convergys
CVG
| $5.42M | 0.01% |
257,400
+184,300
| +252% | +$3.67M |
|
|
PFPT
1144
DELISTED
Proofpoint, Inc.
PFPT
| $5.42M | 0.01% |
163,300
+23,400
| +17% | +$704K |
|
1145
Independent Bank Corp
IBCP
$854M
| $5.41M | 0.01% |
450,600
+153,900
| +52% | +$1.65M |
|
|
GRT
1146
DELISTED
GLIMCHER REALTY TRUST
GRT
| $5.4M | 0.01% |
577,000
+498,000
| +630% | +$4.89M |
|
1147
Eagle Materials
EXP
$6.41B
| $5.4M | 0.01% |
69,700
-56,800
| -45% | -$4.27M |
|
|
MCRL
1148
DELISTED
MICREL INC
MCRL
| $5.39M | 0.01% |
546,300
-319,679
| -37% | -$3M |
|
|
ZLC
1149
DELISTED
ZALE CORPORATION
ZLC
| $5.39M | 0.01% |
341,692
-298,500
| -47% | -$4.52M |
|
1150
TransDigm Group
TDG
$68.9B
| $5.38M | 0.01% |
33,417
-4,183
| -11% | -$624K |
|
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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.