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 | |
|---|---|---|---|---|---|---|
|
CTCM
1151
DELISTED
CTC MEDIA INC COM STK
CTCM
| $5.38M | 0.01% |
386,900
-181,100
| -32% | -$2.24M |
|
|
TFM
1152
DELISTED
THE FRESH MARKET, INC COM STK
TFM
| $5.37M | 0.01% |
132,600
-300,700
| -69% | -$14M |
|
1153
MDU Resources
MDU
$4.27B
| $5.37M | 0.01% |
461,939
-129,654
| -22% | -$1.46M |
|
|
OMG
1154
DELISTED
OM GROUP INC.
OMG
| $5.36M | 0.01% |
147,100
-125,100
| -46% | -$4.19M |
|
|
EQM
1155
DELISTED
EQM Midstream Partners, LP
EQM
| $5.34M | 0.01% |
90,900
-64,000
| -41% | -$3.4M |
|
1156
New York Times
NYT
$10.3B
| $5.33M | 0.01% |
336,000
-156,300
| -32% | -$2.13M |
|
1157
Ribbon Communications
RBBN
$372M
| $5.33M | 0.01% |
338,253
-9,336
| -3% | -$144K |
|
|
PKY
1158
DELISTED
Parkway, Inc.
PKY
| $5.33M | 0.01% |
276,061
+164,561
| +148% | +$2.95M |
|
|
RLOC
1159
DELISTED
REACHLOCAL INC COM STK (DE)
RLOC
| $5.32M | 0.01% |
418,800
+23,200
| +6% | +$288K |
|
|
EXFO
1160
DELISTED
EXFO INC.
EXFO
| $5.32M | 0.01% |
1,118,000
+7,500
| +0.7% | +$39.1K |
|
1161
First Interstate BancSystem
FIBK
$3.7B
| $5.32M | 0.01% |
187,400
+54,300
| +41% | +$1.41M |
|
1162
Camden Property Trust
CPT
$10.9B
| $5.29M | 0.01% |
+93,000
| New | +$5.66M |
|
|
EFOR
1163
Everforth Inc
EFOR
$1.34B
| $5.28M | 0.01% |
+151,294
| New | +$5.04M |
|
|
DGIT
1164
DELISTED
DIGITAL GENERATION INC COM STK (DE)
DGIT
| $5.28M | 0.01% |
414,200
-11,600
| -3% | -$143K |
|
|
FNGN
1165
DELISTED
Financial Engines, Inc.
FNGN
| $5.27M | 0.01% |
+75,900
| New | +$4.67M |
|
|
IPG
1166
DELISTED
Interpublic Group of Companies
IPG
| $5.27M | 0.01% |
+297,900
| New | +$5.02M |
|
|
BEAT
1167
DELISTED
BioTelemetry, Inc.
BEAT
| $5.27M | 0.01% |
664,000
-211,300
| -24% | -$1.97M |
|
1168
Constellium
CSTM
$3.95B
| $5.26M | 0.01% |
+226,000
| New | +$4.52M |
|
|
CYT
1169
DELISTED
CYTEC INDS INC
CYT
| $5.25M | 0.01% |
112,800
-475,200
| -81% | -$20.6M |
|
1170
PDF Solutions
PDFS
$2.19B
| $5.25M | 0.01% |
204,900
-15,800
| -7% | -$363K |
|
|
HITK
1171
DELISTED
HI-TECH PHARMACAL INC
HITK
| $5.25M | 0.01% |
121,000
+31,500
| +35% | +$1.36M |
|
|
MCRS
1172
DELISTED
MICROS SYSTEMS INC
MCRS
| $5.25M | 0.01% |
91,500
-437,300
| -83% | -$23.3M |
|
|
TUC
1173
DELISTED
MAC-GRAY CORP
TUC
| $5.22M | 0.01% |
246,001
+133,901
| +119% | +$2.7M |
|
1174
G-III Apparel Group
GIII
$1.41B
| $5.21M | 0.01% |
140,800
+24,606
| +21% | +$739K |
|
1175
Magnachip Semiconductor
MX
$137M
| $5.2M | 0.01% |
266,831
-148,800
| -36% | -$3M |
|
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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.