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 | |
|---|---|---|---|---|---|---|
|
CSCI
1976
DELISTED
COSCIENS Biopharma Inc. Common Stock
CSCI
| $1.24M | ﹤0.01% |
90
+46
| +105% | +$611K |
|
|
SAVE
1977
DELISTED
Spirit Airlines, Inc.
SAVE
| $1.24M | ﹤0.01% |
+27,200
| New | +$1.16M |
|
|
SRGA
1978
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
| $1.24M | ﹤0.01% |
11,633
-7,314
| -39% | -$710K |
|
|
MINI
1979
DELISTED
Mobile Mini Inc
MINI
| $1.23M | ﹤0.01% |
29,870
+11,700
| +64% | +$436K |
|
1980
Artesian Resources
ARTNA
$366M
| $1.23M | ﹤0.01% |
53,500
+8,400
| +19% | +$190K |
|
1981
Peoples Bancorp
PEBO
$1.48B
| $1.23M | ﹤0.01% |
54,532
+5,853
| +12% | +$131K |
|
1982
MarineMax
HZO
$1.15B
| $1.22M | ﹤0.01% |
76,100
+28,200
| +59% | +$425K |
|
|
BXE
1983
DELISTED
Bellatrix Exploration Ltd.
BXE
| $1.22M | ﹤0.01% |
33,300
-13,040
| -28% | -$477K |
|
1984
CBRE Group
CBRE
$44B
| $1.22M | ﹤0.01% |
+46,400
| New | +$1.1M |
|
1985
CRH
CRH
$64.4B
| $1.21M | ﹤0.01% |
47,200
-98,040
| -68% | -$2.43M |
|
1986
First Busey Corp
BUSE
$2.58B
| $1.2M | ﹤0.01% |
69,110
+7,910
| +13% | +$131K |
|
1987
Orion Energy Systems
OESX
$79M
| $1.2M | ﹤0.01% |
17,660
+660
| +4% | +$35K |
|
|
DTSI
1988
DELISTED
DTS, Inc.
DTSI
| $1.2M | ﹤0.01% |
50,222
-57,300
| -53% | -$1.23M |
|
|
CTXS
1989
DELISTED
Citrix Systems Inc
CTXS
| $1.2M | ﹤0.01% |
23,722
-159,612
| -87% | -$7.6M |
|
1990
inTEST
INTT
$176M
| $1.19M | ﹤0.01% |
314,200
+7,100
| +2% | +$27.3K |
|
|
KCG
1991
DELISTED
KCG Holdings, Inc.
KCG
| $1.19M | ﹤0.01% |
+99,814
| New | +$1.01M |
|
1992
Central Garden & Pet Co Class A
CENTA
$2.36B
| $1.18M | ﹤0.01% |
219,231
-149,394
| -41% | -$862K |
|
|
SCLN
1993
DELISTED
Sciclone Pharmaceuticals Inc
SCLN
| $1.18M | ﹤0.01% |
234,904
-271,196
| -54% | -$1.31M |
|
1994
KVH Industries
KVHI
$143M
| $1.18M | ﹤0.01% |
90,800
+14,900
| +20% | +$202K |
|
|
SALE
1995
DELISTED
RetailMeNot, Inc. Series 1
SALE
| $1.18M | ﹤0.01% |
+41,100
| New | +$1.28M |
|
1996
State Street Industrial Select Sector SPDR ETF
XLI
$34.8B
| $1.18M | ﹤0.01% |
22,600
-12,000
| -35% | -$590K |
|
|
METR
1997
DELISTED
METRO BANCORP, INC COMMON STOCK
METR
| $1.18M | ﹤0.01% |
54,800
+17,400
| +47% | +$377K |
|
|
KTEC
1998
DELISTED
Key Technology Inc
KTEC
| $1.18M | ﹤0.01% |
82,200
-200
| -0.2% | -$2.86K |
|
|
SGYP
1999
DELISTED
Synergy Pharmaceuticals, Inc Common Stock
SGYP
| $1.17M | ﹤0.01% |
+211,520
| New | +$912K |
|
2000
Universal Logistics Holdings
ULH
$507M
| $1.17M | ﹤0.01% |
38,400
-928
| -2% | -$25.9K |
|
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.