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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
+11.02%
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
$234B
AUM Growth
+$2.96B
Cap. Flow
-$4.44B
Cap. Flow %
-1.9%
Top 10 Hldgs %
16.8%
Holding
6,887
New
858
Increased
2,292
Reduced
2,484
Closed
745

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$651M
2
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$622M
3
MRK icon
Merck
MRK
+$496M
4
ADBE icon
Adobe
ADBE
+$446M
5
CRH icon
CRH
CRH
+$410M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.33B
2
MSFT icon
Microsoft
MSFT
+$965M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$542M
4
NVDA icon
NVIDIA
NVDA
+$522M
5
LIN icon
Linde
LIN
+$377M

Sector Composition

Rank Sector Weight
1 Miscellaneous 55.03%
2 Technology 8.55%
3 Healthcare 6.96%
4 Financials 6.02%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTAL.WS
4701
CALL
DELISTED
Metals Acquisition Limited Warrants to purchase one share of Ordinary Share, each at an exercise price of $11.50 per share
MTAL.WS
$493K ﹤0.01%
239,405
– –
FINW icon
4702
FinWise Bancorp
FINW
$196M
$493K ﹤0.01%
49,037
+27,119
+124% +$317K
SAFT icon
4703
Safety Insurance
SAFT
$1.52B
$492K ﹤0.01%
5,987
-21,913
-79% -$1.78M
ALIM
4704
DELISTED
Alimera Sciences
ALIM
$492K ﹤0.01%
126,159
+93,698
+289% +$357K
VV icon
4705
Vanguard Morningstar Large-Cap ETF
VV
$54.4B
$492K ﹤0.01%
2,051
-1,084
-35% -$248K
QS icon
4706
PUT
QuantumScape Corp
QS
$3.54B
$491K ﹤0.01%
78,100
+40,400
+107% +$272K
SD icon
4707
SandRidge Energy
SD
$517M
$491K ﹤0.01%
+33,708
New +$455K
EMD
4708
Western Asset Emerging Markets Debt Fund
EMD
$612M
$491K ﹤0.01%
+51,049
New +$468K
CAVA icon
4709
PUT
CAVA Group
CAVA
$7.84B
$490K ﹤0.01%
7,000
-143,800
-95% -$7.71M
VRT icon
4710
CALL
Vertiv
VRT
$101B
$490K ﹤0.01%
+6,000
New +$377K
DINO icon
4711
CALL
HF Sinclair
DINO
$17.7B
$489K ﹤0.01%
8,100
-74,900
-90% -$4.26M
PFC
4712
DELISTED
Premier Financial Corp. Common Stock
PFC
$488K ﹤0.01%
24,057
-13,617
-36% -$284K
SSBK
4713
DELISTED
Southern States Bancshares
SSBK
$488K ﹤0.01%
18,820
+1,568
+9% +$40.9K
SENEA icon
4714
Seneca Foods Class A
SENEA
$1.36B
$488K ﹤0.01%
8,568
-7,951
-48% -$413K
TCAF icon
4715
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.35B
$487K ﹤0.01%
+16,109
New +$464K
TZOO icon
4716
Travelzoo
TZOO
$68.5M
$486K ﹤0.01%
47,781
-30,334
-39% -$280K
BBCP icon
4717
Concrete Pumping Holdings
BBCP
$466M
$486K ﹤0.01%
+61,539
New +$490K
CDW icon
4718
CALL
CDW
CDW
$18.6B
$486K ﹤0.01%
1,900
-9,500
-83% -$2.26M
BBIO icon
4719
CALL
BridgeBio Pharma
BBIO
$15.1B
$485K ﹤0.01%
+15,700
New +$534K
FFC
4720
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$769M
$485K ﹤0.01%
32,686
– –
NEAR icon
4721
iShares Short Maturity Bond ETF
NEAR
$4.96B
$485K ﹤0.01%
+9,610
New +$485K
TAP icon
4722
PUT
Molson Coors Class B
TAP
$7.69B
$484K ﹤0.01%
7,200
-13,300
-65% -$843K
RF icon
4723
CALL
Regions Financial
RF
$25.9B
$484K ﹤0.01%
23,000
-27,200
-54% -$514K
KBR icon
4724
CALL
KBR
KBR
$4.77B
$484K ﹤0.01%
+7,600
New +$433K
PKX icon
4725
POSCO
PKX
$18.2B
$484K ﹤0.01%
6,169
-22,024
-78% -$1.81M
187 188
189
190 191

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Israel Englander's Q1 2024 Portfolio in Review

As of Q1 2024, Israel Englander held 6,887 positions worth $234B, up 1.3% from $231B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Israel Englander's Q1 2024 filing shows 858 new, 2,292 increased, 2,484 reduced and 745 closed positions. Its largest new stake was iShares Bitcoin Trust: 20,859,447 shares worth $844M. The largest sale was iShares Core S&P 500 ETF, an estimated $4.33B.

By sector, the portfolio is most concentrated in Miscellaneous at 55% of assets, down from 59% a quarter earlier, followed by Technology and Healthcare.

  • Israel Englander's largest Q1 2024 buy was iShares Bitcoin Trust: 20,859,447 shares worth $844M.
  • Israel Englander added most to Merck in Q1 2024, an estimated $496M increase.
  • Israel Englander's biggest Q1 2024 reduction was iShares Core S&P 500 ETF, cutting an estimated $4.33B.
  • Israel Englander fully exited Splunk Inc in Q1 2024, selling an estimated $319M.
  • Israel Englander's ten largest holdings make up 17% of its $234B portfolio in Q1 2024.
  • Israel Englander opened 858 new positions and closed 745 in Q1 2024.
  • Israel Englander's portfolio value rose 1.3% quarter-over-quarter to $234B.

Based on Millennium Management's 13F filing for Q1 2024, filed 15 May 2024.