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 | |
|---|---|---|---|---|---|---|
|
ELX
1451
DELISTED
EMULEX CORP
ELX
| $2.97M | 0.01% |
+383,100
| New | +$2.98M |
|
|
EDMC
1452
DELISTED
EDUCATION MGMT CORP NEW COM STK (PA)
EDMC
| $2.97M | 0.01% |
325,600
+27,500
| +9% | +$209K |
|
1453
Independent Bank Corp
IBCP
$849M
| $2.97M | 0.01% |
296,700
+148,800
| +101% | +$1.26M |
|
1454
Zurn Elkay Water Solutions
ZWS
$8.4B
| $2.97M | 0.01% |
296,038
-187,462
| -39% | -$1.73M |
|
1455
Royal Caribbean
RCL
$83.1B
| $2.96M | 0.01% |
77,400
-124,300
| -62% | -$4.66M |
|
|
FFKT
1456
DELISTED
Farmers Capital Bank Corp
FFKT
| $2.96M | 0.01% |
135,411
+19,511
| +17% | +$439K |
|
1457
Cameco
CCJ
$42.7B
| $2.95M | 0.01% |
+163,800
| New | +$3.29M |
|
1458
Huntsman Corp
HUN
$1.81B
| $2.95M | 0.01% |
+143,321
| New | +$2.61M |
|
1459
ORIX
IX
$44B
| $2.95M | 0.01% |
180,500
+1,000
| +0.6% | +$14.9K |
|
|
DRD
1460
DRDGold
DRD
$2.06B
| $2.95M | 0.01% |
515,970
+27,000
| +6% | +$152K |
|
1461
OFG Bancorp
OFG
$2.26B
| $2.94M | 0.01% |
181,870
-149,900
| -45% | -$2.69M |
|
|
UBA
1462
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $2.94M | 0.01% |
148,100
+7,200
| +5% | +$147K |
|
|
IBCA
1463
DELISTED
INTERVEST BANCSHARES CORP COM
IBCA
| $2.94M | 0.01% |
370,200
+130,700
| +55% | +$942K |
|
|
CRTX
1464
DELISTED
CORNERSTONE THERAPEUTICS INC
CRTX
| $2.93M | 0.01% |
311,629
+1,100
| +0.4% | +$9.91K |
|
1465
Transact Technologies
TACT
$52.5M
| $2.93M | 0.01% |
223,700
+16,100
| +8% | +$154K |
|
1466
SunCoke Energy
SXC
$783M
| $2.93M | 0.01% |
172,100
-58,600
| -25% | -$932K |
|
1467
Fastenal
FAST
$58.9B
| $2.92M | 0.01% |
232,576
-2,781,200
| -92% | -$33M |
|
1468
Global Ship Lease
GSL
$1.51B
| $2.92M | 0.01% |
70,488
+16,713
| +31% | +$611K |
|
|
ROIC
1469
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $2.92M | 0.01% |
211,500
-65,700
| -24% | -$893K |
|
|
SMT
1470
DELISTED
SMART TECHNOLOGIES INC COM NEW
SMT
| $2.92M | 0.01% |
103,770
+20,310
| +24% | +$418K |
|
1471
Harmonic Inc
HLIT
$1.44B
| $2.9M | 0.01% |
377,927
+205,100
| +119% | +$1.52M |
|
|
TNGO
1472
DELISTED
Tangoe, Inc.
TNGO
| $2.89M | 0.01% |
+121,400
| New | +$2.36M |
|
|
RENT
1473
DELISTED
RENTRAK CORP
RENT
| $2.89M | 0.01% |
88,600
-18,000
| -17% | -$444K |
|
1474
Citi Trends
CTRN
$627M
| $2.88M | 0.01% |
165,025
+115,700
| +235% | +$1.83M |
|
1475
Alliance Resource Partners
ARLP
$3.2B
| $2.88M | 0.01% |
77,690
-5,600
| -7% | -$211K |
|
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.