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 | |
|---|---|---|---|---|---|---|
1251
Lakeland Financial Corp
LKFN
$1.66B
| $13.5M | 0.01% |
275,400
+7,300
| +3% | +$357K |
|
1252
IDT Corp
IDT
$1.67B
| $13.5M | 0.01% |
1,867,897
+24,391
| +1% | +$176K |
|
1253
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.78B
| $13.4M | 0.01% |
437,355
+102,573
| +31% | +$3.15M |
|
|
GRP.U
1254
Granite Real Estate Investment Trust
GRP.U
$3.43B
| $13.4M | 0.01% |
264,600
-350,400
| -57% | -$17.8M |
|
|
CSW
1255
CSW Industrials, Inc.
CSW
$4.2B
| $13.4M | 0.01% |
174,500
-17,700
| -9% | -$1.36M |
|
1256
BHP
BHP
$137B
| $13.4M | 0.01% |
274,981
+154,586
| +128% | +$7.54M |
|
1257
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $13.4M | 0.01% |
165,600
+133,000
| +408% | +$10.8M |
|
|
TIVO
1258
DELISTED
Tivo Inc
TIVO
| $13.4M | 0.01% |
1,581,370
+186,735
| +13% | +$1.58M |
|
1259
Columbia Financial
CLBK
$1.6B
| $13.4M | 0.01% |
789,732
+282,168
| +56% | +$4.78M |
|
|
ZNH
1260
DELISTED
China Southern Airlines Company Limited
ZNH
| $13.4M | 0.01% |
398,083
-5,117
| -1% | -$172K |
|
|
DCPH
1261
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $13.4M | 0.01% |
214,600
+70,900
| +49% | +$4.41M |
|
1262
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.12B
| $13.3M | 0.01% |
432,262
+167,025
| +63% | +$5.15M |
|
1263
Central Garden & Pet
CENT
$2.24B
| $13.3M | 0.01% |
535,625
-2,106
| -0.4% | -$52.3K |
|
|
WAAS
1264
DELISTED
AquaVenture Holdings Limited
WAAS
| $13.3M | 0.01% |
489,700
-19,700
| -4% | -$534K |
|
|
CADE
1265
DELISTED
Cadence Bancorporation
CADE
| $13.3M | 0.01% |
732,247
+322,400
| +79% | +$5.85M |
|
1266
Bank of New York Mellon
BK
$75.1B
| $13.3M | 0.01% |
+263,277
| New | +$13.3M |
|
1267
Trustco Bank Corp NY
TRST
$746M
| $13.2M | 0.01% |
305,640
-27,140
| -8% | -$1.18M |
|
1268
Wendy's
WEN
$1.84B
| $13.2M | 0.01% |
596,482
-292,600
| -33% | -$6.5M |
|
1269
Whirlpool
WHR
$5.15B
| $13.2M | 0.01% |
89,557
+73,400
| +454% | +$10.8M |
|
|
VRN
1270
DELISTED
Veren
VRN
| $13.2M | 0.01% |
2,952,927
-726,519
| -20% | -$3.24M |
|
1271
First Interstate BancSystem
FIBK
$3.43B
| $13.1M | 0.01% |
313,381
-149,702
| -32% | -$6.28M |
|
|
RP
1272
DELISTED
RealPage, Inc.
RP
| $13.1M | 0.01% |
+244,094
| New | +$13.1M |
|
1273
TG Therapeutics
TGTX
$5.1B
| $13.1M | 0.01% |
1,179,500
+1,070,706
| +984% | +$11.9M |
|
1274
Schwab Short-Term US Treasury ETF
SCHO
$11.1B
| $13.1M | 0.01% |
518,292
+347,356
| +203% | +$8.77M |
|
1275
Ooma
OOMA
$345M
| $13.1M | 0.01% |
988,303
+13,900
| +1% | +$184K |
|