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 | |
|---|---|---|---|---|---|---|
1426
Upbound Group
UPBD
$1.14B
| $3.45M | 0.01% |
+103,610
| New | +$3.59M |
|
1427
Costamare
CMRE
$1.77B
| $3.45M | 0.01% |
188,600
+53,900
| +40% | +$958K |
|
1428
Standex International
SXI
$4B
| $3.44M | 0.01% |
54,728
+50,761
| +1,280% | +$3.08M |
|
|
MFI
1429
DELISTED
MICROFINANCIAL INC
MFI
| $3.44M | 0.01% |
402,456
+14,456
| +4% | +$124K |
|
|
CBPO
1430
DELISTED
China Biologic Products Holdings, Inc.
CBPO
| $3.42M | 0.01% |
118,400
+23,900
| +25% | +$693K |
|
1431
Kearny Financial
KRNY
$604M
| $3.41M | 0.01% |
404,595
-74,680
| -16% | -$573K |
|
|
SGI
1432
DELISTED
Silicon Graphics Intl.
SGI
| $3.41M | 0.01% |
254,210
-186,548
| -42% | -$2.52M |
|
|
LTM
1433
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
| $3.4M | 0.01% |
208,795
+100,946
| +94% | +$1.62M |
|
|
ZIGO
1434
DELISTED
ZYGO CORP
ZIGO
| $3.39M | 0.01% |
229,500
-10,700
| -4% | -$163K |
|
1435
Goldgroup Mining Inc.
GORO
$210M
| $3.39M | 0.01% |
747,500
+544,900
| +269% | +$2.8M |
|
1436
Rocky Mountain Chocolate Factory
RMCF
$11.2M
| $3.38M | 0.01% |
291,285
+21,300
| +8% | +$266K |
|
1437
Apogee Enterprises
APOG
$886M
| $3.38M | 0.01% |
94,000
-76,100
| -45% | -$2.53M |
|
|
TECUA
1438
DELISTED
TECUMSEH PRODUCTS CO CL-A
TECUA
| $3.37M | 0.01% |
372,600
-75,600
| -17% | -$684K |
|
1439
Cameco
CCJ
$42.5B
| $3.36M | 0.01% |
162,200
-1,600
| -1% | -$31K |
|
|
MNTG
1440
DELISTED
M T R GAMING GROUP INC
MNTG
| $3.36M | 0.01% |
652,000
+112,485
| +21% | +$592K |
|
1441
CubeSmart
CUBE
$9.38B
| $3.35M | 0.01% |
210,200
-7,300
| -3% | -$125K |
|
|
FRP
1442
DELISTED
Fairpoint Communications, Inc.
FRP
| $3.34M | 0.01% |
295,666
+166,466
| +129% | +$1.58M |
|
1443
ePlus
PLUS
$2.32B
| $3.34M | 0.01% |
235,128
+40,728
| +21% | +$546K |
|
|
PACD
1444
DELISTED
Pacific Drilling S A
PACD
| $3.34M | 0.01% |
29,150
+7,218
| +33% | +$823K |
|
|
CFNL
1445
DELISTED
Cardinal Financial Corp
CFNL
| $3.33M | 0.01% |
185,400
-170,300
| -48% | -$2.9M |
|
1446
Brookfield Renewable
BEP
$10.5B
| $3.33M | 0.01% |
238,503
+128,540
| +117% | +$1.82M |
|
|
CKH
1447
DELISTED
Seacor Holdings Inc.
CKH
| $3.33M | 0.01% |
37,741
-54,285
| -59% | -$4.92M |
|
1448
Ceco Environmental
CECO
$4.57B
| $3.33M | 0.01% |
205,901
-143,980
| -41% | -$2.33M |
|
1449
STAG Industrial
STAG
$7.1B
| $3.32M | 0.01% |
162,900
-114,400
| -41% | -$2.38M |
|
1450
NN Inc
NNBR
$320M
| $3.32M | 0.01% |
164,415
+66,225
| +67% | +$1.19M |
|
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.