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 | |
|---|---|---|---|---|---|---|
2401
Sturm, Ruger & Co
RGR
$600M
| $431K | ﹤0.01% |
5,900
-109,300
| -95% | -$7.71M |
|
2402
National Bankshares
NKSH
$271M
| $428K | ﹤0.01% |
11,600
+200
| +2% | +$7.21K |
|
|
DGAS
2403
DELISTED
Delta Natural Gas Co Inc
DGAS
| $427K | ﹤0.01% |
19,100
+1,500
| +9% | +$32.8K |
|
|
DRL
2404
DELISTED
DORAL FINANCIAL CORPORATION (NEW)
DRL
| $427K | ﹤0.01% |
27,270
-54,680
| -67% | -$928K |
|
2405
Capital City Bank Group
CCBG
$896M
| $426K | ﹤0.01% |
36,199
+12,299
| +51% | +$147K |
|
|
THRD
2406
DELISTED
TF FINANCIAL CORP COM STK (PA)
THRD
| $426K | ﹤0.01% |
15,139
+100
| +0.7% | +$2.75K |
|
2407
Limoneira
LMNR
$251M
| $425K | ﹤0.01% |
+16,000
| New | +$406K |
|
2408
IMAX
IMAX
$2.81B
| $417K | ﹤0.01% |
+14,200
| New | +$408K |
|
|
KRA
2409
DELISTED
Kraton Corporation
KRA
| $417K | ﹤0.01% |
18,100
-59,700
| -77% | -$1.29M |
|
|
NASB
2410
DELISTED
NASB FINL INC
NASB
| $417K | ﹤0.01% |
13,800
+300
| +2% | +$8.27K |
|
2411
Assembly Biosciences
ASMB
$536M
| $415K | ﹤0.01% |
1,812
-386
| -18% | -$70.3K |
|
2412
Delek Logistics
DKL
$2.78B
| $411K | ﹤0.01% |
+13,000
| New | +$402K |
|
|
CSR
2413
Centerspace
CSR
$925M
| $408K | ﹤0.01% |
4,750
-23,840
| -83% | -$2.05M |
|
|
RC
2414
Ready Capital
RC
$289M
| $407K | ﹤0.01% |
+25,400
| New | +$435K |
|
2415
Citizens & Northern Corp
CZNC
$466M
| $406K | ﹤0.01% |
19,700
+7,800
| +66% | +$158K |
|
2416
Champion Homes
SKY
$5.23B
| $403K | ﹤0.01% |
78,100
-11,100
| -12% | -$52.5K |
|
2417
Ocean Power Technologies
OPTT
$55.4M
| $402K | ﹤0.01% |
1,047
+224
| +27% | +$87.7K |
|
|
ESMC
2418
DELISTED
Escalon Medical Corp
ESMC
| $401K | ﹤0.01% |
203,700
+300
| +0.1% | +$485 |
|
2419
Lincoln Educational Services
LINC
$945M
| $400K | ﹤0.01% |
80,400
-75,200
| -48% | -$373K |
|
|
FRTX
2420
DELISTED
Fresh Tracks Therapeutics, Inc. Common Stock
FRTX
| $399K | ﹤0.01% |
107
+40
| +60% | +$152K |
|
|
PATH
2421
DELISTED
NUPATHE INC COM STK
PATH
| $399K | ﹤0.01% |
121,900
+51,436
| +73% | +$114K |
|
|
DM
2422
DELISTED
DOLAN COMPANY COMMON STOCK
DM
| $399K | ﹤0.01% |
578,200
+162,800
| +39% | +$260K |
|
|
IFO
2423
DELISTED
INFOSONICS CORPORATION
IFO
| $399K | ﹤0.01% |
260,814
+400
| +0.2% | +$612 |
|
|
TLGT
2424
DELISTED
Teligent, Inc
TLGT
| $398K | ﹤0.01% |
+13,050
| New | +$332K |
|
|
MDCI
2425
DELISTED
MEDICAL ACTION INDS INC
MDCI
| $398K | ﹤0.01% |
46,500
-110,926
| -70% | -$800K |
|
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.