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 | |
|---|---|---|---|---|---|---|
|
NTUS
1351
DELISTED
Natus Medical Inc
NTUS
| $3.88M | 0.01% |
172,274
+156,000
| +959% | +$3.01M |
|
1352
Quanex
NX
$956M
| $3.87M | 0.01% |
+194,055
| New | +$3.51M |
|
|
FRAN
1353
DELISTED
Francesca's Holdings Corporation
FRAN
| $3.85M | 0.01% |
+17,417
| New | +$3.8M |
|
1354
Evolution Petroleum
EPM
$132M
| $3.84M | 0.01% |
311,000
+57,500
| +23% | +$693K |
|
1355
Insight Enterprises
NSIT
$4.55B
| $3.84M | 0.01% |
168,973
+102,300
| +153% | +$2.24M |
|
|
HA
1356
DELISTED
Hawaiian Holdings, Inc.
HA
| $3.83M | 0.01% |
397,900
+357,742
| +891% | +$3.01M |
|
|
FFIC
1357
DELISTED
Flushing Financial
FFIC
| $3.83M | 0.01% |
185,000
+55,900
| +43% | +$1.12M |
|
1358
Atlantic Union Bankshares
AUB
$6.12B
| $3.81M | 0.01% |
153,600
+10,400
| +7% | +$257K |
|
|
SIGM
1359
DELISTED
Sigma Designs Inc
SIGM
| $3.8M | 0.01% |
805,345
+260,142
| +48% | +$1.37M |
|
|
PZE
1360
DELISTED
Petrobras Argentina S A
PZE
| $3.8M | 0.01% |
684,854
+48,144
| +8% | +$300K |
|
|
MEG
1361
DELISTED
Media General, Inc
MEG
| $3.8M | 0.01% |
+168,100
| New | +$2.88M |
|
1362
Star Bulk Carriers
SBLK
$3.23B
| $3.79M | 0.01% |
56,945
+22,218
| +64% | +$1.02M |
|
|
PPBI
1363
DELISTED
Pacific Premier Bancorp
PPBI
| $3.79M | 0.01% |
241,058
-13,242
| -5% | -$189K |
|
|
EPAX
1364
DELISTED
Ambassadors Group Inc
EPAX
| $3.79M | 0.01% |
815,930
+26,932
| +3% | +$111K |
|
|
CCF
1365
DELISTED
Chase Corporation
CCF
| $3.79M | 0.01% |
107,400
+34,100
| +47% | +$1.04M |
|
|
BGFV
1366
DELISTED
Big 5 Sporting Goods
BGFV
| $3.79M | 0.01% |
190,988
-34,510
| -15% | -$611K |
|
1367
Johnson Outdoors
JOUT
$503M
| $3.78M | 0.01% |
140,378
+1,779
| +1% | +$48.6K |
|
|
BGG
1368
DELISTED
Briggs & Stratton Corp.
BGG
| $3.78M | 0.01% |
173,870
-432,104
| -71% | -$8.56M |
|
1369
Cheniere Energy
LNG
$56.1B
| $3.77M | 0.01% |
87,400
-635,000
| -88% | -$25.3M |
|
|
MAG
1370
DELISTED
MAGNETEK INC COM STK NEW
MAG
| $3.77M | 0.01% |
157,190
+1,000
| +0.6% | +$19.9K |
|
|
DSPG
1371
DELISTED
DSP Group Inc
DSPG
| $3.76M | 0.01% |
387,500
-11,800
| -3% | -$96.2K |
|
|
HTCH
1372
DELISTED
HUTCHINSON TECHNOLOGY INC
HTCH
| $3.75M | 0.01% |
1,173,050
+101,100
| +9% | +$332K |
|
1373
CoStar Group
CSGP
$13.1B
| $3.75M | 0.01% |
202,980
+188,040
| +1,259% | +$3.33M |
|
1374
Mercury Insurance
MCY
$5.83B
| $3.75M | 0.01% |
75,351
-75,749
| -50% | -$3.67M |
|
1375
Hancock Whitney
HWC
$6.41B
| $3.73M | 0.01% |
+101,750
| New | +$3.43M |
|
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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.