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 | |
|---|---|---|---|---|---|---|
1251
Halozyme
HALO
$11.2B
| $4.5M | 0.01% |
+300,000
| New | +$3.86M |
|
1252
G. Willi-Food International
WILC
$394M
| $4.48M | 0.01% |
547,500
+61,925
| +13% | +$480K |
|
|
OMCC
1253
DELISTED
Old Market Capital Corp
OMCC
| $4.47M | 0.01% |
284,329
+28,500
| +11% | +$457K |
|
|
MRLN
1254
DELISTED
Marlin Business Services Corp
MRLN
| $4.46M | 0.01% |
177,000
+5,100
| +3% | +$128K |
|
1255
Deutsche Bank
DB
$72.6B
| $4.44M | 0.01% |
108,103
+97,070
| +880% | +$3.91M |
|
|
AWAY
1256
DELISTED
HOMEAWAY INC COM
AWAY
| $4.44M | 0.01% |
108,517
-194,083
| -64% | -$6.62M |
|
1257
Applied Industrial Technologies
AIT
$13.3B
| $4.43M | 0.01% |
90,350
-4,700
| -5% | -$229K |
|
|
CLR
1258
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $4.43M | 0.01% |
+78,800
| New | +$4.41M |
|
|
XXIA
1259
DELISTED
Ixia
XXIA
| $4.43M | 0.01% |
332,920
+321,120
| +2,721% | +$4.47M |
|
1260
Matador Resources
MTDR
$6.54B
| $4.43M | 0.01% |
237,600
-250,200
| -51% | -$4.91M |
|
|
XRM
1261
DELISTED
Xerium Technologies Inc (new)
XRM
| $4.43M | 0.01% |
268,400
-3,400
| -1% | -$44.3K |
|
|
PLL
1262
DELISTED
PALL CORP
PLL
| $4.42M | 0.01% |
51,800
-434,400
| -89% | -$35.3M |
|
1263
Ingles Markets
IMKTA
$1.66B
| $4.42M | 0.01% |
163,074
+27,174
| +20% | +$712K |
|
1264
Preferred Bank
PFBC
$1.28B
| $4.41M | 0.01% |
220,155
+31,900
| +17% | +$628K |
|
|
LIWA
1265
DELISTED
LIHUA INTL INC COM STK (DE)
LIWA
| $4.4M | 0.01% |
769,880
+196,080
| +34% | +$1.1M |
|
1266
Sensient Technologies
SXT
$5.54B
| $4.4M | 0.01% |
+90,700
| New | +$4.52M |
|
1267
Travelzoo
TZOO
$75.2M
| $4.39M | 0.01% |
205,800
+18,000
| +10% | +$396K |
|
|
CHFN
1268
DELISTED
Charter Financial Corp
CHFN
| $4.37M | 0.01% |
405,859
-24,800
| -6% | -$268K |
|
1269
Alliance Resource Partners
ARLP
$3.25B
| $4.37M | 0.01% |
113,490
+35,800
| +46% | +$1.35M |
|
1270
Provident Financial
PROV
$114M
| $4.34M | 0.01% |
289,437
-42,263
| -13% | -$652K |
|
1271
Celestica
CLS
$42.4B
| $4.34M | 0.01% |
417,588
+132,100
| +46% | +$1.39M |
|
1272
RF Industries
RFIL
$145M
| $4.33M | 0.01% |
471,600
+263,560
| +127% | +$2.48M |
|
1273
CTS Corp
CTS
$1.79B
| $4.33M | 0.01% |
217,600
+82,700
| +61% | +$1.48M |
|
|
PPP
1274
DELISTED
Primero Mining Corp
PPP
| $4.32M | 0.01% |
972,900
+80,100
| +9% | +$415K |
|
|
EDE
1275
DELISTED
Empire District Electric
EDE
| $4.31M | 0.01% |
190,100
-51,100
| -21% | -$1.15M |
|
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.