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 | |
|---|---|---|---|---|---|---|
2026
Lifeway Foods
LWAY
$390M
| $2.41M | ﹤0.01% |
478,643
+23,742
| +5% | +$98.8K |
|
2027
Brown-Forman Class B
BF.B
$13B
| $2.41M | ﹤0.01% |
+31,938
| New | +$2.29M |
|
|
PROF
2028
Profound Medical
PROF
$242M
| $2.4M | ﹤0.01% |
136,180
+23,300
| +21% | +$370K |
|
2029
Rekor Systems
REKR
$98.4M
| $2.39M | ﹤0.01% |
415,698
+396,766
| +2,096% | +$1.96M |
|
|
NOTV
2030
DELISTED
Inotiv
NOTV
| $2.39M | ﹤0.01% |
500,014
-3,392
| -0.7% | -$16.9K |
|
2031
Paylocity
PCTY
$7.88B
| $2.39M | ﹤0.01% |
14,800
+8,000
| +118% | +$1.13M |
|
2032
Coherent
COHR
$63.7B
| $2.39M | ﹤0.01% |
+58,864
| New | +$2.59M |
|
|
RCM
2033
DELISTED
R1 RCM Inc. Common Stock
RCM
| $2.39M | ﹤0.01% |
139,098
-262,500
| -65% | -$3.83M |
|
2034
Team
TISI
$101M
| $2.38M | ﹤0.01% |
43,333
+12,180
| +39% | +$661K |
|
2035
Nexa Resources
NEXA
$1.89B
| $2.38M | ﹤0.01% |
448,900
-1,100
| -0.2% | -$7.41K |
|
|
TESS
2036
DELISTED
Tessco Technologies Inc
TESS
| $2.37M | ﹤0.01% |
442,000
-500
| -0.1% | -$3.1K |
|
2037
Pulmatrix
PULM
$5.51M
| $2.37M | ﹤0.01% |
99,698
+15,931
| +19% | +$406K |
|
2038
Universal Insurance Holdings
UVE
$1.2B
| $2.36M | ﹤0.01% |
170,800
+98,800
| +137% | +$1.74M |
|
|
LPRO
2039
DELISTED
Open Lending Corp
LPRO
| $2.36M | ﹤0.01% |
+92,600
| New | +$1.8M |
|
2040
AMES National
ATLO
$279M
| $2.36M | ﹤0.01% |
139,700
+1,300
| +0.9% | +$24.6K |
|
|
MFGP
2041
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
| $2.36M | ﹤0.01% |
732,265
+401,300
| +121% | +$1.6M |
|
2042
Lexicon Pharmaceuticals
LXRX
$1.03B
| $2.35M | ﹤0.01% |
1,632,631
-247,572
| -13% | -$441K |
|
|
SYNH
2043
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $2.35M | ﹤0.01% |
+44,214
| New | +$2.63M |
|
|
WRI
2044
DELISTED
Weingarten Realty Investors
WRI
| $2.35M | ﹤0.01% |
138,500
+53,100
| +62% | +$936K |
|
|
STFC
2045
DELISTED
State Auto Financial Corp
STFC
| $2.35M | ﹤0.01% |
170,468
-10,900
| -6% | -$174K |
|
2046
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
| $2.35M | ﹤0.01% |
24,478
-29,322
| -55% | -$2.82M |
|
|
VRTV
2047
DELISTED
VERITIV CORPORATION
VRTV
| $2.35M | ﹤0.01% |
185,200
+116,400
| +169% | +$1.87M |
|
2048
iShares MSCI ACWI ex US ETF
ACWX
$12B
| $2.32M | ﹤0.01% |
+50,500
| New | +$2.33M |
|
|
GCP
2049
DELISTED
GCP Applied Technologies Inc.
GCP
| $2.32M | ﹤0.01% |
110,700
+2,900
| +3% | +$67K |
|
2050
Arcosa
ACA
$7.14B
| $2.31M | ﹤0.01% |
+52,400
| New | +$2.3M |
|
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.