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 | |
|---|---|---|---|---|---|---|
|
PLKI
176
DELISTED
Popeyes Louisiana Kitchen, Inc.
PLKI
| $50.5M | 0.12% |
1,158,244
+115,500
| +11% | +$4.59M |
|
177
Starbucks
SBUX
$122B
| $50.4M | 0.12% |
1,310,400
-925,800
| -41% | -$33.3M |
|
|
SEE
178
DELISTED
Sealed Air
SEE
| $50.3M | 0.12% |
1,849,300
-27,200
| -1% | -$771K |
|
179
Ecopetrol
EC
$35B
| $49.9M | 0.12% |
1,085,400
-122,500
| -10% | -$5.55M |
|
180
Axos Financial
AX
$5.68B
| $49.3M | 0.12% |
3,044,400
+627,200
| +26% | +$9.34M |
|
181
RPM International
RPM
$14.9B
| $48.9M | 0.12% |
1,349,800
+646,600
| +92% | +$22.5M |
|
|
SNTS
182
DELISTED
SANTARUS INC
SNTS
| $48.4M | 0.12% |
2,142,938
-541,905
| -20% | -$12.9M |
|
|
CIT
183
DELISTED
CIT Group Inc.
CIT
| $48M | 0.12% |
983,200
+584,900
| +147% | +$28.7M |
|
184
Telecom Argentina
TEO
$5.81B
| $47.8M | 0.12% |
2,663,500
+46,500
| +2% | +$820K |
|
185
Yelp
YELP
$1.28B
| $47.6M | 0.12% |
719,700
+676,500
| +1,566% | +$34.6M |
|
186
Synopsys
SNPS
$78.7B
| $47.4M | 0.12% |
1,257,234
+437,834
| +53% | +$16.2M |
|
|
AZPN
187
DELISTED
ASPEN TECHNOLOGY INC
AZPN
| $47M | 0.11% |
1,360,100
+692,700
| +104% | +$23.9M |
|
188
M&T Bank
MTB
$36.4B
| $47M | 0.11% |
419,750
-247,800
| -37% | -$28.7M |
|
189
Factset
FDS
$10.1B
| $46.8M | 0.11% |
429,200
-16,900
| -4% | -$1.82M |
|
190
SiriusXM
SIRI
$9.61B
| $46.5M | 0.11% |
1,201,119
+635,448
| +112% | +$23.7M |
|
191
JPMorgan Chase
JPM
$962B
| $46.5M | 0.11% |
900,286
-621,600
| -41% | -$33.3M |
|
192
Assured Guaranty
AGO
$3.31B
| $46.1M | 0.11% |
2,460,800
+2,025,100
| +465% | +$42.8M |
|
193
AutoNation
AN
$6.89B
| $45.9M | 0.11% |
879,700
+820,000
| +1,374% | +$39.6M |
|
|
THOR
194
DELISTED
THORATEC CORPORATION
THOR
| $45.7M | 0.11% |
1,225,939
-384,300
| -24% | -$13.4M |
|
195
Philips
PHG
$26.4B
| $45.4M | 0.11% |
2,032,179
+2,020,281
| +16,980% | +$44.1M |
|
196
Range Resources
RRC
$9.5B
| $45.3M | 0.11% |
596,950
+581,600
| +3,789% | +$45.4M |
|
|
AXON
197
Axon Enterprise
AXON
$51.7B
| $45.1M | 0.11% |
3,029,952
+551,600
| +22% | +$5.92M |
|
198
Alcoa
AA
$14.3B
| $44.8M | 0.11% |
+2,295,839
| New | +$44.4M |
|
199
Lam Research
LRCX
$390B
| $44.6M | 0.11% |
8,705,560
+942,000
| +12% | +$4.6M |
|
200
Usana Health Sciences
USNA
$254M
| $44.3M | 0.11% |
1,020,200
+160,600
| +19% | +$6.45M |
|
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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.