Jim Simons Renaissance Technologies
AUM
$75.2B
1-Year Return
41.49%
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.
This Quarter Return
+11.58%
1 Year Return
+41.49%
3 Year Return
+105.58%
5 Year Return
+199.51%
10 Year Return
+593.04%
AUM
$130B
AUM Growth
+$12B
(+10%)
Cap. Flow
+$3.31B
Cap. Flow
% of AUM
2.54%
Top 10 Holdings %
Top 10 Hldgs %
12.68%
Holding
3,913
New
518
Increased
1,840
Reduced
1,085
Closed
444
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
+$1.76B |
| 2 |
Tesla
TSLA
|
+$1.37B |
| 3 |
Amazon
AMZN
|
+$623M |
| 4 |
AbbVie
ABBV
|
+$398M |
| 5 |
Qualcomm
QCOM
|
+$394M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
+$1.54B |
| 2 |
Johnson & Johnson
JNJ
|
+$603M |
| 3 |
Micron Technology
MU
|
+$366M |
| 4 |
Meta Platforms (Facebook)
META
|
+$365M |
| 5 |
UnitedHealth
UNH
|
+$353M |
Sector Composition
| 1 | Healthcare | 21.21% |
| 2 | Technology | 12.91% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Financials | 8.47% |
| 5 | Industrials | 7.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
CDW
CDW
$21.7B
| $44.8M | 0.03% |
313,725
-208,800
| -40% | -$29.8M |
|
577
Otter Tail
OTTR
$3.52B
| $44.8M | 0.03% |
872,900
-44,400
| -5% | -$2.28M |
|
578
Stewart Information Services
STC
$2.1B
| $44.7M | 0.03% |
1,096,497
+146,713
| +15% | +$5.98M |
|
|
ALX
579
Alexander's
ALX
$1.25B
| $44.5M | 0.03% |
134,845
-5,119
| -4% | -$1.69M |
|
|
FIT
580
DELISTED
Fitbit, Inc. Class A common stock
FIT
| $44.4M | 0.03% |
6,756,326
+1,013,594
| +18% | +$6.66M |
|
|
WRI
581
DELISTED
Weingarten Realty Investors
WRI
| $44.4M | 0.03% |
1,419,900
+699,377
| +97% | +$21.8M |
|
582
Rockwell Automation
ROK
$39.4B
| $44.3M | 0.03% |
218,700
+120,700
| +123% | +$24.5M |
|
583
United Parcel Service
UPS
$71.7B
| $44.3M | 0.03% |
378,100
+151,800
| +67% | +$17.8M |
|
584
Hologic
HOLX
$14.8B
| $43.8M | 0.03% |
838,118
+20,050
| +2% | +$1.05M |
|
|
LM
585
DELISTED
Legg Mason, Inc.
LM
| $43.5M | 0.03% |
1,212,502
-56,000
| -4% | -$2.01M |
|
|
CIO
586
City Office REIT
CIO
$280M
| $43.3M | 0.03% |
3,205,103
+158,204
| +5% | +$2.14M |
|
587
First Majestic Silver
AG
$5.08B
| $43.2M | 0.03% |
3,526,338
+2,051,738
| +139% | +$25.2M |
|
588
Watts Water Technologies
WTS
$9.47B
| $43M | 0.03% |
430,990
+122,890
| +40% | +$12.3M |
|
|
HRC
589
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $43M | 0.03% |
378,616
+141,616
| +60% | +$16.1M |
|
|
BMY.RT
590
DELISTED
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
| $42.9M | 0.03% |
+14,258,560
| New | +$42.9M |
|
591
Wheaton Precious Metals
WPM
$48.7B
| $42.9M | 0.03% |
1,441,100
+166,400
| +13% | +$4.95M |
|
592
AstraZeneca
AZN
$251B
| $42.9M | 0.03% |
859,500
+712,900
| +486% | +$35.5M |
|
593
SPS Commerce
SPSC
$4.26B
| $42.8M | 0.03% |
772,263
+4,219
| +0.5% | +$234K |
|
594
Charles Schwab
SCHW
$171B
| $42.8M | 0.03% |
+898,900
| New | +$42.8M |
|
|
CHU
595
DELISTED
China Unicom (HONG KONG) Limited
CHU
| $42.7M | 0.03% |
4,567,166
+467,831
| +11% | +$4.38M |
|
596
Coeur Mining
CDE
$9.88B
| $42.7M | 0.03% |
5,278,825
+1,012,197
| +24% | +$8.18M |
|
597
Prudential
PUK
$35.8B
| $42.6M | 0.03% |
1,153,998
+229,913
| +25% | +$8.49M |
|
598
TE Connectivity
TEL
$62.8B
| $42.6M | 0.03% |
+444,552
| New | +$42.6M |
|
599
Banco Santander Chile
BSAC
$12.5B
| $42.5M | 0.03% |
1,843,502
-172,025
| -9% | -$3.97M |
|
|
VER
600
DELISTED
VEREIT, Inc.
VER
| $42.4M | 0.03% |
916,691
-668,627
| -42% | -$30.9M |
|