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 | |
|---|---|---|---|---|---|---|
901
OceanFirst Financial
OCFC
$1.85B
| $16M | 0.02% |
1,003,417
-106,726
| -10% | -$2.25M |
|
902
Henry Schein
HSIC
$10.1B
| $15.9M | 0.02% |
314,612
-244,800
| -44% | -$15.5M |
|
903
Haverty Furniture Companies
HVT
$441M
| $15.9M | 0.02% |
1,335,495
-70,805
| -5% | -$1.25M |
|
|
SYKE
904
DELISTED
SYKES Enterprises Inc
SYKE
| $15.9M | 0.02% |
584,673
+73,973
| +14% | +$2.39M |
|
905
Camtek
CAMT
$8.13B
| $15.8M | 0.02% |
1,880,500
+57,800
| +3% | +$617K |
|
|
TCO
906
DELISTED
Taubman Centers Inc.
TCO
| $15.8M | 0.02% |
376,300
+278,200
| +284% | +$11.6M |
|
907
T. Rowe Price
TROW
$23.8B
| $15.8M | 0.02% |
+161,300
| New | +$19.8M |
|
908
Great Southern Bancorp
GSBC
$877M
| $15.7M | 0.02% |
388,300
+66,800
| +21% | +$3.52M |
|
909
Macy's
M
$6.26B
| $15.6M | 0.02% |
+3,174,564
| New | +$43M |
|
910
CRA International
CRAI
$1.07B
| $15.6M | 0.02% |
466,274
-9,501
| -2% | -$453K |
|
911
Virtu Financial
VIRT
$5.04B
| $15.6M | 0.02% |
+747,100
| New | +$13.8M |
|
912
Gaotu Techedu
GOTU
$410M
| $15.5M | 0.02% |
+366,453
| New | +$13.5M |
|
913
Spok Holdings
SPOK
$230M
| $15.5M | 0.02% |
1,451,793
-15,091
| -1% | -$162K |
|
|
DNKN
914
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $15.5M | 0.02% |
291,700
-58,400
| -17% | -$4.05M |
|
915
C.H. Robinson
CHRW
$17.1B
| $15.5M | 0.02% |
+233,693
| New | +$16.8M |
|
916
A10 Networks
ATEN
$2B
| $15.5M | 0.02% |
2,489,433
+284,433
| +13% | +$1.82M |
|
|
OLP
917
One Liberty Properties
OLP
$523M
| $15.4M | 0.02% |
1,108,225
+64,200
| +6% | +$1.55M |
|
918
Artesian Resources
ARTNA
$362M
| $15.4M | 0.01% |
411,250
+2,240
| +0.5% | +$81.9K |
|
919
Alaska Air
ALK
$5.3B
| $15.4M | 0.01% |
539,767
-292,560
| -35% | -$15.9M |
|
920
Canadian Pacific Kansas City
CP
$81.5B
| $15.3M | 0.01% |
+349,000
| New | +$17.2M |
|
|
BCOV
921
DELISTED
Brightcove, Inc.
BCOV
| $15.3M | 0.01% |
2,195,551
-76,700
| -3% | -$618K |
|
922
NMI Holdings
NMIH
$3.38B
| $15.2M | 0.01% |
1,311,559
-139,400
| -10% | -$3.69M |
|
923
Amdocs
DOX
$6.08B
| $15.2M | 0.01% |
276,400
+20,100
| +8% | +$1.35M |
|
|
RETA
924
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $15.2M | 0.01% |
105,100
-137,000
| -57% | -$26.4M |
|
925
Ironwood Pharmaceuticals
IRWD
$714M
| $15.1M | 0.01% |
1,498,453
+744,763
| +99% | +$8.75M |
|
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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.