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 | |
|---|---|---|---|---|---|---|
726
Alliant Energy
LNT
$16.4B
| $33.1M | 0.03% |
605,028
-1,336,776
| -69% | -$73.1M |
|
727
Valley National Bancorp
VLY
$5.99B
| $33M | 0.03% |
2,886,277
+2,460,289
| +578% | +$28.2M |
|
728
DigitalBridge
DBRG
$2.24B
| $33M | 0.03% |
1,736,828
+117,998
| +7% | +$2.24M |
|
729
Kaiser Aluminum
KALU
$1.22B
| $32.9M | 0.03% |
296,400
-27,800
| -9% | -$3.08M |
|
730
Carriage Services
CSV
$652M
| $32.8M | 0.03% |
1,283,100
+25,100
| +2% | +$643K |
|
|
BSTC
731
DELISTED
BioSpecifics Technologies Corp.
BSTC
| $32.8M | 0.03% |
576,247
+4,900
| +0.9% | +$279K |
|
732
Northwest Natural Holdings
NWN
$1.7B
| $32.8M | 0.03% |
444,757
-65,743
| -13% | -$4.85M |
|
733
CarGurus
CARG
$3.51B
| $32.6M | 0.03% |
925,579
-231,721
| -20% | -$8.15M |
|
734
Edwards Lifesciences
EW
$46B
| $32.5M | 0.03% |
+417,690
| New | +$32.5M |
|
735
Costamare
CMRE
$1.46B
| $32.5M | 0.03% |
3,407,082
+902,500
| +36% | +$8.6M |
|
736
NewMarket
NEU
$7.86B
| $32.4M | 0.02% |
66,500
-37,400
| -36% | -$18.2M |
|
|
BMTC
737
DELISTED
Bryn Mawr Bank Corp
BMTC
| $32.3M | 0.02% |
783,658
-8,862
| -1% | -$365K |
|
738
Photronics
PLAB
$1.3B
| $32.3M | 0.02% |
2,049,994
-420,003
| -17% | -$6.62M |
|
739
Royal Caribbean
RCL
$92.8B
| $32.3M | 0.02% |
241,982
-1,015,094
| -81% | -$136M |
|
|
ADAM
740
Adamas Trust, Inc. Common Stock
ADAM
$653M
| $32.3M | 0.02% |
1,295,725
+904,871
| +232% | +$22.5M |
|
|
BRKL
741
DELISTED
Brookline Bancorp
BRKL
| $32.3M | 0.02% |
1,959,600
+138,960
| +8% | +$2.29M |
|
|
NEWR
742
DELISTED
New Relic, Inc.
NEWR
| $32.2M | 0.02% |
489,600
-49,000
| -9% | -$3.22M |
|
|
VIVO
743
DELISTED
Meridian Bioscience Inc
VIVO
| $32.1M | 0.02% |
3,286,712
+12,764
| +0.4% | +$125K |
|
744
Mid-America Apartment Communities
MAA
$16.6B
| $32.1M | 0.02% |
243,428
-443,202
| -65% | -$58.4M |
|
745
LKQ Corp
LKQ
$8.26B
| $32M | 0.02% |
895,660
+799,274
| +829% | +$28.5M |
|
746
Hecla Mining
HL
$7.47B
| $32M | 0.02% |
9,429,665
+4,430,063
| +89% | +$15M |
|
747
Univest Financial
UVSP
$894M
| $31.9M | 0.02% |
1,192,769
+1,900
| +0.2% | +$50.9K |
|
|
FSP
748
Franklin Street Properties
FSP
$172M
| $31.9M | 0.02% |
3,729,197
+268,997
| +8% | +$2.3M |
|
749
Omnicom Group
OMC
$14.7B
| $31.8M | 0.02% |
+392,200
| New | +$31.8M |
|
|
QADA
750
DELISTED
QAD Inc.
QADA
| $31.7M | 0.02% |
621,677
+4,300
| +0.7% | +$219K |
|