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 | |
|---|---|---|---|---|---|---|
751
AvalonBay Communities
AVB
$26.3B
| $20.8M | 0.02% |
141,614
+32,214
| +29% | +$6.49M |
|
752
Cavco Industries
CVCO
$4.67B
| $20.8M | 0.02% |
143,199
+5,690
| +4% | +$1.12M |
|
753
Citizens Financial Group
CFG
$31.2B
| $20.7M | 0.02% |
1,102,900
+1,053,900
| +2,151% | +$34.4M |
|
754
Howmet Aerospace
HWM
$113B
| $20.7M | 0.02% |
1,679,813
-774,967
| -32% | -$16.1M |
|
755
Seaboard Corp
SEB
$4.08B
| $20.6M | 0.02% |
7,335
+300
| +4% | +$1.09M |
|
756
NorthWestern Energy
NWE
$4.4B
| $20.6M | 0.02% |
344,830
+261,326
| +313% | +$18.6M |
|
|
CMA
757
DELISTED
Comerica
CMA
| $20.6M | 0.02% |
701,666
+672,119
| +2,275% | +$36.5M |
|
758
TransUnion
TRU
$15.5B
| $20.6M | 0.02% |
311,000
-138,300
| -31% | -$11.9M |
|
|
CTRA
759
DELISTED
Coterra Energy
CTRA
| $20.5M | 0.02% |
1,194,800
+1,163,700
| +3,742% | +$18.4M |
|
760
Capital One
COF
$137B
| $20.5M | 0.02% |
407,099
+267,900
| +192% | +$23.6M |
|
761
Linde
LIN
$220B
| $20.4M | 0.02% |
118,100
+113,100
| +2,262% | +$22.3M |
|
762
James River Group Holdings
JRVR
$200M
| $20.4M | 0.02% |
563,625
+36,600
| +7% | +$1.47M |
|
763
DuPont de Nemours
DD
$19.5B
| $20.3M | 0.02% |
474,037
-898,431
| -65% | -$55M |
|
764
Flowserve
FLS
$10.3B
| $20.2M | 0.02% |
+846,900
| New | +$34.2M |
|
765
SunCoke Energy
SXC
$788M
| $20.2M | 0.02% |
5,240,751
+172,851
| +3% | +$876K |
|
766
Photronics
PLAB
$1.97B
| $20.2M | 0.02% |
1,964,494
-85,500
| -4% | -$1.12M |
|
|
UBA
767
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $20M | 0.02% |
1,421,922
+72,915
| +5% | +$1.5M |
|
768
Nice
NICE
$6.17B
| $19.9M | 0.02% |
138,444
+88,181
| +175% | +$14.2M |
|
769
Sterling Infrastructure
STRL
$16.9B
| $19.8M | 0.02% |
2,087,600
-20,900
| -1% | -$266K |
|
770
World Kinect Corp
WKC
$1.9B
| $19.8M | 0.02% |
787,373
-115,800
| -13% | -$3.95M |
|
771
Datadog
DDOG
$90.6B
| $19.7M | 0.02% |
+547,700
| New | +$22.6M |
|
772
Ituran Location and Control
ITRN
$1.06B
| $19.7M | 0.02% |
1,386,463
-43,637
| -3% | -$960K |
|
773
Tucows
TCX
$134M
| $19.7M | 0.02% |
408,251
-21,200
| -5% | -$1.19M |
|
774
Univest Financial
UVSP
$1.19B
| $19.7M | 0.02% |
1,207,069
+14,300
| +1% | +$327K |
|
775
Carriage Services
CSV
$555M
| $19.7M | 0.02% |
1,217,400
-65,700
| -5% | -$1.42M |
|
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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.