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 | |
|---|---|---|---|---|---|---|
|
PPIH
2226
Perma-Pipe International
PPIH
$220M
| $729K | ﹤0.01% |
50,800
+18,896
| +59% | +$237K |
|
|
MCBI
2227
DELISTED
METROCORP BANCSHARES INC
MCBI
| $726K | ﹤0.01% |
48,149
+23,449
| +95% | +$335K |
|
2228
Ark Restaurants
ARKR
$20.2M
| $725K | ﹤0.01% |
33,700
+2,400
| +8% | +$51.6K |
|
|
PERY
2229
DELISTED
Perry Ellis International Inc
PERY
| $723K | ﹤0.01% |
45,770
-58,348
| -56% | -$989K |
|
|
HEES
2230
DELISTED
H&E Equipment Services
HEES
| $714K | ﹤0.01% |
+24,100
| New | +$660K |
|
2231
First Bancorp
FBNC
$2.76B
| $710K | ﹤0.01% |
42,700
-7,600
| -15% | -$117K |
|
2232
Savara
SVRA
$1.08B
| $710K | ﹤0.01% |
21,929
+16,708
| +320% | +$536K |
|
|
DTRM
2233
DELISTED
Determine, Inc. Common Stock
DTRM
| $710K | ﹤0.01% |
110,714
-3,600
| -3% | -$23K |
|
2234
Boise Cascade
BCC
$2.93B
| $708K | ﹤0.01% |
+24,000
| New | +$627K |
|
2235
Achieve Life Sciences
ACHV
$736M
| $707K | ﹤0.01% |
39
+15
| +63% | +$263K |
|
|
BORN
2236
DELISTED
China New Borun Corporation
BORN
| $704K | ﹤0.01% |
281,400
+400
| +0.1% | +$795 |
|
2237
Devon Energy
DVN
$49.9B
| $699K | ﹤0.01% |
11,300
-634,800
| -98% | -$38.9M |
|
2238
Photronics
PLAB
$1.97B
| $698K | ﹤0.01% |
77,300
+26,400
| +52% | +$223K |
|
|
PENX
2239
DELISTED
PENFORD CORP
PENX
| $698K | ﹤0.01% |
54,300
+3,900
| +8% | +$51.4K |
|
2240
Kadant
KAI
$3.93B
| $689K | ﹤0.01% |
17,000
+7,200
| +73% | +$271K |
|
|
JIVE
2241
DELISTED
Jive Software, Inc.
JIVE
| $688K | ﹤0.01% |
+61,117
| New | +$689K |
|
|
ONVI
2242
DELISTED
Onvia, Inc.
ONVI
| $687K | ﹤0.01% |
138,600
+1,000
| +0.7% | +$4.79K |
|
|
CPE
2243
DELISTED
Callon Petroleum Company
CPE
| $686K | ﹤0.01% |
10,499
-4,900
| -32% | -$313K |
|
|
FRBK
2244
DELISTED
Republic First Bancorp Inc
FRBK
| $686K | ﹤0.01% |
230,200
+8,700
| +4% | +$27.3K |
|
2245
Forestar Group
FOR
$1.5B
| $685K | ﹤0.01% |
32,200
-13,000
| -29% | -$272K |
|
2246
Hurco Companies Inc
HURC
$144M
| $684K | ﹤0.01% |
27,359
+7,530
| +38% | +$190K |
|
2247
Cumberland Pharmaceuticals
CPIX
$119M
| $682K | ﹤0.01% |
133,400
-44,262
| -25% | -$216K |
|
|
TTHI
2248
DELISTED
TRANSITION THERAPEUTICS INC (CANADA)
TTHI
| $682K | ﹤0.01% |
119,800
+47,400
| +65% | +$243K |
|
2249
Astrotech Corp
ASTC
$17.5M
| $680K | ﹤0.01% |
1,603
+77
| +5% | +$18K |
|
|
CLD
2250
DELISTED
Cloud Peak Energy Inc
CLD
| $680K | ﹤0.01% |
+37,800
| New | +$615K |
|
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.