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 | |
|---|---|---|---|---|---|---|
1151
White Mountains Insurance
WTM
$5.09B
| $10.2M | 0.01% |
11,200
-2,500
| -18% | -$2.59M |
|
|
MNTV
1152
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $10.2M | 0.01% |
752,769
+272,669
| +57% | +$4.69M |
|
1153
Healthcare Realty
HR
$6.65B
| $10.2M | 0.01% |
418,819
+330,147
| +372% | +$9.98M |
|
1154
Financial Institutions
FISI
$828M
| $10.2M | 0.01% |
560,000
+60,300
| +12% | +$1.62M |
|
1155
Consolidated Water Co
CWCO
$506M
| $10.2M | 0.01% |
618,927
+3,743
| +0.6% | +$62.3K |
|
|
ISBC
1156
DELISTED
Investors Bancorp, Inc.
ISBC
| $10.1M | 0.01% |
1,268,074
-619,138
| -33% | -$6.66M |
|
|
BLD
1157
DELISTED
TopBuild
BLD
| $10.1M | 0.01% |
141,100
+25,700
| +22% | +$2.62M |
|
|
TWNK
1158
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
| $10.1M | 0.01% |
946,910
+523,410
| +124% | +$6.65M |
|
1159
Wintrust Financial
WTFC
$11B
| $10.1M | 0.01% |
307,000
+179,900
| +142% | +$9.98M |
|
|
BBT
1160
Beacon Financial Corp
BBT
$2.69B
| $10.1M | 0.01% |
677,879
+174,000
| +35% | +$4.39M |
|
|
SCTL
1161
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
| $10.1M | 0.01% |
1,231,400
+212,538
| +21% | +$2.95M |
|
|
HCCI
1162
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
| $10M | 0.01% |
618,630
+67,330
| +12% | +$1.71M |
|
1163
First American
FAF
$7.53B
| $10M | 0.01% |
236,843
-196,557
| -45% | -$11.2M |
|
|
CVA
1164
DELISTED
Covanta Holding Corporation
CVA
| $10M | 0.01% |
1,172,031
-521,330
| -31% | -$7.03M |
|
1165
Mizuho Financial
MFG
$133B
| $10M | 0.01% |
4,329,600
-136,785
| -3% | -$374K |
|
|
PTNR
1166
DELISTED
Partner Communications
PTNR
| $9.96M | 0.01% |
2,685,650
+3,100
| +0.1% | +$13.2K |
|
1167
Star Group
SGU
$418M
| $9.95M | 0.01% |
1,292,355
+128,039
| +11% | +$1.12M |
|
1168
DTE Energy
DTE
$29.2B
| $9.94M | 0.01% |
+122,940
| New | +$12.5M |
|
1169
Host Hotels & Resorts
HST
$15.7B
| $9.94M | 0.01% |
900,044
-3,759,421
| -81% | -$56.8M |
|
1170
Lakeland Industries
LAKE
$119M
| $9.93M | 0.01% |
640,402
+80,910
| +14% | +$1.14M |
|
1171
Hanmi Financial
HAFC
$967M
| $9.92M | 0.01% |
913,885
+51,228
| +6% | +$818K |
|
1172
Oppenheimer Holdings
OPY
$1.24B
| $9.9M | 0.01% |
501,093
+5,793
| +1% | +$142K |
|
1173
Gorman-Rupp
GRC
$2.14B
| $9.9M | 0.01% |
317,200
+39,085
| +14% | +$1.32M |
|
1174
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
| $9.83M | 0.01% |
92,500
-4,755
| -5% | -$506K |
|
1175
ASE Group
ASX
$102B
| $9.8M | 0.01% |
2,620,149
+543,767
| +26% | +$2.55M |
|
Similar funds
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.