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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
KAI icon
6101
Kadant
KAI
$3.7B
– –
-14,363
Closed -$4.85M
KB icon
6102
KB Financial Group
KB
$41.4B
– –
-27,308
Closed -$1.69M
KBR icon
6103
CALL
KBR
KBR
$4.86B
– –
-7,000
Closed -$456K
KBWY icon
6104
Invesco KBW Premium Yield Equity REIT ETF
KBWY
$314M
– –
-11,820
Closed -$249K
KCE icon
6105
State Street SPDR S&P Capital Markets ETF
KCE
$483M
– –
-4,372
Closed -$546K
KD icon
6106
Kyndryl
KD
$2.73B
– –
-204,063
Closed -$4.69M
KLG
6107
DELISTED
WK Kellogg Co
KLG
– –
-621,765
Closed -$11.4M
KNSL icon
6108
Kinsale Capital Group
KNSL
$8.74B
– –
-37,510
Closed -$17.5M
KSS icon
6109
PUT
Kohl's
KSS
$2B
– –
-10,700
Closed -$226K
KTOS icon
6110
Kratos Defense & Security Solutions
KTOS
$10.7B
– –
-132,056
Closed -$3.08M
LAD icon
6111
CALL
Lithia Motors
LAD
$8.15B
– –
-2,000
Closed -$635K
LAD icon
6112
PUT
Lithia Motors
LAD
$8.15B
– –
-900
Closed -$286K
LAZ icon
6113
Lazard
LAZ
$4.3B
– –
-101,376
Closed -$5.11M
LBRT icon
6114
Liberty Energy
LBRT
$3.16B
– –
-1,027,726
Closed -$19.6M
LH icon
6115
PUT
Labcorp
LH
$27.3B
– –
-70,500
Closed -$15.8M
LII icon
6116
PUT
Lennox International
LII
$13.9B
– –
-2,600
Closed -$1.57M
LILAK icon
6117
Liberty Latin America Class C
LILAK
$1.64B
– –
-19,250
Closed -$166K
LITE icon
6118
CALL
Lumentum
LITE
$77.7B
– –
-7,900
Closed -$501K
LIVN icon
6119
PUT
LivaNova
LIVN
$4.34B
– –
-20,000
Closed -$1.05M
LPX icon
6120
PUT
Louisiana-Pacific
LPX
$5.12B
– –
-9,500
Closed -$1.02M
LQD icon
6121
PUT
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
– –
-20,000
Closed -$2.26M
LUMN icon
6122
PUT
Lumen
LUMN
$6.13B
– –
-130,700
Closed -$928K
LVO icon
6123
LiveOne
LVO
$54.4M
– –
-2,714
Closed -$25.7K
LXRX icon
6124
Lexicon Pharmaceuticals
LXRX
$1.02B
– –
-1,398,876
Closed -$2.2M
MANH icon
6125
CALL
Manhattan Associates
MANH
$12.5B
– –
-3,300
Closed -$929K
243 244
245
246 247

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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.