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 | |
|---|---|---|---|---|---|---|
1401
Bank of Montreal
BMO
$129B
| $3.24M | 0.01% |
48,495
-364,600
| -88% | -$22.9M |
|
1402
MaxLinear
MXL
$7B
| $3.24M | 0.01% |
390,600
+153,800
| +65% | +$1.2M |
|
1403
Great Southern Bancorp
GSBC
$882M
| $3.23M | 0.01% |
114,600
+9,600
| +9% | +$270K |
|
|
EEP
1404
DELISTED
Enbridge Energy Partners
EEP
| $3.23M | 0.01% |
106,235
-158,665
| -60% | -$4.87M |
|
1405
Daktronics
DAKT
$987M
| $3.23M | 0.01% |
288,648
-1,452
| -0.5% | -$16K |
|
1406
Gran Tierra Energy
GTE
$328M
| $3.23M | 0.01% |
45,480
+36,350
| +398% | +$2.39M |
|
|
MN
1407
DELISTED
MANNING & NAPIER, INC.
MN
| $3.22M | 0.01% |
193,000
-21,400
| -10% | -$358K |
|
1408
Fabrinet
FN
$20.7B
| $3.22M | 0.01% |
+191,100
| New | +$2.82M |
|
1409
Comstock Resources
CRK
$4B
| $3.21M | 0.01% |
40,420
+22,880
| +130% | +$1.83M |
|
1410
First Interstate BancSystem
FIBK
$3.7B
| $3.21M | 0.01% |
133,100
-8,500
| -6% | -$199K |
|
|
ARC
1411
DELISTED
ARC Document Solutions, Inc.
ARC
| $3.21M | 0.01% |
699,500
+41,300
| +6% | +$194K |
|
|
WRES
1412
DELISTED
WARREN RESOURCES INC
WRES
| $3.21M | 0.01% |
1,102,506
+476,190
| +76% | +$1.38M |
|
|
TUES
1413
DELISTED
Tuesday Morning Corp
TUES
| $3.21M | 0.01% |
209,800
+152,200
| +264% | +$1.88M |
|
1414
Kratos Defense & Security Solutions
KTOS
$11.8B
| $3.2M | 0.01% |
386,892
+100,932
| +35% | +$763K |
|
1415
United-Guardian
UG
$32.8M
| $3.2M | 0.01% |
127,700
+3,700
| +3% | +$97.5K |
|
1416
Nordson
NDSN
$17.2B
| $3.18M | 0.01% |
+43,214
| New | +$3.11M |
|
1417
Dr. Reddy's Laboratories
RDY
$10.3B
| $3.18M | 0.01% |
+421,000
| New | +$3.06M |
|
|
PSEM
1418
DELISTED
PERICOM SEMICONDUCTOR CP
PSEM
| $3.18M | 0.01% |
407,823
-23,177
| -5% | -$173K |
|
1419
Aviat Networks
AVNW
$283M
| $3.18M | 0.01% |
206,045
+65,079
| +46% | +$1.02M |
|
1420
Dycom Industries
DY
$12.5B
| $3.17M | 0.01% |
+113,400
| New | +$2.97M |
|
|
UHT
1421
Universal Health Realty Income Trust
UHT
$575M
| $3.17M | 0.01% |
75,800
-58,943
| -44% | -$2.5M |
|
1422
G-III Apparel Group
GIII
$1.43B
| $3.17M | 0.01% |
116,194
-59,406
| -34% | -$1.51M |
|
|
NPBC
1423
DELISTED
NATL PENN BANCSHARES INC
NPBC
| $3.17M | 0.01% |
315,620
+123,400
| +64% | +$1.3M |
|
1424
Helen of Troy
HELE
$695M
| $3.15M | 0.01% |
+71,310
| New | +$3M |
|
|
XRM
1425
DELISTED
Xerium Technologies Inc (new)
XRM
| $3.15M | 0.01% |
271,800
+68,400
| +34% | +$789K |
|
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.