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 | |
|---|---|---|---|---|---|---|
1376
Teledyne Technologies
TDY
$31.3B
| $3.73M | 0.01% |
40,600
+5,200
| +15% | +$463K |
|
|
COBZ
1377
DELISTED
CoBiz Financial,Inc
COBZ
| $3.72M | 0.01% |
311,300
-34,700
| -10% | -$378K |
|
|
OMN
1378
DELISTED
OMNOVA Solutions Inc.
OMN
| $3.72M | 0.01% |
408,175
+101,400
| +33% | +$870K |
|
|
LOGM
1379
DELISTED
LogMein, Inc.
LOGM
| $3.72M | 0.01% |
+110,785
| New | +$3.54M |
|
1380
RCM Technologies
RCMT
$249M
| $3.72M | 0.01% |
532,395
+18,495
| +4% | +$120K |
|
1381
Nexstar Media Group
NXST
$5.83B
| $3.71M | 0.01% |
66,600
-177,280
| -73% | -$8.47M |
|
1382
Comtech Telecommunications
CMTL
$52.7M
| $3.71M | 0.01% |
+117,650
| New | +$3.53M |
|
|
OPEN
1383
DELISTED
OPENTABLE,INC COMMON STOCK
OPEN
| $3.69M | 0.01% |
+46,500
| New | +$3.57M |
|
1384
SiriusXM
SIRI
$9.52B
| $3.69M | 0.01% |
105,710
-1,095,409
| -91% | -$40.9M |
|
1385
Huazhu Hotels Group
HTHT
$12.8B
| $3.68M | 0.01% |
482,800
-244,800
| -34% | -$1.48M |
|
|
KW
1386
DELISTED
Kennedy-Wilson Holdings
KW
| $3.67M | 0.01% |
164,900
-40,800
| -20% | -$820K |
|
|
HCOM
1387
DELISTED
Hawaiian Telcom Holdco, Inc
HCOM
| $3.67M | 0.01% |
124,800
+19,500
| +19% | +$542K |
|
1388
United-Guardian
UG
$33.2M
| $3.66M | 0.01% |
129,900
+2,200
| +2% | +$56.9K |
|
|
GAME
1389
DELISTED
SHANDA GAMES LTD SPON ADR REPSTG CL A (CAYMAN ISLANDS)
GAME
| $3.66M | 0.01% |
799,000
-334,800
| -30% | -$1.44M |
|
1390
Standard Motor Products
SMP
$863M
| $3.65M | 0.01% |
99,100
+24,900
| +34% | +$857K |
|
1391
Wolverine World Wide
WWW
$1.71B
| $3.65M | 0.01% |
+107,400
| New | +$3.32M |
|
|
MDSO
1392
DELISTED
Medidata Solutions, Inc.
MDSO
| $3.64M | 0.01% |
+60,094
| New | +$3.33M |
|
|
LMOS
1393
DELISTED
Lumos Networks Corp
LMOS
| $3.63M | 0.01% |
172,700
+93,800
| +119% | +$2.07M |
|
1394
Dawson Geophysical
DWSN
$98.7M
| $3.62M | 0.01% |
173,464
-10,640
| -6% | -$222K |
|
|
CRTX
1395
DELISTED
CORNERSTONE THERAPEUTICS INC
CRTX
| $3.61M | 0.01% |
380,774
+69,145
| +22% | +$655K |
|
|
PER
1396
DELISTED
SANDRIDGE PERMIAN TRUST
PER
| $3.61M | 0.01% |
304,900
+279,900
| +1,120% | +$3.79M |
|
1397
Genie Energy
GNE
$385M
| $3.61M | 0.01% |
353,397
-25,900
| -7% | -$290K |
|
|
IO
1398
DELISTED
ION Geophysical Corporation
IO
| $3.6M | 0.01% |
72,733
+67,340
| +1,249% | +$4.08M |
|
|
WDR
1399
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $3.59M | 0.01% |
55,100
+7,100
| +15% | +$434K |
|
1400
Dorman Products
DORM
$4.03B
| $3.58M | 0.01% |
63,900
+33,800
| +112% | +$1.7M |
|
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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.