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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
+11.02%
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
$234B
AUM Growth
+$2.96B
Cap. Flow
-$25.1B
Cap. Flow %
-10.74%
Top 10 Hldgs %
16.8%
Holding
6,887
New
858
Increased
2,292
Reduced
2,484
Closed
745

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$651M
2
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$622M
3
MRK icon
Merck
MRK
+$496M
4
ADBE icon
Adobe
ADBE
+$446M
5
CRH icon
CRH
CRH
+$410M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.33B
2
MSFT icon
Microsoft
MSFT
+$965M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$542M
4
NVDA icon
NVIDIA
NVDA
+$522M
5
LIN icon
Linde
LIN
+$377M

Sector Composition

Rank Sector Weight
1 Technology 8.55%
2 Healthcare 6.96%
3 Financials 6.02%
4 Industrials 5.05%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HIG icon
6251
PUT
Hartford Financial Services
HIG
$37.7B
– –
-8,400
Closed -$675K
HII icon
6252
CALL
Huntington Ingalls Industries
HII
$11.6B
– –
-7,400
Closed -$1.92M
HII icon
6253
PUT
Huntington Ingalls Industries
HII
$11.6B
– –
-9,200
Closed -$2.39M
HLF icon
6254
CALL
Herbalife
HLF
$1.34B
– –
-229,400
Closed -$3.5M
HOLO icon
6255
MicroCloud Hologram
HOLO
$41.5M
– –
-2
Closed -$6.21K
HOMB icon
6256
Home BancShares
HOMB
$6.06B
– –
-18,035
Closed -$457K
HR icon
6257
CALL
Healthcare Realty
HR
$6.64B
– –
-51,300
Closed -$884K
HR icon
6258
PUT
Healthcare Realty
HR
$6.64B
– –
-52,600
Closed -$906K
HRI icon
6259
Herc Holdings
HRI
$5.34B
– –
-24,686
Closed -$3.68M
HSIC icon
6260
CALL
Henry Schein
HSIC
$9.96B
– –
-20,000
Closed -$1.51M
HTGC icon
6261
PUT
Hercules Capital
HTGC
$3.27B
– –
-25,000
Closed -$417K
HUN icon
6262
PUT
Huntsman Corp
HUN
$1.69B
– –
-42,300
Closed -$1.06M
HUYA
6263
Huya Inc
HUYA
$491M
– –
-33,785
Closed -$124K
HVT icon
6264
Haverty Furniture Companies
HVT
$429M
– –
-13,624
Closed -$484K
HYLB icon
6265
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.52B
– –
-12,001
Closed -$427K
IAG icon
6266
PUT
IAMGOLD
IAG
$12.4B
– –
-860,400
Closed -$2.18M
IAT icon
6267
iShares US Regional Banks ETF
IAT
$667M
– –
-8,824
Closed -$369K
IAU icon
6268
iShares Gold Trust
IAU
$68.7B
– –
-6,294
Closed -$246K
IDEV icon
6269
iShares Core MSCI International Developed Markets ETF
IDEV
$32.6B
– –
-6,461
Closed -$411K
IEI icon
6270
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-209,531
Closed -$24.5M
IEO icon
6271
iShares US Oil & Gas Exploration & Production ETF
IEO
$615M
– –
-2,420
Closed -$226K
IEMG icon
6272
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
– –
-53,480
Closed -$2.71M
IHF icon
6273
iShares US Healthcare Providers ETF
IHF
$1.23B
– –
-13,675
Closed -$718K
IHI icon
6274
CALL
iShares US Medical Devices ETF
IHI
$3.45B
– –
-50,000
Closed -$2.7M
IJJ icon
6275
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.88B
– –
-7,012
Closed -$800K
249 250
251
252 253

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Israel Englander's Q1 2024 Portfolio in Review

As of Q1 2024, Israel Englander held 6,887 positions worth $234B, up 1.3% from $231B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Israel Englander withdrew a net $25.1B in Q1 2024, closing 745 positions and reducing 2,484 holdings. Its most notable exit was Splunk Inc, an estimated $319M position sold in full.

By sector, the portfolio is most concentrated in Technology at 8.5% of assets, up from 8.3% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Israel Englander opened a new position in iShares Bitcoin Trust worth $844M.

  • Israel Englander's largest Q1 2024 buy was iShares Bitcoin Trust: 20,859,447 shares worth $844M.
  • Israel Englander added most to Merck in Q1 2024, an estimated $496M increase.
  • Israel Englander's biggest Q1 2024 reduction was iShares Core S&P 500 ETF, cutting an estimated $4.33B.
  • Israel Englander fully exited Splunk Inc in Q1 2024, selling an estimated $319M.
  • Israel Englander's ten largest holdings make up 17% of its $234B portfolio in Q1 2024.
  • Israel Englander opened 858 new positions and closed 745 in Q1 2024.
  • Israel Englander's portfolio value rose 1.3% quarter-over-quarter to $234B.

Based on Millennium Management's 13F filing for Q1 2024, filed 15 May 2024.