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 | |
|---|---|---|---|---|---|---|
|
MKTG
2026
DELISTED
RESPONSYS INC COM STK (CA)
MKTG
| $1.12M | ﹤0.01% |
40,700
-98,200
| -71% | -$1.79M |
|
2027
Frontline
FRO
$9.17B
| $1.11M | ﹤0.01% |
+59,639
| New | +$819K |
|
|
PBIP
2028
DELISTED
Prudential Bancorp, Inc.
PBIP
| $1.11M | ﹤0.01% |
103,190
+49,193
| +91% | +$530K |
|
|
BLMT
2029
DELISTED
BSB Bancorp, Inc.
BLMT
| $1.11M | ﹤0.01% |
73,402
+4,378
| +6% | +$62.8K |
|
|
TBHC
2030
DELISTED
The Brand House Collective
TBHC
| $1.1M | ﹤0.01% |
46,500
+21,800
| +88% | +$457K |
|
|
EVAC
2031
DELISTED
EDWARDS GROUP LTD ADR (CYM)
EVAC
| $1.1M | ﹤0.01% |
108,200
-1,200
| -1% | -$12.1K |
|
2032
Azenta
AZTA
$1.45B
| $1.1M | ﹤0.01% |
104,857
+68,600
| +189% | +$679K |
|
2033
Haemonetics
HAE
$4.13B
| $1.1M | ﹤0.01% |
26,100
-211,400
| -89% | -$8.7M |
|
|
LXK
2034
DELISTED
Lexmark Intl Inc
LXK
| $1.1M | ﹤0.01% |
+30,900
| New | +$1.09M |
|
2035
Celanese
CE
$4.98B
| $1.09M | ﹤0.01% |
19,800
+10,200
| +106% | +$565K |
|
2036
Dorchester Minerals
DMLP
$1.36B
| $1.09M | ﹤0.01% |
42,140
-15,692
| -27% | -$385K |
|
|
DWA
2037
DELISTED
DREAMWORKS ANIMATION SKG INC CL-A
DWA
| $1.09M | ﹤0.01% |
+30,800
| New | +$972K |
|
2038
Seacoast Banking Corp of Florida
SBCF
$3.49B
| $1.09M | ﹤0.01% |
89,500
+45,300
| +102% | +$506K |
|
|
DALN
2039
DELISTED
DallasNews
DALN
| $1.09M | ﹤0.01% |
36,475
+2,125
| +6% | +$65.7K |
|
2040
Fuel Tech
FTEK
$45.3M
| $1.09M | ﹤0.01% |
153,790
+102,916
| +202% | +$627K |
|
|
CACH
2041
DELISTED
CACHE INC (DE)
CACH
| $1.09M | ﹤0.01% |
200,100
-58,111
| -23% | -$324K |
|
|
JNP
2042
DELISTED
Juniper Pharmaceuticals, Inc. Common Stock
JNP
| $1.09M | ﹤0.01% |
164,250
-20,700
| -11% | -$141K |
|
2043
Hooker Furnishings Corp
HOFT
$158M
| $1.08M | ﹤0.01% |
64,765
-16,301
| -20% | -$263K |
|
2044
Univest Financial
UVSP
$1.19B
| $1.08M | ﹤0.01% |
52,239
+30,439
| +140% | +$607K |
|
|
TEN
2045
Tsakos Energy Navigation Ltd
TEN
$1.25B
| $1.08M | ﹤0.01% |
35,880
-9,020
| -20% | -$235K |
|
|
MERU
2046
DELISTED
MERU NETWORKS INC COM STK (DE)
MERU
| $1.08M | ﹤0.01% |
250,100
-15,500
| -6% | -$53.7K |
|
|
NINE
2047
DELISTED
NINETOWNS INTERNET TECHNOLOGY GROUP CO LTD SPON ADR
NINE
| $1.08M | ﹤0.01% |
618,300
+300
| +0% | +$531 |
|
2048
Performance Shipping
PSHG
$21.5M
| – | – |
0
| – | – |
|
|
DRII
2049
DELISTED
DIAMOND RESORTS INTL, INC
DRII
| $1.07M | ﹤0.01% |
+57,800
| New | +$1.04M |
|
2050
Penske Automotive Group
PAG
$14.4B
| $1.06M | ﹤0.01% |
22,500
-8,000
| -26% | -$342K |
|
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.