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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
-$20.6B
Cap. Flow %
-9.75%
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 Technology 8.59%
2 Healthcare 7.29%
3 Financials 7.2%
4 Industrials 6.31%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSCT icon
5151
Invesco S&P SmallCap Information Technology ETF
PSCT
$484M
$269K ﹤0.01%
5,619
+449
+9% +$21K
FSP
5152
Franklin Street Properties
FSP
$45.5M
$269K ﹤0.01%
151,851
-366,927
-71% -$609K
SUSL icon
5153
iShares ESG MSCI USA Leaders ETF
SUSL
$1.23B
$269K ﹤0.01%
+2,646
New +$260K
AMPY icon
5154
Amplify Energy
AMPY
$194M
$268K ﹤0.01%
+41,111
New +$285K
NBHC icon
5155
National Bank Holdings
NBHC
$1.84B
$268K ﹤0.01%
6,367
+578
+10% +$24K
VRSK icon
5156
PUT
Verisk Analytics
VRSK
$24.5B
$268K ﹤0.01%
+1,000
New +$271K
AWF
5157
AllianceBernstein Global High Income Fund
AWF
$878M
$268K ﹤0.01%
+23,616
New +$256K
NEE.PRR
5158
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
$266K ﹤0.01%
+5,707
New +$255K
PFIS icon
5159
Peoples Financial Services
PFIS
$699M
$266K ﹤0.01%
5,674
-6,804
-55% -$313K
WTBA icon
5160
West Bancorporation
WTBA
$486M
$264K ﹤0.01%
+13,868
New +$266K
CLM icon
5161
Cornerstone Strategic Value Fund
CLM
$2.1B
$263K ﹤0.01%
34,757
-23,171
-40% -$173K
DSI icon
5162
iShares MSCI KLD 400 Social ETF
DSI
$5.5B
$263K ﹤0.01%
+2,415
New +$253K
ESEA icon
5163
Euroseas
ESEA
$543M
$263K ﹤0.01%
6,607
-32,269
-83% -$1.11M
LUNA
5164
DELISTED
Luna Innovations Incorporated
LUNA
$262K ﹤0.01%
111,527
-290,939
-72% -$744K
PRQR icon
5165
ProQR Therapeutics
PRQR
$336M
$262K ﹤0.01%
143,929
-4,428
-3% -$8.31K
AROW icon
5166
Arrow Financial
AROW
$707M
$261K ﹤0.01%
+9,097
New +$262K
LMB icon
5167
Limbach Holdings
LMB
$500M
$260K ﹤0.01%
+3,433
New +$218K
DNUT icon
5168
PUT
Krispy Kreme
DNUT
$618M
$260K ﹤0.01%
+24,200
New +$263K
FEIM icon
5169
Frequency Electronics
FEIM
$655M
$260K ﹤0.01%
+21,506
New +$261K
EVO icon
5170
Evotec
EVO
$672M
$259K ﹤0.01%
71,018
-120,510
-63% -$478K
ENZL icon
5171
iShares MSCI New Zealand ETF
ENZL
$85.8M
$259K ﹤0.01%
+5,240
New +$249K
NBXG
5172
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.19B
$258K ﹤0.01%
20,121
+1
+0% +$12
APLD icon
5173
CALL
Applied Digital
APLD
$8.2B
$257K ﹤0.01%
31,200
– –
SII
5174
Sprott
SII
$3.54B
$257K ﹤0.01%
+5,939
New +$251K
MKFG
5175
DELISTED
Markforged Holding Corporation
MKFG
$257K ﹤0.01%
+53,852
New +$175K
205 206
207
208 209

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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 $20.6B 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 Technology at 8.6% of assets, down from 10% a quarter earlier, followed by Healthcare and Financials.

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.