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 | |
|---|---|---|---|---|---|---|
2201
Tennant Co
TNC
$1.19B
| $766K | ﹤0.01% |
11,300
-33,800
| -75% | -$2.16M |
|
|
AAV
2202
DELISTED
Advantage Oil & Gas Ltd
AAV
| $766K | ﹤0.01% |
+176,600
| New | +$713K |
|
|
INXN
2203
DELISTED
Interxion Holding N.V.
INXN
| $765K | ﹤0.01% |
32,400
-55,000
| -63% | -$1.24M |
|
|
CCIH
2204
DELISTED
Chinacache International Holdings Ltd
CCIH
| $765K | ﹤0.01% |
85,900
-64,900
| -43% | -$519K |
|
2205
Primerica
PRI
$9.6B
| $764K | ﹤0.01% |
+17,800
| New | +$755K |
|
|
CNH
2206
CNH Industrial
CNH
$16.9B
| $761K | ﹤0.01% |
+76,572
| New | +$768K |
|
|
JCTC
2207
Jewett-Cameron Trading
JCTC
$10.2M
| $760K | ﹤0.01% |
145,400
+35,600
| +32% | +$188K |
|
2208
Republic Bancorp
RBCAA
$1.92B
| $756K | ﹤0.01% |
30,800
+14,700
| +91% | +$356K |
|
|
AXU
2209
DELISTED
Alexco Resource Corp
AXU
| $756K | ﹤0.01% |
600,200
+94,800
| +19% | +$125K |
|
|
ATAXZ
2210
DELISTED
AMERICA FIRST TAX EXEMT INV LP
ATAXZ
| $756K | ﹤0.01% |
120,189
-57,603
| -32% | -$362K |
|
2211
Biglari Holdings Class B
BH
$1.25B
| $755K | ﹤0.01% |
2,407
-9,491
| -80% | -$2.68M |
|
|
ANV
2212
DELISTED
Allied Nevada Gold Corp
ANV
| $754K | ﹤0.01% |
+212,300
| New | +$796K |
|
2213
Casella Waste Systems
CWST
$5.78B
| $753K | ﹤0.01% |
129,742
-10,929
| -8% | -$63.5K |
|
|
MOFG
2214
DELISTED
MidWestOne Financial Group
MOFG
| $753K | ﹤0.01% |
27,700
+8,899
| +47% | +$234K |
|
|
WLH
2215
DELISTED
WILLIAM LYON HOMES
WLH
| $748K | ﹤0.01% |
+33,800
| New | +$734K |
|
|
VII
2216
DELISTED
Vicon Industries, Inc.
VII
| $744K | ﹤0.01% |
241,500
-600
| -0.2% | -$1.74K |
|
|
TEP
2217
DELISTED
Tallgrass Energy Partners, LP
TEP
| $737K | ﹤0.01% |
+28,348
| New | +$703K |
|
|
SIFI
2218
DELISTED
SI Financial Group, Inc. NEW MD
SIFI
| $736K | ﹤0.01% |
61,100
-6,525
| -10% | -$75.9K |
|
|
KWK
2219
DELISTED
QUICKSILVER RESOURCES INC
KWK
| $736K | ﹤0.01% |
239,800
-2,752,258
| -92% | -$7.16M |
|
|
DCTH
2220
DELISTED
Delcath Systems Inc
DCTH
| $733K | ﹤0.01% |
11,231
+10,391
| +1,237% | +$876K |
|
|
OPLK
2221
DELISTED
OPLINK COMMUNICATIONS INC
OPLK
| $733K | ﹤0.01% |
39,400
-38,921
| -50% | -$681K |
|
2222
Allison Transmission
ALSN
$10.3B
| $732K | ﹤0.01% |
26,500
-31,900
| -55% | -$826K |
|
|
RRM
2223
DELISTED
RR MEDIA LTD ORD SHS (ISR)
RRM
| $732K | ﹤0.01% |
87,100
+8,800
| +11% | +$68.7K |
|
2224
Innodata
INOD
$2.05B
| $731K | ﹤0.01% |
298,400
-15,200
| -5% | -$37K |
|
2225
Old Second Bancorp
OSBC
$1.31B
| $730K | ﹤0.01% |
158,100
-19,700
| -11% | -$95.6K |
|
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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.