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 | |
|---|---|---|---|---|---|---|
1
McDonald's
MCD
$194B
| $735M | 1.76% |
7,570,700
+108,300
| +1% | +$10.4M |
|
|
NVO
2
Novo Nordisk
NVO
$207B
| $603M | 1.44% |
32,637,000
+1,275,000
| +4% | +$22.2M |
|
3
TSMC
TSM
$2.19T
| $507M | 1.21% |
29,058,671
+6,256,320
| +27% | +$111M |
|
|
4
Johnson & Johnson
JNJ
$626B
| $504M | 1.21% |
5,498,400
+2,223,100
| +68% | +$205M |
|
|
LLTC
5
DELISTED
Linear Technology Corp
LLTC
| $495M | 1.19% |
10,877,500
+165,200
| +2% | +$6.89M |
|
6
Colgate-Palmolive
CL
$73.6B
| $479M | 1.15% |
7,348,400
-317,100
| -4% | -$20.3M |
|
7
Hershey
HSY
$36.6B
| $421M | 1.01% |
4,334,000
-304,600
| -7% | -$29.3M |
|
8
Eli Lilly
LLY
$1.08T
| $360M | 0.86% |
7,061,700
-1,226,105
| -15% | -$61.4M |
|
|
9
GSK
GSK
$102B
| $343M | 0.82% |
5,140,000
+2,026,960
| +65% | +$131M |
|
|
10
Costco
COST
$419B
| $340M | 0.81% |
2,857,513
+1,355,800
| +90% | +$162M |
|
11
Alaska Air
ALK
$5.4B
| $338M | 0.81% |
9,201,600
+663,400
| +8% | +$23.6M |
|
12
Intel
INTC
$493B
| $295M | 0.71% |
11,370,700
-926,294
| -8% | -$22.4M |
|
|
WFM
13
DELISTED
Whole Foods Market Inc
WFM
| $287M | 0.69% |
4,954,600
-569,648
| -10% | -$33.8M |
|
14
Verizon
VZ
$196B
| $285M | 0.68% |
5,802,317
+593,000
| +11% | +$29.2M |
|
15
VeriSign
VRSN
$26B
| $277M | 0.66% |
4,625,776
-446,800
| -9% | -$24.6M |
|
16
Walmart Inc
WMT
$901B
| $267M | 0.64% |
10,191,000
-1,176,300
| -10% | -$30.4M |
|
17
TJX Companies
TJX
$172B
| $265M | 0.63% |
8,303,800
-1,723,800
| -17% | -$52.2M |
|
18
Philip Morris
PM
$290B
| $259M | 0.62% |
2,977,700
-587,800
| -16% | -$51.3M |
|
|
TWTC
19
DELISTED
TW TELECOM INC CL A COM
TWTC
| $258M | 0.62% |
8,466,200
+1,138,000
| +16% | +$33.9M |
|
20
NetEase
NTES
$81.9B
| $250M | 0.6% |
15,912,000
-2,101,500
| -12% | -$29.5M |
|
21
Home Depot
HD
$353B
| $246M | 0.59% |
2,989,900
-201,300
| -6% | -$15.7M |
|
|
LIFE
22
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
| $246M | 0.59% |
3,241,897
+1,384,000
| +74% | +$104M |
|
|
CELG
23
DELISTED
Celgene Corp
CELG
| $237M | 0.57% |
2,810,938
-524,262
| -16% | -$41.5M |
|
|
24
Pfizer
PFE
$152B
| $230M | 0.55% |
+7,904,832
| New | +$230M |
|
25
Qualcomm
QCOM
$171B
| $217M | 0.52% |
2,916,560
-291,200
| -9% | -$20.5M |
|
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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 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.