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 | |
|---|---|---|---|---|---|---|
1951
VanEck Gold Miners ETF
GDX
$27.4B
| $1.31M | ﹤0.01% |
+61,900
| New | +$1.43M |
|
1952
Peapack-Gladstone Financial
PGC
$821M
| $1.3M | ﹤0.01% |
68,320
+20,123
| +42% | +$367K |
|
1953
Agilysys
AGYS
$3.21B
| $1.3M | ﹤0.01% |
93,552
-85,400
| -48% | -$1.05M |
|
|
ENVE
1954
DELISTED
ENVENTIS CORP COM STK
ENVE
| $1.3M | ﹤0.01% |
101,500
+14,100
| +16% | +$177K |
|
|
TEU
1955
DELISTED
BOX SHIPS INCORPORATED SHS (MARSHALL ISLANDS)
TEU
| $1.29M | ﹤0.01% |
392,986
+344,394
| +709% | +$1.19M |
|
1956
Air T
AIRT
$79.6M
| $1.29M | ﹤0.01% |
161,850
+1,800
| +1% | +$13.6K |
|
1957
IDEX
IEX
$17.6B
| $1.29M | ﹤0.01% |
17,500
+1,275
| +8% | +$88.6K |
|
|
MFSF
1958
DELISTED
MutualFirst Financial Inc
MFSF
| $1.29M | ﹤0.01% |
75,200
+6,100
| +9% | +$102K |
|
1959
China Yuchai International
CYD
$1.7B
| $1.29M | ﹤0.01% |
61,614
+23,300
| +61% | +$539K |
|
1960
Foster
FSTR
$407M
| $1.29M | ﹤0.01% |
27,200
-3,500
| -11% | -$160K |
|
|
APAGF
1961
DELISTED
APCO OIL AND GAS INTERNATIONAL INC
APAGF
| $1.29M | ﹤0.01% |
82,500
+5,100
| +7% | +$79.5K |
|
|
UNIS
1962
DELISTED
Unilife Corporation
UNIS
| $1.28M | ﹤0.01% |
+29,112
| New | +$1.07M |
|
|
YZC
1963
DELISTED
Yanzhou Coal Mining
YZC
| $1.27M | ﹤0.01% |
137,600
-76,700
| -36% | -$765K |
|
|
BONT
1964
DELISTED
Bon-Ton Stores Inc/The
BONT
| $1.26M | ﹤0.01% |
+77,893
| New | +$1.08M |
|
1965
Innovative Solutions & Support
ISSC
$411M
| $1.26M | ﹤0.01% |
173,400
-17,400
| -9% | -$129K |
|
1966
Greif
GEF
$4.97B
| $1.26M | ﹤0.01% |
+24,100
| New | +$1.27M |
|
|
WTT
1967
DELISTED
Wireless Telecom Group, Inc.
WTT
| $1.26M | ﹤0.01% |
595,100
+21,500
| +4% | +$43.7K |
|
|
LTON
1968
DELISTED
LINKTONE LTD ADS
LTON
| $1.26M | ﹤0.01% |
1,039,347
-159,200
| -13% | -$411K |
|
1969
Kosmos Energy
KOS
$1.52B
| $1.26M | ﹤0.01% |
112,338
-296,900
| -73% | -$3.18M |
|
|
GCAP
1970
DELISTED
Gain Capital Holdings, Inc.
GCAP
| $1.26M | ﹤0.01% |
167,200
+151,464
| +963% | +$1.52M |
|
|
PNX
1971
DELISTED
PHOENIX COMPANIES INC. NEW
PNX
| $1.25M | ﹤0.01% |
+20,429
| New | +$947K |
|
1972
Werner Enterprises
WERN
$2.32B
| $1.25M | ﹤0.01% |
50,663
-279,500
| -85% | -$6.64M |
|
1973
Sypris Solutions
SYPR
$49M
| $1.25M | ﹤0.01% |
408,600
-33,095
| -7% | -$98.2K |
|
|
DVR
1974
DELISTED
CAL DIVE INTERNATIONAL INC COM
DVR
| $1.24M | ﹤0.01% |
618,430
-203,457
| -25% | -$391K |
|
1975
Movado Group
MOV
$798M
| $1.24M | ﹤0.01% |
28,200
-36,900
| -57% | -$1.65M |
|
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.