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 | |
|---|---|---|---|---|---|---|
|
EIHI
1676
DELISTED
EASTERN INSURANCE HOLDINGS INC COM STK
EIHI
| $2.32M | 0.01% |
94,787
+36,900
| +64% | +$903K |
|
|
WMAR
1677
DELISTED
West Marine Inc
WMAR
| $2.31M | 0.01% |
162,400
-3,800
| -2% | -$48.6K |
|
1678
Matsons
MATX
$6.5B
| $2.31M | 0.01% |
88,454
-20,646
| -19% | -$531K |
|
1679
Elevance Health
ELV
$86.8B
| $2.31M | 0.01% |
+24,973
| New | +$2.22M |
|
|
PNY
1680
DELISTED
PIEDMONT NATURAL GAS CO INC(NC
PNY
| $2.31M | 0.01% |
+69,500
| New | +$2.3M |
|
|
VVTV
1681
DELISTED
VALUEVISION MEDIA INC
VVTV
| $2.3M | 0.01% |
329,256
+226,800
| +221% | +$1.26M |
|
1682
Patrick Industries
PATK
$2.76B
| $2.3M | 0.01% |
268,313
+186,945
| +230% | +$1.65M |
|
1683
Harvard Bioscience
HBIO
$30.3M
| $2.3M | 0.01% |
48,920
-6,501
| -12% | -$284K |
|
|
BSQR
1684
DELISTED
BSQUARE Corporation
BSQR
| $2.3M | 0.01% |
641,975
+12,300
| +2% | +$38.8K |
|
|
AFOP
1685
DELISTED
Alliance Fiber Optic Prod Inc
AFOP
| $2.29M | 0.01% |
152,480
-436,000
| -74% | -$7.28M |
|
|
TBRG
1686
DELISTED
TruBridge
TBRG
| $2.29M | 0.01% |
37,100
-20,915
| -36% | -$1.26M |
|
|
MHGC
1687
DELISTED
Morgans Hotel Group Co.
MHGC
| $2.29M | 0.01% |
282,100
+101,080
| +56% | +$767K |
|
|
NDZ
1688
DELISTED
NORDION INC COM STK (CDA)
NDZ
| $2.29M | 0.01% |
269,802
-85,898
| -24% | -$722K |
|
1689
Arrow Financial
AROW
$727M
| $2.27M | 0.01% |
112,756
-892
| -0.8% | -$17.8K |
|
1690
Eagle Bancorp
EGBN
$878M
| $2.25M | 0.01% |
73,580
+6,400
| +10% | +$189K |
|
1691
Enbridge
ENB
$111B
| $2.25M | 0.01% |
51,600
-442,500
| -90% | -$18.7M |
|
|
SHOS
1692
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
| $2.25M | 0.01% |
+88,402
| New | +$2.53M |
|
|
CCXI
1693
DELISTED
ChemoCentryx, Inc.
CCXI
| $2.25M | 0.01% |
+387,880
| New | +$2M |
|
1694
Raymond James Financial
RJF
$34.8B
| $2.24M | 0.01% |
64,463
-745,800
| -92% | -$23.1M |
|
1695
VSE Corp
VSEC
$6.79B
| $2.24M | 0.01% |
93,400
+22,200
| +31% | +$523K |
|
1696
Customers Bancorp
CUBI
$2.82B
| $2.24M | 0.01% |
+120,230
| New | +$1.92M |
|
|
FWM
1697
DELISTED
FAIRWAY GROUP HLDGS CORP CL A COM STK (DE)
FWM
| $2.23M | 0.01% |
+122,905
| New | +$2.57M |
|
|
USCR
1698
DELISTED
U S Concrete, Inc.
USCR
| $2.23M | 0.01% |
98,600
+58,100
| +143% | +$1.27M |
|
|
BPFH
1699
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $2.23M | 0.01% |
176,772
+25,600
| +17% | +$297K |
|
1700
TETRA Technologies
TTI
$1.27B
| $2.22M | 0.01% |
179,900
-3,500
| -2% | -$43.6K |
|
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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.