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 | |
|---|---|---|---|---|---|---|
1476
Genie Energy
GNE
$386M
| $5.97M | 0.01% |
746,085
+25,688
| +4% | +$217K |
|
|
WWE
1477
DELISTED
World Wrestling Entertainment
WWE
| $5.97M | 0.01% |
147,500
+44,500
| +43% | +$1.95M |
|
1478
Healthcare Realty
HR
$6.61B
| $5.93M | 0.01% |
+228,072
| New | +$5.98M |
|
1479
First Financial Corp
THFF
$978M
| $5.91M | 0.01% |
188,277
-7,882
| -4% | -$266K |
|
|
DL
1480
DELISTED
China Distance Education Holdings Limited
DL
| $5.91M | 0.01% |
616,487
+71,900
| +13% | +$647K |
|
1481
Gencor Industries
GENC
$263M
| $5.9M | 0.01% |
535,147
+22,200
| +4% | +$271K |
|
1482
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
| $5.9M | 0.01% |
+115,700
| New | +$5.87M |
|
1483
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
| $5.9M | 0.01% |
+134,300
| New | +$5.9M |
|
1484
Sierra Bancorp
BSRR
$532M
| $5.89M | 0.01% |
350,631
-21,800
| -6% | -$390K |
|
1485
Graham Corp
GHM
$1.31B
| $5.88M | 0.01% |
460,596
-2,000
| -0.4% | -$26.2K |
|
1486
iShares MSCI Taiwan ETF
EWT
$11.5B
| $5.88M | 0.01% |
130,900
-76,300
| -37% | -$3.38M |
|
1487
Caesarstone
CSTE
$115M
| $5.87M | 0.01% |
598,612
+25,934
| +5% | +$280K |
|
|
BPFH
1488
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $5.87M | 0.01% |
1,062,672
+233,200
| +28% | +$1.39M |
|
1489
Smith & Nephew
SNN
$12.5B
| $5.86M | 0.01% |
149,950
-394,200
| -72% | -$15.9M |
|
|
PRAH
1490
DELISTED
PRA Health Sciences, Inc.
PRAH
| $5.86M | 0.01% |
57,800
+43,700
| +310% | +$4.46M |
|
1491
Addus HomeCare
ADUS
$2.16B
| $5.85M | 0.01% |
61,900
+31,000
| +100% | +$2.9M |
|
1492
iShares Core S&P 500 ETF
IVV
$908B
| $5.85M | 0.01% |
+17,400
| New | +$5.79M |
|
1493
Tompkins Financial
TMP
$1.45B
| $5.83M | 0.01% |
102,657
-30,035
| -23% | -$1.91M |
|
1494
Knight Transportation
KNX
$11.8B
| $5.79M | 0.01% |
142,327
-252,400
| -64% | -$11.1M |
|
1495
Wintrust Financial
WTFC
$11B
| $5.77M | 0.01% |
144,100
-40,900
| -22% | -$1.75M |
|
1496
Federal Signal
FSS
$7.7B
| $5.74M | 0.01% |
196,200
+135,500
| +223% | +$4.18M |
|
|
AE
1497
DELISTED
Adams Resources & Energy Inc
AE
| $5.72M | 0.01% |
287,538
-7,305
| -2% | -$162K |
|
|
LL
1498
DELISTED
LL Flooring Holdings, Inc.
LL
| $5.72M | 0.01% |
259,300
-61,200
| -19% | -$1.31M |
|
1499
State Street SPDR S&P Retail ETF
XRT
$640M
| $5.69M | 0.01% |
114,600
+31,300
| +38% | +$1.53M |
|
1500
Aviat Networks
AVNW
$284M
| $5.68M | 0.01% |
517,370
-26,800
| -5% | -$276K |
|
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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 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.