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 | |
|---|---|---|---|---|---|---|
|
FLOW
2101
DELISTED
FLOW INTL CORP
FLOW
| $943K | ﹤0.01% |
+234,072
| New | +$934K |
|
2102
Northrim BanCorp
NRIM
$606M
| $942K | ﹤0.01% |
143,600
-13,600
| -9% | -$85.1K |
|
|
NRT
2103
North European Oil Royalty Trust
NRT
$85.3M
| $941K | ﹤0.01% |
47,102
+21,444
| +84% | +$469K |
|
|
FOLD
2104
DELISTED
Amicus Therapeutics
FOLD
| $939K | ﹤0.01% |
399,401
+96,801
| +32% | +$212K |
|
2105
Adecoagro
AGRO
$1.3B
| $936K | ﹤0.01% |
115,700
+66,960
| +137% | +$532K |
|
|
BPZ
2106
DELISTED
BPZ RESOURCES INC COM STK
BPZ
| $933K | ﹤0.01% |
512,680
+93,571
| +22% | +$188K |
|
|
GTS
2107
DELISTED
Triple-S Management Corporation
GTS
| $929K | ﹤0.01% |
+50,243
| New | +$900K |
|
2108
iShares MSCI Japan ETF
EWJ
$23.2B
| $926K | ﹤0.01% |
19,075
-8,000
| -30% | -$381K |
|
|
RELV
2109
DELISTED
Reliv International Inc
RELV
| $924K | ﹤0.01% |
47,000
-671
| -1% | -$12.7K |
|
|
FNBC
2110
DELISTED
First NBC Bank Holding Company
FNBC
| $924K | ﹤0.01% |
+28,593
| New | +$793K |
|
|
GPIC
2111
DELISTED
Gaming Partners International Corporation
GPIC
| $922K | ﹤0.01% |
112,900
-2,100
| -2% | -$17.2K |
|
|
TGB
2112
Trekor Metals
TGB
$3.09B
| $920K | ﹤0.01% |
433,900
+181,200
| +72% | +$377K |
|
|
SWSH
2113
DELISTED
SWISHER HYGIENE INC COM STK NEW (DE)
SWSH
| $918K | ﹤0.01% |
178,519
+128,280
| +255% | +$738K |
|
|
FLG
2114
Flagstar Bank National Association
FLG
$5.92B
| $915K | ﹤0.01% |
+18,108
| New | +$877K |
|
|
ANCX
2115
DELISTED
Access National Corp
ANCX
| $915K | ﹤0.01% |
61,200
-2,700
| -4% | -$40.1K |
|
|
CRESY
2116
Cresud
CRESY
$743M
| $912K | ﹤0.01% |
102,557
-18,122
| -15% | -$164K |
|
2117
DXP Enterprises
DXPE
$3.03B
| $912K | ﹤0.01% |
+7,919
| New | +$744K |
|
2118
Stoneridge
SRI
$203M
| $910K | ﹤0.01% |
71,400
-172,187
| -71% | -$2.14M |
|
2119
UFP Industries
UFPI
$4.99B
| $908K | ﹤0.01% |
+52,224
| New | +$860K |
|
|
STS
2120
DELISTED
Supreme Industries Inc Class A
STS
| $908K | ﹤0.01% |
155,678
+1,500
| +1% | +$9.14K |
|
|
FRS
2121
DELISTED
FRISCH'S RESTAURANTS INC
FRS
| $907K | ﹤0.01% |
35,400
+2,700
| +8% | +$64.8K |
|
|
WPX
2122
DELISTED
WPX Energy, Inc.
WPX
| $903K | ﹤0.01% |
44,300
-1,787,900
| -98% | -$35.7M |
|
2123
CSP Inc
CSPI
$79.1M
| $902K | ﹤0.01% |
223,000
+41,600
| +23% | +$159K |
|
|
FPP
2124
DELISTED
FieldPoint Petroleum Corporation
FPP
| $902K | ﹤0.01% |
218,400
+11,800
| +6% | +$52.4K |
|
|
CAW
2125
DELISTED
CCA Industries, Inc.
CAW
| $898K | ﹤0.01% |
304,400
+3,000
| +1% | +$9.48K |
|
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.