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 | |
|---|---|---|---|---|---|---|
2351
Scholastic
SCHL
$784M
| $500K | ﹤0.01% |
14,701
-34,500
| -70% | -$1.02M |
|
2352
Grupo Aeroportuario Centro Norte
OMAB
$5.28B
| $497K | ﹤0.01% |
18,600
-10,100
| -35% | -$275K |
|
|
SNT
2353
Senstar Technologies
SNT
$43.3M
| $496K | ﹤0.01% |
139,200
+700
| +0.5% | +$2.43K |
|
2354
American Homes 4 Rent
AMH
$12.2B
| $494K | ﹤0.01% |
+30,500
| New | +$490K |
|
2355
Valhi
VHI
$463M
| $494K | ﹤0.01% |
2,342
-1,875
| -44% | -$380K |
|
|
SAAS
2356
DELISTED
inContact, Inc.
SAAS
| $494K | ﹤0.01% |
63,300
-31,900
| -34% | -$243K |
|
|
CADX
2357
DELISTED
CADENCE PHARMACEUTICALS, INC COM STK
CADX
| $491K | ﹤0.01% |
+54,300
| New | +$392K |
|
|
NW.PRC.CL
2358
DELISTED
Natwest Bank Ads Series C
NW.PRC.CL
| $491K | ﹤0.01% |
19,500
-15,025
| -44% | -$378K |
|
|
WIFI
2359
DELISTED
Boingo Wireless, Inc.
WIFI
| $490K | ﹤0.01% |
76,500
-84,400
| -52% | -$562K |
|
2360
Alpha Pro Tech
APT
$54.8M
| $488K | ﹤0.01% |
227,100
+19,500
| +9% | +$35.2K |
|
|
FCH
2361
DELISTED
Felcor Lodging Trust
FCH
| $488K | ﹤0.01% |
59,800
-62,836
| -51% | -$435K |
|
|
MSLI
2362
DELISTED
Merus Labs International Inc.
MSLI
| $487K | ﹤0.01% |
341,200
+37,100
| +12% | +$49.6K |
|
|
ACW
2363
DELISTED
Accuride Corp
ACW
| $486K | ﹤0.01% |
130,395
-76,005
| -37% | -$301K |
|
|
FU
2364
DELISTED
FAB UNIVERSAL CORP COM
FU
| $484K | ﹤0.01% |
157,809
-44,300
| -22% | -$253K |
|
|
HEOP
2365
DELISTED
Heritage Oaks Bancorp
HEOP
| $483K | ﹤0.01% |
64,385
+51,385
| +395% | +$363K |
|
|
GBNK
2366
DELISTED
Guaranty Bancorp
GBNK
| $481K | ﹤0.01% |
34,220
+2,100
| +7% | +$29.2K |
|
|
BRT
2367
BRT Apartments
BRT
$268M
| $477K | ﹤0.01% |
67,460
-12,300
| -15% | -$86.9K |
|
|
UCFC
2368
DELISTED
United Community Financial Corp
UCFC
| $474K | ﹤0.01% |
132,704
-4,400
| -3% | -$16.4K |
|
|
NOA
2369
North American Construction
NOA
$389M
| $473K | ﹤0.01% |
81,470
-9,430
| -10% | -$53.6K |
|
2370
USA Compression Partners
USAC
$3.84B
| $470K | ﹤0.01% |
+17,549
| New | +$430K |
|
|
GNI
2371
DELISTED
GREAT NORTH IRON ORE CTFBIN
GNI
| $470K | ﹤0.01% |
+6,900
| New | +$495K |
|
|
PSTB
2372
DELISTED
Park Sterling Corp.
PSTB
| $470K | ﹤0.01% |
65,849
-53,221
| -45% | -$350K |
|
2373
Shore Bancshares
SHBI
$801M
| $467K | ﹤0.01% |
50,700
+6,900
| +16% | +$62.7K |
|
2374
Evertec
EVTC
$1.91B
| $466K | ﹤0.01% |
+18,900
| New | +$427K |
|
|
PWOD
2375
DELISTED
Penns Woods Bancorp
PWOD
| $464K | ﹤0.01% |
13,650
+5,250
| +63% | +$176K |
|
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.