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 | |
|---|---|---|---|---|---|---|
|
MRLN
1251
DELISTED
Marlin Business Services Corp
MRLN
| $4.29M | 0.01% |
171,900
-2,200
| -1% | -$53.1K |
|
|
CIVI
1252
DELISTED
Civitas Resources
CIVI
| $4.29M | 0.01% |
797
+742
| +1,349% | +$3.43M |
|
|
SONC
1253
DELISTED
Sonic Corp
SONC
| $4.28M | 0.01% |
241,300
+173,700
| +257% | +$2.84M |
|
1254
Friedman Industries
FRD
$332M
| $4.27M | 0.01% |
427,400
+25,500
| +6% | +$253K |
|
|
MENT
1255
DELISTED
Mentor Graphics Corp
MENT
| $4.26M | 0.01% |
182,198
-475,200
| -72% | -$10.2M |
|
|
CSBK
1256
DELISTED
Clifton Bancorp Inc.
CSBK
| $4.25M | 0.01% |
335,601
+6,265
| +2% | +$79K |
|
|
FENG
1257
Phoenix New Media
FENG
$18.6M
| $4.23M | 0.01% |
62,700
+51,933
| +482% | +$2.53M |
|
1258
Hyatt Hotels
H
$16.8B
| $4.23M | 0.01% |
98,500
-36,000
| -27% | -$1.58M |
|
1259
Mizuho Financial
MFG
$134B
| $4.23M | 0.01% |
979,400
+11,200
| +1% | +$48K |
|
1260
ConocoPhillips
COP
$150B
| $4.22M | 0.01% |
60,713
-1,333,000
| -96% | -$88.9M |
|
1261
Build-A-Bear
BBW
$466M
| $4.22M | 0.01% |
604,100
+2,600
| +0.4% | +$18K |
|
|
SHOR
1262
DELISTED
ShoreTel, Inc.
SHOR
| $4.21M | 0.01% |
697,000
+251,300
| +56% | +$1.2M |
|
1263
Kosmos Energy
KOS
$1.48B
| $4.21M | 0.01% |
+409,238
| New | +$4.29M |
|
|
KBAL
1264
DELISTED
Kimball International
KBAL
| $4.2M | 0.01% |
484,987
+36,509
| +8% | +$309K |
|
|
FNFG
1265
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $4.19M | 0.01% |
+404,405
| New | +$4.2M |
|
|
PLXT
1266
DELISTED
PLX TECHNOLOGY INC
PLXT
| $4.18M | 0.01% |
695,100
+202,793
| +41% | +$1.11M |
|
|
TCP
1267
DELISTED
TC Pipelines LP
TCP
| $4.18M | 0.01% |
85,900
-173,000
| -67% | -$8.55M |
|
|
FRNK
1268
DELISTED
FRANKLIN FINL CORP VA COM STK (VA)
FRNK
| $4.18M | 0.01% |
220,530
+47,061
| +27% | +$866K |
|
1269
Titan Machinery
TITN
$424M
| $4.18M | 0.01% |
260,000
-4,700
| -2% | -$85.9K |
|
|
OMCC
1270
DELISTED
Old Market Capital Corp
OMCC
| $4.17M | 0.01% |
255,829
+12,300
| +5% | +$193K |
|
1271
EnerSys
ENS
$7.07B
| $4.17M | 0.01% |
+68,700
| New | +$3.69M |
|
|
TXI
1272
DELISTED
TEXAS INDUSTRIES INC
TXI
| $4.16M | 0.01% |
+62,700
| New | +$3.94M |
|
1273
Inseego
INSG
$80.5M
| $4.15M | 0.01% |
159,150
+15,680
| +11% | +$547K |
|
1274
Dawson Geophysical
DWSN
$141M
| $4.15M | 0.01% |
184,104
-4,431
| -2% | -$108K |
|
|
KDN
1275
DELISTED
KAYDON CORP
KDN
| $4.13M | 0.01% |
116,300
-26,900
| -19% | -$830K |
|
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.