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 | |
|---|---|---|---|---|---|---|
|
HITK
1301
DELISTED
HI-TECH PHARMACAL INC
HITK
| $3.86M | 0.01% |
89,500
+64,350
| +256% | +$2.46M |
|
1302
Bread Financial
BFH
$4.48B
| $3.85M | 0.01% |
22,805
-184,441
| -89% | -$29.2M |
|
|
TMS
1303
DELISTED
TMS INTERNATIONAL CORP CLASS A COM STK
TMS
| $3.85M | 0.01% |
220,600
+80,445
| +57% | +$1.32M |
|
|
ZIGO
1304
DELISTED
ZYGO CORP
ZIGO
| $3.84M | 0.01% |
240,200
-9,900
| -4% | -$153K |
|
|
FRGI
1305
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $3.83M | 0.01% |
101,900
-68,000
| -40% | -$2.3M |
|
|
HNP
1306
DELISTED
Huaneng Power Intl, Inc.
HNP
| $3.83M | 0.01% |
95,500
+17,700
| +23% | +$716K |
|
|
KW
1307
DELISTED
Kennedy-Wilson Holdings
KW
| $3.82M | 0.01% |
+205,700
| New | +$3.74M |
|
1308
St. Joe Company
JOE
$3.92B
| $3.8M | 0.01% |
193,800
-239,200
| -55% | -$5.04M |
|
|
CVA
1309
DELISTED
Covanta Holding Corporation
CVA
| $3.79M | 0.01% |
177,516
-380,800
| -68% | -$8M |
|
|
TGX
1310
DELISTED
THERAGENICS CORP
TGX
| $3.79M | 0.01% |
1,739,600
+121,300
| +7% | +$259K |
|
1311
Mercury Systems
MRCY
$6.56B
| $3.79M | 0.01% |
379,235
-94,265
| -20% | -$894K |
|
1312
Oxford Industries
OXM
$547M
| $3.78M | 0.01% |
55,600
+34,500
| +164% | +$2.28M |
|
|
LVB
1313
DELISTED
STEINWAY MUSICAL INSTRUMENTS
LVB
| $3.78M | 0.01% |
94,400
+87,200
| +1,211% | +$3.32M |
|
1314
Braskem
BAK
$829M
| $3.77M | 0.01% |
236,400
+199,000
| +532% | +$3.05M |
|
1315
Graco
GGG
$13.1B
| $3.76M | 0.01% |
152,400
-105,600
| -41% | -$2.48M |
|
|
SHFL
1316
DELISTED
SHFL ENTMT INC
SHFL
| $3.76M | 0.01% |
+163,744
| New | +$3.61M |
|
|
CBF
1317
DELISTED
Capital Bank Financial Corp. Class A Common Stock
CBF
| $3.76M | 0.01% |
171,300
-23,000
| -12% | -$465K |
|
|
IPAS
1318
DELISTED
Ipass Inc Common Stock
IPAS
| $3.76M | 0.01% |
188,020
-10,400
| -5% | -$207K |
|
|
AXE
1319
DELISTED
Anixter International Inc
AXE
| $3.75M | 0.01% |
42,800
-247,500
| -85% | -$20.8M |
|
|
HTCH
1320
DELISTED
HUTCHINSON TECHNOLOGY INC
HTCH
| $3.74M | 0.01% |
1,071,950
-81,547
| -7% | -$328K |
|
1321
Great Elm Group
GEG
$69M
| $3.74M | 0.01% |
180,092
-11,341
| -6% | -$253K |
|
|
BEAV
1322
DELISTED
B/E Aerospace Inc
BEAV
| $3.74M | 0.01% |
69,887
+14,224
| +26% | +$723K |
|
1323
Nice
NICE
$5.78B
| $3.73M | 0.01% |
+90,244
| New | +$3.48M |
|
1324
Genie Energy
GNE
$385M
| $3.72M | 0.01% |
379,297
-41,900
| -10% | -$410K |
|
1325
Johnson Outdoors
JOUT
$515M
| $3.72M | 0.01% |
138,599
+4,474
| +3% | +$116K |
|
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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.