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 | |
|---|---|---|---|---|---|---|
|
PDLI
651
DELISTED
PDL BioPharma, Inc.
PDLI
| $23.9M | 0.02% |
7,598,131
-696,118
| -8% | -$2.22M |
|
652
Pricesmart
PSMT
$5.55B
| $23.9M | 0.02% |
360,100
-43,700
| -11% | -$2.88M |
|
653
Harmony Gold Mining
HMY
$12B
| $23.9M | 0.02% |
4,536,652
-6,669,068
| -60% | -$39.8M |
|
654
Suncor Energy
SU
$76.5B
| $23.8M | 0.02% |
1,949,266
+1,527,626
| +362% | +$23.9M |
|
655
OR Royalties Inc
OR
$6.15B
| $23.8M | 0.02% |
2,009,900
-588,400
| -23% | -$6.84M |
|
656
UGI
UGI
$7.56B
| $23.7M | 0.02% |
718,945
-434,900
| -38% | -$14.4M |
|
657
Weis Markets
WMK
$1.77B
| $23.7M | 0.02% |
493,711
+61,300
| +14% | +$3.02M |
|
658
Seaboard Corp
SEB
$4.08B
| $23.7M | 0.02% |
8,341
+293
| +4% | +$831K |
|
|
HDS
659
DELISTED
HD Supply Holdings, Inc.
HDS
| $23.5M | 0.02% |
570,500
+217,400
| +62% | +$8.31M |
|
660
NOV
NOV
$7.36B
| $23.5M | 0.02% |
2,595,810
+423,200
| +19% | +$4.95M |
|
|
GLDD
661
DELISTED
Great Lakes Dredge & Dock
GLDD
| $23.5M | 0.02% |
2,470,801
-33,500
| -1% | -$307K |
|
662
Endava
DAVA
$167M
| $23.4M | 0.02% |
370,675
+1,600
| +0.4% | +$86.7K |
|
663
Myers Industries
MYE
$1.25B
| $23.4M | 0.02% |
1,766,597
-22,800
| -1% | -$340K |
|
|
IMGN
664
DELISTED
Immunogen Inc
IMGN
| $23.4M | 0.02% |
6,489,139
-3,176,000
| -33% | -$12.8M |
|
665
American Electric Power
AEP
$68.3B
| $23.3M | 0.02% |
285,172
-2,208,450
| -89% | -$182M |
|
666
A10 Networks
ATEN
$1.96B
| $23.3M | 0.02% |
3,652,347
+575,614
| +19% | +$4.41M |
|
667
Advance Auto Parts
AAP
$3.46B
| $23.2M | 0.02% |
+151,350
| New | +$22.8M |
|
668
Public Service Enterprise Group
PEG
$37.8B
| $23.2M | 0.02% |
422,684
-1,234,501
| -74% | -$65.4M |
|
669
Lockheed Martin
LMT
$138B
| $23.2M | 0.02% |
60,500
-75,300
| -55% | -$28.7M |
|
670
Vertiv
VRT
$111B
| $23.2M | 0.02% |
1,338,400
+579,400
| +76% | +$9.07M |
|
671
Cracker Barrel
CBRL
$1.31B
| $23.1M | 0.02% |
201,832
+18,700
| +10% | +$2.19M |
|
|
XLRN
672
DELISTED
Acceleron Pharma
XLRN
| $23.1M | 0.02% |
205,207
+69,607
| +51% | +$6.93M |
|
673
Ollie's Bargain Outlet
OLLI
$4.7B
| $23.1M | 0.02% |
+264,300
| New | +$25.9M |
|
674
Piper Sandler
PIPR
$5.54B
| $22.9M | 0.02% |
1,257,180
-22,372
| -2% | -$381K |
|
675
Teradata
TDC
$2.57B
| $22.9M | 0.02% |
1,009,800
-405,419
| -29% | -$9.01M |
|
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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.