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 | |
|---|---|---|---|---|---|---|
|
MIC
126
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
| $64.5M | 0.16% |
1,205,400
+148,700
| +14% | +$8.15M |
|
|
NTT
127
DELISTED
Nippon Telegraph & Telephone
NTT
| $63.3M | 0.15% |
2,430,200
+156,000
| +7% | +$4.08M |
|
|
DFS
128
DELISTED
Discover Financial Services
DFS
| $62.6M | 0.15% |
1,238,800
-231,500
| -16% | -$11.6M |
|
129
National Grid
NGG
$80.7B
| $62.5M | 0.15% |
1,097,653
+552,058
| +101% | +$31.1M |
|
130
Seagate
STX
$186B
| $62M | 0.15% |
1,417,600
-1,453,800
| -51% | -$61.1M |
|
131
Gartner
IT
$11.8B
| $62M | 0.15% |
1,033,200
+19,700
| +2% | +$1.16M |
|
132
Accenture
ACN
$110B
| $62M | 0.15% |
+841,600
| New | +$62.3M |
|
133
Church & Dwight Co
CHD
$24.4B
| $61.7M | 0.15% |
2,055,200
+521,800
| +34% | +$16.1M |
|
134
Kimberly-Clark
KMB
$36.1B
| $60.7M | 0.15% |
671,483
+352,116
| +110% | +$32.6M |
|
135
Tesla
TSLA
$1.31T
| $60.5M | 0.15% |
4,695,000
+2,028,000
| +76% | +$20.1M |
|
136
Myriad Genetics
MYGN
$308M
| $59.5M | 0.14% |
2,534,031
+254,657
| +11% | +$7.23M |
|
137
Targa Resources
TRGP
$56.9B
| $59.5M | 0.14% |
815,000
-27,500
| -3% | -$1.9M |
|
|
DNR
138
DELISTED
Denbury Resources, Inc.
DNR
| $59.2M | 0.14% |
+3,217,835
| New | +$56.7M |
|
139
Blackstone
BX
$118B
| $58.7M | 0.14% |
2,402,191
+555,763
| +30% | +$12.4M |
|
140
Tyler Technologies
TYL
$13.2B
| $58.5M | 0.14% |
668,700
+133,400
| +25% | +$10.3M |
|
|
ECHO
141
EchoStar
ECHO
$25.6B
| $58.2M | 0.14% |
1,634,532
+256,425
| +19% | +$8.67M |
|
|
LSI
142
DELISTED
Life Storage, Inc.
LSI
| $57.6M | 0.14% |
1,142,250
+15,900
| +1% | +$746K |
|
143
Liberty Global Class A
LBTYA
$3.48B
| $57.4M | 0.14% |
1,754,652
+122,459
| +8% | +$3.96M |
|
144
Huntington Ingalls Industries
HII
$12.9B
| $57.3M | 0.14% |
850,800
+97,500
| +13% | +$6.22M |
|
|
CPLA
145
DELISTED
Capella Education Company
CPLA
| $57.1M | 0.14% |
1,009,925
+47,149
| +5% | +$2.43M |
|
|
MGAM
146
DELISTED
MULTIMEDIA GAMES HOLDING COMPANY INC COM STK (TX)
MGAM
| $56.5M | 0.14% |
1,636,200
+325,700
| +25% | +$11.1M |
|
147
DTE Energy
DTE
$28.6B
| $56.4M | 0.14% |
1,004,625
+460,835
| +85% | +$26.7M |
|
148
Boston Scientific
BSX
$74.2B
| $56.4M | 0.14% |
4,803,505
-5,535,800
| -54% | -$59.9M |
|
149
Liberty Global Class C
LBTYK
$3.4B
| $56.1M | 0.14% |
1,837,615
+607,912
| +49% | +$18.3M |
|
150
Urban Outfitters
URBN
$6.8B
| $56M | 0.14% |
1,521,900
-23,500
| -2% | -$965K |
|
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.