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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
IMO icon
6276
CALL
Imperial Oil
IMO
$66.3B
– –
-6,800
Closed -$389K
IMPP icon
6277
Imperial Petroleum
IMPP
$239M
– –
-56,918
Closed -$150K
IMTX icon
6278
CALL
Immatics
IMTX
$1.19B
– –
-44,200
Closed -$465K
IMTX icon
6279
PUT
Immatics
IMTX
$1.19B
– –
-100,000
Closed -$1.05M
INCY icon
6280
CALL
Incyte
INCY
$25.9B
– –
-3,400
Closed -$213K
INCY icon
6281
PUT
Incyte
INCY
$25.9B
– –
-7,200
Closed -$452K
INDA icon
6282
iShares MSCI India ETF
INDA
$6.59B
– –
-14,353
Closed -$701K
INMD icon
6283
PUT
InMode
INMD
$869M
– –
-9,100
Closed -$202K
INNV icon
6284
InnovAge Holding
INNV
$1.5B
– –
-12,111
Closed -$72.7K
IONQ icon
6285
IonQ
IONQ
$16.6B
– –
-450,131
Closed -$5.58M
IOT icon
6286
PUT
Samsara
IOT
$23.5B
– –
-19,100
Closed -$638K
IOVA icon
6287
CALL
Iovance Biotherapeutics
IOVA
$3.65B
– –
-51,900
Closed -$422K
HYFT
6288
MindWalk Holdings
HYFT
$65.8M
– –
-19,011
Closed -$32.5K
IRBT
6289
CALL
DELISTED
iRobot
IRBT
– –
-252,700
Closed -$9.78M
IRON icon
6290
Disc Medicine
IRON
$3.11B
– –
-20,697
Closed -$1.34M
IRS
6291
IRSA Inversiones y Representaciones
IRS
$1.28B
– –
-196,282
Closed -$1.63M
ITIC
6292
Investors Title Co
ITIC
$563M
– –
-1,619
Closed -$263K
IUSG icon
6293
iShares Core S&P US Growth ETF
IUSG
$33B
– –
-9,998
Closed -$1.04M
IVW icon
6294
iShares S&P 500 Growth ETF
IVW
$75.6B
– –
-73,251
Closed -$5.5M
IWN icon
6295
PUT
iShares Russell 2000 Value ETF
IWN
$14.6B
– –
-200,000
Closed -$31.1M
IWV icon
6296
iShares Russell 3000 ETF
IWV
$20.2B
– –
-1,537
Closed -$421K
IXHL icon
6297
Incannex Healthcare
IXHL
$43.3M
– –
-724
Closed -$101K
IYW icon
6298
iShares US Technology ETF
IYW
$24.6B
– –
-9,822
Closed -$1.21M
JETS icon
6299
US Global Jets ETF
JETS
$797M
– –
-766,487
Closed -$14.9M
JKHY icon
6300
CALL
Jack Henry & Associates
JKHY
$12.1B
– –
-6,400
Closed -$1.05M
250 251
252
253 254

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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.