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 | |
|---|---|---|---|---|---|---|
1376
Fulton Financial
FULT
$4.7B
| $3.36M | 0.01% |
+287,545
| New | +$3.51M |
|
|
SKS
1377
DELISTED
SAKS INCORPORATED
SKS
| $3.36M | 0.01% |
210,700
-612,162
| -74% | -$9.53M |
|
|
MRH
1378
DELISTED
MONTPELIER RE HOLDINGS LTD
MRH
| $3.35M | 0.01% |
+128,800
| New | +$3.34M |
|
1379
Preferred Bank
PFBC
$1.28B
| $3.35M | 0.01% |
188,255
+55,898
| +42% | +$946K |
|
1380
Atlantic Union Bankshares
AUB
$6.09B
| $3.35M | 0.01% |
143,200
+48,300
| +51% | +$1.07M |
|
|
COBZ
1381
DELISTED
CoBiz Financial,Inc
COBZ
| $3.34M | 0.01% |
346,000
+89,401
| +35% | +$854K |
|
1382
Descartes Systems
DSGX
$6.41B
| $3.33M | 0.01% |
292,500
+8,600
| +3% | +$97.3K |
|
|
VIVO
1383
DELISTED
Meridian Bioscience Inc
VIVO
| $3.33M | 0.01% |
140,976
+42,276
| +43% | +$987K |
|
1384
Shenandoah Telecom
SHEN
$742M
| $3.33M | 0.01% |
276,200
+35,600
| +15% | +$343K |
|
|
CCUR
1385
DELISTED
CCUR Holdings, Inc. Common Stock
CCUR
| $3.32M | 0.01% |
459,919
+59,300
| +15% | +$466K |
|
1386
Companhia Siderúrgica Nacional
SID
$1.19B
| $3.32M | 0.01% |
776,500
-4,317,900
| -85% | -$14.8M |
|
1387
Rocky Brands
RCKY
$354M
| $3.32M | 0.01% |
190,600
+13,800
| +8% | +$233K |
|
|
QADA
1388
DELISTED
QAD Inc.
QADA
| $3.32M | 0.01% |
243,277
+18,600
| +8% | +$238K |
|
|
CBB
1389
DELISTED
Cincinnati Bell Inc.
CBB
| $3.32M | 0.01% |
243,912
-16,988
| -7% | -$269K |
|
1390
NETSCOUT
NTCT
$2.88B
| $3.3M | 0.01% |
129,300
-148,000
| -53% | -$3.82M |
|
|
PAMT
1391
PAMT Corp
PAMT
$281M
| $3.29M | 0.01% |
752,800
+41,200
| +6% | +$131K |
|
|
WPZ
1392
DELISTED
Williams Partners L.P.
WPZ
| $3.29M | 0.01% |
72,254
-60,053
| -45% | -$2.66M |
|
|
EMCI
1393
DELISTED
EMC INS Group Inc
EMCI
| $3.28M | 0.01% |
163,200
+7,350
| +5% | +$140K |
|
|
AMTG
1394
DELISTED
APOLLO RESIDENTIAL MTG INC COM STK
AMTG
| $3.28M | 0.01% |
224,800
-447,000
| -67% | -$6.93M |
|
|
THR
1395
DELISTED
Thermon Group Holdings
THR
| $3.27M | 0.01% |
141,700
-137,763
| -49% | -$2.91M |
|
1396
Rocky Mountain Chocolate Factory
RMCF
$14M
| $3.27M | 0.01% |
269,985
+22,300
| +9% | +$283K |
|
1397
Booz Allen Hamilton
BAH
$9.38B
| $3.26M | 0.01% |
+168,894
| New | +$3.3M |
|
|
PFC
1398
DELISTED
Premier Financial Corp. Common Stock
PFC
| $3.26M | 0.01% |
278,800
+39,800
| +17% | +$517K |
|
1399
Powell Industries
POWL
$7.6B
| $3.25M | 0.01% |
159,000
+26,100
| +20% | +$471K |
|
|
OLP
1400
One Liberty Properties
OLP
$531M
| $3.24M | 0.01% |
159,900
+7,500
| +5% | +$168K |
|
Similar funds
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.