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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
+6.13%
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
$205B
AUM Growth
-$6.24B
Cap. Flow
-$13.8B
Cap. Flow %
-6.75%
Top 10 Hldgs %
15.52%
Holding
6,700
New
681
Increased
2,248
Reduced
2,557
Closed
810

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$1.14B
2
IWB icon
iShares Russell 1000 ETF
IWB
+$810M
3
META icon
Meta Platforms (Facebook)
META
+$715M
4
AMZN icon
Amazon
AMZN
+$641M
5
UNH icon
UnitedHealth
UNH
+$498M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.98B
2
SPOT icon
Spotify
SPOT
+$1.17B
3
MSFT icon
Microsoft
MSFT
+$856M
4
APO icon
Apollo Global Management
APO
+$726M
5
WDAY icon
Workday
WDAY
+$440M

Sector Composition

Rank Sector Weight
1 Technology 8.85%
2 Financials 8.25%
3 Healthcare 7.07%
4 Industrials 5.92%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INO icon
6076
Inovio Pharmaceuticals
INO
$122M
– –
-30,222
Closed -$175K
IOT icon
6077
CALL
Samsara
IOT
$23.3B
– –
-175,800
Closed -$8.46M
IOT icon
6078
PUT
Samsara
IOT
$23.3B
– –
-154,100
Closed -$7.42M
IPG
6079
CALL
DELISTED
Interpublic Group of Companies
IPG
– –
-19,000
Closed -$601K
IPG
6080
PUT
DELISTED
Interpublic Group of Companies
IPG
– –
-19,000
Closed -$601K
IQLT icon
6081
iShares MSCI Intl Quality Factor ETF
IQLT
$14.3B
– –
-12,558
Closed -$521K
IQV icon
6082
CALL
IQVIA
IQV
$42.8B
– –
-16,300
Closed -$3.86M
IRS
6083
IRSA Inversiones y Representaciones
IRS
$1.25B
– –
-110,910
Closed -$1.22M
IRTC icon
6084
CALL
iRhythm Holdings
IRTC
$4.24B
– –
-377,600
Closed -$28M
ITA icon
6085
iShares US Aerospace & Defense ETF
ITA
$14.2B
– –
-2,748
Closed -$411K
ITB icon
6086
CALL
iShares US Home Construction ETF
ITB
$2.27B
– –
-2,300
Closed -$292K
ITOT icon
6087
iShares Core S&P Total US Stock Market ETF
ITOT
$96.9B
– –
-5,800
Closed -$729K
IVR icon
6088
Invesco Mortgage Capital
IVR
$809M
– –
-136,953
Closed -$1.29M
IVZ icon
6089
CALL
Invesco
IVZ
$14.1B
– –
-3,565,300
Closed -$62.6M
IWD icon
6090
iShares Russell 1000 Value ETF
IWD
$84.2B
– –
-19,254
Closed -$3.65M
IXUS icon
6091
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
– –
-4,651
Closed -$338K
IYC icon
6092
iShares US Consumer Discretionary ETF
IYC
$1.2B
– –
-3,225
Closed -$284K
IYG icon
6093
iShares US Financial Services ETF
IYG
$2.21B
– –
-7,970
Closed -$566K
IYH icon
6094
iShares US Healthcare ETF
IYH
$3.86B
– –
-5,684
Closed -$369K
IYK icon
6095
iShares US Consumer Staples ETF
IYK
$1.43B
– –
-3,948
Closed -$279K
IYW icon
6096
iShares US Technology ETF
IYW
$24.9B
– –
-2,228
Closed -$338K
JEF icon
6097
PUT
Jefferies Financial Group
JEF
$12.1B
– –
-5,100
Closed -$314K
JEPI icon
6098
JPMorgan Equity Premium Income ETF
JEPI
$46.3B
– –
-15,743
Closed -$937K
JMSB icon
6099
John Marshall Bancorp
JMSB
$328M
– –
-14,989
Closed -$296K
JVA icon
6100
Coffee Holding Co
JVA
$20.2M
– –
-31,836
Closed -$103K
242 243
244
245 246

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Israel Englander's Q4 2024 Portfolio in Review

As of Q4 2024, Israel Englander held 6,700 positions worth $205B, down 3% from $211B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Israel Englander withdrew a net $13.8B in Q4 2024, closing 810 positions and reducing 2,557 holdings. Its most notable exit was Southwestern Energy Company, an estimated $340M position sold in full.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8.6% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Israel Englander opened a new position in NextEra Energy 7.234% Corporate Units worth $5.03M.

  • Israel Englander's largest Q4 2024 buy was NextEra Energy 7.234% Corporate Units: 5,500,000 shares worth $5.03M.
  • Israel Englander added most to Broadcom in Q4 2024, an estimated $1.14B increase.
  • Israel Englander's biggest Q4 2024 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $2.98B.
  • Israel Englander fully exited Southwestern Energy Company in Q4 2024, selling an estimated $340M.
  • Israel Englander's ten largest holdings make up 16% of its $205B portfolio in Q4 2024.
  • Israel Englander opened 681 new positions and closed 810 in Q4 2024.
  • Israel Englander's portfolio value fell 3% quarter-over-quarter to $205B.

Based on Millennium Management's 13F filing for Q4 2024, filed 14 Feb 2025.