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 | |
|---|---|---|---|---|---|---|
|
PRE
1526
DELISTED
PARTNERRE LTD
PRE
| $2.94M | 0.01% |
+27,900
| New | +$2.74M |
|
1527
Cardinal Health
CAH
$54.7B
| $2.94M | 0.01% |
44,000
+22,300
| +103% | +$1.36M |
|
1528
Southwest Gas
SWX
$6.71B
| $2.92M | 0.01% |
52,300
-72,000
| -58% | -$3.81M |
|
|
MBFI
1529
DELISTED
MB Financial Corp
MBFI
| $2.92M | 0.01% |
90,967
-82,300
| -47% | -$2.5M |
|
|
OCLR
1530
DELISTED
Oclaro Inc.
OCLR
| $2.92M | 0.01% |
1,170,956
+973,900
| +494% | +$2.08M |
|
|
ENLK
1531
DELISTED
EnLink Midstream Partners, LP
ENLK
| $2.91M | 0.01% |
+105,500
| New | +$2.61M |
|
|
DCT
1532
DELISTED
DCT Industrial Trust Inc.
DCT
| $2.9M | 0.01% |
+101,850
| New | +$3.02M |
|
1533
Mistras Group
MG
$576M
| $2.9M | 0.01% |
139,000
+65,592
| +89% | +$1.26M |
|
1534
Merit Medical Systems
MMSI
$5.42B
| $2.9M | 0.01% |
184,112
+66,100
| +56% | +$1M |
|
|
MASC
1535
DELISTED
MATERIAL SCIENCES CORP
MASC
| $2.9M | 0.01% |
245,100
+35,345
| +17% | +$346K |
|
|
CONE
1536
DELISTED
CyrusOne Inc Common Stock
CONE
| $2.89M | 0.01% |
+129,600
| New | +$2.64M |
|
1537
California Water Service
CWT
$3.12B
| $2.89M | 0.01% |
125,400
+94,452
| +305% | +$2.05M |
|
|
ALTR
1538
DELISTED
Altera Corp
ALTR
| $2.89M | 0.01% |
+88,973
| New | +$2.98M |
|
|
UBA
1539
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $2.89M | 0.01% |
156,600
+8,500
| +6% | +$163K |
|
1540
Addus HomeCare
ADUS
$2.17B
| $2.88M | 0.01% |
128,100
+21,000
| +20% | +$563K |
|
|
CARB
1541
DELISTED
Carbonite Inc
CARB
| $2.87M | 0.01% |
242,700
+55,500
| +30% | +$717K |
|
1542
Pinnacle West Capital
PNW
$12.3B
| $2.87M | 0.01% |
+54,200
| New | +$2.97M |
|
1543
Owens Corning
OC
$12.2B
| $2.87M | 0.01% |
70,400
-22,500
| -24% | -$853K |
|
|
ZQK
1544
DELISTED
QUICKSILVER,INC.
ZQK
| $2.86M | 0.01% |
+326,300
| New | +$2.64M |
|
|
PACT
1545
DELISTED
PACTERA TECHNOLOGY INTL LTD SPONSORED ADR
PACT
| $2.86M | 0.01% |
400,135
+106,448
| +36% | +$734K |
|
|
FRGI
1546
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $2.86M | 0.01% |
54,700
-47,200
| -46% | -$2.11M |
|
|
PCBK
1547
DELISTED
Pacific Continental Corp
PCBK
| $2.85M | 0.01% |
180,152
+23,463
| +15% | +$327K |
|
1548
Hyster-Yale Materials Handling
HY
$618M
| $2.85M | 0.01% |
30,600
+22,700
| +287% | +$1.98M |
|
|
DISH
1549
DELISTED
DISH Network Corp.
DISH
| $2.84M | 0.01% |
+49,079
| New | +$2.51M |
|
|
CCRN
1550
DELISTED
Cross Country Healthcare
CCRN
| $2.84M | 0.01% |
284,518
+219,098
| +335% | +$1.52M |
|
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.