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 | 25.68% |
| 2 | Technology | 12.88% |
| 3 | Consumer Staples | 9.84% |
| 4 | Communication Services | 9.02% |
| 5 | Financials | 8.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HTB
1001
HomeTrust Bancshares
HTB
$831M
| $13M | 0.01% |
818,415
+12,800
| +2% | +$300K |
|
|
CCXI
1002
DELISTED
ChemoCentryx, Inc.
CCXI
| $13M | 0.01% |
323,300
-445,281
| -58% | -$18.9M |
|
|
BRSL
1003
Brightstar Lottery PLC
BRSL
$2.15B
| $13M | 0.01% |
2,181,912
-1,033,700
| -32% | -$11.8M |
|
1004
Dick's Sporting Goods
DKS
$18.1B
| $12.9M | 0.01% |
607,700
+470,700
| +344% | +$18.1M |
|
1005
Orthofix Medical
OFIX
$415M
| $12.9M | 0.01% |
460,469
+91,200
| +25% | +$3.53M |
|
1006
Sinclair Inc
SBGI
$1B
| $12.8M | 0.01% |
798,559
-2,167,640
| -73% | -$56.4M |
|
1007
Semtech
SMTC
$12.4B
| $12.8M | 0.01% |
340,700
-244,616
| -42% | -$11.1M |
|
1008
Tompkins Financial
TMP
$1.44B
| $12.7M | 0.01% |
177,492
-12,400
| -7% | -$1.03M |
|
1009
Coca-Cola Europacific Partners
CCEP
$47.3B
| $12.7M | 0.01% |
338,374
-67,364
| -17% | -$3.27M |
|
1010
Oil-Dri
ODC
$1.27B
| $12.7M | 0.01% |
759,692
-30,916
| -4% | -$531K |
|
1011
Quest Diagnostics
DGX
$26.2B
| $12.7M | 0.01% |
157,700
+26,400
| +20% | +$2.73M |
|
1012
Manchester United
MANU
$3.94B
| $12.6M | 0.01% |
840,400
+50,900
| +6% | +$910K |
|
|
Y
1013
DELISTED
Alleghany Corp
Y
| $12.6M | 0.01% |
22,888
+3,600
| +19% | +$2.59M |
|
|
CLCT
1014
DELISTED
Collectors Universe
CLCT
| $12.6M | 0.01% |
805,838
-2,400
| -0.3% | -$53.7K |
|
|
MCHB
1015
Mechanics Bancorp
MCHB
$3.8B
| $12.6M | 0.01% |
567,700
+119,000
| +27% | +$3.44M |
|
1016
Ducommun
DCO
$3.04B
| $12.6M | 0.01% |
506,700
-34,100
| -6% | -$1.31M |
|
1017
Alpha Pro Tech
APT
$55.7M
| $12.6M | 0.01% |
1,040,116
-18,612
| -2% | -$155K |
|
1018
Center Bancorp
CNOB
$1.81B
| $12.6M | 0.01% |
934,927
-69,249
| -7% | -$1.46M |
|
1019
SFL Corp
SFL
$1.57B
| $12.6M | 0.01% |
1,326,097
+369,700
| +39% | +$4.58M |
|
1020
Wayfair
W
$13.9B
| $12.6M | 0.01% |
235,000
| – | – |
|
1021
Deluxe
DLX
$1.09B
| $12.5M | 0.01% |
482,310
-33,095
| -6% | -$1.28M |
|
|
CLDT
1022
Chatham Lodging
CLDT
$590M
| $12.5M | 0.01% |
2,103,276
+48,400
| +2% | +$677K |
|
1023
Keurig Dr Pepper
KDP
$42.3B
| $12.5M | 0.01% |
514,100
-33,705
| -6% | -$909K |
|
|
KDNY
1024
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
| $12.5M | 0.01% |
909,962
-17,700
| -2% | -$209K |
|
1025
Herc Holdings
HRI
$5.64B
| $12.5M | 0.01% |
608,800
-231,000
| -28% | -$8.43M |
|
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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 26% of assets, up from 22% 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.