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 | |
|---|---|---|---|---|---|---|
251
Morningstar
MORN
$7.21B
| $83.4M | 0.08% |
717,570
+34,054
| +5% | +$4.93M |
|
252
Strategic Education
STRA
$1.79B
| $83M | 0.08% |
594,192
+23,800
| +4% | +$3.64M |
|
253
Pacira BioSciences
PCRX
$965M
| $82.8M | 0.08% |
2,468,142
+670,804
| +37% | +$27.9M |
|
254
Copa Holdings
CPA
$5.57B
| $82.5M | 0.08% |
1,821,561
+266,800
| +17% | +$22.8M |
|
|
ELME
255
Elme Communities
ELME
$145M
| $81.9M | 0.08% |
3,432,000
-423,400
| -11% | -$12M |
|
256
Shenandoah Telecom
SHEN
$731M
| $81.8M | 0.08% |
1,661,700
+95,100
| +6% | +$4.22M |
|
|
SCHW
257
Charles Schwab
SCHW
$186B
| $81.8M | 0.08% |
2,433,000
+1,534,100
| +171% | +$64.4M |
|
258
Crocs
CROX
$6.24B
| $81.7M | 0.08% |
4,810,111
+8,779
| +0.2% | +$280K |
|
|
CTXS
259
DELISTED
Citrix Systems Inc
CTXS
| $80.9M | 0.08% |
571,779
+44,889
| +9% | +$5.35M |
|
260
RB Global
RBA
$16.2B
| $80.7M | 0.08% |
2,361,803
+1,072,906
| +83% | +$42.9M |
|
261
Artisan Partners
APAM
$3.04B
| $80.5M | 0.08% |
3,748,051
+90,800
| +2% | +$2.72M |
|
262
Ecopetrol
EC
$34.7B
| $80.5M | 0.08% |
8,464,786
+638,000
| +8% | +$10.6M |
|
263
Dr. Reddy's Laboratories
RDY
$10.3B
| $80.5M | 0.08% |
9,975,240
+1,430,830
| +17% | +$11.9M |
|
264
W.W. Grainger
GWW
$61.5B
| $80.4M | 0.08% |
323,600
+10,200
| +3% | +$3.02M |
|
|
CS
265
DELISTED
Credit Suisse Group
CS
| $80.3M | 0.08% |
9,931,596
-1,684,900
| -15% | -$19.6M |
|
266
Ionis Pharmaceuticals
IONS
$9.3B
| $79.8M | 0.08% |
1,688,411
-350,300
| -17% | -$19.5M |
|
|
PCH
267
DELISTED
PotlatchDeltic
PCH
| $79.8M | 0.08% |
2,542,313
-43,400
| -2% | -$1.68M |
|
268
SSR Mining
SSRM
$6.69B
| $79.5M | 0.08% |
6,989,628
+1,085,045
| +18% | +$17.9M |
|
269
Televisa
TV
$1.48B
| $79M | 0.08% |
13,623,058
+1,240,324
| +10% | +$12.1M |
|
270
Arch Capital
ACGL
$33.6B
| $78.2M | 0.08% |
2,748,900
-321,400
| -10% | -$13M |
|
271
DHT Holdings
DHT
$2.96B
| $77.9M | 0.08% |
10,155,369
+487,298
| +5% | +$3.09M |
|
272
FirstService
FSV
$6.22B
| $77.3M | 0.08% |
1,002,793
+32,600
| +3% | +$3.13M |
|
273
Clean Harbors
CLH
$16.6B
| $77.1M | 0.07% |
1,502,635
-375,000
| -20% | -$27.4M |
|
274
Progress Software
PRGS
$1.75B
| $76.8M | 0.07% |
2,398,590
+566,073
| +31% | +$22.8M |
|
275
Edwards Lifesciences
EW
$53.3B
| $76.3M | 0.07% |
1,214,100
+796,410
| +191% | +$57.4M |
|
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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.