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 |
IBM
IBM
|
+$328M |
| 2 |
Johnson & Johnson
JNJ
|
+$229M |
| 3 |
GE Aerospace
GE
|
+$156M |
| 4 |
Target
TGT
|
+$155M |
| 5 |
Walt Disney
DIS
|
+$153M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$283M |
| 2 |
Eli Lilly
LLY
|
+$211M |
| 3 |
Microsoft
MSFT
|
+$199M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$184M |
| 5 |
Citigroup
C
|
+$177M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.03% |
| 2 | Healthcare | 12.1% |
| 3 | Consumer Discretionary | 11.99% |
| 4 | Consumer Staples | 11.92% |
| 5 | Industrials | 10.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ROMA
1226
DELISTED
ROMA FINANCIAL CORPORATION COM STK
ROMA
| $4.43M | 0.01% |
238,309
+10,900
| +5% | +$205K |
|
1227
NorthWestern Energy
NWE
$4.4B
| $4.43M | 0.01% |
98,526
+38,896
| +65% | +$1.63M |
|
1228
Home BancShares
HOMB
$6.28B
| $4.42M | 0.01% |
290,800
+19,200
| +7% | +$264K |
|
|
ELRC
1229
DELISTED
ELECTRO RENT CORP
ELRC
| $4.41M | 0.01% |
243,300
+400
| +0.2% | +$7.15K |
|
1230
Entravision Communication
EVC
$856M
| $4.41M | 0.01% |
747,300
-874,800
| -54% | -$5.06M |
|
|
ESIO
1231
DELISTED
Electro Scientific Industries
ESIO
| $4.4M | 0.01% |
376,326
-36,373
| -9% | -$420K |
|
1232
Hackett Group
HCKT
$277M
| $4.39M | 0.01% |
616,344
+271,200
| +79% | +$1.65M |
|
|
HUB.A
1233
DELISTED
HUBBELL INC CL-A
HUB.A
| $4.39M | 0.01% |
46,600
+400
| +0.9% | +$37.7K |
|
|
SRCI
1234
DELISTED
SRC Energy Inc
SRCI
| $4.38M | 0.01% |
+449,500
| New | +$3.76M |
|
1235
Lifecore Biomedical
LFCR
$180M
| $4.38M | 0.01% |
358,751
+135,151
| +60% | +$1.89M |
|
1236
Ducommun
DCO
$3.04B
| $4.37M | 0.01% |
152,500
+59,500
| +64% | +$1.52M |
|
1237
Village Super Market
VLGEA
$630M
| $4.37M | 0.01% |
115,100
+11,800
| +11% | +$428K |
|
1238
Chunghwa Telecom
CHT
$32.9B
| $4.37M | 0.01% |
138,384
+105,836
| +325% | +$3.38M |
|
1239
Central Pacific Financial
CPF
$1.01B
| $4.37M | 0.01% |
246,753
-2,800
| -1% | -$50.3K |
|
|
DOLE
1240
DELISTED
DOLE FOOD CO INC NEW CMN STK (DE)
DOLE
| $4.37M | 0.01% |
320,500
+186,800
| +140% | +$2.48M |
|
|
TUP
1241
DELISTED
Tupperware Brands Corporation
TUP
| $4.35M | 0.01% |
50,400
-448,900
| -90% | -$37.5M |
|
|
PPLI
1242
People Inc
PPLI
$3B
| $4.35M | 0.01% |
444,835
-1,839,361
| -81% | -$16.8M |
|
|
IMOS
1243
ChipMOS TECHNOLOGIES
IMOS
$2.02B
| $4.34M | 0.01% |
219,170
-73,601
| -25% | -$1.39M |
|
|
AUXL
1244
DELISTED
AUXILIUM PHARAMCEUTICALS INC
AUXL
| $4.34M | 0.01% |
238,500
-689,700
| -74% | -$12.5M |
|
1245
Invesco
IVZ
$14.2B
| $4.33M | 0.01% |
+135,700
| New | +$4.33M |
|
|
LCI
1246
DELISTED
Lannett Company, Inc.
LCI
| $4.33M | 0.01% |
49,575
+3,375
| +7% | +$197K |
|
|
SAFM
1247
DELISTED
Sanderson Farms Inc
SAFM
| $4.33M | 0.01% |
66,317
+40,817
| +160% | +$2.82M |
|
|
NSH
1248
DELISTED
NuStar GP Holdings LLC
NSH
| $4.32M | 0.01% |
192,700
+92,900
| +93% | +$2.24M |
|
|
AT
1249
DELISTED
Atlantic Power Corporation
AT
| $4.31M | 0.01% |
999,700
-58,600
| -6% | -$244K |
|
1250
Benchmark Electronics
BHE
$2.95B
| $4.3M | 0.01% |
187,950
-222,900
| -54% | -$4.93M |
|
Similar funds
Jim Simons's Q3 2013 Portfolio in Review
As of Q3 2013, Jim Simons held 3,196 positions worth $41.2B, up 8.1% from $38.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Jim Simons's Q3 2013 filing shows 439 new, 1,284 increased, 1,031 reduced and 412 closed positions. Its largest new stake was GE Aerospace: 1,361,721 shares worth $156M. The largest sale was Apple, an estimated $283M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Jim Simons's largest Q3 2013 buy was GE Aerospace: 1,361,721 shares worth $156M.
- Jim Simons added most to IBM in Q3 2013, an estimated $328M increase.
- Jim Simons's biggest Q3 2013 reduction was Eli Lilly, cutting an estimated $211M.
- Jim Simons fully exited Apple in Q3 2013, selling an estimated $283M.
- Jim Simons's ten largest holdings make up 11% of its $41.2B portfolio in Q3 2013.
- Jim Simons opened 439 new positions and closed 412 in Q3 2013.
- Jim Simons's portfolio value rose 8.1% quarter-over-quarter to $41.2B.
Based on Renaissance Technologies's 13F filing for Q3 2013, filed 13 Nov 2013.