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 | |
|---|---|---|---|---|---|---|
2051
Pampa Energía
PAM
$4.24B
| $1.04M | ﹤0.01% |
199,500
+38,400
| +24% | +$220K |
|
2052
Home Bancorp
HBCP
$571M
| $1.04M | ﹤0.01% |
55,300
+1,448
| +3% | +$26.6K |
|
|
TULP
2053
Bloomia Holdings
TULP
| $1.04M | ﹤0.01% |
54,371
+6,414
| +13% | +$121K |
|
|
WBCO
2054
DELISTED
WASHINGTON BANKING CO
WBCO
| $1.04M | ﹤0.01% |
58,449
+44,849
| +330% | +$743K |
|
|
NMRX
2055
DELISTED
Numerex Corp
NMRX
| $1.03M | ﹤0.01% |
79,900
-22,100
| -22% | -$278K |
|
2056
ICF International
ICFI
$1.59B
| $1.03M | ﹤0.01% |
29,800
+8,000
| +37% | +$275K |
|
|
ORKA
2057
Oruka Therapeutics
ORKA
$7.17B
| $1.03M | ﹤0.01% |
407
+345
| +556% | +$796K |
|
2058
Bar Harbor Bankshares
BHB
$682M
| $1.03M | ﹤0.01% |
58,050
+6,075
| +12% | +$102K |
|
2059
Integer Holdings
ITGR
$4.26B
| $1.02M | ﹤0.01% |
25,341
+14,919
| +143% | +$525K |
|
2060
StoneX
SNEX
$8.02B
| $1.02M | ﹤0.01% |
+279,582
| New | +$1.12M |
|
2061
OneSpan
OSPN
$602M
| $1.02M | ﹤0.01% |
132,000
-12,570
| -9% | -$96K |
|
2062
Western Midstream Partners
WES
$20.1B
| $1.02M | ﹤0.01% |
+25,799
| New | +$1.02M |
|
2063
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.47B
| $1.02M | ﹤0.01% |
+72,900
| New | +$888K |
|
|
POLY
2064
DELISTED
Plantronics, Inc.
POLY
| $1.02M | ﹤0.01% |
21,900
-202,300
| -90% | -$9.12M |
|
|
NOVB
2065
DELISTED
NORTH VALLEY BANCORP-COM
NOVB
| $1.02M | ﹤0.01% |
53,780
+6,600
| +14% | +$126K |
|
|
CSFL
2066
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $1.01M | ﹤0.01% |
99,843
-15,525
| -13% | -$159K |
|
2067
8x8 Inc
EGHT
$298M
| $1.01M | ﹤0.01% |
99,700
-159,000
| -61% | -$1.62M |
|
2068
FreightCar America
RAIL
$241M
| $1.01M | ﹤0.01% |
38,003
-54,297
| -59% | -$1.27M |
|
|
ATE
2069
DELISTED
Advantest Corp
ATE
| $1.01M | ﹤0.01% |
82,600
-11,000
| -12% | -$134K |
|
|
SPAN
2070
DELISTED
Span-America Medical Systems I
SPAN
| $1.01M | ﹤0.01% |
48,500
+4,900
| +11% | +$95.2K |
|
2071
ClearOne Inc
CLRO
$14M
| $1.01M | ﹤0.01% |
7,673
+893
| +13% | +$119K |
|
|
ENZ
2072
DELISTED
Enzo Biochem, Inc.
ENZ
| $1.01M | ﹤0.01% |
345,637
+61,737
| +22% | +$153K |
|
|
CSUN
2073
DELISTED
CHINA SUNERGY CO LTD ADS(CAYMAN ISLANDS)
CSUN
| $1M | ﹤0.01% |
166,732
+55,000
| +49% | +$355K |
|
2074
Federal Agricultural Mortgage
AGM
$2.51B
| $1M | ﹤0.01% |
29,300
+11,600
| +66% | +$401K |
|
2075
Diodes
DIOD
$4.71B
| $1M | ﹤0.01% |
+42,551
| New | +$960K |
|
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.