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 | |
|---|---|---|---|---|---|---|
|
HK
1601
DELISTED
Halcon Resources Corporation
HK
| $2.6M | 0.01% |
+3,904
| New | +$3.03M |
|
1602
MillerKnoll
MLKN
$1.62B
| $2.58M | 0.01% |
87,365
-123,800
| -59% | -$3.7M |
|
|
ACH
1603
Accendra Health
ACH
$73.1M
| $2.58M | 0.01% |
+70,550
| New | +$2.59M |
|
|
HOME
1604
DELISTED
HOME FED BANCORP INC COM STK NEW (MD)
HOME
| $2.57M | 0.01% |
172,711
+26,200
| +18% | +$380K |
|
1605
STRATTEC Security
STRT
$348M
| $2.57M | 0.01% |
57,565
+10,200
| +22% | +$433K |
|
|
SDLP
1606
DELISTED
SEADRILL PARTNERS LLC
SDLP
| $2.57M | 0.01% |
+8,280
| New | +$2.65M |
|
|
HSII
1607
DELISTED
Heidrick & Struggles
HSII
| $2.57M | 0.01% |
127,400
+14,900
| +13% | +$275K |
|
|
SNAK
1608
DELISTED
Inventure Foods, Inc.
SNAK
| $2.57M | 0.01% |
193,500
+37,900
| +24% | +$447K |
|
1609
Aviat Networks
AVNW
$287M
| $2.56M | 0.01% |
189,178
-16,867
| -8% | -$222K |
|
|
ADVS
1610
DELISTED
Advent Software Inc
ADVS
| $2.56M | 0.01% |
73,368
+58,268
| +386% | +$1.97M |
|
|
MGI
1611
DELISTED
MoneyGram International, Inc. New
MGI
| $2.56M | 0.01% |
123,087
+67,500
| +121% | +$1.37M |
|
|
EQU
1612
DELISTED
EQUAL ENERGY LTD COM
EQU
| $2.56M | 0.01% |
+478,751
| New | +$2.36M |
|
|
IDXG
1613
DELISTED
Interpace Biosciences, Inc. Common Stock
IDXG
| $2.55M | 0.01% |
5,309
+14
| +0.3% | +$6.84K |
|
|
SMT
1614
DELISTED
SMART TECHNOLOGIES INC COM NEW
SMT
| $2.55M | 0.01% |
116,619
+12,849
| +12% | +$311K |
|
1615
Caterpillar
CAT
$394B
| $2.55M | 0.01% |
+28,100
| New | +$2.4M |
|
|
EFC
1616
Ellington Financial
EFC
$1.76B
| $2.55M | 0.01% |
+112,474
| New | +$2.59M |
|
1617
Willis Lease Finance
WLFC
$1.2B
| $2.55M | 0.01% |
440,400
+148,200
| +51% | +$844K |
|
1618
Mind CTI
MNDO
$20.6M
| $2.55M | 0.01% |
1,266,589
+21,989
| +2% | +$40K |
|
1619
Embotelladora Andina Series A
AKO.A
$3.75B
| $2.54M | 0.01% |
120,900
+1,200
| +1% | +$28.4K |
|
|
ZNH
1620
DELISTED
China Southern Airlines Company Limited
ZNH
| $2.54M | 0.01% |
128,500
-17,300
| -12% | -$338K |
|
|
SP
1621
DELISTED
SP Plus Corporation
SP
| $2.54M | 0.01% |
97,400
+25,700
| +36% | +$663K |
|
1622
Ameris Bancorp
ABCB
$6.02B
| $2.52M | 0.01% |
119,570
+69,770
| +140% | +$1.34M |
|
|
KSPN
1623
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
| $2.52M | 0.01% |
28,515
-735
| -3% | -$63.8K |
|
1624
Camtek
CAMT
$7.72B
| $2.52M | 0.01% |
621,600
+143,900
| +30% | +$392K |
|
1625
GSI Technology
GSIT
$270M
| $2.52M | 0.01% |
378,700
-13,179
| -3% | -$89K |
|
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.