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 | |
|---|---|---|---|---|---|---|
1101
STMicroelectronics
STM
$48.9B
| $11.1M | 0.01% |
+517,624
| New | +$13.6M |
|
1102
First Citizens BancShares
FCNCA
$25.8B
| $11.1M | 0.01% |
33,200
+6,000
| +22% | +$2.78M |
|
1103
Agilysys
AGYS
$3.23B
| $11M | 0.01% |
660,649
+100,897
| +18% | +$2.76M |
|
1104
Comtech Telecommunications
CMTL
$53.3M
| $11M | 0.01% |
829,250
+164,100
| +25% | +$4.61M |
|
1105
Philips
PHG
$26.9B
| $11M | 0.01% |
+345,035
| New | +$12.2M |
|
1106
Extreme Networks
EXTR
$3.25B
| $11M | 0.01% |
3,560,246
-1,091,985
| -23% | -$6.06M |
|
1107
Amphastar Pharmaceuticals
AMPH
$858M
| $11M | 0.01% |
738,600
-94,400
| -11% | -$1.64M |
|
1108
Darden Restaurants
DRI
$25.5B
| $11M | 0.01% |
201,092
-791,700
| -80% | -$77M |
|
1109
Grocery Outlet
GO
$1.06B
| $11M | 0.01% |
+318,900
| New | +$10.4M |
|
1110
International Paper
IP
$21.7B
| $10.9M | 0.01% |
+370,339
| New | +$13.7M |
|
1111
Ooma
OOMA
$566M
| $10.9M | 0.01% |
914,803
-73,500
| -7% | -$929K |
|
1112
Barclays
BCS
$94.9B
| $10.9M | 0.01% |
2,404,986
-172,700
| -7% | -$1.33M |
|
1113
CACI
CACI
$14.8B
| $10.9M | 0.01% |
51,600
-21,000
| -29% | -$5.22M |
|
|
ZIXI
1114
DELISTED
Zix Corporation
ZIXI
| $10.8M | 0.01% |
2,508,194
-627,571
| -20% | -$4.22M |
|
1115
Emcor
EME
$37.5B
| $10.7M | 0.01% |
+175,300
| New | +$13.5M |
|
1116
Santander
BSBR
$43.6B
| $10.7M | 0.01% |
2,165,360
-432,634
| -17% | -$3.64M |
|
1117
UMB Financial
UMBF
$11.5B
| $10.7M | 0.01% |
230,500
-300
| -0.1% | -$18.3K |
|
1118
ANI Pharmaceuticals
ANIP
$1.71B
| $10.7M | 0.01% |
262,300
-3,600
| -1% | -$191K |
|
1119
Rexford Industrial Realty
REXR
$8.12B
| $10.7M | 0.01% |
260,500
+15,000
| +6% | +$690K |
|
1120
Perion Network
PERI
$384M
| $10.7M | 0.01% |
2,183,173
+365,148
| +20% | +$2.62M |
|
|
VSTO
1121
DELISTED
Vista Outdoor Inc.
VSTO
| $10.7M | 0.01% |
1,212,500
-106,800
| -8% | -$813K |
|
1122
Lakeland Financial Corp
LKFN
$1.55B
| $10.7M | 0.01% |
289,900
+14,500
| +5% | +$630K |
|
1123
Marriott International
MAR
$93.1B
| $10.6M | 0.01% |
+142,216
| New | +$17.7M |
|
|
TEN
1124
Tsakos Energy Navigation Ltd
TEN
$1.24B
| $10.6M | 0.01% |
650,281
-39,132
| -6% | -$599K |
|
|
ADVM
1125
DELISTED
Adverum Biotechnologies
ADVM
| $10.6M | 0.01% |
108,415
-37,170
| -26% | -$4.33M |
|
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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.