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 | |
|---|---|---|---|---|---|---|
1876
CrossAmerica Partners
CAPL
$902M
| $1.54M | ﹤0.01% |
+53,818
| New | +$1.5M |
|
|
KYTH
1877
DELISTED
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
| $1.54M | ﹤0.01% |
+41,200
| New | +$1.71M |
|
|
CUB
1878
DELISTED
Cubic Corporation
CUB
| $1.54M | ﹤0.01% |
+29,200
| New | +$1.54M |
|
1879
Financial Institutions
FISI
$823M
| $1.53M | ﹤0.01% |
62,100
-4,200
| -6% | -$97.9K |
|
|
PRSU
1880
Pursuit Attractions and Hospitality Inc
PRSU
$1.32B
| $1.53M | ﹤0.01% |
58,648
-48,593
| -45% | -$1.16M |
|
1881
Broadwind
BWEN
$126M
| $1.53M | ﹤0.01% |
162,220
-53,371
| -25% | -$415K |
|
1882
Clearway Energy Class C
CWEN
$7.02B
| $1.52M | ﹤0.01% |
+76,200
| New | +$1.36M |
|
|
SAND
1883
DELISTED
Sandstorm Gold
SAND
| $1.52M | ﹤0.01% |
+356,400
| New | +$1.71M |
|
|
PDH
1884
DELISTED
PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT
PDH
| $1.52M | ﹤0.01% |
130,637
+72,364
| +124% | +$863K |
|
1885
American Superconductor
AMSC
$1.54B
| $1.52M | ﹤0.01% |
92,737
+62,850
| +210% | +$1.17M |
|
1886
Turkcell
TKC
$4.75B
| $1.52M | ﹤0.01% |
113,919
+4,400
| +4% | +$66.5K |
|
1887
Escalade
ESCA
$278M
| $1.51M | ﹤0.01% |
128,300
+36,804
| +40% | +$364K |
|
1888
Horizon Bancorp
HBNC
$1.06B
| $1.5M | ﹤0.01% |
133,400
+3,687
| +3% | +$37.4K |
|
1889
Belden
BDC
$5.33B
| $1.5M | ﹤0.01% |
+21,300
| New | +$1.44M |
|
1890
Bristow Group
VTOL
$1.38B
| $1.5M | ﹤0.01% |
+24,250
| New | +$1.5M |
|
|
FBMI
1891
DELISTED
FIRSTBANK CORP (MICH)
FBMI
| $1.5M | ﹤0.01% |
77,355
+14,354
| +23% | +$275K |
|
|
ADAM
1892
Adamas Trust
ADAM
$910M
| $1.5M | ﹤0.01% |
+53,475
| New | +$1.43M |
|
1893
Erie Indemnity
ERIE
$13.5B
| $1.48M | ﹤0.01% |
20,271
+6,097
| +43% | +$435K |
|
|
TELL
1894
DELISTED
Tellurian Inc.
TELL
| $1.48M | ﹤0.01% |
179,475
-19,175
| -10% | -$160K |
|
|
INN
1895
Summit Hotel Properties
INN
$656M
| $1.48M | ﹤0.01% |
164,059
+127,559
| +349% | +$1.15M |
|
|
CXDC
1896
DELISTED
China XD Plastics Company Limited
CXDC
| $1.47M | ﹤0.01% |
279,900
+21,900
| +8% | +$107K |
|
|
CMD
1897
DELISTED
Cantel Medical Corporation
CMD
| $1.47M | ﹤0.01% |
43,350
+32,400
| +296% | +$1.12M |
|
|
EARN
1898
Ellington Residential Mortgage REIT
EARN
$165M
| $1.47M | ﹤0.01% |
+95,400
| New | +$1.49M |
|
|
RSE
1899
DELISTED
ROUSE PPTYS INC COM (DE)
RSE
| $1.47M | ﹤0.01% |
66,100
-1,600
| -2% | -$34.1K |
|
|
OKSB
1900
DELISTED
Southwest Bancorp Inc/OK
OKSB
| $1.47M | ﹤0.01% |
92,033
+51,477
| +127% | +$813K |
|
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.