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 | |
|---|---|---|---|---|---|---|
2451
Victory Capital Holdings
VCTR
$7.15B
| $1.13M | ﹤0.01% |
67,081
-257,033
| -79% | -$4.57M |
|
2452
iShares MSCI Saudi Arabia ETF
KSA
$625M
| $1.13M | ﹤0.01% |
+38,100
| New | +$1.07M |
|
2453
Merchants Bancorp
MBIN
$2.52B
| $1.13M | ﹤0.01% |
86,175
-14,250
| -14% | -$180K |
|
2454
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.58B
| $1.13M | ﹤0.01% |
+32,800
| New | +$1.13M |
|
|
CGRN
2455
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
| $1.13M | ﹤0.01% |
237,230
+12,100
| +5% | +$50.3K |
|
2456
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
| $1.13M | ﹤0.01% |
+26,000
| New | +$1.11M |
|
|
NCNA
2457
NuCana
NCNA
$6.16M
| $1.12M | ﹤0.01% |
43
+4
| +10% | +$108K |
|
|
LOMA
2458
Loma Negra
LOMA
$1.13B
| $1.12M | ﹤0.01% |
259,800
-127,962
| -33% | -$619K |
|
|
TBRG
2459
DELISTED
TruBridge
TBRG
| $1.12M | ﹤0.01% |
40,576
-8,600
| -17% | -$227K |
|
|
AKRO
2460
DELISTED
Akero Therapeutics
AKRO
| $1.11M | ﹤0.01% |
36,200
+1,716
| +5% | +$60K |
|
2461
Northern Technologies International Corp
NTIC
$76.8M
| $1.11M | ﹤0.01% |
134,177
+700
| +0.5% | +$5.92K |
|
2462
MIND Technology
MIND
$42.6M
| $1.11M | ﹤0.01% |
53,365
+9,690
| +22% | +$217K |
|
|
LDL
2463
DELISTED
Lydall, Inc.
LDL
| $1.11M | ﹤0.01% |
67,100
-68,800
| -51% | -$1.2M |
|
|
GPMT
2464
Granite Point Mortgage Trust
GPMT
$58.8M
| $1.1M | ﹤0.01% |
+155,800
| New | +$1.05M |
|
2465
First Trust Senior Loan Fund ETF
FTSL
$2.33B
| $1.1M | ﹤0.01% |
24,000
+5,300
| +28% | +$244K |
|
2466
MediciNova
MNOV
$64.5M
| $1.1M | ﹤0.01% |
209,800
-13,883
| -6% | -$80.1K |
|
|
AHPI
2467
DELISTED
Allied Healthcare Products
AHPI
| $1.09M | ﹤0.01% |
198,215
-74,000
| -27% | -$626K |
|
|
SLCT
2468
DELISTED
Select Bancorp, Inc.
SLCT
| $1.09M | ﹤0.01% |
151,961
-38,414
| -20% | -$293K |
|
|
KG
2469
Kestrel Group
KG
$66.3M
| $1.09M | ﹤0.01% |
44,524
+2,231
| +5% | +$59.6K |
|
2470
GoPro
GPRO
$117M
| $1.08M | ﹤0.01% |
+239,490
| New | +$1.12M |
|
2471
ACNB Corp
ACNB
$656M
| $1.08M | ﹤0.01% |
52,105
-18,700
| -26% | -$414K |
|
2472
DraftKings
DKNG
$12.6B
| $1.08M | ﹤0.01% |
+18,400
| New | +$715K |
|
2473
iShares Core S&P Small-Cap ETF
IJR
$113B
| $1.08M | ﹤0.01% |
15,400
+3,100
| +25% | +$222K |
|
2474
Lifecore Biomedical
LFCR
$179M
| $1.08M | ﹤0.01% |
111,300
+10,200
| +10% | +$97.1K |
|
2475
OFG Bancorp
OFG
$2.26B
| $1.08M | ﹤0.01% |
86,721
+31,965
| +58% | +$419K |
|
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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.