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 | |
|---|---|---|---|---|---|---|
451
British American Tobacco
BTI
$124B
| $40.9M | 0.04% |
1,196,553
+1,125,319
| +1,580% | +$45.9M |
|
|
TARO
452
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $40.8M | 0.04% |
666,000
+49,600
| +8% | +$3.68M |
|
|
EGOV
453
DELISTED
NIC Inc
EGOV
| $40.6M | 0.04% |
1,763,372
+203,539
| +13% | +$4.16M |
|
454
Malibu Boats
MBUU
$573M
| $40.5M | 0.04% |
1,406,893
+42,692
| +3% | +$1.69M |
|
455
Apple Hospitality REIT
APLE
$3.75B
| $40.3M | 0.04% |
4,393,088
-1,305,800
| -23% | -$17.1M |
|
456
Allegion
ALLE
$14.2B
| $40.1M | 0.04% |
435,800
+118,500
| +37% | +$14.2M |
|
457
J&J Snack Foods
JJSF
$1.7B
| $40M | 0.04% |
330,450
-9,400
| -3% | -$1.52M |
|
458
Vanda Pharmaceuticals
VNDA
$304M
| $39.9M | 0.04% |
3,849,654
+396,542
| +11% | +$4.92M |
|
|
CCMP
459
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $39.9M | 0.04% |
349,219
-128,144
| -27% | -$17.9M |
|
|
UN
460
DELISTED
Unilever NV New York Registry Shares
UN
| $39.8M | 0.04% |
+811,477
| New | +$44.4M |
|
461
Radware
RDWR
$1.25B
| $39.7M | 0.04% |
1,882,239
+88,185
| +5% | +$2.07M |
|
|
IPHI
462
DELISTED
INPHI CORPORATION
IPHI
| $39.5M | 0.04% |
499,134
-339,100
| -40% | -$26.4M |
|
463
United Microelectronic
UMC
$48.6B
| $39.4M | 0.04% |
18,159,480
+274,330
| +2% | +$692K |
|
|
NVRO
464
DELISTED
NEVRO CORP.
NVRO
| $39.4M | 0.04% |
393,617
+169,517
| +76% | +$20.4M |
|
|
MGLN
465
DELISTED
Magellan Health Services, Inc.
MGLN
| $39.2M | 0.04% |
814,019
+140,200
| +21% | +$9.02M |
|
466
Western Union
WU
$2.34B
| $38.5M | 0.04% |
2,124,676
-999,700
| -32% | -$24.5M |
|
|
MNR
467
DELISTED
Monmouth Real Estate Investment Corp
MNR
| $38.5M | 0.04% |
3,191,700
+23,000
| +0.7% | +$318K |
|
468
Gen Digital
GEN
$17.7B
| $38.2M | 0.04% |
+2,042,538
| New | +$44.2M |
|
469
CF Industries
CF
$17.7B
| $37.9M | 0.04% |
1,391,776
-328,250
| -19% | -$12.2M |
|
470
Otter Tail
OTTR
$3.9B
| $37.9M | 0.04% |
851,400
-21,500
| -2% | -$1.07M |
|
471
ATN International
ATNI
$491M
| $37.6M | 0.04% |
640,900
-15,300
| -2% | -$867K |
|
472
Exponent
EXPO
$3.24B
| $37.6M | 0.04% |
522,800
-18,800
| -3% | -$1.37M |
|
|
CWEN.A
473
DELISTED
Clearway Energy Class A
CWEN.A
| $37.6M | 0.04% |
2,189,266
+385,236
| +21% | +$7.68M |
|
|
IMGN
474
DELISTED
Immunogen Inc
IMGN
| $37.6M | 0.04% |
11,016,129
+308,990
| +3% | +$1.35M |
|
475
Mondelez International
MDLZ
$81.1B
| $37.5M | 0.04% |
749,213
+448,005
| +149% | +$24.3M |
|
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.