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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
AKR icon
5926
Acadia Realty Trust
AKR
$2.89B
– –
-149,020
Closed -$2.67M
CHGA
5927
Change Agents Corp
CHGA
$3.38M
– –
-1,692
Closed -$11.9K
ALDX icon
5928
Aldeyra Therapeutics
ALDX
$91.7M
– –
-43,825
Closed -$145K
ALGS icon
5929
Aligos Therapeutics
ALGS
$41.7M
– –
-1,195
Closed -$10.5K
ALLK
5930
CALL
DELISTED
Allakos
ALLK
– –
-16,800
Closed -$16.8K
ALTG icon
5931
Alta Equipment Group
ALTG
$212M
– –
-13,186
Closed -$106K
ALTI icon
5932
AlTi Global
ALTI
$465M
– –
-29,432
Closed -$153K
ALUR
5933
DELISTED
Allurion Technologies
ALUR
– –
-617
Closed -$15.4K
ALXO icon
5934
CALL
ALX Oncology
ALXO
$282M
– –
-130,000
Closed -$784K
AMCR icon
5935
CALL
Amcor
AMCR
$22.5B
– –
-6,640
Closed -$325K
AMCR icon
5936
PUT
Amcor
AMCR
$22.5B
– –
-6,640
Closed -$325K
AMPX icon
5937
Amprius Technologies
AMPX
$1.51B
– –
-179,585
Closed -$228K
AMRN
5938
Amarin Corp
AMRN
$298M
– –
-17,353
Closed -$239K
AMRX icon
5939
CALL
Amneal Pharmaceuticals
AMRX
$6.24B
– –
-150,000
Closed -$953K
ANNX icon
5940
CALL
Annexon
ANNX
$961M
– –
-50,000
Closed -$245K
AP icon
5941
Ampco-Pittsburgh
AP
$182M
– –
-11,078
Closed -$8.53K
APEI icon
5942
American Public Education
APEI
$835M
– –
-20,419
Closed -$359K
AQN icon
5943
Algonquin Power & Utilities
AQN
$4.39B
– –
-96,209
Closed -$564K
ARCC icon
5944
CALL
Ares Capital
ARCC
$14.3B
– –
-10,400
Closed -$217K
AREC icon
5945
American Resources Corp
AREC
$287M
– –
-45,494
Closed -$33.3K
ARKK icon
5946
CALL
ARK Innovation ETF
ARKK
$6.59B
– –
-145,300
Closed -$6.39M
ARKK icon
5947
ARK Innovation ETF
ARKK
$6.59B
– –
-29,580
Closed -$1.33M
ARRY icon
5948
CALL
Array Technologies
ARRY
$722M
– –
-140,000
Closed -$1.44M
ARRY icon
5949
PUT
Array Technologies
ARRY
$722M
– –
-120,000
Closed -$1.23M
ASAN icon
5950
CALL
Asana
ASAN
$2.21B
– –
-18,600
Closed -$260K
236 237
238
239 240

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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.