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 | |
|---|---|---|---|---|---|---|
2051
CSX Corp
CSX
$93.1B
| $2.31M | ﹤0.01% |
89,103
-3,720,669
| -98% | -$91.8M |
|
2052
iShares Russell 2000 Growth ETF
IWO
$15.1B
| $2.3M | ﹤0.01% |
10,400
+6,100
| +142% | +$1.34M |
|
2053
Landmark Bancorp
LARK
$196M
| $2.3M | ﹤0.01% |
144,249
+3,484
| +2% | +$56K |
|
2054
Vanguard Total World Stock ETF
VT
$81.8B
| $2.29M | ﹤0.01% |
+28,400
| New | +$2.28M |
|
|
USX
2055
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
| $2.27M | ﹤0.01% |
+275,394
| New | +$2.35M |
|
2056
State Street DoubleLine Total Return Tactical ETF
TOTL
$4B
| $2.27M | ﹤0.01% |
+46,100
| New | +$2.29M |
|
2057
Broadwind
BWEN
$124M
| $2.27M | ﹤0.01% |
791,724
+22,600
| +3% | +$90.2K |
|
2058
iShares MSCI Switzerland ETF
EWL
$2.21B
| $2.27M | ﹤0.01% |
55,300
+45,600
| +470% | +$1.88M |
|
|
VRTU
2059
DELISTED
Virtusa Corporation
VRTU
| $2.27M | ﹤0.01% |
46,200
-196,496
| -81% | -$7.81M |
|
2060
Lindsay Corp
LNN
$1.17B
| $2.26M | ﹤0.01% |
23,402
+11,802
| +102% | +$1.17M |
|
2061
RPC Inc
RES
$1.43B
| $2.25M | ﹤0.01% |
853,530
-332,683
| -28% | -$1.04M |
|
2062
ResMed
RMD
$32.7B
| $2.25M | ﹤0.01% |
+13,100
| New | +$2.42M |
|
2063
abrdn Physical Silver Shares ETF
SIVR
$4.49B
| $2.24M | ﹤0.01% |
+99,500
| New | +$2.35M |
|
|
KRA
2064
DELISTED
Kraton Corporation
KRA
| $2.23M | ﹤0.01% |
125,189
-96,500
| -44% | -$1.55M |
|
|
WHWK
2065
Whitehawk Therapeutics
WHWK
$251M
| $2.23M | ﹤0.01% |
99,012
-22,046
| -18% | -$464K |
|
2066
Aptevo Therapeutics
APVO
$4.52M
| – | – |
0
| – | – |
|
|
GNTY
2067
DELISTED
Guaranty Bancshares
GNTY
| $2.22M | ﹤0.01% |
98,150
-16,796
| -15% | -$396K |
|
|
SCPH
2068
DELISTED
scPharmaceuticals
SCPH
| $2.22M | ﹤0.01% |
298,079
-35,607
| -11% | -$278K |
|
2069
Champions Oncology
CSBR
$69.7M
| $2.22M | ﹤0.01% |
240,026
+27,080
| +13% | +$241K |
|
2070
i3 Verticals
IIIV
$320M
| $2.22M | ﹤0.01% |
87,900
+80,700
| +1,121% | +$2.16M |
|
2071
TechnipFMC
FTI
$30.8B
| $2.21M | ﹤0.01% |
+471,341
| New | +$2.65M |
|
|
PPBI
2072
DELISTED
Pacific Premier Bancorp
PPBI
| $2.21M | ﹤0.01% |
109,778
-276,627
| -72% | -$5.86M |
|
2073
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
| $2.21M | ﹤0.01% |
44,234
-29,666
| -40% | -$1.48M |
|
2074
ProShares Short 20+ Year Treasury ETF
TBF
$107M
| $2.2M | ﹤0.01% |
143,000
-11,900
| -8% | -$181K |
|
2075
AmeriServ Financial
ASRV
$85.7M
| $2.19M | ﹤0.01% |
779,934
-309
| -0% | -$881 |
|
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.