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 | |
|---|---|---|---|---|---|---|
|
VXX
2001
DELISTED
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
| $1.17M | ﹤0.01% |
+1,719
| New | +$1.37M |
|
2002
OFG Bancorp
OFG
$2.26B
| $1.16M | ﹤0.01% |
67,100
-114,770
| -63% | -$1.86M |
|
|
CWEI
2003
DELISTED
Clayton Williams Energy, Inc.
CWEI
| $1.16M | ﹤0.01% |
14,185
+7,900
| +126% | +$584K |
|
2004
Timberland Bancorp
TSBK
$360M
| $1.16M | ﹤0.01% |
120,700
+2,700
| +2% | +$24.4K |
|
2005
NVE Corp
NVEC
$580M
| $1.16M | ﹤0.01% |
19,900
-12,600
| -39% | -$683K |
|
|
TRK
2006
DELISTED
Speedway Motorsports, Inc.
TRK
| $1.16M | ﹤0.01% |
58,441
-5,059
| -8% | -$96.7K |
|
|
FBNK
2007
DELISTED
First Connecticut Bancorp, Inc
FBNK
| $1.16M | ﹤0.01% |
71,700
-10,500
| -13% | -$163K |
|
2008
Ormat Technologies
ORA
$7.09B
| $1.16M | ﹤0.01% |
42,454
+3,496
| +9% | +$92.3K |
|
2009
Plug Power
PLUG
$3.26B
| $1.16M | ﹤0.01% |
744,885
-1,020,000
| -58% | -$990K |
|
|
CCEC
2010
Capital Clean Energy Carriers
CCEC
$1.36B
| $1.15M | ﹤0.01% |
15,730
+254
| +2% | +$16.3K |
|
2011
Viasat
VSAT
$11.4B
| $1.15M | ﹤0.01% |
18,393
-96,300
| -84% | -$6.06M |
|
|
SYUT
2012
DELISTED
Synutra International, Inc.
SYUT
| $1.15M | ﹤0.01% |
129,400
+23,900
| +23% | +$184K |
|
2013
Churchill Downs
CHDN
$6.25B
| $1.15M | ﹤0.01% |
76,650
-99,564
| -57% | -$1.45M |
|
2014
State Street SPDR S&P Retail ETF
XRT
$640M
| $1.15M | ﹤0.01% |
+26,000
| New | +$1.11M |
|
2015
Crown Crafts
CRWS
$30.7M
| $1.14M | ﹤0.01% |
146,900
+24,800
| +20% | +$190K |
|
2016
NRC Health Common Stock
NRC
$466M
| $1.14M | ﹤0.01% |
60,400
-1,532
| -2% | -$26.9K |
|
|
TISA
2017
DELISTED
TOP Image Systems Ltd
TISA
| $1.13M | ﹤0.01% |
187,800
+3,300
| +2% | +$15.1K |
|
|
RT
2018
DELISTED
Ruby Tuesday Georgia
RT
| $1.13M | ﹤0.01% |
163,423
+27,848
| +21% | +$184K |
|
2019
DMC Global
BOOM
$154M
| $1.13M | ﹤0.01% |
52,067
+42,967
| +472% | +$952K |
|
|
KMG
2020
DELISTED
KMG Chemicals Inc
KMG
| $1.13M | ﹤0.01% |
67,024
+14,224
| +27% | +$276K |
|
2021
Madrigal Pharmaceuticals
MDGL
$11.8B
| $1.12M | ﹤0.01% |
+6,114
| New | +$1.12M |
|
2022
State Street Utilities Select Sector SPDR ETF
XLU
$23B
| $1.12M | ﹤0.01% |
+59,000
| New | +$1.13M |
|
2023
SPS Commerce
SPSC
$2.8B
| $1.12M | ﹤0.01% |
34,200
+21,000
| +159% | +$714K |
|
2024
EPR Properties
EPR
$4.72B
| $1.12M | ﹤0.01% |
22,700
-500
| -2% | -$25K |
|
2025
Starwood Property Trust
STWD
$6.05B
| $1.12M | ﹤0.01% |
49,979
-58,891
| -54% | -$1.25M |
|
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.