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 | |
|---|---|---|---|---|---|---|
1226
LCI Industries
LCII
$2.56B
| $4.69M | 0.01% |
91,600
+46,800
| +104% | +$2.38M |
|
|
PF
1227
DELISTED
Pinnacle Foods, Inc.
PF
| $4.69M | 0.01% |
+170,800
| New | +$4.63M |
|
1228
Huntington Bancshares
HBAN
$36.2B
| $4.68M | 0.01% |
484,585
+121,728
| +34% | +$1.09M |
|
1229
Build-A-Bear
BBW
$484M
| $4.67M | 0.01% |
618,200
+14,100
| +2% | +$114K |
|
|
MAGN
1230
Magnera Corp
MAGN
$431M
| $4.66M | 0.01% |
12,969
+231
| +2% | +$81.9K |
|
|
CTCT
1231
DELISTED
CONSTANT CONTACT, INC COM
CTCT
| $4.64M | 0.01% |
149,313
+100,800
| +208% | +$2.66M |
|
|
CERN
1232
DELISTED
Cerner Corp
CERN
| $4.62M | 0.01% |
+82,904
| New | +$4.65M |
|
1233
CDW
CDW
$17.5B
| $4.62M | 0.01% |
+197,698
| New | +$4.44M |
|
1234
Information Services Group
III
$250M
| $4.61M | 0.01% |
1,088,066
+132,155
| +14% | +$542K |
|
|
STL
1235
DELISTED
Sterling Bancorp
STL
| $4.61M | 0.01% |
+344,957
| New | +$4.19M |
|
|
HUB.A
1236
DELISTED
HUBBELL INC CL-A
HUB.A
| $4.61M | 0.01% |
47,000
+400
| +0.9% | +$38.2K |
|
|
HEP
1237
DELISTED
Holly Energy Partners, L.P.
HEP
| $4.6M | 0.01% |
142,419
+101,219
| +246% | +$3.21M |
|
|
YONG
1238
DELISTED
YONGYE INTERNATIONAL, INC. COMMON STOCK
YONG
| $4.6M | 0.01% |
718,800
+583,200
| +430% | +$3.69M |
|
|
MTL
1239
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
| $4.6M | 0.01% |
898,250
+1,900
| +0.2% | +$10.4K |
|
|
CSBK
1240
DELISTED
Clifton Bancorp Inc.
CSBK
| $4.59M | 0.01% |
351,002
+15,401
| +5% | +$199K |
|
|
SHOR
1241
DELISTED
ShoreTel, Inc.
SHOR
| $4.59M | 0.01% |
494,184
-202,816
| -29% | -$1.53M |
|
1242
Commerce Bancshares
CBSH
$8.67B
| $4.57M | 0.01% |
182,757
-28,538
| -14% | -$699K |
|
1243
Braskem
BAK
$837M
| $4.57M | 0.01% |
255,900
+19,500
| +8% | +$340K |
|
|
ELRC
1244
DELISTED
ELECTRO RENT CORP
ELRC
| $4.56M | 0.01% |
246,400
+3,100
| +1% | +$58.3K |
|
1245
Daktronics
DAKT
$987M
| $4.56M | 0.01% |
290,648
+2,000
| +0.7% | +$26.6K |
|
1246
Nathan's Famous
NATH
$397M
| $4.56M | 0.01% |
90,400
+1,900
| +2% | +$98.4K |
|
1247
Pearson
PSO
$9.73B
| $4.54M | 0.01% |
202,800
+30,800
| +18% | +$653K |
|
|
QADA
1248
DELISTED
QAD Inc.
QADA
| $4.53M | 0.01% |
256,677
+13,400
| +6% | +$203K |
|
|
TBNK
1249
DELISTED
Territorial Bancorp Inc.
TBNK
| $4.53M | 0.01% |
195,200
-10,800
| -5% | -$247K |
|
1250
ORIX
IX
$43.6B
| $4.53M | 0.01% |
254,000
+73,500
| +41% | +$1.26M |
|
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.