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 |
IBM
IBM
|
+$328M |
| 2 |
Johnson & Johnson
JNJ
|
+$229M |
| 3 |
GE Aerospace
GE
|
+$156M |
| 4 |
Target
TGT
|
+$155M |
| 5 |
Walt Disney
DIS
|
+$153M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$283M |
| 2 |
Eli Lilly
LLY
|
+$211M |
| 3 |
Microsoft
MSFT
|
+$199M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$184M |
| 5 |
Citigroup
C
|
+$177M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.03% |
| 2 | Healthcare | 12.1% |
| 3 | Consumer Discretionary | 11.99% |
| 4 | Consumer Staples | 11.92% |
| 5 | Industrials | 10.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Perrigo
PRGO
$1.78B
| $55.9M | 0.14% |
453,270
+441,200
| +3,655% | +$55.1M |
|
152
Estee Lauder
EL
$31.8B
| $55.9M | 0.14% |
799,700
+694,700
| +662% | +$47M |
|
153
Regions Financial
RF
$26.9B
| $55.9M | 0.14% |
6,034,221
+410,800
| +7% | +$4.02M |
|
|
CFN
154
DELISTED
CAREFUSION CORPORATION
CFN
| $55.7M | 0.14% |
+1,509,000
| New | +$56.3M |
|
|
MGLN
155
DELISTED
Magellan Health Services, Inc.
MGLN
| $55.1M | 0.13% |
919,499
-63,000
| -6% | -$3.65M |
|
|
BCR
156
DELISTED
CR Bard Inc.
BCR
| $55M | 0.13% |
477,100
-363,400
| -43% | -$41.7M |
|
157
Medtronic
MDT
$116B
| $54.7M | 0.13% |
1,026,700
+989,600
| +2,667% | +$53.2M |
|
158
Capitol Federal Financial
CFFN
$1.09B
| $54.4M | 0.13% |
4,372,797
+638,500
| +17% | +$8M |
|
159
Las Vegas Sands
LVS
$29.6B
| $54.3M | 0.13% |
+817,000
| New | +$47.4M |
|
160
HP
HPQ
$26.6B
| $54.1M | 0.13% |
5,680,279
+3,631,758
| +177% | +$40.1M |
|
161
Iron Mountain
IRM
$36.4B
| $53.7M | 0.13% |
2,148,539
-77,255
| -3% | -$1.96M |
|
|
DELL
162
DELISTED
DELL INC
DELL
| $53.4M | 0.13% |
3,883,590
+2,024,518
| +109% | +$27.4M |
|
163
Genworth Financial
GNW
$3.7B
| $53.4M | 0.13% |
4,169,900
-568,000
| -12% | -$7.12M |
|
164
Meta Platforms (Facebook)
META
$1.53T
| $53.2M | 0.13% |
+1,058,600
| New | +$39.4M |
|
165
Rogers Communications
RCI
$19.1B
| $53.1M | 0.13% |
1,234,100
-51,600
| -4% | -$2.1M |
|
|
SWN
166
DELISTED
Southwestern Energy Company
SWN
| $52.7M | 0.13% |
1,449,900
+493,900
| +52% | +$18.7M |
|
167
Realty Income
O
$58.6B
| $52.6M | 0.13% |
1,365,407
+289,992
| +27% | +$11.8M |
|
168
Manhattan Associates
MANH
$11.4B
| $52.3M | 0.13% |
2,190,000
+330,640
| +18% | +$7.29M |
|
169
Molina Healthcare
MOH
$10.2B
| $52.1M | 0.13% |
1,463,300
-588,100
| -29% | -$21.7M |
|
170
Telephone and Data Systems
TDS
$3.84B
| $51.6M | 0.13% |
1,747,492
+520,200
| +42% | +$14.3M |
|
171
Nu Skin
NUS
$236M
| $51.6M | 0.13% |
538,900
-113,500
| -17% | -$9.63M |
|
172
TFS Financial
TFSL
$4.83B
| $51.5M | 0.12% |
4,301,022
-136,300
| -3% | -$1.57M |
|
173
Oil States International
OIS
$532M
| $51.3M | 0.12% |
867,650
-394,450
| -31% | -$21.5M |
|
174
Ford
F
$55.7B
| $51M | 0.12% |
+3,023,709
| New | +$51.1M |
|
|
QCOR
175
DELISTED
QUESTCOR PHARMA INC
QCOR
| $50.7M | 0.12% |
874,700
-19,300
| -2% | -$1.15M |
|
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Jim Simons's Q3 2013 Portfolio in Review
As of Q3 2013, Jim Simons held 3,196 positions worth $41.2B, up 8.1% from $38.1B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Jim Simons's Q3 2013 filing shows 439 new, 1,284 increased, 1,031 reduced and 412 closed positions. Its largest new stake was GE Aerospace: 1,361,721 shares worth $156M. The largest sale was Apple, an estimated $283M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 14% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Jim Simons's largest Q3 2013 buy was GE Aerospace: 1,361,721 shares worth $156M.
- Jim Simons added most to IBM in Q3 2013, an estimated $328M increase.
- Jim Simons's biggest Q3 2013 reduction was Eli Lilly, cutting an estimated $211M.
- Jim Simons fully exited Apple in Q3 2013, selling an estimated $283M.
- Jim Simons's ten largest holdings make up 11% of its $41.2B portfolio in Q3 2013.
- Jim Simons opened 439 new positions and closed 412 in Q3 2013.
- Jim Simons's portfolio value rose 8.1% quarter-over-quarter to $41.2B.
Based on Renaissance Technologies's 13F filing for Q3 2013, filed 13 Nov 2013.