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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
AIOS
6226
AIOS Tech
AIOS
$42.8M
– –
-959
Closed -$66.9K
NLR icon
6227
VanEck Uranium + Nuclear Energy ETF
NLR
$4.21B
– –
-3,510
Closed -$281K
NNBR icon
6228
NN Inc
NNBR
$312M
– –
-50,080
Closed -$150K
NOBL icon
6229
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
– –
-24,512
Closed -$1.18M
NOV icon
6230
PUT
NOV
NOV
$7.28B
– –
-15,700
Closed -$298K
NOVA
6231
CALL
DELISTED
Sunnova Energy
NOVA
– –
-11,100
Closed -$61.9K
NRG icon
6232
CALL
NRG Energy
NRG
$23.8B
– –
-43,800
Closed -$3.41M
NTIC icon
6233
Northern Technologies International Corp
NTIC
$76.8M
– –
-19,583
Closed -$324K
NTRB icon
6234
Nutriband
NTRB
$56.8M
– –
-20,721
Closed -$112K
NVAX icon
6235
PUT
Novavax
NVAX
$1.47B
– –
-51,300
Closed -$649K
NVCR icon
6236
PUT
NovoCure
NVCR
$1.99B
– –
-10,800
Closed -$185K
NVTS icon
6237
Navitas Semiconductor
NVTS
$3.39B
– –
-5,962,360
Closed -$23.4M
TEAD
6238
Teads Holding Co
TEAD
$65.3M
– –
-38,806
Closed -$193K
OBE
6239
Obsidian Energy
OBE
$797M
– –
-54,634
Closed -$409K
OCSL icon
6240
Oaktree Specialty Lending
OCSL
$1.14B
– –
-94,236
Closed -$1.77M
OESX icon
6241
Orion Energy Systems
OESX
$81.1M
– –
-1,054
Closed -$11.7K
OGN icon
6242
CALL
Organon & Co
OGN
$3.61B
– –
-302,800
Closed -$6.27M
OLN icon
6243
CALL
Olin
OLN
$2.1B
– –
-116,300
Closed -$5.48M
ACH
6244
CALL
Accendra Health
ACH
$92.3M
– –
-100,000
Closed -$1.35M
OPAD icon
6245
Offerpad Solutions
OPAD
$19.9M
– –
-3,534
Closed -$156K
OPCH icon
6246
CALL
Option Care Health
OPCH
$3.55B
– –
-100,000
Closed -$2.77M
OPEN icon
6247
Opendoor
OPEN
$3.43B
– –
-3,422,061
Closed -$6.09M
ORRF icon
6248
Orrstown Financial Services
ORRF
$827M
– –
-53,281
Closed -$1.46M
OSS icon
6249
One Stop Systems
OSS
$284M
– –
-17,464
Closed -$42.1K
OTEX icon
6250
CALL
Open Text
OTEX
$5.97B
– –
-50,400
Closed -$2.07M
248 249
250
251 252

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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.