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 | |
|---|---|---|---|---|---|---|
2101
Meritage Homes
MTH
$4.77B
| $2.09M | ﹤0.01% |
37,800
-116,600
| -76% | -$5.58M |
|
|
EXPR
2102
DELISTED
Express, Inc.
EXPR
| $2.08M | ﹤0.01% |
170,895
-33,010
| -16% | -$731K |
|
|
ACB
2103
Aurora Cannabis
ACB
$226M
| $2.08M | ﹤0.01% |
+44,738
| New | +$4.25M |
|
|
GEN
2104
DELISTED
Genesis Healthcare, Inc.
GEN
| $2.08M | ﹤0.01% |
3,824,346
-487,717
| -11% | -$351K |
|
2105
Core Laboratories
CLB
$578M
| $2.08M | ﹤0.01% |
136,093
-198,355
| -59% | -$4.16M |
|
2106
Global Indemnity Group
GBLI
$398M
| $2.08M | ﹤0.01% |
99,834
-17,216
| -15% | -$406K |
|
2107
Neuronetics
STIM
$219M
| $2.07M | ﹤0.01% |
426,561
-215,757
| -34% | -$819K |
|
|
FRG
2108
DELISTED
Franchise Group, Inc.
FRG
| $2.07M | ﹤0.01% |
81,500
+49,900
| +158% | +$1.19M |
|
2109
Fate Therapeutics
FATE
$294M
| $2.06M | ﹤0.01% |
+51,619
| New | +$1.8M |
|
2110
Philips
PHG
$26.7B
| $2.06M | ﹤0.01% |
53,915
-72,665
| -57% | -$2.92M |
|
2111
Minerva Neurosciences
NERV
$212M
| $2.06M | ﹤0.01% |
80,963
-8,725
| -10% | -$236K |
|
2112
Orion Group Holdings
ORN
$401M
| $2.06M | ﹤0.01% |
749,197
-140,000
| -16% | -$400K |
|
2113
iShares MSCI Australia ETF
EWA
$1.44B
| $2.06M | ﹤0.01% |
+104,400
| New | +$2.11M |
|
2114
Pitney Bowes
PBI
$2.26B
| $2.06M | ﹤0.01% |
387,700
-417,800
| -52% | -$1.93M |
|
2115
Walker & Dunlop
WD
$1.46B
| $2.06M | ﹤0.01% |
38,800
+25,100
| +183% | +$1.32M |
|
|
ACGN
2116
DELISTED
Aceragen Inc
ACGN
| $2.05M | ﹤0.01% |
56,505
-4,258
| -7% | -$151K |
|
|
COWN
2117
DELISTED
Cowen Inc. Class A Common Stock
COWN
| $2.05M | ﹤0.01% |
+126,228
| New | +$2.15M |
|
2118
Ichor Holdings
ICHR
$2.64B
| $2.05M | ﹤0.01% |
95,190
-70,810
| -43% | -$1.88M |
|
|
CWBC
2119
Community West Bancshares
CWBC
$706M
| $2.05M | ﹤0.01% |
165,956
-1,925
| -1% | -$25K |
|
|
LBC
2120
DELISTED
Luther Burbank Corporation Common Stock
LBC
| $2.04M | ﹤0.01% |
244,068
-6,300
| -3% | -$58.8K |
|
|
SIOX
2121
DELISTED
Sio Gene Therapies Inc. Common Stock
SIOX
| $2.04M | ﹤0.01% |
440,923
-245,000
| -36% | -$809K |
|
|
HNP
2122
DELISTED
Huaneng Power Intl, Inc.
HNP
| $2.03M | ﹤0.01% |
131,700
-9,000
| -6% | -$149K |
|
2123
Valhi
VHI
$462M
| $2.03M | ﹤0.01% |
154,251
+10,300
| +7% | +$124K |
|
2124
Invesco Financial Preferred ETF
PGF
$667M
| $2.03M | ﹤0.01% |
108,100
+53,600
| +98% | +$995K |
|
2125
Transact Technologies
TACT
$52.8M
| $2.02M | ﹤0.01% |
404,589
-12,308
| -3% | -$58.2K |
|
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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.