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 | |
|---|---|---|---|---|---|---|
1326
Lam Research
LRCX
$411B
| $4M | 0.01% |
734,560
-7,971,000
| -92% | -$41.9M |
|
1327
FNB Corp
FNB
$6.92B
| $4M | 0.01% |
316,878
+80,504
| +34% | +$1M |
|
|
ATRI
1328
DELISTED
Atrion Corp
ATRI
| $4M | 0.01% |
13,500
+3,400
| +34% | +$925K |
|
1329
Dover
DOV
$28B
| $4M | 0.01% |
+61,760
| New | +$3.78M |
|
1330
Village Super Market
VLGEA
$631M
| $3.98M | 0.01% |
128,500
+13,400
| +12% | +$464K |
|
|
PCOM
1331
DELISTED
Points.com Inc. Common Shares
PCOM
| $3.98M | 0.01% |
156,700
+53,400
| +52% | +$1.26M |
|
|
DYAX
1332
DELISTED
DYAX CORPORATION
DYAX
| $3.98M | 0.01% |
528,000
+433,600
| +459% | +$3.29M |
|
|
AAIC
1333
DELISTED
Arlington Asset Investment Corp.
AAIC
| $3.98M | 0.01% |
150,675
| – | – |
|
|
SHLM
1334
DELISTED
Schulman (A.) Inc
SHLM
| $3.96M | 0.01% |
112,441
+67,300
| +149% | +$2.21M |
|
|
BPT
1335
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
| $3.96M | 0.01% |
+49,730
| New | +$4M |
|
1336
Aaon
AAON
$7.26B
| $3.95M | 0.01% |
278,213
+101,025
| +57% | +$1.28M |
|
1337
Perdoceo Education
PRDO
$1.99B
| $3.94M | 0.01% |
691,862
-1,148,300
| -62% | -$5.09M |
|
1338
Toro Company
TTC
$9.32B
| $3.94M | 0.01% |
124,000
+114,800
| +1,248% | +$3.39M |
|
1339
UNIFI
UFI
$122M
| $3.94M | 0.01% |
144,534
-6,849
| -5% | -$173K |
|
|
RSO
1340
DELISTED
Resource Capital Corp.
RSO
| $3.93M | 0.01% |
165,846
-66,479
| -29% | -$1.59M |
|
|
UBNK
1341
DELISTED
UNITIED FINANCIAL BANCORP INC
UBNK
| $3.93M | 0.01% |
208,074
+35,774
| +21% | +$629K |
|
1342
Friedman Industries
FRD
$328M
| $3.92M | 0.01% |
461,500
+34,100
| +8% | +$320K |
|
|
HNP
1343
DELISTED
Huaneng Power Intl, Inc.
HNP
| $3.92M | 0.01% |
108,200
+12,700
| +13% | +$502K |
|
|
RGP
1344
DELISTED
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
| $3.9M | 0.01% |
+148,700
| New | +$3.79M |
|
|
CGX
1345
DELISTED
CONSOLIDATED GRAPHICS INC
CGX
| $3.9M | 0.01% |
57,900
+26,900
| +87% | +$1.68M |
|
|
PLCM
1346
DELISTED
POLYCOM INC
PLCM
| $3.9M | 0.01% |
+347,722
| New | +$3.75M |
|
1347
Jakks Pacific
JAKK
$290M
| $3.9M | 0.01% |
58,063
+42,364
| +270% | +$2.54M |
|
1348
Veru
VERU
$46.5M
| $3.9M | 0.01% |
45,880
+17,960
| +64% | +$1.65M |
|
1349
Accuray
ARAY
$33.7M
| $3.89M | 0.01% |
+447,523
| New | +$3.47M |
|
1350
SITE Centers
SITC
$156M
| $3.88M | 0.01% |
196,051
-219,248
| -53% | -$4.55M |
|
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.