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 | 14.36% |
| 2 | Healthcare | 13.06% |
| 3 | Consumer Discretionary | 12.03% |
| 4 | Consumer Staples | 11.17% |
| 5 | Industrials | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
VIAB
201
DELISTED
Viacom Inc. Class B
VIAB
| $45.3M | 0.11% |
+518,900
| New | +$42.8M |
|
202
West Pharmaceutical
WST
$24.7B
| $45.1M | 0.11% |
920,000
+244,100
| +36% | +$11.4M |
|
203
Healthpeak Properties
DOC
$14.1B
| $45.1M | 0.11% |
1,362,508
+267,363
| +24% | +$9.53M |
|
204
Lamar Advertising Co
LAMR
$15.6B
| $44.8M | 0.11% |
857,612
+360,900
| +73% | +$17.6M |
|
205
Meta Platforms (Facebook)
META
$1.53T
| $44.7M | 0.11% |
817,300
-241,300
| -23% | -$12.1M |
|
206
F5
FFIV
$23.4B
| $44.4M | 0.11% |
+488,774
| New | +$41.6M |
|
207
Packaging Corp of America
PKG
$22.9B
| $44.3M | 0.11% |
699,600
+277,800
| +66% | +$16.9M |
|
208
Ralph Lauren
RL
$23.7B
| $44.2M | 0.11% |
250,100
-188,000
| -43% | -$32M |
|
209
Nu Skin
NUS
$237M
| $44M | 0.11% |
318,200
-220,700
| -41% | -$26M |
|
210
Broadcom
AVGO
$1.98T
| $43.9M | 0.11% |
8,309,000
-7,912,000
| -49% | -$36.4M |
|
211
Usana Health Sciences
USNA
$254M
| $43.9M | 0.11% |
1,162,400
+142,200
| +14% | +$5.44M |
|
212
Applied Materials
AMAT
$417B
| $43.9M | 0.11% |
2,481,848
+2,020,300
| +438% | +$35.2M |
|
213
Grand Canyon Education
LOPE
$3.76B
| $43.6M | 0.1% |
1,000,200
+73,900
| +8% | +$3.24M |
|
214
Tapestry
TPR
$32.4B
| $43.3M | 0.1% |
770,700
-609,600
| -44% | -$32.9M |
|
215
BHP
BHP
$229B
| $43.1M | 0.1% |
748,029
+437,819
| +141% | +$25.3M |
|
|
CEL
216
DELISTED
Cellcom Israel, Ltd.
CEL
| $43M | 0.1% |
3,089,854
+231,677
| +8% | +$2.94M |
|
217
Bausch Health
BHC
$2.33B
| $42.8M | 0.1% |
+364,189
| New | +$39.9M |
|
218
Credit Acceptance
CACC
$5.94B
| $42.6M | 0.1% |
327,500
-15,300
| -4% | -$1.86M |
|
219
AutoNation
AN
$6.89B
| $42.4M | 0.1% |
853,700
-26,000
| -3% | -$1.29M |
|
220
Thomson Reuters
TRI
$45.4B
| $42.3M | 0.1% |
963,291
+926,152
| +2,494% | +$39.5M |
|
|
SPLK
221
DELISTED
Splunk Inc
SPLK
| $42.2M | 0.1% |
614,900
-102,400
| -14% | -$6.64M |
|
|
VALE.P
222
DELISTED
Vale S A
VALE.P
| $42.1M | 0.1% |
3,005,400
+643,200
| +27% | +$9.13M |
|
223
Genworth Financial
GNW
$3.7B
| $42.1M | 0.1% |
2,708,200
-1,461,700
| -35% | -$21.1M |
|
|
QCOR
224
DELISTED
QUESTCOR PHARMA INC
QCOR
| $41.9M | 0.1% |
769,400
-105,300
| -12% | -$6.22M |
|
225
EQT Corp
EQT
$34B
| $41.7M | 0.1% |
853,838
+662,606
| +346% | +$31.3M |
|
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 14% of assets, up from 14% 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.