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 | |
|---|---|---|---|---|---|---|
|
FSL
1276
DELISTED
FREESCALE SEMICONDUCTOR LTD
FSL
| $4.12M | 0.01% |
247,200
-185,000
| -43% | -$2.85M |
|
|
HOLI
1277
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
| $4.11M | 0.01% |
275,200
+52,600
| +24% | +$718K |
|
1278
Cooper Companies
COO
$15B
| $4.1M | 0.01% |
126,400
+61,200
| +94% | +$1.97M |
|
|
RAS
1279
DELISTED
RAIT Financial Trust
RAS
| $4.08M | 0.01% |
575,599
-204,100
| -26% | -$1.45M |
|
1280
World Acceptance Corp
WRLD
$891M
| $4.07M | 0.01% |
45,225
+15,025
| +50% | +$1.28M |
|
1281
Southside Bancshares
SBSI
$980M
| $4.06M | 0.01% |
179,650
+63,362
| +54% | +$1.36M |
|
1282
Lloyds Banking Group
LYG
$90B
| $4.06M | 0.01% |
844,400
+751,600
| +810% | +$3.39M |
|
1283
Utah Medical Products
UTMD
$228M
| $4.05M | 0.01% |
68,100
+13,400
| +24% | +$731K |
|
1284
Strategy Inc
MSTR
$38B
| $4.03M | 0.01% |
388,000
-412,000
| -52% | -$4.01M |
|
|
AF
1285
DELISTED
Astoria Financial Corporation
AF
| $4.02M | 0.01% |
323,150
-189,900
| -37% | -$2.34M |
|
|
TWGP
1286
DELISTED
TOWER GROUP INTL LTD COM STK (BERMUDA)
TWGP
| $4.02M | 0.01% |
+573,856
| New | +$9.61M |
|
|
TECUA
1287
DELISTED
TECUMSEH PRODUCTS CO CL-A
TECUA
| $4.01M | 0.01% |
448,200
-82,900
| -16% | -$742K |
|
1288
AeroVironment
AVAV
$9.54B
| $4M | 0.01% |
173,136
+18,600
| +12% | +$416K |
|
1289
Quaker Houghton
KWR
$2.94B
| $4M | 0.01% |
54,700
+26,500
| +94% | +$1.79M |
|
1290
Kaiser Aluminum
KALU
$3.06B
| $3.97M | 0.01% |
55,700
+11,800
| +27% | +$797K |
|
1291
Mueller Industries
MLI
$14.9B
| $3.97M | 0.01% |
570,400
-662,400
| -54% | -$4.56M |
|
1292
Information Services Group
III
$244M
| $3.96M | 0.01% |
955,911
+874,011
| +1,067% | +$2.74M |
|
|
ENLC
1293
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $3.96M | 0.01% |
189,432
-48,700
| -20% | -$986K |
|
|
VASC
1294
DELISTED
Vascular Solutions Inc
VASC
| $3.94M | 0.01% |
234,800
+38,000
| +19% | +$615K |
|
1295
OceanFirst Financial
OCFC
$1.87B
| $3.93M | 0.01% |
232,668
+11,224
| +5% | +$189K |
|
|
TTM
1296
DELISTED
Tata Motors Limited
TTM
| $3.92M | 0.01% |
147,300
-224,800
| -60% | -$5.53M |
|
|
CNW
1297
DELISTED
CON-WAY INC.
CNW
| $3.91M | 0.01% |
+90,800
| New | +$3.84M |
|
1298
Ingles Markets
IMKTA
$1.7B
| $3.9M | 0.01% |
135,900
+74,326
| +121% | +$2M |
|
1299
CubeSmart
CUBE
$9.42B
| $3.88M | 0.01% |
+217,500
| New | +$3.7M |
|
1300
Repligen
RGEN
$9.45B
| $3.87M | 0.01% |
349,100
+56,900
| +19% | +$566K |
|
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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.