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 | |
|---|---|---|---|---|---|---|
|
SPIL
1801
DELISTED
Siliconware Precision Industries Co Ltd
SPIL
| $1.8M | ﹤0.01% |
300,700
-125,800
| -29% | -$740K |
|
|
ESGR
1802
DELISTED
Enstar Group
ESGR
| $1.79M | ﹤0.01% |
12,900
+4,000
| +45% | +$548K |
|
1803
Scully Royalty
SRL
$89.4M
| $1.79M | ﹤0.01% |
44,858
+29,635
| +195% | +$1.18M |
|
|
ZIXI
1804
DELISTED
Zix Corporation
ZIXI
| $1.79M | ﹤0.01% |
393,000
+176,100
| +81% | +$793K |
|
|
CAVM
1805
DELISTED
Cavium, Inc.
CAVM
| $1.79M | ﹤0.01% |
+51,900
| New | +$1.94M |
|
1806
Crawford & Co Class B
CRD.B
$593M
| $1.79M | ﹤0.01% |
193,700
-11,500
| -6% | -$112K |
|
|
MSB
1807
Mesabi Trust
MSB
$301M
| $1.79M | ﹤0.01% |
80,400
+23,300
| +41% | +$517K |
|
|
DZSI
1808
DELISTED
DZS Inc. Common Stock
DZSI
| $1.79M | ﹤0.01% |
66,928
-37,940
| -36% | -$812K |
|
1809
Fabrinet
FN
$20.4B
| $1.78M | ﹤0.01% |
86,600
-104,500
| -55% | -$1.93M |
|
|
ANAC
1810
DELISTED
ANACOR PHARMACEUTICALS INC COM
ANAC
| $1.77M | ﹤0.01% |
+105,800
| New | +$1.46M |
|
|
PHLT
1811
DELISTED
Performant Healthcare Inc
PHLT
| $1.77M | ﹤0.01% |
+172,200
| New | +$1.74M |
|
|
PTVCB
1812
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
| $1.77M | ﹤0.01% |
64,900
-9,100
| -12% | -$241K |
|
|
FORTY
1813
Formula Systems
FORTY
$1.68B
| $1.77M | ﹤0.01% |
70,600
+1,800
| +3% | +$45.3K |
|
1814
RCI Hospitality Holdings
RICK
$236M
| $1.77M | ﹤0.01% |
152,700
+10,200
| +7% | +$114K |
|
1815
Rogers Corp
ROG
$2.55B
| $1.76M | ﹤0.01% |
28,700
+23,800
| +486% | +$1.43M |
|
|
DYN
1816
DELISTED
Dynegy, Inc.
DYN
| $1.76M | ﹤0.01% |
81,900
-50,500
| -38% | -$1.03M |
|
1817
KT
KT
$9.11B
| $1.76M | ﹤0.01% |
118,068
-102,732
| -47% | -$1.61M |
|
|
SPNC
1818
DELISTED
Spectranetics Corp
SPNC
| $1.76M | ﹤0.01% |
70,222
+6,222
| +10% | +$133K |
|
1819
Enanta Pharmaceuticals
ENTA
$383M
| $1.75M | ﹤0.01% |
+64,300
| New | +$1.56M |
|
|
UCTT
1820
Ultra Clean Holdings
UCTT
$3.85B
| $1.75M | ﹤0.01% |
174,200
+83,790
| +93% | +$754K |
|
|
JRJC
1821
DELISTED
China Finance Online Co., Ltd.
JRJC
| $1.75M | ﹤0.01% |
27,750
+1,070
| +4% | +$35.9K |
|
|
RTI
1822
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
| $1.74M | ﹤0.01% |
+50,900
| New | +$1.73M |
|
1823
Dine Brands
DIN
$447M
| $1.74M | ﹤0.01% |
20,800
+600
| +3% | +$47.3K |
|
1824
Myers Industries
MYE
$1.24B
| $1.73M | ﹤0.01% |
82,100
-156,200
| -66% | -$3.04M |
|
|
IGLD
1825
DELISTED
Internet Gold-Golden Lines Ltd
IGLD
| $1.72M | ﹤0.01% |
2,013
+311
| +18% | +$347K |
|
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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.