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 | 22.93% |
| 2 | Technology | 16.65% |
| 3 | Consumer Staples | 12.19% |
| 4 | Consumer Discretionary | 9.52% |
| 5 | Communication Services | 9.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Takeda Pharmaceutical
TAK
$55.8B
| $102M | 0.1% |
5,736,707
+129,007
| +2% | +$2.35M |
|
202
Merck
MRK
$322B
| $102M | 0.1% |
1,282,478
-2,637,492
| -67% | -$207M |
|
203
Walt Disney
DIS
$179B
| $101M | 0.1% |
+816,829
| New | +$102M |
|
204
Workday
WDAY
$44.8B
| $100M | 0.1% |
466,600
+61,900
| +15% | +$12.2M |
|
205
Sturm, Ruger & Co
RGR
$598M
| $100M | 0.1% |
1,637,076
-16,200
| -1% | -$1.19M |
|
206
W.W. Grainger
GWW
$61.3B
| $99.5M | 0.1% |
278,900
-120,000
| -30% | -$41.4M |
|
207
Dolby
DLB
$5.75B
| $99.2M | 0.1% |
1,496,157
-352,200
| -19% | -$23.8M |
|
208
AutoZone
AZO
$49.7B
| $99M | 0.1% |
+84,100
| New | +$99.4M |
|
209
Honda
HMC
$41.1B
| $98.9M | 0.1% |
4,174,098
+321,900
| +8% | +$8.14M |
|
210
Bank of America
BAC
$448B
| $98.1M | 0.1% |
4,070,366
-253,700
| -6% | -$6.32M |
|
211
Evergy
EVRG
$18.9B
| $97.2M | 0.1% |
1,913,326
-2,188,343
| -53% | -$122M |
|
212
C.H. Robinson
CHRW
$17B
| $97.1M | 0.1% |
950,005
-480,908
| -34% | -$45.1M |
|
213
Crocs
CROX
$6.31B
| $96.9M | 0.1% |
2,268,011
-1,207,300
| -35% | -$46.7M |
|
214
Qualcomm
QCOM
$171B
| $96.4M | 0.1% |
819,160
+506,340
| +162% | +$54.1M |
|
215
SiriusXM
SIRI
$9.61B
| $96.3M | 0.1% |
1,797,261
-2,192,436
| -55% | -$126M |
|
216
Intuit
INTU
$92B
| $96M | 0.1% |
294,228
+188,268
| +178% | +$58.9M |
|
217
Scotiabank
BNS
$108B
| $95.8M | 0.1% |
2,306,900
-1,481,900
| -39% | -$62.2M |
|
|
VGR
218
DELISTED
Vector Group Ltd.
VGR
| $95.6M | 0.1% |
13,915,483
+198,453
| +1% | +$1.35M |
|
219
Progress Software
PRGS
$1.77B
| $95.1M | 0.09% |
2,591,790
+21,600
| +0.8% | +$786K |
|
220
CorVel
CRVL
$3.09B
| $94.9M | 0.09% |
3,333,930
-201,000
| -6% | -$5.4M |
|
|
ECHO
221
EchoStar
ECHO
$25.6B
| $94.9M | 0.09% |
3,810,901
-125,900
| -3% | -$3.51M |
|
222
Prologis
PLD
$133B
| $94.7M | 0.09% |
941,414
+469,500
| +99% | +$47M |
|
223
Qorvo
QRVO
$8.53B
| $94.5M | 0.09% |
732,306
+87,800
| +14% | +$10.9M |
|
224
Frontdoor
FTDR
$5.76B
| $94.4M | 0.09% |
2,425,418
+142,300
| +6% | +$6.07M |
|
225
Upbound Group
UPBD
$1.11B
| $94.3M | 0.09% |
3,155,224
-460,000
| -13% | -$13.6M |
|
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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 23% 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.