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 | |
|---|---|---|---|---|---|---|
|
ORBC
1701
DELISTED
ORBCOMM, Inc.
ORBC
| $2.22M | 0.01% |
350,600
+42,700
| +14% | +$257K |
|
|
ROIC
1702
DELISTED
Retail Opportunity Investments Corp.
ROIC
| $2.22M | 0.01% |
150,900
-60,600
| -29% | -$880K |
|
|
TC
1703
DELISTED
Thompson Creek Metals Company Inc. Ordinary Shares (Canada)
TC
| $2.21M | 0.01% |
1,014,963
+35,863
| +4% | +$102K |
|
1704
Compass Diversified
CODI
$956M
| $2.2M | 0.01% |
112,131
+84,808
| +310% | +$1.58M |
|
1705
Entravision Communication
EVC
$832M
| $2.2M | 0.01% |
361,300
-386,000
| -52% | -$2.39M |
|
1706
Climb Global Solutions
CLMB
$532M
| $2.2M | 0.01% |
649,600
+1,600
| +0.2% | +$5.27K |
|
|
1707
Bristol-Myers Squibb
BMY
$130B
| $2.19M | 0.01% |
41,200
-4,297,700
| -99% | -$219M |
|
|
MRH
1708
DELISTED
MONTPELIER RE HOLDINGS LTD
MRH
| $2.19M | 0.01% |
75,100
-53,700
| -42% | -$1.5M |
|
1709
Cytokinetics
CYTK
$10.3B
| $2.18M | 0.01% |
+335,267
| New | +$2.2M |
|
|
STKL
1710
DELISTED
SunOpta
STKL
| $2.17M | 0.01% |
217,300
+90,270
| +71% | +$870K |
|
1711
Prudential Financial
PRU
$43.2B
| $2.17M | 0.01% |
+23,500
| New | +$2.01M |
|
1712
Center Bancorp
CNOB
$1.79B
| $2.16M | 0.01% |
115,236
+13,400
| +13% | +$216K |
|
|
GTIV
1713
DELISTED
GENTIVA HEALTH SERVICES INC
GTIV
| $2.16M | 0.01% |
174,216
+23,700
| +16% | +$285K |
|
1714
Vicor
VICR
$10.8B
| $2.14M | 0.01% |
159,500
-31,600
| -17% | -$315K |
|
|
ZEP
1715
DELISTED
ZEP INC COM STK (DE)
ZEP
| $2.14M | 0.01% |
+117,700
| New | +$2.21M |
|
1716
Snap-on
SNA
$20.9B
| $2.14M | 0.01% |
+19,500
| New | +$2.02M |
|
|
URS
1717
DELISTED
URS CORP
URS
| $2.13M | 0.01% |
40,266
-48,700
| -55% | -$2.56M |
|
|
JOBS
1718
DELISTED
51job Inc
JOBS
| $2.13M | 0.01% |
54,600
-17,600
| -24% | -$656K |
|
|
PACR
1719
DELISTED
PACER INTL INC TENN
PACR
| $2.13M | 0.01% |
257,400
+139,000
| +117% | +$1.08M |
|
|
ABMD
1720
DELISTED
Abiomed Inc
ABMD
| $2.12M | 0.01% |
79,323
-181,200
| -70% | -$4.48M |
|
|
COWN
1721
DELISTED
Cowen Inc. Class A Common Stock
COWN
| $2.12M | 0.01% |
135,553
+67,525
| +99% | +$1.03M |
|
|
BFS
1722
Saul Centers
BFS
$860M
| $2.12M | 0.01% |
44,400
+13,200
| +42% | +$632K |
|
|
BCOV
1723
DELISTED
Brightcove, Inc.
BCOV
| $2.12M | 0.01% |
149,560
+132,160
| +760% | +$1.85M |
|
|
B
1724
DELISTED
Barnes Group Inc.
B
| $2.11M | 0.01% |
55,126
-147,574
| -73% | -$5.39M |
|
1725
La-Z-Boy
LZB
$1.67B
| $2.11M | 0.01% |
68,100
-85,700
| -56% | -$2.22M |
|
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.