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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
INCY icon
6151
PUT
Incyte
INCY
$25.9B
– –
-18,500
Closed -$1.12M
INKT icon
6152
MiNK Therapeutics
INKT
$62.3M
– –
-1,312
Closed -$12.5K
INSM icon
6153
PUT
Insmed
INSM
$27.5B
– –
-42,300
Closed -$2.83M
INTR icon
6154
Inter&Co
INTR
$2.38B
– –
-4,512,367
Closed -$27.8M
INVZ icon
6155
CALL
Innoviz Technologies
INVZ
$101M
– –
-100,000
Closed -$92.8K
IOO icon
6156
iShares Global 100 ETF
IOO
$9.35B
– –
-2,556
Closed -$247K
IOVA icon
6157
CALL
Iovance Biotherapeutics
IOVA
$3.76B
– –
-50,000
Closed -$401K
IREN icon
6158
CALL
Iris Energy
IREN
$15B
– –
-16,500
Closed -$186K
ISTR icon
6159
Investar Holding Corp
ISTR
$418M
– –
-20,451
Closed -$315K
ITB icon
6160
iShares US Home Construction ETF
ITB
$2.27B
– –
-30,423
Closed -$3.53M
ITP icon
6161
IT Tech Packaging
ITP
$3.04M
– –
-14,299
Closed -$3.35K
IWV icon
6162
iShares Russell 3000 ETF
IWV
$20.2B
– –
-2,470
Closed -$762K
IWY icon
6163
iShares Russell Top 200 Growth ETF
IWY
$16.1B
– –
-3,883
Closed -$833K
IYZ icon
6164
iShares US Telecommunications ETF
IYZ
$1.25B
– –
-250,000
Closed -$5.43M
J icon
6165
CALL
Jacobs Solutions
J
$17.6B
– –
-37,599
Closed -$4.34M
J icon
6166
PUT
Jacobs Solutions
J
$17.6B
– –
-20,069
Closed -$2.32M
JACK icon
6167
PUT
Jack in the Box
JACK
$331M
– –
-501,600
Closed -$25.6M
JANX icon
6168
CALL
Janux Therapeutics
JANX
$1.06B
– –
-10,700
Closed -$448K
JKS
6169
JinkoSolar
JKS
$834M
– –
-168,911
Closed -$3.5M
JNPR
6170
PUT
DELISTED
Juniper Networks
JNPR
– –
-203,300
Closed -$7.41M
JSPR icon
6171
Jasper Therapeutics
JSPR
$23.8M
– –
-22,990
Closed -$522K
JWN
6172
CALL
DELISTED
Nordstrom
JWN
– –
-58,400
Closed -$1.24M
JXN icon
6173
PUT
Jackson Financial
JXN
$8.8B
– –
-28,200
Closed -$2.09M
KBH icon
6174
CALL
KB Home
KBH
$3.39B
– –
-3,100
Closed -$218K
KNDI
6175
Kandi Technologies Group
KNDI
$64M
– –
-12,913
Closed -$28.3K
245 246
247
248 249

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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.