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 | |
|---|---|---|---|---|---|---|
1851
IRIDEX
IRIX
$14.9M
| $1.64M | ﹤0.01% |
161,100
+49,100
| +44% | +$393K |
|
1852
QuinStreet
QNST
$1.18B
| $1.64M | ﹤0.01% |
188,156
+98,156
| +109% | +$870K |
|
|
EGIO
1853
DELISTED
Edgio, Inc. Common Stock
EGIO
| $1.64M | ﹤0.01% |
20,643
+12,744
| +161% | +$991K |
|
1854
BJ's Restaurants
BJRI
$1.44B
| $1.63M | ﹤0.01% |
52,529
-9,900
| -16% | -$285K |
|
|
HSP
1855
DELISTED
HOSPIRA INC
HSP
| $1.63M | ﹤0.01% |
+39,500
| New | +$1.59M |
|
|
GURE
1856
Gulf Resources
GURE
$4.85M
| $1.63M | ﹤0.01% |
13,864
+1,326
| +11% | +$152K |
|
1857
Nature's Sunshine
NATR
$265M
| $1.62M | ﹤0.01% |
93,700
+3,900
| +4% | +$71.9K |
|
1858
DHI Group
DHX
$173M
| $1.62M | ﹤0.01% |
223,650
+140,000
| +167% | +$1.07M |
|
|
ELON
1859
DELISTED
Echelon Corp
ELON
| $1.62M | ﹤0.01% |
75,324
+2,594
| +4% | +$58K |
|
|
STV
1860
DELISTED
China Digital Tv Hldgs Co Ltd
STV
| $1.61M | ﹤0.01% |
1,048,324
-106,936
| -9% | -$171K |
|
|
YDKN
1861
DELISTED
Yadkin Financial Corporation
YDKN
| $1.61M | ﹤0.01% |
94,629
+9,900
| +12% | +$168K |
|
1862
Tower Semiconductor
TSEM
$29.9B
| $1.61M | ﹤0.01% |
275,851
+40,900
| +17% | +$194K |
|
|
MSO
1863
DELISTED
MARTHA STEWART LIVING OMNIMEDIA INC
MSO
| $1.61M | ﹤0.01% |
383,100
+40,600
| +12% | +$124K |
|
1864
Consumer Portfolio Services
CPSS
$206M
| $1.61M | ﹤0.01% |
171,200
-67,519
| -28% | -$486K |
|
1865
Gibraltar Industries
ROCK
$1.41B
| $1.61M | ﹤0.01% |
86,400
+6,000
| +7% | +$98.3K |
|
|
WTSL
1866
DELISTED
WET SEAL INC CL-A
WTSL
| $1.6M | ﹤0.01% |
587,900
-918,600
| -61% | -$2.94M |
|
|
GST
1867
DELISTED
Gastar Exploration Inc.
GST
| $1.6M | ﹤0.01% |
231,480
-59,100
| -20% | -$294K |
|
1868
FirstCash
FCFS
$9.26B
| $1.58M | ﹤0.01% |
25,600
-15,400
| -38% | -$931K |
|
|
BREW
1869
DELISTED
Craft Brew Alliance, Inc.
BREW
| $1.58M | ﹤0.01% |
96,200
+4,600
| +5% | +$71.5K |
|
|
BID
1870
DELISTED
Sotheby's
BID
| $1.58M | ﹤0.01% |
+29,700
| New | +$1.53M |
|
|
WFT
1871
DELISTED
Weatherford International plc
WFT
| $1.57M | ﹤0.01% |
+101,530
| New | +$1.61M |
|
|
GHDX
1872
DELISTED
Genomic Health, Inc.
GHDX
| $1.55M | ﹤0.01% |
52,901
+15,101
| +40% | +$479K |
|
1873
Eastern Company
EML
$151M
| $1.55M | ﹤0.01% |
97,200
-300
| -0.3% | -$5.03K |
|
|
ULTR
1874
DELISTED
ULTRAPETROL (BAHAMAS) LTD COM STK
ULTR
| $1.54M | ﹤0.01% |
412,796
+53,996
| +15% | +$192K |
|
1875
Henry Schein
HSIC
$10B
| $1.54M | ﹤0.01% |
+34,425
| New | +$1.51M |
|
Similar funds
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.