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 | |
|---|---|---|---|---|---|---|
1501
Blackbaud
BLKB
$2.07B
| $5.68M | 0.01% |
101,697
-21,600
| -18% | -$1.29M |
|
1502
Timken Company
TKR
$9.21B
| $5.67M | 0.01% |
104,492
+26,092
| +33% | +$1.35M |
|
1503
Dover
DOV
$27.9B
| $5.66M | 0.01% |
52,200
-85,900
| -62% | -$9.2M |
|
|
BNY
1504
Bank of New York Mellon
BNY
$110B
| $5.65M | 0.01% |
+164,577
| New | +$5.99M |
|
1505
Ardelyx
ARDX
$1.04B
| $5.61M | 0.01% |
1,067,814
-621,520
| -37% | -$3.74M |
|
1506
Empire State Realty Trust
ESRT
$822M
| $5.6M | 0.01% |
915,400
-2,511,392
| -73% | -$16.3M |
|
1507
Trustmark
TRMK
$2.8B
| $5.6M | 0.01% |
261,601
+73,997
| +39% | +$1.7M |
|
1508
Daktronics
DAKT
$985M
| $5.59M | 0.01% |
1,410,629
+112,329
| +9% | +$469K |
|
1509
Marchex
MCHX
$82M
| $5.58M | 0.01% |
2,634,460
-92,751
| -3% | -$163K |
|
|
ARR
1510
Armour Residential REIT
ARR
$2.37B
| $5.58M | 0.01% |
117,304
-30,349
| -21% | -$1.45M |
|
|
MTLS
1511
Materialise
MTLS
$399M
| $5.57M | 0.01% |
150,800
-76,228
| -34% | -$2.33M |
|
1512
Bridgewater Bancshares
BWB
$618M
| $5.56M | 0.01% |
586,247
-21,120
| -3% | -$202K |
|
1513
Vornado Realty Trust
VNO
$7.24B
| $5.56M | 0.01% |
164,999
+63,600
| +63% | +$2.27M |
|
1514
Curtiss-Wright
CW
$25.7B
| $5.56M | 0.01% |
59,600
-103,300
| -63% | -$9.91M |
|
1515
Mativ Holdings
MATV
$672M
| $5.55M | 0.01% |
182,698
-178,400
| -49% | -$5.61M |
|
1516
A.O. Smith
AOS
$8.44B
| $5.54M | 0.01% |
105,000
+30,700
| +41% | +$1.53M |
|
1517
Cemex
CX
$16B
| $5.54M | 0.01% |
+1,457,815
| New | +$4.77M |
|
1518
Illumina
ILMN
$29B
| $5.54M | 0.01% |
18,420
-120,490
| -87% | -$41.5M |
|
|
PFSW
1519
DELISTED
PFSweb, Inc.
PFSW
| $5.51M | 0.01% |
823,200
-130,500
| -14% | -$968K |
|
1520
CBIZ
CBZ
$2.96B
| $5.5M | 0.01% |
240,353
-166,400
| -41% | -$3.95M |
|
|
CBD
1521
DELISTED
Companhia Brasileira de Distribuicao
CBD
| $5.47M | 0.01% |
443,700
-63,000
| -12% | -$815K |
|
1522
First Bancorp
FBNC
$2.74B
| $5.47M | 0.01% |
261,503
-58,411
| -18% | -$1.25M |
|
|
MAXR
1523
DELISTED
Maxar Technologies Inc. Common Stock
MAXR
| $5.47M | 0.01% |
219,302
-128,900
| -37% | -$2.85M |
|
1524
iShares Core US Aggregate Bond ETF
AGG
$138B
| $5.47M | 0.01% |
46,300
-57,400
| -55% | -$6.81M |
|
|
TSE
1525
DELISTED
Trinseo
TSE
| $5.45M | 0.01% |
212,400
-217,000
| -51% | -$5.41M |
|
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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.