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 |
Microsoft
MSFT
|
+$276M |
| 2 |
Procter & Gamble
PG
|
+$243M |
| 3 |
Analog Devices
ADI
|
+$188M |
| 4 |
Advanced Micro Devices
AMD
|
+$171M |
| 5 |
Home Depot
HD
|
+$162M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$1.95B |
| 2 |
Bristol-Myers Squibb
BMY
|
+$778M |
| 3 |
Walmart Inc
WMT
|
+$723M |
| 4 |
Zoom
ZM
|
+$642M |
| 5 |
Chipotle Mexican Grill
CMG
|
+$573M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 22.93% |
| 2 | Technology | 16.65% |
| 3 | Consumer Staples | 12.19% |
| 4 | Consumer Discretionary | 9.52% |
| 5 | Communication Services | 9.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Broadridge
BR
$19.6B
| $34.8M | 0.03% |
+263,600
| New | +$35.2M |
|
502
Warrior Met Coal
HCC
$4.98B
| $34.7M | 0.03% |
2,032,479
+4,000
| +0.2% | +$64.9K |
|
503
Coca-Cola Europacific Partners
CCEP
$47.5B
| $34.7M | 0.03% |
893,492
-739,404
| -45% | -$30.3M |
|
|
SRDX
504
DELISTED
Surmodics
SRDX
| $34.6M | 0.03% |
888,938
+46,338
| +5% | +$2.04M |
|
505
Western Digital
WDC
$168B
| $34.6M | 0.03% |
1,251,734
-431,033
| -26% | -$12.8M |
|
506
Onto Innovation
ONTO
$20.6B
| $34.6M | 0.03% |
1,160,652
-365,100
| -24% | -$12.1M |
|
507
McKesson
MCK
$99.9B
| $34.3M | 0.03% |
230,326
-13,888
| -6% | -$2.11M |
|
508
PayPal
PYPL
$51.8B
| $34.3M | 0.03% |
+174,000
| New | +$32.8M |
|
509
Idexx Laboratories
IDXX
$44.7B
| $34.3M | 0.03% |
87,204
-115,976
| -57% | -$42.9M |
|
510
Waters Corp
WAT
$40.6B
| $34.2M | 0.03% |
174,700
+73,100
| +72% | +$15.2M |
|
|
MOBL
511
DELISTED
MobileIron, Inc.
MOBL
| $34M | 0.03% |
4,844,134
-113,243
| -2% | -$661K |
|
512
CoStar Group
CSGP
$13.4B
| $33.9M | 0.03% |
399,980
-66,000
| -14% | -$5.26M |
|
513
NRG Energy
NRG
$25.2B
| $33.7M | 0.03% |
1,096,853
-524,000
| -32% | -$17.3M |
|
514
Zebra Technologies
ZBRA
$18B
| $33.7M | 0.03% |
133,531
-11,510
| -8% | -$3.1M |
|
|
CKH
515
DELISTED
Seacor Holdings Inc.
CKH
| $33.7M | 0.03% |
1,158,605
-63,100
| -5% | -$1.87M |
|
516
DTE Energy
DTE
$29B
| $33.7M | 0.03% |
343,805
-240,875
| -41% | -$23.5M |
|
517
Hewlett Packard
HPE
$79.2B
| $33.6M | 0.03% |
3,587,700
+2,667,700
| +290% | +$25.5M |
|
|
CAJ
518
DELISTED
Canon, Inc.
CAJ
| $33.5M | 0.03% |
2,020,007
-328,970
| -14% | -$5.84M |
|
519
ConocoPhillips
COP
$150B
| $33M | 0.03% |
+1,005,513
| New | +$38.1M |
|
520
CRISPR Therapeutics
CRSP
$5.22B
| $33M | 0.03% |
394,700
+26,042
| +7% | +$2.31M |
|
521
Unitil
UTL
$992M
| $33M | 0.03% |
853,151
-43,877
| -5% | -$1.84M |
|
522
Winmark
WINA
$1.26B
| $32.9M | 0.03% |
190,950
-5,700
| -3% | -$917K |
|
523
J&J Snack Foods
JJSF
$1.7B
| $32.9M | 0.03% |
252,050
-43,350
| -15% | -$5.64M |
|
524
Hartford Financial Services
HIG
$37.8B
| $32.8M | 0.03% |
890,600
+238,300
| +37% | +$9.5M |
|
525
Hamilton Lane
HLNE
$5.91B
| $32.8M | 0.03% |
507,931
-255,200
| -33% | -$17.5M |
|
Similar funds
Jim Simons's Q3 2020 Portfolio in Review
As of Q3 2020, Jim Simons held 3,879 positions worth $100B, down 14% from $116B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
Jim Simons withdrew a net $21.7B in Q3 2020, closing 544 positions and reducing 1,671 holdings. Its most notable exit was Alibaba, an estimated $426M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 23% of assets, down from 23% a quarter earlier, followed by Technology and Consumer Staples.
Against the trend, Jim Simons opened a new position in Microsoft worth $277M.
- Jim Simons's largest Q3 2020 buy was Microsoft: 1,315,812 shares worth $277M.
- Jim Simons added most to Procter & Gamble in Q3 2020, an estimated $243M increase.
- Jim Simons's biggest Q3 2020 reduction was Tesla, cutting an estimated $1.95B.
- Jim Simons fully exited Alibaba in Q3 2020, selling an estimated $426M.
- Jim Simons's ten largest holdings make up 15% of its $100B portfolio in Q3 2020.
- Jim Simons opened 490 new positions and closed 544 in Q3 2020.
- Jim Simons's portfolio value fell 14% quarter-over-quarter to $100B.
Based on Renaissance Technologies's 13F filing for Q3 2020, filed 13 Nov 2020.