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 | |
|---|---|---|---|---|---|---|
1526
Chesapeake Utilities
CPK
$3.26B
| $5.42M | 0.01% |
64,250
-92,850
| -59% | -$7.67M |
|
|
LAND
1527
Gladstone Land Corp
LAND
$356M
| $5.39M | 0.01% |
358,961
+12,600
| +4% | +$197K |
|
1528
Vera Bradley
VRA
$93.6M
| $5.39M | 0.01% |
882,200
+121,500
| +16% | +$649K |
|
|
RVLP
1529
DELISTED
RVL Pharmaceuticals plc Ordinary Shares
RVLP
| $5.38M | 0.01% |
994,207
+42,900
| +5% | +$247K |
|
|
SNV
1530
DELISTED
Synovus
SNV
| $5.37M | 0.01% |
253,818
-453,300
| -64% | -$9.44M |
|
1531
NETGEAR
NTGR
$653M
| $5.37M | 0.01% |
174,300
+129,200
| +286% | +$3.92M |
|
1532
Vanguard Morningstar Total Stock Market ETF
VTI
$695B
| $5.37M | 0.01% |
31,500
+14,000
| +80% | +$2.35M |
|
1533
SPX Corp
SPXC
$10.9B
| $5.35M | 0.01% |
115,400
-27,000
| -19% | -$1.14M |
|
|
BELFB
1534
Bel Fuse Inc Class B
BELFB
$4.17B
| $5.35M | 0.01% |
500,823
-3,600
| -0.7% | -$40.8K |
|
1535
Crawford & Co Class B
CRD.B
$586M
| $5.34M | 0.01% |
829,117
+3,700
| +0.4% | +$26.2K |
|
1536
Evolution Petroleum
EPM
$135M
| $5.34M | 0.01% |
2,382,972
-2,200
| -0.1% | -$5.86K |
|
|
VER
1537
DELISTED
VEREIT, Inc.
VER
| $5.33M | 0.01% |
+164,151
| New | +$5.41M |
|
1538
Vermilion Energy
VET
$1.75B
| $5.33M | 0.01% |
+2,282,207
| New | +$8.97M |
|
1539
Nabors Industries
NBR
$1.39B
| $5.33M | 0.01% |
217,925
+142,711
| +190% | +$5.23M |
|
1540
Liberty Latin America Class C
LILAK
$1.65B
| $5.32M | 0.01% |
719,263
+141,559
| +25% | +$1.13M |
|
1541
PagerDuty
PD
$918M
| $5.32M | 0.01% |
196,328
-517,472
| -72% | -$14.5M |
|
1542
Mercury Systems
MRCY
$6.58B
| $5.31M | 0.01% |
+68,535
| New | +$5.2M |
|
|
SILK
1543
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $5.3M | 0.01% |
78,900
-29,400
| -27% | -$1.6M |
|
1544
Credicorp
BAP
$30.8B
| $5.28M | 0.01% |
42,549
-9,151
| -18% | -$1.18M |
|
1545
STAG Industrial
STAG
$7.1B
| $5.27M | 0.01% |
+172,700
| New | +$5.45M |
|
1546
Mercer International
MERC
$31.5M
| $5.26M | 0.01% |
796,500
-77,100
| -9% | -$590K |
|
1547
NMI Holdings
NMIH
$3.42B
| $5.24M | 0.01% |
294,353
-211,906
| -42% | -$3.46M |
|
1548
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
| $5.23M | 0.01% |
96,300
+78,500
| +441% | +$4.27M |
|
|
PZN
1549
DELISTED
Pzena Investment Management, Inc. Class A
PZN
| $5.22M | 0.01% |
973,950
-35,500
| -4% | -$186K |
|
1550
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
| $5.21M | 0.01% |
110,500
+44,100
| +66% | +$2.08M |
|
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.