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 | |
|---|---|---|---|---|---|---|
|
BTM
1176
DELISTED
OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA)
BTM
| $5.19M | 0.01% |
3,263,565
-107,468
| -3% | -$171K |
|
1177
Western New England Bancorp
WNEB
$282M
| $5.19M | 0.01% |
695,129
-2,698
| -0.4% | -$19.7K |
|
|
SBNY
1178
DELISTED
Signature Bank
SBNY
| $5.19M | 0.01% |
48,274
-72,300
| -60% | -$7.39M |
|
|
AMRI
1179
DELISTED
Albany Molecular Research Inc
AMRI
| $5.17M | 0.01% |
512,600
-84,342
| -14% | -$1.02M |
|
1180
Genesis Energy
GEL
$1.95B
| $5.15M | 0.01% |
97,900
-38,500
| -28% | -$1.95M |
|
1181
RLJ Lodging Trust
RLJ
$1.68B
| $5.1M | 0.01% |
209,600
+182,100
| +662% | +$4.39M |
|
1182
Martin Midstream Partners
MMLP
$91.9M
| $5.08M | 0.01% |
118,620
+41,483
| +54% | +$1.88M |
|
|
SD
1183
DELISTED
SANDRIDGE ENERGY, INC.
SD
| $5.07M | 0.01% |
+835,957
| New | +$5M |
|
|
CNW
1184
DELISTED
CON-WAY INC.
CNW
| $5.07M | 0.01% |
127,700
+36,900
| +41% | +$1.55M |
|
|
LDR
1185
DELISTED
Landauer Inc
LDR
| $5.05M | 0.01% |
96,072
-22,328
| -19% | -$1.13M |
|
|
SGEN
1186
DELISTED
Seagen Inc. Common Stock
SGEN
| $5.03M | 0.01% |
126,013
-213,200
| -63% | -$8.7M |
|
1187
TriMas Corp
TRS
$1.38B
| $5.01M | 0.01% |
157,503
+34,262
| +28% | +$1.04M |
|
1188
American Vanguard Corp
AVD
$62.8M
| $5M | 0.01% |
206,000
-158,400
| -43% | -$4.27M |
|
|
MRC
1189
DELISTED
MRC Global
MRC
| $5M | 0.01% |
155,000
-118,000
| -43% | -$3.55M |
|
|
EGN
1190
DELISTED
Energen
EGN
| $5M | 0.01% |
+70,600
| New | +$5.31M |
|
|
CAB
1191
DELISTED
Cabela's Inc
CAB
| $4.95M | 0.01% |
74,300
-46,900
| -39% | -$2.91M |
|
|
CVSA
1192
Covista Inc
CVSA
$4.49B
| $4.95M | 0.01% |
+139,300
| New | +$4.81M |
|
|
CSCD
1193
DELISTED
CASCADE MICROTECH, INC.
CSCD
| $4.94M | 0.01% |
529,700
+196,507
| +59% | +$2M |
|
1194
Global Ship Lease
GSL
$1.51B
| $4.93M | 0.01% |
102,650
+32,162
| +46% | +$1.38M |
|
1195
Illumina
ILMN
$29B
| $4.93M | 0.01% |
45,867
-123,463
| -73% | -$11.3M |
|
|
SEP
1196
DELISTED
Spectra Engy Parters Lp
SEP
| $4.93M | 0.01% |
108,800
-82,400
| -43% | -$3.61M |
|
1197
Motorcar Parts of America
MPAA
$235M
| $4.93M | 0.01% |
255,339
+130,139
| +104% | +$2.05M |
|
|
IIJI
1198
DELISTED
Internet Initiative Japan Inc
IIJI
| $4.9M | 0.01% |
366,800
+12,000
| +3% | +$168K |
|
1199
CACI
CACI
$14.8B
| $4.9M | 0.01% |
66,900
+29,200
| +77% | +$2.07M |
|
1200
News Corp Class B
NWS
$17.8B
| $4.9M | 0.01% |
+274,700
| New | +$4.79M |
|
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.