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 | |
|---|---|---|---|---|---|---|
2376
Boxlight
BOXL
$5.64M
| $1.28M | ﹤0.01% |
554
+496
| +855% | +$1.36M |
|
2377
Federal Realty Investment Trust
FRT
$10.4B
| $1.28M | ﹤0.01% |
17,500
-303,100
| -95% | -$23.9M |
|
|
XONE
2378
DELISTED
The ExOne Company
XONE
| $1.28M | ﹤0.01% |
+104,754
| New | +$1.13M |
|
|
MNRL
2379
DELISTED
Brigham Minerals, Inc. Class A Common Stock
MNRL
| $1.28M | ﹤0.01% |
143,300
+121,641
| +562% | +$1.34M |
|
2380
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
| $1.28M | ﹤0.01% |
+4,600
| New | +$1.26M |
|
2381
iShares MSCI Spain ETF
EWP
$2.22B
| $1.28M | ﹤0.01% |
+58,700
| New | +$1.35M |
|
|
TGA
2382
DELISTED
Transglobe Energy Corp
TGA
| $1.27M | ﹤0.01% |
3,100,946
+129,479
| +4% | +$70K |
|
|
PVBC
2383
DELISTED
Provident Bancorp
PVBC
| $1.27M | ﹤0.01% |
163,053
-9,600
| -6% | -$75.9K |
|
2384
Hope Bancorp
HOPE
$1.86B
| $1.27M | ﹤0.01% |
166,964
+131,100
| +366% | +$1.1M |
|
|
LUB
2385
DELISTED
Luby's Inc.
LUB
| $1.26M | ﹤0.01% |
440,456
+62,529
| +17% | +$94.9K |
|
2386
Ryder
R
$10.2B
| $1.26M | ﹤0.01% |
+29,800
| New | +$1.2M |
|
2387
Woodward
WWD
$21.4B
| $1.26M | ﹤0.01% |
+15,684
| New | +$1.26M |
|
2388
Brown & Brown
BRO
$23.7B
| $1.25M | ﹤0.01% |
27,600
-505,000
| -95% | -$22.5M |
|
|
TCFC
2389
DELISTED
The Community Financial Corporation Common Stock
TCFC
| $1.25M | ﹤0.01% |
58,468
-7,000
| -11% | -$156K |
|
2390
Ponce Financial Group
PDLB
$506M
| $1.24M | ﹤0.01% |
196,712
-8,509
| -4% | -$55.5K |
|
|
OSG
2391
Octave Specialty Group
OSG
$216M
| $1.24M | ﹤0.01% |
97,300
+39,400
| +68% | +$508K |
|
|
RBNC
2392
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
| $1.24M | ﹤0.01% |
85,725
+8,300
| +11% | +$123K |
|
|
RDGT
2393
Ridgetech Inc
RDGT
$3.12M
| $1.24M | ﹤0.01% |
36
-1
| -3% | -$42.2K |
|
2394
Chicago Rivet & Machine Co
CVR
$9.98M
| $1.24M | ﹤0.01% |
57,310
-2,200
| -4% | -$45.7K |
|
|
AIFU
2395
AIFU Inc
AIFU
$201M
| $1.24M | ﹤0.01% |
185
+137
| +285% | +$1.12M |
|
|
CMBM
2396
DELISTED
Cambium Networks
CMBM
| $1.24M | ﹤0.01% |
+73,300
| New | +$962K |
|
2397
Origin Bancorp
OBK
$1.69B
| $1.24M | ﹤0.01% |
57,900
+4,000
| +7% | +$89.5K |
|
2398
Granite Construction
GVA
$5.51B
| $1.24M | ﹤0.01% |
+70,165
| New | +$1.28M |
|
2399
Scholar Rock
SRRK
$6.37B
| $1.24M | ﹤0.01% |
69,800
-1,000
| -1% | -$14.9K |
|
2400
Vanguard Communication Services ETF
VOX
$5.93B
| $1.23M | ﹤0.01% |
12,100
+8,500
| +236% | +$863K |
|
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.