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 | |
|---|---|---|---|---|---|---|
|
BBT
1876
Beacon Financial Corp
BBT
$2.69B
| $3M | ﹤0.01% |
296,527
-92,052
| -24% | -$906K |
|
|
GORV
1877
DELISTED
Lazydays
GORV
| $3M | ﹤0.01% |
7,873
+5,340
| +211% | +$1.97M |
|
1878
Kinder Morgan
KMI
$73.1B
| $2.99M | ﹤0.01% |
242,231
+38,800
| +19% | +$541K |
|
|
ARC
1879
DELISTED
ARC Document Solutions, Inc.
ARC
| $2.99M | ﹤0.01% |
3,318,271
+90,710
| +3% | +$95.9K |
|
1880
Editas Medicine
EDIT
$433M
| $2.98M | ﹤0.01% |
106,100
-94,000
| -47% | -$3.06M |
|
|
HHR
1881
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
| $2.97M | ﹤0.01% |
121,400
+64,800
| +114% | +$1.38M |
|
|
MRO
1882
DELISTED
Marathon Oil Corporation
MRO
| $2.97M | ﹤0.01% |
726,021
-5,594,400
| -89% | -$29.6M |
|
|
MYOV
1883
DELISTED
Myovant Sciences Ltd.
MYOV
| $2.96M | ﹤0.01% |
210,900
-358,366
| -63% | -$6.67M |
|
1884
Edwards Lifesciences
EW
$52.8B
| $2.96M | ﹤0.01% |
37,100
-848,300
| -96% | -$66.2M |
|
1885
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$269M
| $2.95M | ﹤0.01% |
+56,500
| New | +$2.92M |
|
1886
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.9B
| $2.95M | ﹤0.01% |
79,500
+62,500
| +368% | +$2.25M |
|
1887
Amplify Online Retail ETF
IBUY
$125M
| $2.95M | ﹤0.01% |
+33,400
| New | +$2.84M |
|
1888
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
| $2.94M | ﹤0.01% |
93,800
-262,700
| -74% | -$8.24M |
|
1889
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.56B
| $2.94M | ﹤0.01% |
+80,900
| New | +$3.04M |
|
1890
Lennar Class B
LEN.B
$20.6B
| $2.94M | ﹤0.01% |
47,042
-67,433
| -59% | -$3.64M |
|
1891
Pinnacle Financial Partners Inc
PNFP
$16.3B
| $2.94M | ﹤0.01% |
+82,496
| New | +$3.28M |
|
1892
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
| $2.93M | ﹤0.01% |
104,600
-114,000
| -52% | -$3.22M |
|
|
PRTK
1893
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
| $2.93M | ﹤0.01% |
541,420
+70,912
| +15% | +$351K |
|
|
EVOP
1894
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
| $2.93M | ﹤0.01% |
117,800
+64,900
| +123% | +$1.63M |
|
|
NOVA
1895
DELISTED
Sunnova Energy
NOVA
| $2.92M | ﹤0.01% |
+96,200
| New | +$2.28M |
|
1896
Marten Transport
MRTN
$1.24B
| $2.92M | ﹤0.01% |
178,934
+24,584
| +16% | +$435K |
|
|
HMSY
1897
DELISTED
HMS Holdings Corp.
HMSY
| $2.92M | ﹤0.01% |
121,912
+22,912
| +23% | +$674K |
|
|
FARM
1898
DELISTED
Farmer Brothers
FARM
| $2.92M | ﹤0.01% |
660,476
+101,976
| +18% | +$605K |
|
1899
Bank OZK
OZK
$5.72B
| $2.91M | ﹤0.01% |
136,397
-177,200
| -57% | -$4.13M |
|
1900
National Fuel Gas
NFG
$7.79B
| $2.91M | ﹤0.01% |
71,600
-80,700
| -53% | -$3.44M |
|
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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.