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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
MSI icon
6151
PUT
Motorola Solutions
MSI
$79.5B
– –
-2,600
Closed -$1.17M
MTD icon
6152
PUT
Mettler-Toledo International
MTD
$28B
– –
-7,000
Closed -$10.5M
MTZ icon
6153
CALL
MasTec
MTZ
$21.4B
– –
-12,700
Closed -$1.56M
MUC icon
6154
BlackRock MuniHoldings California Quality Fund
MUC
$996M
– –
-37,332
Closed -$430K
MUJ icon
6155
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$648M
– –
-17,638
Closed -$214K
MUR icon
6156
PUT
Murphy Oil
MUR
$5.36B
– –
-65,400
Closed -$2.21M
MUX icon
6157
McEwen Inc
MUX
$1.28B
– –
-225,083
Closed -$2.09M
MVBF icon
6158
MVB Financial
MVBF
$396M
– –
-11,127
Closed -$215K
MYD
6159
DELISTED
BlackRock MuniYield Fund
MYD
– –
-13,834
Closed -$158K
MYI icon
6160
BlackRock MuniYield Quality Fund III
MYI
$711M
– –
-22,569
Closed -$271K
MYND
6161
Mynd.ai
MYND
$23.3M
– –
-10,255
Closed -$8.21K
MYPS icon
6162
PLAYSTUDIOS Inc
MYPS
$63.3M
– –
-15,816
Closed -$23.9K
NAC icon
6163
Nuveen California Quality Municipal Income Fund
NAC
$1.83B
– –
-51,229
Closed -$609K
NAD icon
6164
Nuveen Quality Municipal Income Fund
NAD
$2.73B
– –
-32,032
Closed -$397K
NANR icon
6165
State Street SPDR S&P North American Natural Resources ETF
NANR
$863M
– –
-3,766
Closed -$213K
NATH icon
6166
Nathan's Famous
NATH
$404M
– –
-3,608
Closed -$292K
NBR icon
6167
PUT
Nabors Industries
NBR
$1.37B
– –
-60,200
Closed -$3.88M
NEA icon
6168
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.39B
– –
-54,120
Closed -$648K
NEOG icon
6169
Neogen
NEOG
$2.61B
– –
-285,730
Closed -$4.8M
NFJ
6170
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.45B
– –
-50,815
Closed -$663K
NGG icon
6171
National Grid
NGG
$80.2B
– –
-13,862
Closed -$910K
NGNE icon
6172
Neurogene
NGNE
$773M
– –
-43,700
Closed -$1.83M
NICE icon
6173
PUT
Nice
NICE
$5.87B
– –
-1,600
Closed -$278K
NKTX icon
6174
CALL
Nkarta
NKTX
$191M
– –
-66,100
Closed -$299K
NL icon
6175
NLI Holdings
NL
$316M
– –
-55,198
Closed -$410K
245 246
247
248 249

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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.