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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
RVTY icon
6301
PUT
Revvity
RVTY
$13.9B
– –
-20,000
Closed -$2.1M
RY icon
6302
Royal Bank of Canada
RY
$285B
– –
-2,598
Closed -$298K
SAMG icon
6303
Silvercrest Asset Management
SAMG
$78.5M
– –
-33,000
Closed -$514K
SBFG icon
6304
SB Financial Group
SBFG
$166M
– –
-10,584
Closed -$148K
SCHH icon
6305
Schwab US REIT ETF
SCHH
$11.4B
– –
-26,514
Closed -$529K
SCHX icon
6306
Schwab US Large- Cap ETF
SCHX
$73.9B
– –
-61,464
Closed -$1.32M
SERA icon
6307
Sera Prognostics
SERA
$84.4M
– –
-64,906
Closed -$384K
SEVN
6308
Seven Hills Realty Trust
SEVN
$174M
– –
-12,163
Closed -$154K
SGHT icon
6309
Sight Sciences
SGHT
$455M
– –
-296,289
Closed -$1.98M
SGRY icon
6310
Surgery Partners
SGRY
$1.9B
– –
-95,909
Closed -$2.83M
SH icon
6311
ProShares Short S&P500
SH
$862M
– –
-4,919
Closed -$225K
SHBI icon
6312
Shore Bancshares
SHBI
$779M
– –
-11,407
Closed -$131K
SHIM icon
6313
Shimmick
SHIM
$155M
– –
-11,239
Closed -$17.4K
SHLD icon
6314
Global X Defense Tech ETF
SHLD
$7.43B
– –
-9,436
Closed -$313K
SIBN icon
6315
SI-BONE Inc
SIBN
$895M
– –
-239,949
Closed -$3.1M
SIFY
6316
Sify Technologies
SIFY
$1.06B
– –
-8,328
Closed -$22.6K
SIG icon
6317
CALL
Signet Jewelers
SIG
$3.16B
– –
-2,800
Closed -$251K
SIL icon
6318
PUT
Global X Silver Miners ETF NEW
SIL
$5.37B
– –
-7,200
Closed -$225K
SILC icon
6319
Silicom
SILC
$253M
– –
-17,108
Closed -$259K
SJ icon
6320
Scienjoy Holding
SJ
$40.8M
– –
-10,800
Closed -$10.2K
SLGL icon
6321
Sol-Gel Technologies
SLGL
$254M
– –
-1,230
Closed -$11K
SLND icon
6322
Southland Holdings
SLND
$37M
– –
-17,588
Closed -$80.6K
SLNO
6323
PUT
DELISTED
Soleno Therapeutics
SLNO
– –
-20,000
Closed -$816K
SMH icon
6324
CALL
VanEck Semiconductor ETF
SMH
$68.6B
– –
-85,100
Closed -$22.2M
SMIN icon
6325
iShares MSCI India Small-Cap ETF
SMIN
$771M
– –
-9,599
Closed -$776K
251 252
253
254 255

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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.