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 | |
|---|---|---|---|---|---|---|
|
RFP
1901
DELISTED
Resolute Forest Products Inc.
RFP
| $1.46M | ﹤0.01% |
91,200
-44,700
| -33% | -$658K |
|
1902
West Bancorporation
WTBA
$505M
| $1.46M | ﹤0.01% |
92,100
+1,200
| +1% | +$17.4K |
|
1903
Children's Place
PLCE
$53.8M
| $1.45M | ﹤0.01% |
25,460
-218,240
| -90% | -$11.8M |
|
|
SLI
1904
DELISTED
S L INDUSTRIES INC (DELAWARE)
SLI
| $1.45M | ﹤0.01% |
53,500
-1,700
| -3% | -$45K |
|
1905
Insteel Industries
IIIN
$633M
| $1.45M | ﹤0.01% |
63,640
+39,400
| +163% | +$710K |
|
|
DOC
1906
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $1.45M | ﹤0.01% |
+113,400
| New | +$1.4M |
|
1907
PC Connection
CNXN
$2.06B
| $1.44M | ﹤0.01% |
58,000
+9,800
| +20% | +$201K |
|
|
AVG
1908
DELISTED
AVG Technologies N.V.
AVG
| $1.44M | ﹤0.01% |
83,700
+14,900
| +22% | +$290K |
|
|
ECOM
1909
DELISTED
CHANNELADVISOR CORPORATION
ECOM
| $1.44M | ﹤0.01% |
+34,402
| New | +$1.28M |
|
|
SALM
1910
DELISTED
Salem Media Group, Inc. Class A Common Stock
SALM
| $1.43M | ﹤0.01% |
164,100
-17,300
| -10% | -$150K |
|
|
DWSN
1911
DELISTED
DAWSON GEOPHYSICAL CO
DWSN
| $1.43M | ﹤0.01% |
42,164
-27,394
| -39% | -$855K |
|
|
ACAT
1912
DELISTED
Arctic Cat Inc
ACAT
| $1.43M | ﹤0.01% |
25,000
+4,600
| +23% | +$254K |
|
|
SYA
1913
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
| $1.42M | ﹤0.01% |
74,888
-318,712
| -81% | -$5.93M |
|
1914
Ampco-Pittsburgh
AP
$194M
| $1.42M | ﹤0.01% |
72,900
+16,100
| +28% | +$294K |
|
|
NAVG
1915
DELISTED
Navigators Group Inc
NAVG
| $1.42M | ﹤0.01% |
+44,892
| New | +$1.35M |
|
1916
MSC Industrial Direct
MSM
$6.89B
| $1.42M | ﹤0.01% |
17,500
-77,900
| -82% | -$6.17M |
|
1917
Emerson Radio
MSN
$8.05M
| $1.41M | ﹤0.01% |
742,800
+12,900
| +2% | +$24.6K |
|
1918
AstroNova
ALOT
$226M
| $1.41M | ﹤0.01% |
104,550
+7,100
| +7% | +$90.9K |
|
1919
Selective Insurance
SIGI
$5.62B
| $1.4M | ﹤0.01% |
+51,792
| New | +$1.36M |
|
|
ESSA
1920
DELISTED
ESSA Bancorp
ESSA
| $1.4M | ﹤0.01% |
121,100
+300
| +0.2% | +$3.28K |
|
1921
Grupo SIMEC
SIM
$4.68B
| $1.4M | ﹤0.01% |
113,900
+6,900
| +6% | +$79.4K |
|
|
EE
1922
DELISTED
El Paso Electric Company
EE
| $1.39M | ﹤0.01% |
39,700
-29,100
| -42% | -$1.01M |
|
|
EMMS
1923
DELISTED
Emmis Communications Corp
EMMS
| $1.39M | ﹤0.01% |
137,549
-2,686
| -2% | -$24.8K |
|
|
VIAS
1924
DELISTED
VIASYSTEMS GROUP INC COM STK (DE)
VIAS
| $1.39M | ﹤0.01% |
101,658
+7,300
| +8% | +$106K |
|
|
AVID
1925
DELISTED
Avid Technology Inc
AVID
| $1.38M | ﹤0.01% |
169,587
+34,400
| +25% | +$263K |
|
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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.