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 | |
|---|---|---|---|---|---|---|
|
NBG
1301
DELISTED
NATIONAL BANK OF GREECE SA ADR REPSTG 1 SHARE (NEW)
NBG
| $4.17M | 0.01% |
744,266
+423,009
| +132% | +$2.37M |
|
|
PLXT
1302
DELISTED
PLX TECHNOLOGY INC
PLXT
| $4.16M | 0.01% |
632,200
-62,900
| -9% | -$394K |
|
1303
CBIZ
CBZ
$2.96B
| $4.15M | 0.01% |
455,226
+237,678
| +109% | +$2M |
|
|
VSI
1304
DELISTED
Vitamin Shoppe Inc.
VSI
| $4.14M | 0.01% |
79,700
-239,100
| -75% | -$11.8M |
|
|
WWAV
1305
DELISTED
The WhiteWave Foods Company
WWAV
| $4.14M | 0.01% |
+180,400
| New | +$3.75M |
|
1306
OceanFirst Financial
OCFC
$1.91B
| $4.11M | 0.01% |
240,030
+7,362
| +3% | +$130K |
|
1307
Pacira BioSciences
PCRX
$916M
| $4.11M | 0.01% |
+71,500
| New | +$3.76M |
|
1308
Gran Tierra Energy
GTE
$334M
| $4.11M | 0.01% |
56,240
+10,760
| +24% | +$787K |
|
|
PFC
1309
DELISTED
Premier Financial Corp. Common Stock
PFC
| $4.11M | 0.01% |
316,400
+37,600
| +13% | +$483K |
|
1310
Enovis
ENOV
$1.52B
| $4.09M | 0.01% |
37,358
+23,007
| +160% | +$2.3M |
|
1311
Orthofix Medical
OFIX
$417M
| $4.09M | 0.01% |
179,179
+87,000
| +94% | +$1.82M |
|
|
PSB
1312
DELISTED
PS Business Parks, Inc.
PSB
| $4.09M | 0.01% |
53,500
-13,000
| -20% | -$1.01M |
|
|
NP
1313
DELISTED
Neenah, Inc. Common Stock
NP
| $4.08M | 0.01% |
95,500
+24,600
| +35% | +$1.01M |
|
1314
Lattice Semiconductor
LSCC
$18.4B
| $4.08M | 0.01% |
743,757
+561,511
| +308% | +$2.9M |
|
1315
Winnebago Industries
WGO
$892M
| $4.07M | 0.01% |
148,300
+76,100
| +105% | +$2.21M |
|
|
CEA
1316
DELISTED
China Eastern Airlines
CEA
| $4.07M | 0.01% |
211,500
-12,600
| -6% | -$229K |
|
|
NXGN
1317
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $4.06M | 0.01% |
192,976
-42,500
| -18% | -$958K |
|
|
ELX
1318
DELISTED
EMULEX CORP
ELX
| $4.06M | 0.01% |
567,400
+184,300
| +48% | +$1.37M |
|
1319
FormFactor
FORM
$10.1B
| $4.05M | 0.01% |
674,615
-70,685
| -9% | -$404K |
|
|
ICAD
1320
DELISTED
iCAD Inc
ICAD
| $4.05M | 0.01% |
347,060
+74,900
| +28% | +$675K |
|
1321
Pathward Financial
CASH
$1.8B
| $4.04M | 0.01% |
300,300
+21,600
| +8% | +$272K |
|
|
ABAX
1322
DELISTED
Abaxis Inc
ABAX
| $4.04M | 0.01% |
100,869
+62,898
| +166% | +$2.32M |
|
|
LUX
1323
DELISTED
Luxottica Group
LUX
| $4.03M | 0.01% |
74,784
+46,084
| +161% | +$2.39M |
|
|
TRAK
1324
DELISTED
DEALERTRACK TECHNOLOGIES, INC. COM STK
TRAK
| $4.01M | 0.01% |
+83,400
| New | +$3.47M |
|
1325
TriCo Bancshares
TCBK
$1.85B
| $4.01M | 0.01% |
141,200
+10,692
| +8% | +$275K |
|
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.