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 | |
|---|---|---|---|---|---|---|
1201
Capital One
COF
$143B
| $14.3M | 0.01% |
139,199
+130,599
| +1,519% | +$13.4M |
|
1202
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.9B
| $14.3M | 0.01% |
156,650
+46,700
| +42% | +$4.27M |
|
|
CPL
1203
DELISTED
CPFL Energia S.A.
CPL
| $14.3M | 0.01% |
830,611
-282,300
| -25% | -$4.87M |
|
1204
iShares Short Treasury Bond ETF
SHV
$20.7B
| $14.3M | 0.01% |
129,626
+39,126
| +43% | +$4.32M |
|
1205
Lowe's Companies
LOW
$152B
| $14.3M | 0.01% |
119,000
-1,230,400
| -91% | -$147M |
|
1206
Cenovus Energy
CVE
$30.4B
| $14.2M | 0.01% |
1,400,832
-694,768
| -33% | -$7.06M |
|
1207
Agilysys
AGYS
$2.97B
| $14.2M | 0.01% |
559,752
+3,352
| +0.6% | +$85.2K |
|
|
AY
1208
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $14.2M | 0.01% |
538,920
+311,980
| +137% | +$8.23M |
|
1209
Golden Entertainment
GDEN
$638M
| $14.2M | 0.01% |
739,146
+328,285
| +80% | +$6.31M |
|
1210
Evolution Petroleum
EPM
$179M
| $14.2M | 0.01% |
2,594,972
+167,840
| +7% | +$918K |
|
|
ARCH
1211
DELISTED
Arch Resources, Inc.
ARCH
| $14.2M | 0.01% |
197,800
+2,700
| +1% | +$194K |
|
|
SAFE
1212
Safehold
SAFE
$1.18B
| $14.1M | 0.01% |
200,242
-95,283
| -32% | -$6.73M |
|
1213
SPDR Blackstone Senior Loan ETF
SRLN
$6.96B
| $14.1M | 0.01% |
303,586
+124,504
| +70% | +$5.8M |
|
|
RVI
1214
DELISTED
Retail Value Inc. Common Shares
RVI
| $14.1M | 0.01% |
4,174,108
+415,654
| +11% | +$1.4M |
|
1215
First Trust Preferred Securities and Income ETF
FPE
$6.2B
| $14.1M | 0.01% |
700,799
+247,028
| +54% | +$4.96M |
|
1216
BankFinancial
BFIN
$153M
| $14.1M | 0.01% |
1,074,566
+14,366
| +1% | +$188K |
|
1217
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $14.1M | 0.01% |
521,697
+276,624
| +113% | +$7.45M |
|
1218
Quest Diagnostics
DGX
$20.5B
| $14M | 0.01% |
131,300
+35,000
| +36% | +$3.74M |
|
1219
Trade Desk
TTD
$22.1B
| $14M | 0.01% |
539,000
-416,000
| -44% | -$10.8M |
|
1220
York Water
YORW
$445M
| $14M | 0.01% |
303,436
-2,800
| -0.9% | -$129K |
|
1221
WisdomTree
WT
$2.11B
| $14M | 0.01% |
2,889,089
+609,287
| +27% | +$2.95M |
|
1222
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $14M | 0.01% |
122,000
+119,200
| +4,257% | +$13.7M |
|
|
MCBC
1223
DELISTED
Macatawa Bank Corp
MCBC
| $14M | 0.01% |
1,253,662
+96,800
| +8% | +$1.08M |
|
1224
Foster
FSTR
$291M
| $13.9M | 0.01% |
719,199
+7,099
| +1% | +$138K |
|
1225
Fair Isaac
FICO
$37.1B
| $13.9M | 0.01% |
37,150
+35,750
| +2,554% | +$13.4M |
|