We are live on ! Find out more
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
MBB icon
6201
iShares MBS ETF
MBB
$39B
– –
-6,853
Closed -$629K
MDGL icon
6202
CALL
Madrigal Pharmaceuticals
MDGL
$11.9B
– –
-15,700
Closed -$4.4M
MDY icon
6203
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
– –
-38,825
Closed -$20.8M
MDY icon
6204
PUT
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
– –
-1,200
Closed -$642K
MGA icon
6205
Magna International
MGA
$19.5B
– –
-162,739
Closed -$6.82M
MMSI icon
6206
CALL
Merit Medical Systems
MMSI
$5.42B
– –
-5,000
Closed -$430K
MNPR icon
6207
Monopar Therapeutics
MNPR
$723M
– –
-38,860
Closed -$145K
MNTK icon
6208
Montauk Renewables
MNTK
$268M
– –
-289,585
Closed -$1.65M
MODD icon
6209
Modular Medical
MODD
$28.9M
– –
-1,110
Closed -$52.6K
MRAM icon
6210
Everspin Technologies
MRAM
$417M
– –
-23,939
Closed -$143K
MSEX icon
6211
Middlesex Water
MSEX
$1.1B
– –
-8,349
Closed -$436K
MSOS icon
6212
AdvisorShares Pure US Cannabis ETF
MSOS
$996M
– –
-694,881
Closed -$5.09M
MTG icon
6213
PUT
MGIC Investment
MTG
$6.34B
– –
-154,600
Closed -$3.33M
MTN icon
6214
PUT
Vail Resorts
MTN
$5.45B
– –
-2,700
Closed -$486K
MTUM icon
6215
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
– –
-3,809
Closed -$738K
MTW icon
6216
Manitowoc
MTW
$710M
– –
-64,224
Closed -$741K
MYGN icon
6217
CALL
Myriad Genetics
MYGN
$306M
– –
-30,000
Closed -$734K
MYGN icon
6218
PUT
Myriad Genetics
MYGN
$306M
– –
-75,400
Closed -$1.84M
NAAS
6219
NaaS Technology Inc
NAAS
$57.5M
– –
-2,308
Closed -$89.7K
NATR icon
6220
Nature's Sunshine
NATR
$252M
– –
-21,031
Closed -$317K
NAVI icon
6221
PUT
Navient
NAVI
$886M
– –
-33,500
Closed -$488K
NB
6222
NioCorp Developments
NB
$676M
– –
-23,912
Closed -$41.4K
NBIX icon
6223
CALL
Neurocrine Biosciences
NBIX
$15.5B
– –
-107,500
Closed -$14.8M
NDSN icon
6224
CALL
Nordson
NDSN
$18.5B
– –
-10,000
Closed -$2.32M
NFE icon
6225
PUT
New Fortress Energy
NFE
$78.5M
– –
-308,600
Closed -$6.78M
247 248
249
250 251

Similar funds

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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.