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 | 25.68% |
| 2 | Technology | 12.88% |
| 3 | Consumer Staples | 9.84% |
| 4 | Communication Services | 9.02% |
| 5 | Financials | 8.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BRY
2501
DELISTED
Berry Corp
BRY
| $858K | ﹤0.01% |
+356,100
| New | +$2.19M |
|
2502
Hennessy Advisors
HNNA
$78.9M
| $856K | ﹤0.01% |
112,825
-10,900
| -9% | -$105K |
|
2503
Schwab US Dividend Equity ETF
SCHD
$108B
| $855K | ﹤0.01% |
+57,000
| New | +$1.02M |
|
2504
Resideo Technologies
REZI
$3.1B
| $854K | ﹤0.01% |
176,500
-13,700
| -7% | -$129K |
|
|
UXIN
2505
Uxin Ltd
UXIN
$260M
| $851K | ﹤0.01% |
5,526
+5,067
| +1,104% | +$1.04M |
|
2506
Kimbell Royalty Partners
KRP
$1.53B
| $848K | ﹤0.01% |
145,478
+44,884
| +45% | +$541K |
|
2507
Kura Oncology
KURA
$896M
| $848K | ﹤0.01% |
+85,271
| New | +$976K |
|
2508
Schwab US Large- Cap ETF
SCHX
$75B
| $845K | ﹤0.01% |
82,800
+30,600
| +59% | +$372K |
|
|
UBX
2509
DELISTED
Unity Biotechnology
UBX
| $838K | ﹤0.01% |
14,440
+11,440
| +381% | +$721K |
|
2510
Q32 Bio
QTTB
$458M
| $836K | ﹤0.01% |
+2,988
| New | +$915K |
|
|
SWAV
2511
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $836K | ﹤0.01% |
+25,200
| New | +$1M |
|
|
NUVA
2512
DELISTED
NuVasive, Inc.
NUVA
| $836K | ﹤0.01% |
16,500
-76,788
| -82% | -$5.15M |
|
|
NCNA
2513
NuCana
NCNA
$6.16M
| $834K | ﹤0.01% |
29
+12
| +71% | +$330K |
|
2514
Schwab US Broad Market ETF
SCHB
$45.2B
| $834K | ﹤0.01% |
82,800
-22,680
| -22% | -$274K |
|
|
SRRA
2515
DELISTED
Sierra Oncology, Inc. Common Stock
SRRA
| $834K | ﹤0.01% |
84,974
-1,438
| -2% | -$18.8K |
|
2516
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| $828K | ﹤0.01% |
15,200
-152,200
| -91% | -$9.24M |
|
2517
State Street SPDR S&P Regional Banking ETF
KRE
$4.67B
| $825K | ﹤0.01% |
+25,300
| New | +$1.24M |
|
2518
Oil States International
OIS
$536M
| $825K | ﹤0.01% |
406,500
+303,500
| +295% | +$2.78M |
|
2519
AdaptHealth
AHCO
$760M
| $824K | ﹤0.01% |
+51,500
| New | +$728K |
|
|
LOAN
2520
Manhattan Bridge Capital
LOAN
$47.2M
| $824K | ﹤0.01% |
201,531
-26,531
| -12% | -$149K |
|
2521
Biglari Holdings Class B
BH
$1.22B
| $823K | ﹤0.01% |
16,006
-5,570
| -26% | -$547K |
|
2522
Genco Shipping & Trading
GNK
$1.1B
| $822K | ﹤0.01% |
128,030
-115,300
| -47% | -$878K |
|
|
SMTX
2523
DELISTED
SMTC Corporation
SMTX
| $817K | ﹤0.01% |
350,433
-22,977
| -6% | -$72.6K |
|
2524
Kinsale Capital Group
KNSL
$8.59B
| $815K | ﹤0.01% |
+7,800
| New | +$879K |
|
2525
Core Molding Technologies
CMT
$224M
| $814K | ﹤0.01% |
528,463
-6,250
| -1% | -$17.6K |
|
Similar funds
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 26% of assets, up from 22% 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.