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 | |
|---|---|---|---|---|---|---|
551
Tower Semiconductor
TSEM
$28.6B
| $31.6M | 0.03% |
1,984,886
+62,600
| +3% | +$1.3M |
|
552
Shopify
SHOP
$204B
| $31.6M | 0.03% |
+757,000
| New | +$34.1M |
|
553
Universal Corp
UVV
$1.12B
| $31.5M | 0.03% |
711,611
-107,599
| -13% | -$5.37M |
|
|
AVTA
554
DELISTED
Avantax, Inc. Common Stock
AVTA
| $31.4M | 0.03% |
2,608,300
-165,000
| -6% | -$3.18M |
|
|
KBAL
555
DELISTED
Kimball International
KBAL
| $31.3M | 0.03% |
2,627,176
-141,100
| -5% | -$2.35M |
|
556
Open Text
OTEX
$6.02B
| $31.2M | 0.03% |
893,600
-561,232
| -39% | -$23.8M |
|
557
Orion
OEC
$360M
| $31.1M | 0.03% |
4,173,620
+75,824
| +2% | +$1.1M |
|
558
GeoPark
GPRK
$608M
| $31M | 0.03% |
4,388,992
-138,140
| -3% | -$2.21M |
|
|
AMED
559
DELISTED
Amedisys
AMED
| $31M | 0.03% |
168,701
+113,501
| +206% | +$20.2M |
|
560
Walt Disney
DIS
$181B
| $30.9M | 0.03% |
320,087
-603,740
| -65% | -$76.3M |
|
561
CrowdStrike
CRWD
$230B
| $30.9M | 0.03% |
+2,216,552
| New | +$31.3M |
|
|
AYX
562
DELISTED
Alteryx Inc
AYX
| $30.8M | 0.03% |
+324,098
| New | +$40.3M |
|
563
Harmony Gold Mining
HMY
$12B
| $30.7M | 0.03% |
14,097,767
+636,747
| +5% | +$2.09M |
|
564
Dover
DOV
$27.8B
| $30.7M | 0.03% |
+365,800
| New | +$38.8M |
|
565
Shutterstock
SSTK
$217M
| $30.6M | 0.03% |
951,900
+34,200
| +4% | +$1.37M |
|
566
Kite Realty
KRG
$5.31B
| $30.6M | 0.03% |
3,227,198
+28,599
| +0.9% | +$458K |
|
|
BSTC
567
DELISTED
BioSpecifics Technologies Corp.
BSTC
| $30.6M | 0.03% |
540,156
-36,091
| -6% | -$2.06M |
|
568
Lloyds Banking Group
LYG
$90B
| $30.5M | 0.03% |
20,189,214
+1,229,314
| +6% | +$3.17M |
|
569
Burlington
BURL
$22.4B
| $30.5M | 0.03% |
192,269
+24,468
| +15% | +$5.15M |
|
570
Assurant
AIZ
$13.9B
| $30.5M | 0.03% |
292,690
-248,600
| -46% | -$30.6M |
|
571
Stewart Information Services
STC
$2.07B
| $30.3M | 0.03% |
1,135,697
+39,200
| +4% | +$1.44M |
|
572
Manhattan Associates
MANH
$11.7B
| $30.2M | 0.03% |
606,680
-86,300
| -12% | -$6.22M |
|
573
Illinois Tool Works
ITW
$82.9B
| $30.2M | 0.03% |
+212,500
| New | +$36.1M |
|
|
NXRT
574
NexPoint Residential Trust
NXRT
$636M
| $30.2M | 0.03% |
1,197,210
-46,290
| -4% | -$2.03M |
|
575
Waterstone Financial
WSBF
$385M
| $30.1M | 0.03% |
2,066,944
-71,856
| -3% | -$1.22M |
|
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.