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 | |
|---|---|---|---|---|---|---|
1851
Dorchester Minerals
DMLP
$1.35B
| $1.38M | ﹤0.01% |
57,832
+16,748
| +41% | +$406K |
|
|
AWH
1852
DELISTED
Allied World Assurance Co Hld Lt
AWH
| $1.38M | ﹤0.01% |
+41,700
| New | +$1.31M |
|
1853
Sypris Solutions
SYPR
$49.5M
| $1.38M | ﹤0.01% |
441,695
-3,194
| -0.7% | -$10.1K |
|
|
ENZN
1854
DELISTED
ENZON PHARMACEUTICALS INC
ENZN
| $1.38M | ﹤0.01% |
819,984
-90,324
| -10% | -$167K |
|
1855
Emerson Radio
MSN
$7.99M
| $1.37M | ﹤0.01% |
729,900
+14,200
| +2% | +$24.8K |
|
|
CVG
1856
DELISTED
Convergys
CVG
| $1.37M | ﹤0.01% |
73,100
-225,900
| -76% | -$4.23M |
|
|
LORL
1857
DELISTED
Loral Space and Communications, Inc.
LORL
| $1.37M | ﹤0.01% |
20,200
-13,700
| -40% | -$888K |
|
|
ERF
1858
DELISTED
Enerplus Corporation
ERF
| $1.36M | ﹤0.01% |
83,008
-155,639
| -65% | -$2.55M |
|
|
VIAS
1859
DELISTED
VIASYSTEMS GROUP INC COM STK (DE)
VIAS
| $1.36M | ﹤0.01% |
94,358
+2,000
| +2% | +$28.2K |
|
|
HEP
1860
DELISTED
Holly Energy Partners, L.P.
HEP
| $1.36M | ﹤0.01% |
41,200
+4,875
| +13% | +$178K |
|
1861
Financial Institutions
FISI
$825M
| $1.36M | ﹤0.01% |
66,300
-15,300
| -19% | -$312K |
|
1862
Euroseas
ESEA
$519M
| $1.35M | ﹤0.01% |
13,783
+496
| +4% | +$39.5K |
|
1863
Regional Management Corp
RM
$301M
| $1.35M | ﹤0.01% |
42,500
+20,900
| +97% | +$593K |
|
|
MITT
1864
TPG Mortgage Investment Trust
MITT
$214M
| $1.35M | ﹤0.01% |
+27,100
| New | +$1.42M |
|
|
SLI
1865
DELISTED
S L INDUSTRIES INC (DELAWARE)
SLI
| $1.35M | ﹤0.01% |
55,200
-1,300
| -2% | -$34K |
|
|
TGI
1866
DELISTED
Triumph Group
TGI
| $1.35M | ﹤0.01% |
19,200
-7,400
| -28% | -$571K |
|
1867
Horizon Bancorp
HBNC
$1.05B
| $1.35M | ﹤0.01% |
129,713
+65,025
| +101% | +$657K |
|
|
JNP
1868
DELISTED
Juniper Pharmaceuticals, Inc. Common Stock
JNP
| $1.34M | ﹤0.01% |
+184,950
| New | +$1.24M |
|
|
STRI
1869
DELISTED
STR HLDGS INC COM STK NEW (DE)
STRI
| $1.34M | ﹤0.01% |
200,833
-68,734
| -25% | -$444K |
|
|
ULTR
1870
DELISTED
ULTRAPETROL (BAHAMAS) LTD COM STK
ULTR
| $1.34M | ﹤0.01% |
358,800
+83,500
| +30% | +$266K |
|
1871
Goldgroup Mining Inc.
GORO
$211M
| $1.34M | ﹤0.01% |
+202,600
| New | +$1.6M |
|
1872
Avient
AVNT
$4.23B
| $1.34M | ﹤0.01% |
43,558
-71,900
| -62% | -$2.03M |
|
1873
Carlyle Group
CG
$18.3B
| $1.34M | ﹤0.01% |
52,000
-112,400
| -68% | -$2.98M |
|
|
CORR
1874
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $1.33M | ﹤0.01% |
38,120
-22,400
| -37% | -$826K |
|
|
IGTE
1875
DELISTED
IGATE CORPORATION
IGTE
| $1.33M | ﹤0.01% |
+48,049
| New | +$1.1M |
|
Similar funds
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.