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 |
NVIDIA
NVDA
|
+$537M |
| 2 |
Peloton Interactive
PTON
|
+$373M |
| 3 |
Amazon
AMZN
|
+$306M |
| 4 |
S&P Global
SPGI
|
+$244M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
+$232M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Zoom
ZM
|
+$1.27B |
| 2 |
Bristol-Myers Squibb
BMY
|
+$744M |
| 3 |
Chipotle Mexican Grill
CMG
|
+$716M |
| 4 |
AbbVie
ABBV
|
+$712M |
| 5 |
Pinduoduo
PDD
|
+$542M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 21.2% |
| 2 | Technology | 16.96% |
| 3 | Consumer Discretionary | 11.43% |
| 4 | Communication Services | 11.19% |
| 5 | Consumer Staples | 10.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2151
RGC Resources
RGCO
$224M
| $1.9M | ﹤0.01% |
79,800
-1,886
| -2% | -$45.6K |
|
|
MLVF
2152
DELISTED
Malvern Bancorp, Inc.
MLVF
| $1.9M | ﹤0.01% |
122,264
-3,700
| -3% | -$53.7K |
|
|
KWY
2153
Kingsway Corp
KWY
$285M
| $1.89M | ﹤0.01% |
402,619
+5,470
| +1% | +$19.4K |
|
2154
Origin Bancorp
OBK
$1.68B
| $1.89M | ﹤0.01% |
68,100
+10,200
| +18% | +$260K |
|
|
CTLP
2155
DELISTED
Cantaloupe
CTLP
| $1.89M | ﹤0.01% |
+180,200
| New | +$1.76M |
|
2156
CoreCivic
CXW
$3.25B
| $1.88M | ﹤0.01% |
287,203
-1,315,702
| -82% | -$9.46M |
|
|
ZEUS
2157
DELISTED
Olympic Steel
ZEUS
| $1.88M | ﹤0.01% |
141,000
+11,900
| +9% | +$160K |
|
|
ATNX
2158
DELISTED
Athenex, Inc. Common Stock
ATNX
| $1.88M | ﹤0.01% |
8,480
-5,755
| -40% | -$1.42M |
|
2159
Brookfield Infrastructure Partners
BIP
$18.3B
| $1.87M | ﹤0.01% |
+56,850
| New | +$1.85M |
|
2160
OneWater Marine
ONEW
$198M
| $1.87M | ﹤0.01% |
64,226
-9,774
| -13% | -$235K |
|
2161
The Bancorp
TBBK
$2.84B
| $1.86M | ﹤0.01% |
136,539
-92,861
| -40% | -$1.05M |
|
|
HNP
2162
DELISTED
Huaneng Power Intl, Inc.
HNP
| $1.86M | ﹤0.01% |
129,300
-2,400
| -2% | -$36.5K |
|
2163
Invesco S&P 500 Equal Weight ETF
RSP
$100B
| $1.86M | ﹤0.01% |
14,600
+1,200
| +9% | +$143K |
|
|
ACCS
2164
ACCESS Newswire
ACCS
$19.2M
| $1.86M | ﹤0.01% |
106,338
+30,100
| +39% | +$624K |
|
|
CLPR
2165
Clipper Realty
CLPR
$54M
| $1.86M | ﹤0.01% |
263,757
+7,900
| +3% | +$49K |
|
2166
Wave Life Sciences
WVE
$1.07B
| $1.85M | ﹤0.01% |
+235,620
| New | +$1.98M |
|
|
GBL
2167
DELISTED
GAMCO Investors, Inc.
GBL
| $1.85M | ﹤0.01% |
104,500
+600
| +0.6% | +$8.38K |
|
2168
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
| $1.85M | ﹤0.01% |
+13,400
| New | +$1.83M |
|
|
SAFE
2169
Safehold
SAFE
$1.08B
| $1.85M | ﹤0.01% |
25,536
+8,669
| +51% | +$565K |
|
2170
iShares Core Moderate Allocation ETF
AOM
$1.78B
| $1.84M | ﹤0.01% |
42,700
+13,095
| +44% | +$551K |
|
2171
Amplify Online Retail ETF
IBUY
$125M
| $1.84M | ﹤0.01% |
16,100
-17,300
| -52% | -$1.76M |
|
2172
Coffee Holding Co
JVA
$20.2M
| $1.84M | ﹤0.01% |
479,139
+70,194
| +17% | +$264K |
|
2173
Realty Income
O
$59.4B
| $1.84M | ﹤0.01% |
+30,515
| New | +$1.8M |
|
2174
nLIGHT
LASR
$3.03B
| $1.83M | ﹤0.01% |
56,200
+16,300
| +41% | +$462K |
|
2175
BJs Wholesale Club
BJ
$11.9B
| $1.83M | ﹤0.01% |
49,200
-1,561,665
| -97% | -$62.4M |
|
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Jim Simons's Q4 2020 Portfolio in Review
As of Q4 2020, Jim Simons held 3,901 positions worth $92.1B, down 8% from $100B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Jim Simons withdrew a net $21.6B in Q4 2020, closing 555 positions and reducing 1,622 holdings. Its most notable exit was Charter Communications, an estimated $341M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 21% of assets, down from 23% a quarter earlier, followed by Technology and Consumer Discretionary.
Against the trend, Jim Simons opened a new position in NVIDIA worth $524M.
- Jim Simons's largest Q4 2020 buy was NVIDIA: 40,123,720 shares worth $524M.
- Jim Simons added most to Amazon in Q4 2020, an estimated $306M increase.
- Jim Simons's biggest Q4 2020 reduction was Zoom, cutting an estimated $1.27B.
- Jim Simons fully exited Charter Communications in Q4 2020, selling an estimated $341M.
- Jim Simons's ten largest holdings make up 13% of its $92.1B portfolio in Q4 2020.
- Jim Simons opened 565 new positions and closed 555 in Q4 2020.
- Jim Simons's portfolio value fell 8% quarter-over-quarter to $92.1B.
Based on Renaissance Technologies's 13F filing for Q4 2020, filed 10 Feb 2021.