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 | |
|---|---|---|---|---|---|---|
1701
BCB Bancorp
BCBP
$163M
| $4M | ﹤0.01% |
499,478
-27,700
| -5% | -$232K |
|
|
CALA
1702
DELISTED
Calithera Biosciences, Inc
CALA
| $4M | ﹤0.01% |
57,916
+5,160
| +10% | +$450K |
|
1703
NiSource
NI
$20.4B
| $3.99M | ﹤0.01% |
181,300
-426,000
| -70% | -$9.89M |
|
1704
Franklin Covey
FC
$229M
| $3.99M | ﹤0.01% |
224,703
-59,500
| -21% | -$1.14M |
|
1705
Preformed Line Products
PLPC
$2.27B
| $3.98M | ﹤0.01% |
81,700
+1,100
| +1% | +$58.2K |
|
1706
Distribution Solutions Group
DSGR
$1.62B
| $3.97M | ﹤0.01% |
193,600
-28,200
| -13% | -$498K |
|
1707
SIGA Technologies
SIGA
$216M
| $3.96M | ﹤0.01% |
575,814
+138,800
| +32% | +$944K |
|
1708
ARK Web x.0 ETF
ARKW
$1.8B
| $3.95M | ﹤0.01% |
36,400
-32,200
| -47% | -$3.26M |
|
1709
ICL Group
ICL
$7.16B
| $3.94M | ﹤0.01% |
1,130,176
+61,500
| +6% | +$212K |
|
|
PARAA
1710
DELISTED
Paramount Global Class A
PARAA
| $3.94M | ﹤0.01% |
130,103
-64,273
| -33% | -$1.88M |
|
|
SMMF
1711
DELISTED
Summit Financial Group, Inc.
SMMF
| $3.94M | ﹤0.01% |
266,135
-5,500
| -2% | -$85.4K |
|
|
PR
1712
Permian Resources
PR
$18B
| $3.94M | ﹤0.01% |
6,536,328
+784,730
| +14% | +$603K |
|
1713
Resources Connection
RGP
$145M
| $3.94M | ﹤0.01% |
340,842
+10,700
| +3% | +$127K |
|
1714
Innospec
IOSP
$2.31B
| $3.93M | ﹤0.01% |
62,000
+57,800
| +1,376% | +$4.29M |
|
1715
Sibanye-Stillwater
SBSW
$7.62B
| $3.92M | ﹤0.01% |
352,158
-2,857,972
| -89% | -$32.6M |
|
1716
AGNC Investment
AGNC
$13B
| $3.92M | ﹤0.01% |
281,529
-522,400
| -65% | -$7.19M |
|
1717
C&F Financial
CFFI
$287M
| $3.91M | ﹤0.01% |
131,600
-6,300
| -5% | -$196K |
|
1718
Shore Bancshares
SHBI
$800M
| $3.9M | ﹤0.01% |
355,237
-65,000
| -15% | -$651K |
|
|
WIRE
1719
DELISTED
Encore Wire Corp
WIRE
| $3.9M | ﹤0.01% |
84,000
+23,200
| +38% | +$1.16M |
|
|
AGS
1720
DELISTED
PlayAGS
AGS
| $3.9M | ﹤0.01% |
1,100,819
+432,159
| +65% | +$1.62M |
|
1721
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
| $3.89M | ﹤0.01% |
75,526
-57,474
| -43% | -$2.96M |
|
1722
Essent Group
ESNT
$6.25B
| $3.89M | ﹤0.01% |
105,100
-286,900
| -73% | -$10.3M |
|
|
XRN
1723
Chiron Real Estate Inc
XRN
$491M
| $3.87M | ﹤0.01% |
57,370
-12,820
| -18% | -$803K |
|
1724
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.4B
| $3.87M | ﹤0.01% |
74,900
+47,800
| +176% | +$2.47M |
|
1725
Farmers National Banc Corp
FMNB
$966M
| $3.87M | ﹤0.01% |
354,300
-50,100
| -12% | -$566K |
|
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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.