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 | |
|---|---|---|---|---|---|---|
1576
Vipshop
VIPS
$6.81B
| $2.74M | 0.01% |
327,000
-1,916,000
| -85% | -$14.6M |
|
|
REIS
1577
DELISTED
Reis, Inc.
REIS
| $2.73M | 0.01% |
142,000
-8,900
| -6% | -$154K |
|
|
HZNP
1578
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $2.73M | 0.01% |
+358,000
| New | +$1.93M |
|
|
PLNR
1579
DELISTED
PLANAR SYSTEMS INC
PLNR
| $2.72M | 0.01% |
1,070,800
+19,900
| +2% | +$44.4K |
|
|
UHT
1580
Universal Health Realty Income Trust
UHT
$574M
| $2.72M | 0.01% |
67,800
-8,000
| -11% | -$338K |
|
|
RUTH
1581
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $2.7M | 0.01% |
190,100
-196,900
| -51% | -$2.59M |
|
|
FLNA
1582
Filana Therapeutics
FLNA
$44.1M
| $2.7M | 0.01% |
79,369
-59,871
| -43% | -$1.59M |
|
|
LOJN
1583
DELISTED
LO JACK CORP
LOJN
| $2.7M | 0.01% |
747,600
+44,900
| +6% | +$188K |
|
1584
Great Elm Group
GEG
$67.7M
| $2.69M | 0.01% |
162,375
-17,717
| -10% | -$326K |
|
|
GSH
1585
DELISTED
Guangshen Railway Co. Ltd
GSH
| $2.69M | 0.01% |
116,300
+16,800
| +17% | +$425K |
|
|
NPKI
1586
NPK International
NPKI
$1.21B
| $2.68M | 0.01% |
218,200
+74,300
| +52% | +$928K |
|
1587
Portland General Electric
POR
$5.97B
| $2.68M | 0.01% |
88,700
-479,500
| -84% | -$14.1M |
|
1588
Marchex
MCHX
$82M
| $2.67M | 0.01% |
309,200
+45,800
| +17% | +$397K |
|
1589
BancFirst
BANF
$3.89B
| $2.67M | 0.01% |
95,182
+10,182
| +12% | +$282K |
|
|
BSMX
1590
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $2.66M | 0.01% |
+195,300
| New | +$2.69M |
|
1591
Vishay Intertechnology
VSH
$5.38B
| $2.66M | 0.01% |
200,625
-174,500
| -47% | -$2.21M |
|
|
LF
1592
DELISTED
LEAPFROG ENTERPRISES INC.
LF
| $2.66M | 0.01% |
+334,900
| New | +$2.84M |
|
1593
Tenet Healthcare
THC
$21.6B
| $2.66M | 0.01% |
63,075
-184,700
| -75% | -$8.04M |
|
|
RTK
1594
DELISTED
Rentech, Inc.
RTK
| $2.65M | 0.01% |
151,670
-334,450
| -69% | -$6.13M |
|
1595
Herc Holdings
HRI
$5.8B
| $2.64M | 0.01% |
+30,767
| New | +$2.2M |
|
|
PPS
1596
DELISTED
Post Properties
PPS
| $2.64M | 0.01% |
58,300
+8,600
| +17% | +$386K |
|
|
KNGT
1597
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
| $2.63M | 0.01% |
143,549
-343,301
| -71% | -$6.3M |
|
|
BMTC
1598
DELISTED
Bryn Mawr Bank Corp
BMTC
| $2.62M | 0.01% |
86,800
+17,400
| +25% | +$493K |
|
1599
Fresenius Medical Care
FMS
$12.7B
| $2.6M | 0.01% |
73,100
-32,600
| -31% | -$1.09M |
|
|
LORL
1600
DELISTED
Loral Space and Communications, Inc.
LORL
| $2.6M | 0.01% |
32,100
+11,900
| +59% | +$867K |
|
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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.