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 | |
|---|---|---|---|---|---|---|
1501
Broadridge
BR
$19.5B
| $3.05M | 0.01% |
77,200
-410,800
| -84% | -$14.8M |
|
1502
Transact Technologies
TACT
$53.4M
| $3.04M | 0.01% |
242,900
+19,200
| +9% | +$251K |
|
|
STCN
1503
DELISTED
Steel Connect, Inc. Common Stock
STCN
| $3.04M | 0.01% |
57,008
+14,596
| +34% | +$544K |
|
1504
HEICO Corp Class A
HEI.A
$38.3B
| $3.03M | 0.01% |
175,801
+23,289
| +15% | +$380K |
|
1505
Compañía de Cervecerías Unidas
CCU
$2.17B
| $3.03M | 0.01% |
125,600
-75,400
| -38% | -$1.91M |
|
1506
Federal Signal
FSS
$7.68B
| $3.03M | 0.01% |
206,700
+133,500
| +182% | +$1.9M |
|
|
TPH
1507
DELISTED
Tri Pointe Homes
TPH
| $3.02M | 0.01% |
+151,500
| New | +$2.6M |
|
1508
Baytex Energy
BTE
$3.06B
| $3.01M | 0.01% |
76,900
-12,500
| -14% | -$503K |
|
|
RNWK
1509
DELISTED
RealNetworks Inc
RNWK
| $3.01M | 0.01% |
398,723
-27,300
| -6% | -$215K |
|
|
TSL
1510
DELISTED
Trina Solar Limited
TSL
| $3M | 0.01% |
+219,700
| New | +$3.29M |
|
|
SNP
1511
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $3M | 0.01% |
36,530
-28,200
| -44% | -$2.32M |
|
|
GBL
1512
DELISTED
GAMCO Investors, Inc.
GBL
| $2.99M | 0.01% |
63,881
+18,942
| +42% | +$780K |
|
1513
Core Molding Technologies
CMT
$223M
| $2.99M | 0.01% |
218,000
+9,500
| +5% | +$104K |
|
|
IPAS
1514
DELISTED
Ipass Inc Common Stock
IPAS
| $2.98M | 0.01% |
190,150
+2,130
| +1% | +$37.5K |
|
|
DF
1515
DELISTED
Dean Foods Company
DF
| $2.97M | 0.01% |
+172,956
| New | +$3.15M |
|
|
EMCI
1516
DELISTED
EMC INS Group Inc
EMCI
| $2.97M | 0.01% |
145,655
-17,545
| -11% | -$369K |
|
1517
Lifecore Biomedical
LFCR
$179M
| $2.97M | 0.01% |
245,200
-113,551
| -32% | -$1.36M |
|
|
FNSR
1518
DELISTED
Finisar Corp
FNSR
| $2.96M | 0.01% |
123,810
-578,600
| -82% | -$13.2M |
|
|
POM
1519
DELISTED
PEPCO HOLDINGS, INC.
POM
| $2.96M | 0.01% |
154,800
+27,000
| +21% | +$512K |
|
|
VOCS
1520
DELISTED
VOCUS INC
VOCS
| $2.96M | 0.01% |
259,700
-217,339
| -46% | -$2.09M |
|
|
BEL
1521
DELISTED
Belmond Ltd.
BEL
| $2.96M | 0.01% |
195,648
+27,048
| +16% | +$386K |
|
|
CBB
1522
DELISTED
Cincinnati Bell Inc.
CBB
| $2.95M | 0.01% |
165,760
-78,152
| -32% | -$1.22M |
|
1523
Universal Insurance Holdings
UVE
$1.2B
| $2.95M | 0.01% |
203,763
-27,537
| -12% | -$265K |
|
|
IBCA
1524
DELISTED
INTERVEST BANCSHARES CORP COM
IBCA
| $2.94M | 0.01% |
391,951
+21,751
| +6% | +$160K |
|
1525
Espey Mfg & Electronics Corp
ESP
$193M
| $2.94M | 0.01% |
90,100
+12,500
| +16% | +$400K |
|
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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.