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 | |
|---|---|---|---|---|---|---|
1026
National Presto Industries
NPK
$983M
| $12.4M | 0.01% |
175,700
+18,800
| +12% | +$1.58M |
|
1027
NatWest
NWG
$75.9B
| $12.4M | 0.01% |
4,238,371
-795,879
| -16% | -$4.19M |
|
|
LBAI
1028
DELISTED
Lakeland Bancorp Inc
LBAI
| $12.4M | 0.01% |
1,148,200
+44,800
| +4% | +$664K |
|
|
LFC
1029
DELISTED
China Life Insurance Company Ltd.
LFC
| $12.4M | 0.01% |
1,270,935
-183,800
| -13% | -$2.2M |
|
|
ARD
1030
DELISTED
Ardagh Group S.A. Class A Common Shares
ARD
| $12.4M | 0.01% |
1,044,993
+102,800
| +11% | +$1.8M |
|
1031
Ezcorp Inc
EZPW
$1.77B
| $12.4M | 0.01% |
2,968,228
+287,900
| +11% | +$1.48M |
|
1032
Berkshire Hathaway Class B
BRK.B
$1.09T
| $12.4M | 0.01% |
+67,688
| New | +$14.4M |
|
1033
Heron Therapeutics
HRTX
$64.7M
| $12.3M | 0.01% |
1,051,892
+870,892
| +481% | +$16.4M |
|
1034
Brookfield Renewable
BEP
$10.6B
| $12.3M | 0.01% |
+545,874
| New | +$13.8M |
|
1035
W&T Offshore
WTI
$554M
| $12.3M | 0.01% |
7,243,610
-3,088,200
| -30% | -$10.5M |
|
|
CSFL
1036
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $12.3M | 0.01% |
713,827
-379,415
| -35% | -$8.22M |
|
|
WSR
1037
DELISTED
Whitestone REIT
WSR
| $12.3M | 0.01% |
1,981,177
+378,593
| +24% | +$4.46M |
|
1038
Simulations Plus
SLP
$371M
| $12.3M | 0.01% |
351,700
-90,100
| -20% | -$3.01M |
|
1039
Westwood Holdings Group
WHG
$184M
| $12.3M | 0.01% |
669,216
-40,906
| -6% | -$1.03M |
|
|
NTUS
1040
DELISTED
Natus Medical Inc
NTUS
| $12.2M | 0.01% |
529,445
+170,500
| +48% | +$4.96M |
|
1041
Rollins
ROL
$17.5B
| $12.2M | 0.01% |
508,200
-1,232,120
| -71% | -$30.4M |
|
1042
Tootsie Roll Industries
TR
$3.02B
| $12.2M | 0.01% |
406,091
+101,824
| +33% | +$2.87M |
|
1043
Cimpress
CMPR
$2.34B
| $12.2M | 0.01% |
229,400
+183,079
| +395% | +$18.6M |
|
1044
Kulicke & Soffa
KLIC
$4.95B
| $12.2M | 0.01% |
584,700
-404,728
| -41% | -$9.93M |
|
1045
Weibo
WB
$1.88B
| $12.2M | 0.01% |
+367,908
| New | +$15.6M |
|
1046
IMAX
IMAX
$2.94B
| $12.1M | 0.01% |
1,341,500
+522,700
| +64% | +$8.28M |
|
|
HOLI
1047
DELISTED
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
| $12.1M | 0.01% |
941,000
+48,782
| +5% | +$718K |
|
1048
Adient
ADNT
$1.57B
| $12.1M | 0.01% |
1,336,745
+130,000
| +11% | +$2.62M |
|
1049
OneMain Financial
OMF
$7.49B
| $12.1M | 0.01% |
633,300
-542,300
| -46% | -$20.2M |
|
1050
Horizon Bancorp
HBNC
$1.06B
| $12.1M | 0.01% |
1,227,209
+61,800
| +5% | +$946K |
|
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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.