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 | |
|---|---|---|---|---|---|---|
|
CORR
2126
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $892K | ﹤0.01% |
25,058
-13,062
| -34% | -$447K |
|
2127
State Street SPDR S&P Metals & Mining ETF
XME
$4.55B
| $888K | ﹤0.01% |
+21,100
| New | +$827K |
|
|
ENZN
2128
DELISTED
ENZON PHARMACEUTICALS INC
ENZN
| $888K | ﹤0.01% |
765,284
-54,700
| -7% | -$84.2K |
|
2129
TAT Technologies
TATT
$543M
| $886K | ﹤0.01% |
111,300
+4,700
| +4% | +$36.6K |
|
2130
Cavco Industries
CVCO
$4.69B
| $885K | ﹤0.01% |
12,882
+2,182
| +20% | +$133K |
|
2131
Gray Television
GTN
$532M
| $884K | ﹤0.01% |
59,400
+21,400
| +56% | +$226K |
|
2132
Marcus Corp
MCS
$918M
| $884K | ﹤0.01% |
65,773
+32,873
| +100% | +$464K |
|
|
CLMS
2133
DELISTED
Calamos Asset Management, Inc.
CLMS
| $884K | ﹤0.01% |
74,657
+40,157
| +116% | +$418K |
|
|
SRCI
2134
DELISTED
SRC Energy Inc
SRCI
| $882K | ﹤0.01% |
95,300
-354,200
| -79% | -$3.49M |
|
|
VTNC
2135
DELISTED
VITRAN CORPORATION
VTNC
| $882K | ﹤0.01% |
+136,100
| New | +$769K |
|
2136
MiMedx Group
MDXG
$612M
| $877K | ﹤0.01% |
+100,350
| New | +$614K |
|
|
CNTF
2137
DELISTED
China TechFaith Wireless Communication Technology Ltd
CNTF
| $875K | ﹤0.01% |
104,820
+1,640
| +2% | +$12.1K |
|
|
MBVT
2138
DELISTED
Merchants Bancshares Inc
MBVT
| $874K | ﹤0.01% |
26,100
+8,200
| +46% | +$252K |
|
2139
Kopin
KOPN
$983M
| $873K | ﹤0.01% |
206,900
-67,100
| -24% | -$258K |
|
2140
Superior Group of Companies
SGC
$206M
| $872K | ﹤0.01% |
112,600
+4,200
| +4% | +$31.3K |
|
|
XRA
2141
DELISTED
Exeter Resources Corporation
XRA
| $871K | ﹤0.01% |
1,644,100
+361,000
| +28% | +$233K |
|
|
HTLF
2142
DELISTED
Heartland Financial USA, Inc.
HTLF
| $869K | ﹤0.01% |
30,200
-11,100
| -27% | -$311K |
|
2143
Amtech Systems
ASYS
$277M
| $868K | ﹤0.01% |
124,754
+15,263
| +14% | +$119K |
|
2144
New Oriental
EDU
$8.32B
| $866K | ﹤0.01% |
27,500
-438,800
| -94% | -$12.2M |
|
|
ATHX
2145
DELISTED
Athersys, Inc. Common Stock
ATHX
| $865K | ﹤0.01% |
13,834
+13,375
| +2,914% | +$638K |
|
|
HGG
2146
DELISTED
hhgregg Inc.
HGG
| $865K | ﹤0.01% |
61,900
+17,200
| +38% | +$275K |
|
2147
NorthWestern Energy
NWE
$4.4B
| $863K | ﹤0.01% |
19,926
-78,600
| -80% | -$3.51M |
|
|
SPRT
2148
DELISTED
support.com, Inc.
SPRT
| $860K | ﹤0.01% |
75,601
+5,468
| +8% | +$73.4K |
|
2149
Chicago Rivet & Machine Co
CVR
$9.98M
| $859K | ﹤0.01% |
25,900
+4,500
| +21% | +$161K |
|
2150
German American Bancorp
GABC
$1.93B
| $858K | ﹤0.01% |
45,255
+1,155
| +3% | +$20.9K |
|
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.