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 | |
|---|---|---|---|---|---|---|
|
ARI
1651
Apollo Commercial Real Estate
ARI
$876M
| $4.39M | ﹤0.01% |
592,340
-78,532
| -12% | -$1.23M |
|
1652
Genie Energy
GNE
$383M
| $4.39M | ﹤0.01% |
611,897
+89,800
| +17% | +$646K |
|
1653
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.56B
| $4.39M | ﹤0.01% |
+148,800
| New | +$5.44M |
|
1654
Southern First Bancshares
SFST
$608M
| $4.38M | ﹤0.01% |
154,307
-13,093
| -8% | -$487K |
|
1655
Diodes
DIOD
$4.77B
| $4.37M | ﹤0.01% |
+107,551
| New | +$5.16M |
|
|
TPTX
1656
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
| $4.35M | ﹤0.01% |
+97,394
| New | +$5.17M |
|
|
GFN
1657
DELISTED
General Finance Corporation
GFN
| $4.34M | ﹤0.01% |
694,840
-41,700
| -6% | -$374K |
|
1658
Canadian Natural Resources
CNQ
$98.9B
| $4.32M | ﹤0.01% |
+651,194
| New | +$7.76M |
|
1659
SmartFinancial
SMBK
$902M
| $4.3M | ﹤0.01% |
282,774
+15,397
| +6% | +$302K |
|
1660
Pearson
PSO
$9.72B
| $4.3M | ﹤0.01% |
623,600
+382,500
| +159% | +$2.78M |
|
1661
Ovintiv
OVV
$17.4B
| $4.29M | ﹤0.01% |
1,570,901
-217,079
| -12% | -$2.85M |
|
1662
First Business Financial Services
FBIZ
$598M
| $4.29M | ﹤0.01% |
276,680
+3,475
| +1% | +$79.4K |
|
|
ISEE
1663
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $4.26M | ﹤0.01% |
1,238,980
+178,700
| +17% | +$1.04M |
|
1664
Eastern Company
EML
$153M
| $4.26M | ﹤0.01% |
218,400
-1,800
| -0.8% | -$47.7K |
|
1665
StealthGas
GASS
$352M
| $4.26M | ﹤0.01% |
2,161,154
-63,976
| -3% | -$178K |
|
1666
Civeo
CVEO
$344M
| $4.24M | ﹤0.01% |
857,909
+47,978
| +6% | +$638K |
|
1667
Minerva Neurosciences
NERV
$219M
| $4.24M | ﹤0.01% |
88,013
-5,612
| -6% | -$339K |
|
1668
Autohome
ATHM
$2.61B
| $4.23M | ﹤0.01% |
59,600
+6,000
| +11% | +$473K |
|
1669
Vera Bradley
VRA
$93M
| $4.22M | ﹤0.01% |
1,023,559
+176,559
| +21% | +$1.5M |
|
|
SMED
1670
DELISTED
Sharps Compliance Corp
SMED
| $4.21M | ﹤0.01% |
530,746
-46,156
| -8% | -$238K |
|
|
PVLA
1671
Palvella Therapeutics
PVLA
$2.25B
| $4.21M | ﹤0.01% |
23,051
-1,738
| -7% | -$438K |
|
|
THS
1672
DELISTED
Treehouse Foods
THS
| $4.2M | ﹤0.01% |
+95,200
| New | +$4.1M |
|
1673
Baxter International
BAX
$13.8B
| $4.2M | ﹤0.01% |
+51,702
| New | +$4.46M |
|
1674
iShares MBS ETF
MBB
$39.1B
| $4.2M | ﹤0.01% |
38,000
-71,845
| -65% | -$7.82M |
|
1675
LSI Industries
LYTS
$913M
| $4.19M | ﹤0.01% |
1,108,771
+160,300
| +17% | +$919K |
|
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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.