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 | 23.3% |
| 2 | Technology | 17.17% |
| 3 | Consumer Staples | 12.21% |
| 4 | Communication Services | 9.94% |
| 5 | Consumer Discretionary | 9.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MCBC
1251
DELISTED
Macatawa Bank Corp
MCBC
| $8.48M | 0.01% |
1,298,784
-24,678
| -2% | -$178K |
|
1252
Canadian Natural Resources
CNQ
$99.6B
| $8.48M | 0.01% |
1,080,422
-966,887
| -47% | -$8.71M |
|
1253
MGIC Investment
MTG
$6.36B
| $8.47M | 0.01% |
956,200
+891,100
| +1,369% | +$7.59M |
|
|
CTXS
1254
DELISTED
Citrix Systems Inc
CTXS
| $8.47M | 0.01% |
61,490
-419,989
| -87% | -$60M |
|
1255
Community Trust Bancorp
CTBI
$1.43B
| $8.45M | 0.01% |
298,882
-7,500
| -2% | -$236K |
|
1256
Yeti Holdings
YETI
$3.43B
| $8.44M | 0.01% |
+186,300
| New | +$8.83M |
|
1257
Embotelladora Andina Series B
AKO.B
$4.87B
| $8.42M | 0.01% |
647,510
| – | – |
|
1258
Federated Hermes
FHI
$4.71B
| $8.41M | 0.01% |
391,200
-12,500
| -3% | -$296K |
|
|
BRT
1259
BRT Apartments
BRT
$270M
| $8.41M | 0.01% |
714,223
-38,800
| -5% | -$451K |
|
1260
Spire
SR
$4.89B
| $8.39M | 0.01% |
157,708
+42,608
| +37% | +$2.54M |
|
|
GWPH
1261
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $8.38M | 0.01% |
+86,102
| New | +$9.91M |
|
|
SPNE
1262
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
| $8.37M | 0.01% |
585,000
-45,500
| -7% | -$551K |
|
|
AZRE
1263
DELISTED
Azure Power Global Limited
AZRE
| $8.35M | 0.01% |
280,185
+51,900
| +23% | +$1.19M |
|
|
CSW
1264
CSW Industrials
CSW
$5.65B
| $8.34M | 0.01% |
107,900
-29,600
| -22% | -$2.15M |
|
|
MGIC
1265
DELISTED
Magic Software Enterprises
MGIC
| $8.33M | 0.01% |
634,665
+99,000
| +18% | +$1.29M |
|
1266
Donegal Group Class A
DGICA
$692M
| $8.33M | 0.01% |
591,811
-30,000
| -5% | -$428K |
|
|
PTVCB
1267
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
| $8.27M | 0.01% |
630,003
-8,000
| -1% | -$115K |
|
1268
Navient
NAVI
$857M
| $8.27M | 0.01% |
978,400
+624,100
| +176% | +$5.12M |
|
1269
Ironwood Pharmaceuticals
IRWD
$681M
| $8.26M | 0.01% |
917,753
-396,100
| -30% | -$3.94M |
|
|
TA
1270
DELISTED
TravelCenters of America LLC
TA
| $8.25M | 0.01% |
422,099
+66,900
| +19% | +$1.15M |
|
1271
Westwood Holdings Group
WHG
$184M
| $8.24M | 0.01% |
739,416
+59,858
| +9% | +$736K |
|
1272
AdaptHealth
AHCO
$763M
| $8.21M | 0.01% |
376,500
+181,600
| +93% | +$3.81M |
|
1273
Financial Institutions
FISI
$826M
| $8.2M | 0.01% |
532,700
-2,000
| -0.4% | -$32.8K |
|
|
DCOM
1274
DELISTED
Dime Community Bancshares
DCOM
| $8.2M | 0.01% |
724,972
-121,200
| -14% | -$1.51M |
|
1275
Enterprise Financial Services Corp
EFSC
$2.41B
| $8.18M | 0.01% |
300,100
-84,600
| -22% | -$2.5M |
|
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 24% 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.