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 | |
|---|---|---|---|---|---|---|
751
Arthur J. Gallagher & Co
AJG
$65B
| $19.5M | 0.02% |
184,300
+200
| +0.1% | +$20.7K |
|
752
TTEC Holdings
TTEC
$77.4M
| $19.4M | 0.02% |
356,100
-59,622
| -14% | -$3.14M |
|
|
BMTC
753
DELISTED
Bryn Mawr Bank Corp
BMTC
| $19.4M | 0.02% |
780,820
-3,300
| -0.4% | -$88K |
|
754
Alliant Energy
LNT
$18.2B
| $19.4M | 0.02% |
375,200
-536,104
| -59% | -$28M |
|
|
CTB
755
DELISTED
Cooper Tire & Rubber Co.
CTB
| $19.3M | 0.02% |
609,200
+206,200
| +51% | +$6.72M |
|
|
AY
756
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $19.3M | 0.02% |
674,955
+41,500
| +7% | +$1.21M |
|
757
TransAlta
TAC
$3.99B
| $19.3M | 0.02% |
3,138,941
+180,800
| +6% | +$1.13M |
|
758
Groupon
GRPN
$894M
| $19.3M | 0.02% |
945,353
+609,900
| +182% | +$14.2M |
|
759
AMERISAFE
AMSF
$504M
| $19.3M | 0.02% |
335,893
-1,300
| -0.4% | -$81.9K |
|
760
Utah Medical Products
UTMD
$230M
| $19.2M | 0.02% |
240,814
+7,100
| +3% | +$589K |
|
761
Allstate
ALL
$65.9B
| $19.1M | 0.02% |
203,151
+55,544
| +38% | +$5.18M |
|
762
Towne Bank
TOWN
$3.5B
| $19.1M | 0.02% |
1,161,683
-84,800
| -7% | -$1.51M |
|
|
BIG
763
DELISTED
Big Lots, Inc.
BIG
| $19M | 0.02% |
426,900
-16,100
| -4% | -$724K |
|
|
CIO
764
DELISTED
City Office REIT
CIO
| $19M | 0.02% |
2,525,870
-135,033
| -5% | -$1.17M |
|
765
IDEX
IEX
$17.6B
| $19M | 0.02% |
104,025
-30,900
| -23% | -$5.35M |
|
|
PRSP
766
DELISTED
Perspecta Inc. Common Stock
PRSP
| $19M | 0.02% |
975,300
+212,331
| +28% | +$4.48M |
|
|
Y
767
DELISTED
Alleghany Corp
Y
| $18.9M | 0.02% |
36,388
+6,200
| +21% | +$3.26M |
|
768
Hackett Group
HCKT
$277M
| $18.9M | 0.02% |
1,692,944
+255,400
| +18% | +$3.3M |
|
769
Heartland Express
HTLD
$979M
| $18.9M | 0.02% |
1,014,127
+218,500
| +27% | +$4.45M |
|
770
Mitsubishi UFJ Financial
MUFG
$260B
| $18.8M | 0.02% |
4,681,500
-293,600
| -6% | -$1.19M |
|
771
Silicon Laboratories
SLAB
$7.28B
| $18.7M | 0.02% |
191,498
+22,100
| +13% | +$2.22M |
|
772
Costamare
CMRE
$1.74B
| $18.7M | 0.02% |
3,077,182
-352,500
| -10% | -$1.8M |
|
|
QTS
773
DELISTED
QTS REALTY TRUST, INC.
QTS
| $18.7M | 0.02% |
296,100
-49,447
| -14% | -$3.3M |
|
774
National Presto Industries
NPK
$987M
| $18.6M | 0.02% |
227,600
+24,400
| +12% | +$2.13M |
|
775
Chevron
CVX
$388B
| $18.6M | 0.02% |
258,584
-189,500
| -42% | -$15.9M |
|
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.