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 | |
|---|---|---|---|---|---|---|
2901
Performance Shipping
PSHG
$21.5M
| $364K | ﹤0.01% |
4,255
+1,090
| +34% | +$111K |
|
2902
Perspective Therapeutics
CATX
$354M
| $363K | ﹤0.01% |
68,416
+43,761
| +177% | +$330K |
|
|
MBAI
2903
Check-Cap
MBAI
$9.75M
| $363K | ﹤0.01% |
2,217
-28
| -1% | -$6.43K |
|
|
KSPN
2904
DELISTED
Kaspien Holdings Inc. Common Stock
KSPN
| $362K | ﹤0.01% |
109,007
+9,608
| +10% | +$33.9K |
|
2905
iShares ESG Aware MSCI EM ETF
ESGE
$6.86B
| $361K | ﹤0.01% |
+13,200
| New | +$436K |
|
|
RELV
2906
DELISTED
Reliv International Inc
RELV
| $360K | ﹤0.01% |
106,780
-100
| -0.1% | -$362 |
|
2907
WisdomTree US MidCap Fund
EZM
$960M
| $359K | ﹤0.01% |
+13,600
| New | +$503K |
|
|
STRR
2908
DELISTED
Star Equity Holdings
STRR
| $359K | ﹤0.01% |
18,062
-642
| -3% | -$10.6K |
|
|
EMX
2909
DELISTED
EMX Royalty
EMX
| $354K | ﹤0.01% |
260,300
+26,668
| +11% | +$44.8K |
|
2910
SCYNEXIS
SCYX
$50.9M
| $353K | ﹤0.01% |
5,647
-2,945
| -34% | -$212K |
|
2911
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
| $352K | ﹤0.01% |
+5,500
| New | +$470K |
|
2912
ZK International Group
ZKIN
$60.8M
| $352K | ﹤0.01% |
57,196
-514
| -0.9% | -$4.42K |
|
2913
Capital Bancorp
CBNK
$616M
| $349K | ﹤0.01% |
27,874
-16,209
| -37% | -$217K |
|
|
GOLD
2914
Gold.com Inc
GOLD
$1.27B
| $348K | ﹤0.01% |
56,600
-4,000
| -7% | -$17.9K |
|
|
SISI
2915
DELISTED
Shineco
SISI
| $346K | ﹤0.01% |
7
| – | – |
|
|
QHC
2916
DELISTED
Quorum Health Corporation
QHC
| $346K | ﹤0.01% |
766,288
+81,900
| +12% | +$77.3K |
|
2917
Kforce
KFRC
$1.08B
| $343K | ﹤0.01% |
13,400
-12,749
| -49% | -$423K |
|
2918
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.12B
| $343K | ﹤0.01% |
+8,400
| New | +$475K |
|
2919
iShares Global Clean Energy ETF
ICLN
$2.11B
| $342K | ﹤0.01% |
+35,800
| New | +$424K |
|
2920
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$701M
| $341K | ﹤0.01% |
+10,300
| New | +$431K |
|
|
MITT
2921
TPG Mortgage Investment Trust
MITT
$214M
| $341K | ﹤0.01% |
41,467
+19,160
| +86% | +$766K |
|
2922
Sonoma Pharmaceuticals
SNOA
$6.41M
| $341K | ﹤0.01% |
3,483
+548
| +19% | +$55.2K |
|
2923
Norfolk Southern
NSC
$75.9B
| $340K | ﹤0.01% |
+2,326
| New | +$429K |
|
2924
ReposiTrak
TRAK
$158M
| $340K | ﹤0.01% |
89,508
+17,900
| +25% | +$86.2K |
|
|
AINC
2925
DELISTED
Ashford Inc.
AINC
| $339K | ﹤0.01% |
58,983
-1,269
| -2% | -$24.1K |
|
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 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.