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 | |
|---|---|---|---|---|---|---|
1401
Janus Henderson Short Duration Income ETF
VNLA
$3.36B
| $6.65M | 0.01% |
131,950
+12,179
| +10% | +$613K |
|
1402
MSC Industrial Direct
MSM
$6.91B
| $6.64M | 0.01% |
105,000
+69,000
| +192% | +$4.57M |
|
1403
Civeo
CVEO
$348M
| $6.64M | 0.01% |
819,961
+16,757
| +2% | +$150K |
|
1404
United Natural Foods
UNFI
$2.92B
| $6.63M | 0.01% |
446,150
+120,500
| +37% | +$2.29M |
|
1405
Bank of Marin Bancorp
BMRC
$461M
| $6.63M | 0.01% |
229,011
-28,800
| -11% | -$906K |
|
|
VOXX
1406
DELISTED
VOXX International Corporation Class A
VOXX
| $6.63M | 0.01% |
861,822
+160,102
| +23% | +$1.07M |
|
1407
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
| $6.59M | 0.01% |
254,700
+108,600
| +74% | +$2.8M |
|
1408
Protagonist Therapeutics
PTGX
$9.92B
| $6.58M | 0.01% |
336,700
-195,600
| -37% | -$3.67M |
|
1409
StealthGas
GASS
$349M
| $6.57M | 0.01% |
2,210,600
+54,546
| +3% | +$141K |
|
|
PS
1410
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $6.55M | 0.01% |
+382,200
| New | +$7.31M |
|
1411
LSI Industries
LYTS
$909M
| $6.55M | 0.01% |
969,841
-9,300
| -0.9% | -$60.1K |
|
1412
Oppenheimer Holdings
OPY
$1.24B
| $6.54M | 0.01% |
293,200
-162,600
| -36% | -$3.77M |
|
1413
Baxter International
BAX
$13.9B
| $6.54M | 0.01% |
81,300
-418,200
| -84% | -$35.2M |
|
1414
Clarus
CLAR
$139M
| $6.53M | 0.01% |
462,586
-148,441
| -24% | -$1.86M |
|
|
ORC
1415
Orchid Island Capital
ORC
$1.33B
| $6.53M | 0.01% |
260,479
-140,780
| -35% | -$3.51M |
|
|
SWI
1416
DELISTED
SolarWinds Corporation Common Stock
SWI
| $6.51M | 0.01% |
303,455
+166,374
| +121% | +$3.39M |
|
|
PLYM
1417
DELISTED
Plymouth Industrial REIT
PLYM
| $6.51M | 0.01% |
527,392
-34,474
| -6% | -$450K |
|
1418
Fabrinet
FN
$20.4B
| $6.5M | 0.01% |
103,100
-102,100
| -50% | -$6.86M |
|
|
VISN
1419
Vistance Networks Inc
VISN
$2.63B
| $6.48M | 0.01% |
720,400
+59,317
| +9% | +$559K |
|
1420
CareDx
CDNA
$2.35B
| $6.46M | 0.01% |
+170,400
| New | +$5.75M |
|
1421
Universal Health Services
UHS
$10B
| $6.46M | 0.01% |
60,400
-186,500
| -76% | -$19.9M |
|
|
CHUY
1422
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $6.46M | 0.01% |
329,930
-77,570
| -19% | -$1.41M |
|
|
ILPT
1423
Industrial Logistics Properties Trust
ILPT
$601M
| $6.44M | 0.01% |
294,480
-135,400
| -31% | -$2.88M |
|
1424
NBT Bancorp
NBTB
$2.79B
| $6.43M | 0.01% |
239,800
-27,307
| -10% | -$810K |
|
1425
Sensient Technologies
SXT
$5.56B
| $6.43M | 0.01% |
111,300
-52,500
| -32% | -$2.9M |
|
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 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.