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 | |
|---|---|---|---|---|---|---|
126
Citigroup
C
$228B
| $149M | 0.15% |
3,451,620
+1,540,900
| +81% | +$76.8M |
|
127
Wingstop
WING
$3.03B
| $147M | 0.15% |
1,077,515
+105,600
| +11% | +$15.5M |
|
128
Teladoc Health
TDOC
$1.24B
| $146M | 0.15% |
667,800
+503,600
| +307% | +$107M |
|
129
Amgen
AMGN
$224B
| $146M | 0.15% |
573,284
-1,038,330
| -64% | -$257M |
|
130
Wells Fargo
WFC
$264B
| $146M | 0.15% |
6,196,411
+1,279,485
| +26% | +$31.5M |
|
131
Chemed
CHE
$7.02B
| $144M | 0.14% |
300,800
-18,200
| -6% | -$8.93M |
|
132
Chunghwa Telecom
CHT
$32.9B
| $142M | 0.14% |
3,926,071
+81,211
| +2% | +$3M |
|
133
Consolidated Edison
ED
$39.8B
| $142M | 0.14% |
1,826,303
-1,608,694
| -47% | -$119M |
|
134
Keurig Dr Pepper
KDP
$39.7B
| $140M | 0.14% |
5,057,281
+3,330,900
| +193% | +$97.6M |
|
135
Church & Dwight Co
CHD
$24.4B
| $139M | 0.14% |
1,487,252
-239,100
| -14% | -$21.7M |
|
136
T-Mobile US
TMUS
$192B
| $139M | 0.14% |
1,216,646
-3,958,460
| -76% | -$439M |
|
|
AVLR
137
DELISTED
Avalara, Inc.
AVLR
| $138M | 0.14% |
1,086,381
-950,100
| -47% | -$121M |
|
138
Toyota
TM
$225B
| $138M | 0.14% |
1,040,910
-122,800
| -11% | -$16M |
|
139
Gen Digital
GEN
$17.4B
| $137M | 0.14% |
6,564,238
-3,342,900
| -34% | -$72.4M |
|
140
Markel Group
MKL
$22.8B
| $137M | 0.14% |
140,231
-49,120
| -26% | -$49.9M |
|
141
Uber
UBER
$160B
| $134M | 0.13% |
3,685,753
-2,344,563
| -39% | -$77.4M |
|
142
Ameren
AEE
$29.8B
| $134M | 0.13% |
1,696,956
-1,577,700
| -48% | -$124M |
|
143
Wayfair
W
$14.1B
| $134M | 0.13% |
460,100
+55,600
| +14% | +$15.2M |
|
144
Flowers Foods
FLO
$1.52B
| $133M | 0.13% |
5,477,572
+445,600
| +9% | +$10.4M |
|
145
RB Global
RBA
$16.6B
| $133M | 0.13% |
2,237,708
-1,081,200
| -33% | -$57.1M |
|
146
Usana Health Sciences
USNA
$254M
| $132M | 0.13% |
1,794,866
+26,200
| +1% | +$2.1M |
|
147
Repligen
RGEN
$9.3B
| $132M | 0.13% |
894,337
+216,304
| +32% | +$30.9M |
|
148
Progressive
PGR
$123B
| $132M | 0.13% |
1,391,496
-1,151,086
| -45% | -$103M |
|
149
FirstService
FSV
$6.3B
| $129M | 0.13% |
980,193
-3,700
| -0.4% | -$437K |
|
150
Pinnacle West Capital
PNW
$12.1B
| $129M | 0.13% |
1,732,086
-539,600
| -24% | -$41.3M |
|
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.