We are live on ! Find out more
IE

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
NXT icon
5276
PUT
Nextpower Inc
NXT
$12.9B
$217K ﹤0.01%
+5,800
New +$242K
ACWV icon
5277
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.41B
$217K ﹤0.01%
1,898
-4,024
-68% -$443K
JEQ
5278
DELISTED
abrdn Japan Equity Fund
JEQ
$217K ﹤0.01%
34,724
-13,039
-27% -$78.4K
ALK icon
5279
CALL
Alaska Air
ALK
$4.77B
$217K ﹤0.01%
4,800
-6,400
-57% -$243K
GHLD
5280
DELISTED
Guild Holdings
GHLD
$217K ﹤0.01%
+13,020
New +$202K
CZNC icon
5281
Citizens & Northern Corp
CZNC
$462M
$216K ﹤0.01%
+10,982
New +$212K
BWAY
5282
Brainsway
BWAY
$578M
$216K ﹤0.01%
46,748
+10,092
+28% +$37.1K
WAT icon
5283
PUT
Waters Corp
WAT
$40.7B
$216K ﹤0.01%
600
-41,100
-99% -$13.4M
MVBF icon
5284
MVB Financial
MVBF
$391M
$215K ﹤0.01%
+11,127
New +$231K
DYN icon
5285
Dyne Therapeutics
DYN
$4.92B
$215K ﹤0.01%
+5,991
New +$238K
TECK icon
5286
CALL
Teck Resources
TECK
$34.9B
$214K ﹤0.01%
4,100
-41,000
-91% -$1.95M
MUJ icon
5287
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$653M
$214K ﹤0.01%
+17,638
New +$208K
DSP icon
5288
Viant Technology
DSP
$260M
$214K ﹤0.01%
19,325
+6,981
+57% +$74.4K
NANR icon
5289
State Street SPDR S&P North American Natural Resources ETF
NANR
$857M
$213K ﹤0.01%
+3,766
New +$208K
FTXL icon
5290
First Trust Nasdaq Semiconductor ETF
FTXL
$1.26B
$213K ﹤0.01%
+2,281
New +$213K
VOR icon
5291
Vor Biopharma
VOR
$1.44B
$213K ﹤0.01%
15,191
-4,291
-22% -$78.2K
SMFG icon
5292
Sumitomo Mitsui Financial
SMFG
$159B
$212K ﹤0.01%
16,822
-2,945,439
-99% -$38.9M
SRPT icon
5293
CALL
Sarepta Therapeutics
SRPT
$2B
$212K ﹤0.01%
+1,700
New +$235K
GRMN
5294
PUT
Garmin
GRMN
$55.7B
$211K ﹤0.01%
+1,200
New +$207K
SENEA icon
5295
Seneca Foods Class A
SENEA
$1.28B
$211K ﹤0.01%
+3,380
New +$205K
LZM.WS icon
5296
CALL
Lifezone Metals Ltd Warrants
LZM.WS
$39.6M
$210K ﹤0.01%
264,000
– –
LAKE icon
5297
Lakeland Industries
LAKE
$114M
$210K ﹤0.01%
+10,439
New +$234K
EMN icon
5298
Eastman Chemical
EMN
$8.2B
$210K ﹤0.01%
1,874
-897,596
-100% -$89.8M
SMLR
5299
DELISTED
Semler Scientific
SMLR
$209K ﹤0.01%
+8,890
New +$255K
CNR
5300
CALL
Core Natural Resources Inc
CNR
$4.72B
$209K ﹤0.01%
+2,000
New +$195K
210 211
212
213 214

Similar funds

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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.