Jim Simons’s Direxion Daily Small Cap Bear 3x ETF TZA Stock Holding History

Jim Simons’s Portfolio TZA Stock Details TZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,570	Closed	-$477K	–	3902
2024 Q2	$477K	Sell	2,570 -3,640	-59%	-$690K	﹤0.01%	2708
2024 Q1	$1.04M	Buy	6,210 +230	+4%	+$46.5K	﹤0.01%	2461
2023 Q4	$1.19M	Buy	+5,980	New	+$1.79M	﹤0.01%	2285
2023 Q3	–	Sell	-2,880	Closed	-$757K	–	4123
2023 Q2	$757K	Buy	+2,880	New	+$898K	﹤0.01%	2647
2020 Q4	–	Sell	-151	Closed	-$205K	–	3726
2020 Q3	$205K	Buy	+151	New	+$214K	﹤0.01%	3101
2020 Q2	–	Sell	-211	Closed	-$1M	–	3780
2020 Q1	$1M	Buy	+211	New	+$818K	﹤0.01%	2423
2018 Q4	–	Sell	-49	Closed	-$164K	–	3624
2018 Q3	$164K	Buy	+49	New	+$166K	﹤0.01%	3183

Other funds holding TZA

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Jim Simons's TZA Position: Q3 2024 in Review

Jim Simons sold out of Direxion Daily Small Cap Bear 3x ETF (TZA) in Q3 2024, closing a stake of 2,570 shares — an estimated $477K sold.

Jim Simons first reported a position in TZA in Q3 2018 and held it in 7 quarters. The position peaked at $1.19M in Q4 2023. 38 funds tracked by Wall St. Rank hold TZA as of Q3 2024.

Jim Simons reported no remaining Direxion Daily Small Cap Bear 3x ETF position as of Q3 2024 after selling out during the quarter.
Jim Simons sold 2,570 Direxion Daily Small Cap Bear 3x ETF shares in Q3 2024, an estimated $477K.
Jim Simons first reported a position in Direxion Daily Small Cap Bear 3x ETF in Q3 2018 and held it in 7 quarters.
Jim Simons's Direxion Daily Small Cap Bear 3x ETF position peaked at $1.19M in Q4 2023.
38 funds tracked by Wall St. Rank held Direxion Daily Small Cap Bear 3x ETF as of Q3 2024.

Based on Renaissance Technologies's 13F filing for Q3 2024, filed 13 Nov 2024.