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 | |
|---|---|---|---|---|---|---|
1951
OneSpan
OSPN
$609M
| $1.14M | ﹤0.01% |
144,570
+62,970
| +77% | +$519K |
|
|
TRK
1952
DELISTED
Speedway Motorsports, Inc.
TRK
| $1.14M | ﹤0.01% |
63,500
+3,450
| +6% | +$63.7K |
|
|
KTEC
1953
DELISTED
Key Technology Inc
KTEC
| $1.14M | ﹤0.01% |
82,400
-1,600
| -2% | -$22.8K |
|
1954
STAAR Surgical
STAA
$1.27B
| $1.14M | ﹤0.01% |
+83,872
| New | +$986K |
|
|
MWIV
1955
DELISTED
MWI VETERINARY SUPPLY, INC.
MWIV
| $1.14M | ﹤0.01% |
7,600
+3,178
| +72% | +$450K |
|
1956
Cardinal Health
CAH
$54.5B
| $1.13M | ﹤0.01% |
+21,700
| New | +$1.1M |
|
1957
EPR Properties
EPR
$4.7B
| $1.13M | ﹤0.01% |
+23,200
| New | +$1.17M |
|
|
GPT
1958
DELISTED
Gramercy Property Trust
GPT
| $1.13M | ﹤0.01% |
90,493
-65,867
| -42% | -$872K |
|
|
WIFI
1959
DELISTED
Boingo Wireless, Inc.
WIFI
| $1.13M | ﹤0.01% |
160,900
+55,444
| +53% | +$385K |
|
|
NINE
1960
DELISTED
NINETOWNS INTERNET TECHNOLOGY GROUP CO LTD SPON ADR
NINE
| $1.12M | ﹤0.01% |
618,000
+1,800
| +0.3% | +$3.17K |
|
|
CSFL
1961
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $1.12M | ﹤0.01% |
115,368
-1,599
| -1% | -$15.5K |
|
|
NMRX
1962
DELISTED
Numerex Corp
NMRX
| $1.12M | ﹤0.01% |
102,000
+6,300
| +7% | +$67.1K |
|
|
AH
1963
DELISTED
Accretive Health
AH
| $1.1M | ﹤0.01% |
+121,113
| New | +$1.2M |
|
|
APAGF
1964
DELISTED
APCO OIL AND GAS INTERNATIONAL INC
APAGF
| $1.1M | ﹤0.01% |
77,400
+2,000
| +3% | +$28.5K |
|
1965
Kopin
KOPN
$898M
| $1.1M | ﹤0.01% |
274,000
-81,900
| -23% | -$297K |
|
1966
Chefs' Warehouse
CHEF
$4.53B
| $1.09M | ﹤0.01% |
47,400
+11,500
| +32% | +$247K |
|
1967
Kilroy Realty
KRC
$4.22B
| $1.09M | ﹤0.01% |
21,900
+7,900
| +56% | +$407K |
|
|
LMNX
1968
DELISTED
Luminex Corp
LMNX
| $1.09M | ﹤0.01% |
54,640
-21,500
| -28% | -$457K |
|
|
ATE
1969
DELISTED
Advantest Corp
ATE
| $1.09M | ﹤0.01% |
93,600
-3,900
| -4% | -$53.3K |
|
|
MGI
1970
DELISTED
MoneyGram International, Inc. New
MGI
| $1.09M | ﹤0.01% |
55,587
+1,300
| +2% | +$27.9K |
|
|
STCN
1971
DELISTED
Steel Connect, Inc. Common Stock
STCN
| $1.08M | ﹤0.01% |
42,412
-257
| -0.6% | -$7.17K |
|
|
CO
1972
DELISTED
Global Cord Blood Corporation
CO
| $1.08M | ﹤0.01% |
285,600
-47,700
| -14% | -$179K |
|
|
DALN
1973
DELISTED
DallasNews
DALN
| $1.08M | ﹤0.01% |
34,350
-4,575
| -12% | -$135K |
|
|
KND
1974
DELISTED
Kindred Healthcare
KND
| $1.08M | ﹤0.01% |
80,311
-39,500
| -33% | -$568K |
|
|
EVAC
1975
DELISTED
EDWARDS GROUP LTD ADR (CYM)
EVAC
| $1.08M | ﹤0.01% |
+109,400
| New | +$989K |
|
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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.