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 | |
|---|---|---|---|---|---|---|
1426
Renasant Corp
RNST
$3.97B
| $6.34M | 0.01% |
290,539
-119,100
| -29% | -$3.54M |
|
1427
Match Group
MTCH
$8.7B
| $6.34M | 0.01% |
96,000
-800,151
| -89% | -$58.8M |
|
1428
Atlantic Union Bankshares
AUB
$6.1B
| $6.34M | 0.01% |
289,402
-105,900
| -27% | -$3.28M |
|
|
BPFH
1429
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $6.34M | 0.01% |
886,300
-43,472
| -5% | -$448K |
|
1430
Invesco Ultra Short Duration ETF
GSY
$3.88B
| $6.34M | 0.01% |
128,500
-155,974
| -55% | -$7.81M |
|
|
ATH
1431
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $6.34M | 0.01% |
255,280
-290,948
| -53% | -$11.6M |
|
1432
IES Holdings
IESC
$15.1B
| $6.33M | 0.01% |
358,693
+33,161
| +10% | +$773K |
|
1433
Compañía de Cervecerías Unidas
CCU
$2.17B
| $6.32M | 0.01% |
472,333
+231,133
| +96% | +$3.87M |
|
|
VIA
1434
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
| $6.3M | 0.01% |
200,981
+39,160
| +24% | +$1.72M |
|
|
FLIR
1435
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $6.29M | 0.01% |
+197,271
| New | +$9.28M |
|
1436
CNB Financial Corp
CCNE
$1.03B
| $6.29M | 0.01% |
333,302
+4,200
| +1% | +$111K |
|
1437
Grand Canyon Education
LOPE
$3.73B
| $6.26M | 0.01% |
+82,087
| New | +$6.76M |
|
1438
Global Industrial
GIC
$1.48B
| $6.26M | 0.01% |
353,067
+64,800
| +22% | +$1.41M |
|
1439
Lumen
LUMN
$6.73B
| $6.25M | 0.01% |
660,657
-879,600
| -57% | -$11M |
|
1440
Evolution Petroleum
EPM
$135M
| $6.25M | 0.01% |
2,393,172
-201,800
| -8% | -$914K |
|
1441
EPR Properties
EPR
$4.71B
| $6.21M | 0.01% |
256,500
-13,800
| -5% | -$791K |
|
1442
ATI
ATI
$31.1B
| $6.21M | 0.01% |
+730,192
| New | +$11.7M |
|
1443
Primis Financial Corp
FRST
$411M
| $6.2M | 0.01% |
630,513
-29,200
| -4% | -$409K |
|
1444
Americold
COLD
$4.25B
| $6.2M | 0.01% |
182,200
-37,988
| -17% | -$1.27M |
|
1445
Steris
STE
$22.8B
| $6.2M | 0.01% |
44,290
+28,848
| +187% | +$4.31M |
|
1446
Daktronics
DAKT
$977M
| $6.18M | 0.01% |
1,252,900
-3,300
| -0.3% | -$18.3K |
|
1447
Cactus
WHD
$5.93B
| $6.17M | 0.01% |
531,900
+413,400
| +349% | +$10.4M |
|
1448
HUTCHMED
HCM
$2.12B
| $6.17M | 0.01% |
345,400
+48,200
| +16% | +$1.16M |
|
|
CCRD
1449
DELISTED
CoreCard
CCRD
| $6.13M | 0.01% |
180,397
+41,300
| +30% | +$1.55M |
|
|
GCAP
1450
DELISTED
Gain Capital Holdings, Inc.
GCAP
| $6.13M | 0.01% |
1,097,804
+197,404
| +22% | +$882K |
|
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.