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 | |
|---|---|---|---|---|---|---|
1951
Verra Mobility
VRRM
$717M
| $2.67M | ﹤0.01% |
276,100
-79,500
| -22% | -$831K |
|
1952
LXP Industrial Trust
LXP
$3.57B
| $2.66M | ﹤0.01% |
+50,976
| New | +$2.83M |
|
1953
Ternium
TX
$10.6B
| $2.66M | ﹤0.01% |
+141,400
| New | +$2.37M |
|
|
PW
1954
Power REIT
PW
$2.94M
| $2.66M | ﹤0.01% |
13,430
-820
| -6% | -$190K |
|
1955
Townsquare Media
TSQ
$104M
| $2.66M | ﹤0.01% |
570,952
+3,300
| +0.6% | +$15.3K |
|
1956
Option Care Health
OPCH
$3.59B
| $2.66M | ﹤0.01% |
198,906
+45,930
| +30% | +$558K |
|
1957
Diodes
DIOD
$4.77B
| $2.66M | ﹤0.01% |
+47,051
| New | +$2.38M |
|
1958
MarineMax
HZO
$1.15B
| $2.65M | ﹤0.01% |
103,400
+92,100
| +815% | +$2.53M |
|
1959
Reading International Class A
RDI
$36.6M
| $2.65M | ﹤0.01% |
824,090
-10,700
| -1% | -$43.5K |
|
1960
Prothena Corp
PRTA
$455M
| $2.65M | ﹤0.01% |
265,200
-122,762
| -32% | -$1.48M |
|
1961
Axalta
AXTA
$7.99B
| $2.65M | ﹤0.01% |
119,377
-1,278,900
| -91% | -$29.6M |
|
1962
ASE Group
ASX
$103B
| $2.64M | ﹤0.01% |
647,638
-559,762
| -46% | -$2.5M |
|
1963
TG Therapeutics
TGTX
$7.46B
| $2.64M | ﹤0.01% |
98,600
-1,056,800
| -91% | -$24.3M |
|
1964
Apyx Medical
APYX
$128M
| $2.64M | ﹤0.01% |
559,795
-22,400
| -4% | -$111K |
|
1965
CMS Energy
CMS
$22.3B
| $2.63M | ﹤0.01% |
42,900
-599,594
| -93% | -$36.7M |
|
1966
Crown Crafts
CRWS
$30.7M
| $2.63M | ﹤0.01% |
466,208
+20,200
| +5% | +$107K |
|
1967
Vanguard FTSE Developed Markets ETF
VEA
$239B
| $2.63M | ﹤0.01% |
+64,400
| New | +$2.64M |
|
|
SURF
1968
DELISTED
Surface Oncology, Inc. Common Stock
SURF
| $2.63M | ﹤0.01% |
381,737
-177,600
| -32% | -$1.08M |
|
1969
Itron
ITRI
$4.45B
| $2.63M | ﹤0.01% |
+43,261
| New | +$2.75M |
|
1970
Celestica
CLS
$42.3B
| $2.62M | ﹤0.01% |
+380,088
| New | +$2.86M |
|
1971
Citizens & Northern Corp
CZNC
$466M
| $2.62M | ﹤0.01% |
161,500
-21,400
| -12% | -$377K |
|
1972
Agios Pharmaceuticals
AGIO
$2B
| $2.62M | ﹤0.01% |
+74,800
| New | +$3.28M |
|
|
SUNE
1973
SUNation Energy
SUNE
$10.6M
| $2.61M | ﹤0.01% |
1
| – | – |
|
|
MPX
1974
DELISTED
Marine Products Corp
MPX
| $2.61M | ﹤0.01% |
166,702
-50,200
| -23% | -$774K |
|
1975
Hurco Companies Inc
HURC
$146M
| $2.6M | ﹤0.01% |
91,700
-9,500
| -9% | -$276K |
|
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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.