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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
HTBK
6126
DELISTED
Heritage Commerce
HTBK
– –
-11,153
Closed -$97K
HUBG icon
6127
CALL
HUB Group
HUBG
$2.49B
– –
-85,800
Closed -$3.69M
AGIG
6128
Abundia Global Impact Group
AGIG
$42.4M
– –
-1,569
Closed -$20.2K
IART icon
6129
CALL
Integra LifeSciences
IART
$1.3B
– –
-10,000
Closed -$291K
IAS
6130
DELISTED
Integral Ad Science
IAS
– –
-1,224,138
Closed -$11.9M
IAU icon
6131
iShares Gold Trust
IAU
$68.4B
– –
-26,230
Closed -$1.15M
IAUX
6132
i-80 Gold Corp
IAUX
$1.57B
– –
-440,924
Closed -$476K
IBB icon
6133
CALL
iShares Biotechnology ETF
IBB
$10.7B
– –
-21,000
Closed -$2.88M
IBB icon
6134
PUT
iShares Biotechnology ETF
IBB
$10.7B
– –
-8,600
Closed -$1.18M
IBN icon
6135
CALL
ICICI Bank
IBN
$107B
– –
-78,000
Closed -$2.25M
ICLN icon
6136
iShares Global Clean Energy ETF
ICLN
$2.2B
– –
-276,747
Closed -$3.69M
ICOW icon
6137
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.89B
– –
-19,706
Closed -$598K
IDEV icon
6138
iShares Core MSCI International Developed Markets ETF
IDEV
$32.6B
– –
-19,931
Closed -$1.31M
IEF icon
6139
CALL
iShares 7-10 Year Treasury Bond ETF
IEF
$42.8B
– –
-250,000
Closed -$23.4M
IEFA icon
6140
iShares Core MSCI EAFE ETF
IEFA
$195B
– –
-6,388
Closed -$464K
IEMG icon
6141
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
– –
-58,318
Closed -$3.12M
IFF icon
6142
PUT
International Flavors & Fragrances
IFF
$21.5B
– –
-2,500
Closed -$238K
IGIB icon
6143
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
– –
-27,941
Closed -$1.43M
IGIC icon
6144
International General Insurance
IGIC
$1.13B
– –
-80,700
Closed -$1.13M
IJH icon
6145
iShares Core S&P Mid-Cap ETF
IJH
$126B
– –
-26,434
Closed -$1.55M
IJJ icon
6146
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.93B
– –
-1,946
Closed -$221K
IMMP
6147
CALL
Immutep
IMMP
$56.9M
– –
-220,100
Closed -$442K
IMMP
6148
PUT
Immutep
IMMP
$56.9M
– –
-75,300
Closed -$151K
IMOS
6149
ChipMOS TECHNOLOGIES
IMOS
$1.88B
– –
-7,936
Closed -$207K
IMTX icon
6150
Immatics
IMTX
$1.22B
– –
-58,365
Closed -$691K
244 245
246
247 248

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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.