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Israel Englander Millennium Management

AUM $276B
1-Year Est. Return 44.8%
 

Israel “Izzy” Englander is the founder of Millennium Management, one of the world’s largest multi-strategy hedge fund platforms. Millennium allocates capital across hundreds of independent teams rather than a single house view, with rigorous risk controls at the platform level. Englander’s model has been highly influential in the rise of pod-shop multi-manager structures across the industry.

This Fund
S&P 500
This Quarter Est. Return
+9%
1 Year Est. Return
+44.8%
3 Year Est. Return
+127.22%
5 Year Est. Return
+155.52%
10 Year Est. Return
+768.06%
AUM
$211B
AUM Growth
-$5.05B
Cap. Flow
-$16.9B
Cap. Flow %
-8.03%
Top 10 Hldgs %
17.13%
Holding
6,698
New
898
Increased
2,221
Reduced
2,445
Closed
667

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.38B
2
MSFT icon
Microsoft
MSFT
+$667M
3
SPOT icon
Spotify
SPOT
+$528M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$438M
5
LLY icon
Eli Lilly
LLY
+$412M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.59B
2
AMZN icon
Amazon
AMZN
+$1.45B
3
MRK icon
Merck
MRK
+$925M
4
AVGO icon
Broadcom
AVGO
+$765M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$672M

Sector Composition

Rank Sector Weight
1 Miscellaneous 51.89%
2 Technology 8.59%
3 Healthcare 7.29%
4 Financials 7.2%
5 Industrials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIGL
4201
DELISTED
Vigil Neuroscience
VIGL
$948K ﹤0.01%
278,756
-56,051
-17% -$208K
TAL icon
4202
PUT
TAL Education Group
TAL
$6.56B
$947K ﹤0.01%
80,000
– –
FATE icon
4203
Fate Therapeutics
FATE
$292M
$947K ﹤0.01%
270,616
-176,052
-39% -$685K
SWIM icon
4204
Latham Group
SWIM
$825M
$946K ﹤0.01%
139,159
+79,066
+132% +$385K
CFB
4205
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
$946K ﹤0.01%
+56,679
New +$956K
KYN icon
4206
Kayne Anderson Energy Infrastructure Fund
KYN
$2.5B
$944K ﹤0.01%
+85,779
New +$912K
PTY icon
4207
PIMCO Corporate & Income Opportunity Fund
PTY
$2.49B
$943K ﹤0.01%
+65,542
New +$937K
YMAB
4208
DELISTED
Y-mAbs Therapeutics
YMAB
$941K ﹤0.01%
71,586
-278,198
-80% -$3.53M
SBCF icon
4209
Seacoast Banking Corp of Florida
SBCF
$3.33B
$939K ﹤0.01%
+35,245
New +$930K
PDM
4210
Piedmont Realty Trust
PDM
$1.21B
$939K ﹤0.01%
92,931
+36,484
+65% +$325K
JEPI icon
4211
JPMorgan Equity Premium Income ETF
JEPI
$46.2B
$937K ﹤0.01%
+15,743
New +$906K
TEX icon
4212
Terex
TEX
$7.25B
$936K ﹤0.01%
17,698
-247,187
-93% -$13.7M
WULF icon
4213
CALL
TeraWulf
WULF
$7.63B
$936K ﹤0.01%
+200,000
New +$908K
OLMA icon
4214
Olema Pharmaceuticals
OLMA
$903M
$932K ﹤0.01%
+78,060
New +$998K
AOD
4215
abrdn Total Dynamic Dividend Fund
AOD
$1.13B
$930K ﹤0.01%
+102,225
New +$890K
MANH icon
4216
CALL
Manhattan Associates
MANH
$13.1B
$929K ﹤0.01%
+3,300
New +$840K
LUMN icon
4217
PUT
Lumen
LUMN
$6.25B
$928K ﹤0.01%
+130,700
New +$558K
ASPN icon
4218
Aspen Aerogels
ASPN
$413M
$925K ﹤0.01%
33,390
-358,173
-91% -$8.96M
CRBG icon
4219
Corebridge Financial
CRBG
$14.5B
$921K ﹤0.01%
31,599
+16,269
+106% +$460K
IDCC icon
4220
PUT
InterDigital
IDCC
$8.64B
$921K ﹤0.01%
6,500
– –
FCNCA icon
4221
PUT
First Citizens BancShares
FCNCA
$24.7B
$920K ﹤0.01%
500
+300
+150% +$572K
SRE icon
4222
PUT
Sempra
SRE
$55.1B
$920K ﹤0.01%
11,000
-2,800
-20% -$224K
VYGR icon
4223
Voyager Therapeutics
VYGR
$216M
$919K ﹤0.01%
+157,113
New +$1.14M
CTS icon
4224
CTS Corp
CTS
$1.62B
$919K ﹤0.01%
+18,994
New +$922K
FVD icon
4225
First Trust Value Line Dividend Fund
FVD
$8.25B
$918K ﹤0.01%
20,172
-30,720
-60% -$1.33M
167 168
169
170 171

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Israel Englander's Q3 2024 Portfolio in Review

As of Q3 2024, Israel Englander held 6,698 positions worth $211B, down 2.3% from $216B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Israel Englander withdrew a net $16.9B in Q3 2024, closing 667 positions and reducing 2,445 holdings. Its most notable exit was WestRock Company, an estimated $161M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 52% of assets, up from 49% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Israel Englander opened a new position in Smurfit Westrock worth $94.1M.

  • Israel Englander's largest Q3 2024 buy was Smurfit Westrock: 1,904,931 shares worth $94.1M.
  • Israel Englander added most to State Street SPDR S&P 500 ETF Trust in Q3 2024, an estimated $1.38B increase.
  • Israel Englander's biggest Q3 2024 reduction was Apple, cutting an estimated $2.59B.
  • Israel Englander fully exited WestRock Company in Q3 2024, selling an estimated $161M.
  • Israel Englander's ten largest holdings make up 17% of its $211B portfolio in Q3 2024.
  • Israel Englander opened 898 new positions and closed 667 in Q3 2024.
  • Israel Englander's portfolio value fell 2.3% quarter-over-quarter to $211B.

Based on Millennium Management's 13F filing for Q3 2024, filed 14 Nov 2024.