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 | |
|---|---|---|---|---|---|---|
1651
Perion Network
PERI
$385M
| $2.42M | 0.01% |
66,800
+35,367
| +113% | +$1.22M |
|
|
SCX
1652
DELISTED
The L.S. Starrett Company
SCX
| $2.41M | 0.01% |
165,600
+3,900
| +2% | +$47.9K |
|
1653
Transportadora de Gas del Sur
TGS
$4.23B
| $2.4M | 0.01% |
1,150,444
+272,916
| +31% | +$613K |
|
|
AUXL
1654
DELISTED
AUXILIUM PHARAMCEUTICALS INC
AUXL
| $2.4M | 0.01% |
115,900
-122,600
| -51% | -$2.31M |
|
|
FXCB
1655
DELISTED
FOX CHASE BANCORP INC COM STK (MD)
FXCB
| $2.4M | 0.01% |
138,900
+24,100
| +21% | +$423K |
|
1656
Lennar Class B
LEN.B
$20.6B
| $2.38M | 0.01% |
75,864
-38,951
| -34% | -$1.07M |
|
1657
Ingredion
INGR
$6.63B
| $2.38M | 0.01% |
34,800
-104,700
| -75% | -$7.08M |
|
1658
Camden National
CAC
$993M
| $2.38M | 0.01% |
85,350
+7,800
| +10% | +$214K |
|
1659
Covenant Logistics
CVLG
$886M
| $2.38M | 0.01% |
579,400
+8,600
| +2% | +$30.6K |
|
1660
eGain
EGAN
$206M
| $2.38M | 0.01% |
232,200
-224,400
| -49% | -$2.69M |
|
|
AVEO
1661
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
| $2.38M | 0.01% |
129,907
-968
| -0.7% | -$19.4K |
|
|
SCNB
1662
DELISTED
Suffolk Bancorp
SCNB
| $2.37M | 0.01% |
113,830
-11,470
| -9% | -$223K |
|
|
WSR
1663
DELISTED
Whitestone REIT
WSR
| $2.36M | 0.01% |
+176,807
| New | +$2.39M |
|
|
MHR
1664
DELISTED
MAGNUM HUNTER RESOURCES CORP (DEL)
MHR
| $2.36M | 0.01% |
+322,767
| New | +$2.28M |
|
|
NEWP
1665
DELISTED
NEWPORT CORP
NEWP
| $2.36M | 0.01% |
130,376
+91,676
| +237% | +$1.5M |
|
|
ENLC
1666
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $2.35M | 0.01% |
65,132
-124,300
| -66% | -$3.71M |
|
|
ZVO
1667
DELISTED
Zovio Inc. Common Stock
ZVO
| $2.35M | 0.01% |
132,703
-133,597
| -50% | -$2.42M |
|
1668
CEVA Inc
CEVA
$937M
| $2.35M | 0.01% |
154,300
-227,700
| -60% | -$3.43M |
|
|
STRP
1669
DELISTED
Straight Path Communications Inc.
STRP
| $2.35M | 0.01% |
286,647
-35,300
| -11% | -$231K |
|
1670
Aware
AWRE
$26.4M
| $2.34M | 0.01% |
382,900
+18,257
| +5% | +$103K |
|
|
RIC
1671
DELISTED
Richmont Mines Inc.
RIC
| $2.33M | 0.01% |
2,334,700
+191,000
| +9% | +$221K |
|
1672
Alico
ALCO
$297M
| $2.33M | 0.01% |
59,996
+4,000
| +7% | +$156K |
|
1673
ServiceNow
NOW
$128B
| $2.33M | 0.01% |
+208,000
| New | +$2.2M |
|
1674
Sasol
SSL
$7.39B
| $2.33M | 0.01% |
+47,100
| New | +$2.33M |
|
1675
Immersion
IMMR
$249M
| $2.32M | 0.01% |
223,913
+160,500
| +253% | +$1.97M |
|
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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.