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 | 14.36% |
| 2 | Healthcare | 13.06% |
| 3 | Consumer Discretionary | 12.03% |
| 4 | Consumer Staples | 11.17% |
| 5 | Industrials | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
TripAdvisor
TRIP
$1.28B
| $51.5M | 0.12% |
621,600
+604,500
| +3,535% | +$49.5M |
|
177
Rockwell Automation
ROK
$49.6B
| $51.4M | 0.12% |
435,000
+110,900
| +34% | +$12.3M |
|
178
Service Corp International
SCI
$11.4B
| $51M | 0.12% |
2,815,500
+588,000
| +26% | +$10.7M |
|
179
TFS Financial
TFSL
$4.83B
| $51M | 0.12% |
4,208,622
-92,400
| -2% | -$1.11M |
|
|
RTN
180
DELISTED
Raytheon Company
RTN
| $50.9M | 0.12% |
560,900
-402,000
| -42% | -$33.6M |
|
|
SEMG
181
DELISTED
SEMGROUP CORPORATION
SEMG
| $50.9M | 0.12% |
779,600
+50,100
| +7% | +$3.01M |
|
182
CorVel
CRVL
$3.09B
| $50.4M | 0.12% |
3,236,700
+98,100
| +3% | +$1.39M |
|
183
Northrop Grumman
NOC
$81.8B
| $50.3M | 0.12% |
438,700
+1,400
| +0.3% | +$150K |
|
|
UNS
184
DELISTED
UNS ENERGY CORP COM
UNS
| $49.5M | 0.12% |
827,300
+195,200
| +31% | +$9.82M |
|
185
Papa John's
PZZA
$801M
| $49.5M | 0.12% |
1,090,300
+43,432
| +4% | +$1.73M |
|
|
CSGS
186
DELISTED
CSG Systems International
CSGS
| $49.5M | 0.12% |
1,682,522
+81,800
| +5% | +$2.26M |
|
187
Cheesecake Factory
CAKE
$5.63B
| $49.4M | 0.12% |
1,023,390
+409,090
| +67% | +$19.2M |
|
|
AXON
188
Axon Enterprise
AXON
$51.7B
| $49.3M | 0.12% |
3,106,652
+76,700
| +3% | +$1.25M |
|
|
SWN
189
DELISTED
Southwestern Energy Company
SWN
| $49.1M | 0.12% |
1,249,200
-200,700
| -14% | -$7.54M |
|
190
Delek US
DK
$3.92B
| $48.6M | 0.12% |
1,412,200
-1,789,600
| -56% | -$48.6M |
|
191
Avery Dennison
AVY
$13.6B
| $48.6M | 0.12% |
968,100
+310,000
| +47% | +$14.6M |
|
192
Telephone and Data Systems
TDS
$3.84B
| $48.5M | 0.12% |
1,879,592
+132,100
| +8% | +$3.74M |
|
|
OPLN
193
Openlane
OPLN
$4.48B
| $47.4M | 0.11% |
4,240,146
+3,034,601
| +252% | +$32.9M |
|
194
Magna International
MGA
$18.8B
| $47.2M | 0.11% |
+1,150,800
| New | +$47.6M |
|
195
Telecom Argentina
TEO
$5.81B
| $47M | 0.11% |
2,727,300
+63,800
| +2% | +$1.21M |
|
|
TFCFA
196
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
| $46.8M | 0.11% |
+1,328,664
| New | +$44.8M |
|
|
FITB
197
Fifth Third Bancorp
FITB
$52.2B
| $46.3M | 0.11% |
2,202,126
+265,500
| +14% | +$5.2M |
|
198
Westlake Corp
WLK
$10.3B
| $46.2M | 0.11% |
757,400
+72,000
| +11% | +$4.04M |
|
199
3M
MMM
$94.4B
| $45.7M | 0.11% |
389,537
+181,313
| +87% | +$19.3M |
|
|
SPR
200
DELISTED
Spirit AeroSystems
SPR
| $45.7M | 0.11% |
1,340,200
+80,900
| +6% | +$2.38M |
|
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 14% of assets, up from 14% 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.