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 | |
|---|---|---|---|---|---|---|
1751
ABM Industries
ABM
$2.82B
| $2.03M | ﹤0.01% |
+71,000
| New | +$1.96M |
|
1752
Silicom
SILC
$285M
| $2.03M | ﹤0.01% |
44,400
+12,600
| +40% | +$528K |
|
|
TECD
1753
DELISTED
Tech Data Corp
TECD
| $2.02M | ﹤0.01% |
39,242
-29,700
| -43% | -$1.52M |
|
|
PTRY
1754
DELISTED
PANTRY INC (THE)
PTRY
| $2.02M | ﹤0.01% |
120,537
+75,637
| +168% | +$1.06M |
|
|
HPOL
1755
DELISTED
HARRIS INTERACTIVE INC
HPOL
| $2.02M | ﹤0.01% |
1,008,960
+112,960
| +13% | +$223K |
|
|
HBOS
1756
DELISTED
HERITAGE FINANCIAL GROUP
HBOS
| $2.01M | ﹤0.01% |
104,600
+6,300
| +6% | +$113K |
|
|
POZN
1757
DELISTED
POZEN INC
POZN
| $2.01M | ﹤0.01% |
250,219
+215,333
| +617% | +$1.53M |
|
|
AHGP
1758
DELISTED
Alliance Holdings GP
AHGP
| $2M | ﹤0.01% |
+34,130
| New | +$1.96M |
|
|
WAIR
1759
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
| $2M | ﹤0.01% |
+91,200
| New | +$1.82M |
|
|
RRMS
1760
DELISTED
ROSE ROCK MIDSTREAM L P COM UNIT REPSTG LTD (DE)
RRMS
| $1.99M | ﹤0.01% |
+51,455
| New | +$1.83M |
|
1761
Century Casinos
CNTY
$36M
| $1.99M | ﹤0.01% |
382,000
-227,700
| -37% | -$1.24M |
|
|
LABL
1762
DELISTED
Multi-Color Corp
LABL
| $1.98M | ﹤0.01% |
52,500
+11,463
| +28% | +$413K |
|
|
LTRE
1763
DELISTED
LEARNING TREE INTL INC
LTRE
| $1.98M | ﹤0.01% |
630,000
+500
| +0.1% | +$1.53K |
|
|
GIVN
1764
DELISTED
GIVEN IMAGING LTD
GIVN
| $1.98M | ﹤0.01% |
65,700
+26,000
| +65% | +$609K |
|
|
TRR
1765
DELISTED
Trc Companies
TRR
| $1.97M | ﹤0.01% |
275,400
+3,800
| +1% | +$28K |
|
|
SPN
1766
DELISTED
Superior Energy Services, Inc.
SPN
| $1.96M | ﹤0.01% |
7,363
-94,770
| -93% | -$24.8M |
|
|
ARR
1767
Armour Residential REIT
ARR
$2.37B
| $1.96M | ﹤0.01% |
+12,199
| New | +$1.97M |
|
|
SHLO
1768
DELISTED
Shiloh Industries Inc
SHLO
| $1.95M | ﹤0.01% |
100,100
+78,300
| +359% | +$1.43M |
|
1769
Ternium
TX
$10.6B
| $1.94M | ﹤0.01% |
+62,100
| New | +$1.7M |
|
1770
Coherent
COHR
$63.7B
| $1.94M | ﹤0.01% |
110,410
-6,700
| -6% | -$114K |
|
|
EBSB
1771
DELISTED
Meridian Bancorp, Inc.
EBSB
| $1.94M | ﹤0.01% |
210,038
+12,484
| +6% | +$114K |
|
1772
Employers Holdings
EIG
$875M
| $1.92M | ﹤0.01% |
60,800
+4,100
| +7% | +$127K |
|
|
MFLX
1773
DELISTED
MULTI-FINELINE ELECTRONIX INC
MFLX
| $1.92M | ﹤0.01% |
138,300
+10,600
| +8% | +$145K |
|
|
IMPV
1774
DELISTED
Imperva, Inc.
IMPV
| $1.92M | ﹤0.01% |
39,800
-78,200
| -66% | -$3.29M |
|
1775
Reading International Class A
RDI
$36.6M
| $1.91M | ﹤0.01% |
255,500
+41,600
| +19% | +$287K |
|
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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.