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 | |
|---|---|---|---|---|---|---|
1926
Civista Bancshares
CIVB
$593M
| $2.76M | ﹤0.01% |
220,802
-37,100
| -14% | -$506K |
|
1927
Gartner
IT
$11.4B
| $2.76M | ﹤0.01% |
22,109
-24,800
| -53% | -$3.15M |
|
|
TEN
1928
Tsakos Energy Navigation Ltd
TEN
$1.25B
| $2.76M | ﹤0.01% |
348,760
-176,601
| -34% | -$1.56M |
|
|
CRHM
1929
DELISTED
CRH Medical Corporation
CRHM
| $2.76M | ﹤0.01% |
1,272,485
+67,000
| +6% | +$156K |
|
|
AIMC
1930
DELISTED
Altra Industrial Motion Corp
AIMC
| $2.75M | ﹤0.01% |
+74,509
| New | +$2.74M |
|
1931
Bankwell Financial Group
BWFG
$543M
| $2.75M | ﹤0.01% |
194,300
-13,076
| -6% | -$202K |
|
1932
Kingstone Companies
KINS
$285M
| $2.74M | ﹤0.01% |
465,348
+39,459
| +9% | +$221K |
|
|
LEJU
1933
DELISTED
Leju Holdings Limited American Depositary Shares, each representing ten (10) Ordinary Shares
LEJU
| $2.74M | ﹤0.01% |
138,576
+2,261
| +2% | +$57.4K |
|
1934
Vanguard Morningstar Growth ETF
VUG
$230B
| $2.73M | ﹤0.01% |
72,000
-25,200
| -26% | -$930K |
|
|
PMT
1935
PennyMac Mortgage Investment
PMT
$824M
| $2.73M | ﹤0.01% |
+169,900
| New | +$3.01M |
|
|
SNT
1936
Senstar Technologies
SNT
$42.9M
| $2.73M | ﹤0.01% |
730,977
+3,800
| +0.5% | +$12.6K |
|
1937
Vanguard Total International Stock ETF
VXUS
$164B
| $2.72M | ﹤0.01% |
+52,200
| New | +$2.74M |
|
1938
Aterian
ATER
$5.44M
| $2.72M | ﹤0.01% |
27,489
+12,914
| +89% | +$1.14M |
|
1939
Ryman Hospitality Properties
RHP
$7.92B
| $2.72M | ﹤0.01% |
73,941
-335,700
| -82% | -$11.9M |
|
|
BEDU
1940
DELISTED
Bright Scholar Education Holdings
BEDU
| $2.71M | ﹤0.01% |
106,175
+19,875
| +23% | +$594K |
|
|
AMBR
1941
Amber International Holding Ltd
AMBR
$124M
| $2.71M | ﹤0.01% |
40,667
-68,867
| -63% | -$5.07M |
|
1942
Regency Centers
REG
$14B
| $2.71M | ﹤0.01% |
71,169
+37,644
| +112% | +$1.55M |
|
|
EV
1943
DELISTED
Eaton Vance Corp.
EV
| $2.71M | ﹤0.01% |
+70,895
| New | +$2.71M |
|
1944
Frequency Electronics
FEIM
$863M
| $2.7M | ﹤0.01% |
267,065
+1,032
| +0.4% | +$10.4K |
|
1945
Identive
INVE
$64.1M
| $2.7M | ﹤0.01% |
430,652
+9,000
| +2% | +$48.1K |
|
1946
LCNB Corp
LCNB
$283M
| $2.69M | ﹤0.01% |
197,416
-10,200
| -5% | -$145K |
|
|
FRGI
1947
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $2.69M | ﹤0.01% |
287,261
+202,861
| +240% | +$1.76M |
|
1948
Comscore
SCOR
$93.6M
| $2.68M | ﹤0.01% |
65,607
-755
| -1% | -$41.9K |
|
|
TRIL
1949
DELISTED
Trillium Therapeutics Inc.
TRIL
| $2.67M | ﹤0.01% |
188,257
-167,064
| -47% | -$1.67M |
|
|
WBT
1950
DELISTED
Welbilt, Inc.
WBT
| $2.67M | ﹤0.01% |
433,500
+255,300
| +143% | +$1.72M |
|
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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.