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 | |
|---|---|---|---|---|---|---|
1276
Varex Imaging
VREX
$779M
| $8.27M | 0.01% |
364,300
+25,900
| +8% | +$667K |
|
1277
Wabash National
WNC
$520M
| $8.25M | 0.01% |
1,143,100
-794,600
| -41% | -$8.9M |
|
1278
Grupo Aval
AVAL
$6.22B
| $8.25M | 0.01% |
1,884,122
+196,853
| +12% | +$1.48M |
|
|
SWIR
1279
DELISTED
Sierra Wireless
SWIR
| $8.25M | 0.01% |
1,451,900
+135,900
| +10% | +$1.13M |
|
1280
Casey's General Stores
CASY
$31.6B
| $8.23M | 0.01% |
+62,143
| New | +$10.1M |
|
|
AEGN
1281
DELISTED
Aegion Corp
AEGN
| $8.23M | 0.01% |
459,000
-19,900
| -4% | -$394K |
|
1282
Maximus
MMS
$2.9B
| $8.22M | 0.01% |
141,200
-16,800
| -11% | -$1.14M |
|
|
ARR
1283
Armour Residential REIT
ARR
$2.38B
| $8.2M | 0.01% |
186,184
+134,440
| +260% | +$11.5M |
|
|
BRG
1284
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
| $8.15M | 0.01% |
1,463,763
+79,800
| +6% | +$829K |
|
|
VRTU
1285
DELISTED
Virtusa Corporation
VRTU
| $8.15M | 0.01% |
286,896
-13,700
| -5% | -$559K |
|
1286
Carlisle Companies
CSL
$14.7B
| $8.14M | 0.01% |
65,000
-18,300
| -22% | -$2.72M |
|
|
MFSF
1287
DELISTED
MutualFirst Financial Inc
MFSF
| $8.13M | 0.01% |
288,213
-1,800
| -0.6% | -$62.6K |
|
1288
Landstar System
LSTR
$6.42B
| $8.1M | 0.01% |
84,540
+27,700
| +49% | +$2.95M |
|
1289
Standard BioTools
LAB
$285M
| $8.1M | 0.01% |
3,187,182
+399,082
| +14% | +$1.31M |
|
1290
Blackbaud
BLKB
$2.07B
| $8.09M | 0.01% |
145,597
+115,400
| +382% | +$8.16M |
|
|
QUOT
1291
DELISTED
Quotient Technology Inc
QUOT
| $8.09M | 0.01% |
1,244,000
+294,800
| +31% | +$2.63M |
|
1292
Global Net Lease
GNL
$1.85B
| $8.08M | 0.01% |
604,121
-618,474
| -51% | -$11.5M |
|
|
DRRX
1293
DELISTED
DURECT Corp
DRRX
| $8.07M | 0.01% |
520,821
+98,900
| +23% | +$1.9M |
|
1294
Avnet
AVT
$7.86B
| $8.06M | 0.01% |
321,300
-788,500
| -71% | -$26.9M |
|
|
AXON
1295
Axon Enterprise
AXON
$49.8B
| $8.06M | 0.01% |
+113,952
| New | +$8.53M |
|
1296
California Water Service
CWT
$3.09B
| $8.03M | 0.01% |
159,652
-64,248
| -29% | -$3.33M |
|
1297
Weis Markets
WMK
$1.75B
| $8.01M | 0.01% |
192,347
+102,496
| +114% | +$3.92M |
|
|
ORC
1298
Orchid Island Capital
ORC
$1.33B
| $8.01M | 0.01% |
542,739
+102,380
| +23% | +$2.77M |
|
1299
NBT Bancorp
NBTB
$2.79B
| $8M | 0.01% |
247,000
+64,100
| +35% | +$2.35M |
|
1300
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
| $7.99M | 0.01% |
87,150
-69,500
| -44% | -$6.36M |
|
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.