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 | |
|---|---|---|---|---|---|---|
1201
Comfort Systems
FIX
$62.3B
| $4.89M | 0.01% |
252,400
+219,000
| +656% | +$4.14M |
|
1202
Fidelity National Financial
FNF
$13.3B
| $4.89M | 0.01% |
263,957
-716,199
| -73% | -$11.6M |
|
1203
Adeia
ADEA
$3.26B
| $4.87M | 0.01% |
934,794
-2,217,726
| -70% | -$11.3M |
|
1204
Natural Resource Partners
NRP
$1.39B
| $4.87M | 0.01% |
24,427
-7,676
| -24% | -$1.53M |
|
|
BELFB
1205
Bel Fuse Inc Class B
BELFB
$4.22B
| $4.86M | 0.01% |
227,817
+30,200
| +15% | +$613K |
|
|
INTX
1206
DELISTED
Intersections, Inc.
INTX
| $4.85M | 0.01% |
623,000
+26,900
| +5% | +$224K |
|
1207
Agnico Eagle Mines
AEM
$94.5B
| $4.85M | 0.01% |
+183,927
| New | +$4.94M |
|
|
PAMT
1208
PAMT Corp
PAMT
$289M
| $4.85M | 0.01% |
936,400
+183,600
| +24% | +$851K |
|
1209
Brady Corp
BRC
$4.45B
| $4.84M | 0.01% |
+156,600
| New | +$4.65M |
|
1210
Coeur Mining
CDE
$19.8B
| $4.83M | 0.01% |
444,789
-78,872
| -15% | -$889K |
|
1211
TTEC Holdings
TTEC
$80.4M
| $4.82M | 0.01% |
201,222
+181,400
| +915% | +$4.57M |
|
1212
Dycom Industries
DY
$12.4B
| $4.81M | 0.01% |
173,100
+59,700
| +53% | +$1.71M |
|
|
WR
1213
DELISTED
Westar Energy Inc
WR
| $4.81M | 0.01% |
+149,500
| New | +$4.72M |
|
|
VRE
1214
DELISTED
Veris Residential
VRE
| $4.8M | 0.01% |
223,500
-27,600
| -11% | -$579K |
|
|
OIIM
1215
DELISTED
02Micro International
OIIM
| $4.78M | 0.01% |
1,712,800
+14,400
| +0.8% | +$42.2K |
|
1216
State Street Energy Select Sector SPDR ETF
XLE
$40.5B
| $4.77M | 0.01% |
107,800
+57,400
| +114% | +$2.47M |
|
|
FRNK
1217
DELISTED
FRANKLIN FINL CORP VA COM STK (VA)
FRNK
| $4.76M | 0.01% |
240,500
+19,970
| +9% | +$387K |
|
1218
AMN Healthcare
AMN
$1.33B
| $4.75M | 0.01% |
323,200
-30,500
| -9% | -$413K |
|
1219
United Airlines
UAL
$41.2B
| $4.74M | 0.01% |
+125,363
| New | +$4.39M |
|
|
HRG
1220
DELISTED
HRG Group, Inc.
HRG
| $4.74M | 0.01% |
399,900
+130,800
| +49% | +$1.44M |
|
|
WPZ
1221
DELISTED
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
| $4.73M | 0.01% |
+98,677
| New | +$4.73M |
|
|
NPBC
1222
DELISTED
NATL PENN BANCSHARES INC
NPBC
| $4.71M | 0.01% |
416,042
+100,422
| +32% | +$1.07M |
|
1223
Norwegian Cruise Line
NCLH
$8.92B
| $4.71M | 0.01% |
+132,800
| New | +$4.31M |
|
|
GTAT
1224
DELISTED
GT ADVANCED TECHNOLOGIES INC COM STK (DE)
GTAT
| $4.7M | 0.01% |
+539,397
| New | +$4.79M |
|
|
EEQ
1225
DELISTED
Enbridge Energy Management Llc
EEQ
| $4.69M | 0.01% |
252,914
+211,799
| +515% | +$3.86M |
|
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.