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 | |
|---|---|---|---|---|---|---|
1551
Hackett Group
HCKT
$265M
| $2.84M | 0.01% |
456,650
-159,694
| -26% | -$1.03M |
|
|
RAS
1552
DELISTED
RAIT Financial Trust
RAS
| $2.83M | 0.01% |
315,699
-259,900
| -45% | -$2.03M |
|
|
MWW
1553
DELISTED
Monster Worldwide Inc
MWW
| $2.83M | 0.01% |
+397,148
| New | +$2.08M |
|
1554
Innospec
IOSP
$2.31B
| $2.82M | 0.01% |
61,100
-57,280
| -48% | -$2.63M |
|
|
AGU
1555
DELISTED
Agrium
AGU
| $2.82M | 0.01% |
+30,800
| New | +$2.72M |
|
1556
Franklin Covey
FC
$229M
| $2.81M | 0.01% |
141,400
+23,800
| +20% | +$464K |
|
|
ININ
1557
DELISTED
Interactive Intelligence Group, inc.
ININ
| $2.8M | 0.01% |
41,600
+37,600
| +940% | +$2.41M |
|
|
ESND
1558
DELISTED
Essendant Inc.
ESND
| $2.79M | 0.01% |
+60,822
| New | +$2.67M |
|
1559
Franklin Electric
FELE
$4.68B
| $2.79M | 0.01% |
+62,500
| New | +$2.55M |
|
|
FTR
1560
DELISTED
Frontier Communications Corp.
FTR
| $2.79M | 0.01% |
+39,942
| New | +$2.73M |
|
|
RENT
1561
DELISTED
RENTRAK CORP
RENT
| $2.77M | 0.01% |
73,200
-15,400
| -17% | -$565K |
|
|
IMN
1562
DELISTED
Imation
IMN
| $2.77M | 0.01% |
592,600
-33,871
| -5% | -$147K |
|
1563
Regency Centers
REG
$14B
| $2.76M | 0.01% |
+59,700
| New | +$2.92M |
|
|
SASR
1564
DELISTED
Sandy Spring Bancorp Inc
SASR
| $2.76M | 0.01% |
98,000
+19,246
| +24% | +$504K |
|
|
CKP
1565
DELISTED
CHECKPOINT SYSTEMS INC
CKP
| $2.76M | 0.01% |
175,100
+7,400
| +4% | +$116K |
|
|
CS
1566
DELISTED
Credit Suisse Group
CS
| $2.76M | 0.01% |
88,900
-277,700
| -76% | -$8.42M |
|
1567
WesBanco
WSBC
$4.09B
| $2.75M | 0.01% |
86,055
+26,600
| +45% | +$808K |
|
1568
Kemper
KMPR
$1.62B
| $2.75M | 0.01% |
67,300
-6,100
| -8% | -$232K |
|
|
SREV
1569
DELISTED
ServiceSource International, Inc.
SREV
| $2.75M | 0.01% |
328,300
-478,000
| -59% | -$4.8M |
|
|
ZIPR
1570
DELISTED
ZIP REALTY, INC
ZIPR
| $2.74M | 0.01% |
489,600
+25,384
| +5% | +$143K |
|
1571
Rocky Brands
RCKY
$356M
| $2.74M | 0.01% |
188,100
-2,500
| -1% | -$41K |
|
1572
United Microelectronic
UMC
$48B
| $2.74M | 0.01% |
1,343,389
+179,715
| +15% | +$364K |
|
|
ALX
1573
Alexander's
ALX
$1.38B
| $2.74M | 0.01% |
8,300
-1,600
| -16% | -$502K |
|
|
SPNS
1574
DELISTED
Sapiens International
SPNS
| $2.74M | 0.01% |
355,058
+182,258
| +105% | +$1.24M |
|
1575
Helen of Troy
HELE
$704M
| $2.74M | 0.01% |
55,400
-15,910
| -22% | -$746K |
|
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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.