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 |
Baidu
BIDU
|
+$462M |
| 2 |
AGN
Allergan plc
AGN
|
+$390M |
| 3 |
AT&T
T
|
+$371M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$353M |
| 5 |
NextEra Energy
NEE
|
+$326M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$1.97B |
| 2 |
Meta Platforms (Facebook)
META
|
+$435M |
| 3 |
Pfizer
PFE
|
+$377M |
| 4 |
GE Aerospace
GE
|
+$354M |
| 5 |
Starbucks
SBUX
|
+$323M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 25.43% |
| 2 | Technology | 12.71% |
| 3 | Consumer Staples | 9.79% |
| 4 | Financials | 8.2% |
| 5 | Utilities | 8.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PPL
226
PPL Corp
PPL
$26.6B
| $91.9M | 0.09% |
3,725,031
-253,390
| -6% | -$8.16M |
|
227
Usana Health Sciences
USNA
$252M
| $91.4M | 0.09% |
1,581,700
-44,200
| -3% | -$3.07M |
|
|
MZTI
228
The Marzetti Company
MZTI
$3.12B
| $90.9M | 0.09% |
628,263
+46,901
| +8% | +$7.11M |
|
229
Commault Systems
CVLT
$5.74B
| $90.3M | 0.09% |
2,230,687
-271,700
| -11% | -$11.7M |
|
230
American Water Works
AWK
$26.8B
| $89.3M | 0.09% |
746,700
+582,300
| +354% | +$75.1M |
|
231
Alibaba
BABA
$300B
| $89M | 0.09% |
+457,872
| New | +$95.6M |
|
232
Wheaton Precious Metals
WPM
$61.7B
| $89M | 0.09% |
3,234,124
+1,793,024
| +124% | +$51.7M |
|
233
Wingstop
WING
$3.09B
| $89M | 0.09% |
1,116,415
-142,290
| -11% | -$12.2M |
|
234
Wells Fargo
WFC
$265B
| $88.5M | 0.09% |
3,083,611
+2,898,853
| +1,569% | +$123M |
|
235
Estee Lauder
EL
$31.6B
| $88.4M | 0.09% |
554,930
-963,100
| -63% | -$186M |
|
236
Public Service Enterprise Group
PEG
$37.7B
| $87.6M | 0.09% |
1,950,185
+482,136
| +33% | +$26M |
|
|
HUYA
237
Huya Inc
HUYA
$556M
| $87.5M | 0.09% |
5,164,400
-8,100
| -0.2% | -$150K |
|
238
Universal Display
OLED
$4.27B
| $87.3M | 0.08% |
662,639
+276,900
| +72% | +$47.6M |
|
239
UBS Group
UBS
$177B
| $87.2M | 0.08% |
9,418,400
-1,542,700
| -14% | -$17.8M |
|
240
Goldman Sachs
GS
$306B
| $86.8M | 0.08% |
+561,600
| New | +$119M |
|
|
SAFM
241
DELISTED
Sanderson Farms Inc
SAFM
| $86.7M | 0.08% |
703,001
-236,116
| -25% | -$32.9M |
|
242
Intel
INTC
$514B
| $86.4M | 0.08% |
1,596,294
-2,585,600
| -62% | -$153M |
|
243
Lamar Advertising Co
LAMR
$15.7B
| $86.1M | 0.08% |
1,679,160
-211,431
| -11% | -$17M |
|
244
Campbell Soup
CPB
$6.66B
| $86M | 0.08% |
+1,862,377
| New | +$89.6M |
|
245
WEC Energy
WEC
$35.5B
| $85.5M | 0.08% |
970,390
+25,396
| +3% | +$2.44M |
|
246
Mettler-Toledo International
MTD
$28.6B
| $85.4M | 0.08% |
123,650
+100,950
| +445% | +$75.3M |
|
247
Idexx Laboratories
IDXX
$45.3B
| $85.1M | 0.08% |
351,125
-288,804
| -45% | -$75.4M |
|
|
248
Pfizer
PFE
$150B
| $84.9M | 0.08% |
2,742,443
-11,067,635
| -80% | -$377M |
|
249
HEICO Corp Class A
HEI.A
$37.1B
| $84.1M | 0.08% |
1,316,200
-319,652
| -20% | -$28.6M |
|
250
Acuity Brands
AYI
$10.8B
| $84.1M | 0.08% |
981,716
-41,400
| -4% | -$4.54M |
|
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Jim Simons's Q1 2020 Portfolio in Review
As of Q1 2020, Jim Simons held 4,047 positions worth $103B, down 21% from $130B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
Jim Simons's Q1 2020 filing shows 573 new, 1,474 increased, 1,328 reduced and 645 closed positions. Its largest new stake was AT&T: 13,563,699 shares worth $299M. The largest sale was Tesla, an estimated $1.97B.
By sector, the portfolio is most concentrated in Healthcare at 25% of assets, up from 21% a quarter earlier, followed by Technology and Consumer Staples.
- Jim Simons's largest Q1 2020 buy was AT&T: 13,563,699 shares worth $299M.
- Jim Simons added most to Baidu in Q1 2020, an estimated $462M increase.
- Jim Simons's biggest Q1 2020 reduction was Tesla, cutting an estimated $1.97B.
- Jim Simons fully exited Phillips 66 in Q1 2020, selling an estimated $214M.
- Jim Simons's ten largest holdings make up 15% of its $103B portfolio in Q1 2020.
- Jim Simons opened 573 new positions and closed 645 in Q1 2020.
- Jim Simons's portfolio value fell 21% quarter-over-quarter to $103B.
Based on Renaissance Technologies's 13F filing for Q1 2020, filed 14 May 2020.