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 | |
|---|---|---|---|---|---|---|
|
CYBE
1826
DELISTED
Cyberoptics Corp
CYBE
| $1.72M | ﹤0.01% |
269,000
-9,100
| -3% | -$49.9K |
|
|
XOOM
1827
DELISTED
XOOM CORP COM
XOOM
| $1.72M | ﹤0.01% |
+62,799
| New | +$1.83M |
|
1828
Comp X International
CIX
$385M
| $1.71M | ﹤0.01% |
121,700
+100
| +0.1% | +$1.32K |
|
1829
Global Indemnity Group
GBLI
$395M
| $1.71M | ﹤0.01% |
67,750
-11,400
| -14% | -$288K |
|
|
NILE
1830
DELISTED
Blue Nile, Inc.
NILE
| $1.71M | ﹤0.01% |
36,406
+16,196
| +80% | +$701K |
|
1831
Prothena Corp
PRTA
$455M
| $1.71M | ﹤0.01% |
+64,600
| New | +$1.62M |
|
|
PZN
1832
DELISTED
Pzena Investment Management, Inc. Class A
PZN
| $1.71M | ﹤0.01% |
145,500
+23,400
| +19% | +$198K |
|
|
WES
1833
DELISTED
Western Gas Partners Lp
WES
| $1.71M | ﹤0.01% |
+27,700
| New | +$1.67M |
|
1834
Simulations Plus
SLP
$371M
| $1.7M | ﹤0.01% |
337,200
+31,000
| +10% | +$157K |
|
1835
Cabot Corp
CBT
$4.54B
| $1.7M | ﹤0.01% |
+33,100
| New | +$1.57M |
|
1836
United States Lime & Minerals
USLM
$3.37B
| $1.69M | ﹤0.01% |
138,500
+16,500
| +14% | +$189K |
|
1837
Crawford & Co Class A
CRD.A
$632M
| $1.69M | ﹤0.01% |
220,100
+23,000
| +12% | +$175K |
|
1838
Plexus
PLXS
$7.13B
| $1.69M | ﹤0.01% |
+39,103
| New | +$1.55M |
|
1839
Matrix Service
MTRX
$335M
| $1.69M | ﹤0.01% |
69,200
-61,423
| -47% | -$1.31M |
|
|
ENFY
1840
DELISTED
Enlightify Inc
ENFY
| $1.69M | ﹤0.01% |
38,850
-204
| -0.5% | -$10.1K |
|
1841
Moog Inc Class A
MOG.A
$14B
| $1.69M | ﹤0.01% |
24,800
-9,200
| -27% | -$579K |
|
1842
OraSure Technologies
OSUR
$265M
| $1.68M | ﹤0.01% |
267,304
-243,099
| -48% | -$1.53M |
|
|
CYRN
1843
DELISTED
CYREN Ltd.
CYRN
| $1.68M | ﹤0.01% |
26,957
+115
| +0.4% | +$6.25K |
|
|
FMBI
1844
DELISTED
First Midwest Bancorp Inc/IL
FMBI
| $1.67M | ﹤0.01% |
95,471
-24,500
| -20% | -$414K |
|
|
HNR
1845
DELISTED
Harvest Natural Resources
HNR
| $1.67M | ﹤0.01% |
92,444
+33,924
| +58% | +$606K |
|
|
VIMC
1846
DELISTED
VIMICRO INTERNATIONAL CORP ADR (KY)
VIMC
| $1.66M | ﹤0.01% |
857,200
+37,800
| +5% | +$72.1K |
|
|
CYN
1847
DELISTED
CITY NATIONAL CORPORATION
CYN
| $1.66M | ﹤0.01% |
20,900
-106,100
| -84% | -$7.82M |
|
1848
GigaMedia
GIGM
$16.4M
| $1.65M | ﹤0.01% |
330,840
+7,280
| +2% | +$36.3K |
|
|
MANT
1849
DELISTED
Mantech International Corp
MANT
| $1.65M | ﹤0.01% |
55,100
+35,700
| +184% | +$1.02M |
|
1850
First Community Bankshares
FCBC
$936M
| $1.64M | ﹤0.01% |
98,144
+38,652
| +65% | +$651K |
|
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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.