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 | |
|---|---|---|---|---|---|---|
1276
Utah Medical Products
UTMD
$230M
| $4.31M | 0.01% |
75,400
+7,300
| +11% | +$400K |
|
|
EXAM
1277
DELISTED
EXAMWORKS GROUP INC COM STK (DE)
EXAM
| $4.3M | 0.01% |
+144,100
| New | +$4M |
|
|
XCRA
1278
DELISTED
Xcerra Corporation
XCRA
| $4.29M | 0.01% |
537,552
-149,948
| -22% | -$1.02M |
|
|
BOLT
1279
DELISTED
BOLT TECHNOLOGY CORPORATION
BOLT
| $4.29M | 0.01% |
194,800
+2,900
| +2% | +$56.3K |
|
|
AHT
1280
Ashford Hospitality Trust
AHT
$20.3M
| $4.29M | 0.01% |
555
+94
| +20% | +$740K |
|
|
MWIV
1281
DELISTED
MWI VETERINARY SUPPLY, INC.
MWIV
| $4.28M | 0.01% |
25,200
+17,600
| +232% | +$2.92M |
|
1282
Carpenter Technology
CRS
$26.8B
| $4.27M | 0.01% |
68,700
-46,400
| -40% | -$2.81M |
|
1283
Associated Banc-Corp
ASB
$6.1B
| $4.26M | 0.01% |
245,079
-496,600
| -67% | -$8.27M |
|
|
LTC
1284
LTC Properties
LTC
$2.18B
| $4.25M | 0.01% |
120,100
-61,000
| -34% | -$2.31M |
|
1285
Rambus
RMBS
$10.8B
| $4.24M | 0.01% |
448,000
-197,600
| -31% | -$1.78M |
|
1286
Canadian National Railway
CNI
$77.1B
| $4.22M | 0.01% |
74,100
-530,300
| -88% | -$29.2M |
|
|
CCUR
1287
DELISTED
CCUR Holdings, Inc. Common Stock
CCUR
| $4.22M | 0.01% |
516,019
+56,100
| +12% | +$419K |
|
1288
Cedar Fair
FUN
$1.7B
| $4.21M | 0.01% |
84,950
+31,400
| +59% | +$1.46M |
|
1289
Powell Industries
POWL
$7.79B
| $4.21M | 0.01% |
188,523
+29,523
| +19% | +$637K |
|
|
CTB
1290
DELISTED
Cooper Tire & Rubber Co.
CTB
| $4.2M | 0.01% |
174,797
| – | – |
|
|
CIVI
1291
DELISTED
Civitas Resources
CIVI
| $4.2M | 0.01% |
865
+68
| +9% | +$365K |
|
|
ACRE
1292
Ares Commercial Real Estate
ACRE
$266M
| $4.19M | 0.01% |
320,172
+293,272
| +1,090% | +$3.77M |
|
|
WRES
1293
DELISTED
WARREN RESOURCES INC
WRES
| $4.19M | 0.01% |
1,335,023
+232,517
| +21% | +$726K |
|
1294
Nomura Holdings
NMR
$28.7B
| $4.19M | 0.01% |
539,400
-74,700
| -12% | -$570K |
|
|
ATHL
1295
DELISTED
ATHLON ENERGY INC COM
ATHL
| $4.19M | 0.01% |
+138,500
| New | +$4.39M |
|
1296
Mizuho Financial
MFG
$132B
| $4.18M | 0.01% |
959,800
-19,600
| -2% | -$82.8K |
|
|
NTK
1297
DELISTED
NORTEK INC COM NEW (DE)
NTK
| $4.18M | 0.01% |
56,100
+4,003
| +8% | +$286K |
|
1298
CAE Inc. Common Shares
CAE
$8.49B
| $4.17M | 0.01% |
327,500
-189,400
| -37% | -$2.18M |
|
1299
STMicroelectronics
STM
$48.5B
| $4.17M | 0.01% |
521,324
-1,282,224
| -71% | -$10.3M |
|
|
AIMC
1300
DELISTED
Altra Industrial Motion Corp
AIMC
| $4.17M | 0.01% |
121,900
+46,600
| +62% | +$1.4M |
|
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.