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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
+1.28%
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
$216B
AUM Growth
-$18.2B
Cap. Flow
-$24.5B
Cap. Flow %
-11.35%
Top 10 Hldgs %
15.89%
Holding
6,803
New
661
Increased
2,109
Reduced
2,549
Closed
995

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.12B
2
AAPL icon
Apple
AAPL
+$963M
3
WFC icon
Wells Fargo
WFC
+$647M
4
COP icon
ConocoPhillips
COP
+$632M
5
UNH icon
UnitedHealth
UNH
+$490M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$963M
2
PXD
Pioneer Natural Resource Co.
PXD
+$907M
3
KKR icon
KKR & Co
KKR
+$906M
4
CRH icon
CRH
CRH
+$670M
5
META icon
Meta Platforms (Facebook)
META
+$593M

Sector Composition

Rank Sector Weight
1 Technology 10.44%
2 Healthcare 8.01%
3 Financials 6.79%
4 Industrials 6.22%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ECHO
6326
PUT
EchoStar
ECHO
$25.2B
– –
-99,300
Closed -$45.6K
SBCF icon
6327
Seacoast Banking Corp of Florida
SBCF
$3.35B
– –
-29,926
Closed -$760K
SBGI icon
6328
Sinclair Inc
SBGI
$1.04B
– –
-118,857
Closed -$1.6M
SBLK icon
6329
CALL
Star Bulk Carriers
SBLK
$3.41B
– –
-34,400
Closed -$821K
SBLK icon
6330
PUT
Star Bulk Carriers
SBLK
$3.41B
– –
-124,300
Closed -$2.97M
SCHF icon
6331
Schwab International Equity ETF
SCHF
$69.5B
– –
-38,144
Closed -$744K
SCHO icon
6332
Schwab Short-Term US Treasury ETF
SCHO
$13B
– –
-61,616
Closed -$1.49M
SCHZ icon
6333
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
– –
-38,398
Closed -$883K
SCNI
6334
Scinai Immunotherapeutics
SCNI
$1.66M
– –
-106
Closed -$5.48K
SCYX icon
6335
SCYNEXIS
SCYX
$50.7M
– –
-5,216
Closed -$61.3K
SCZ icon
6336
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
– –
-40,014
Closed -$2.53M
SD icon
6337
SandRidge Energy
SD
$532M
– –
-33,708
Closed -$491K
SDA icon
6338
SunCar Technology Group
SDA
$75.4M
– –
-10,627
Closed -$79.8K
SDS icon
6339
ProShares UltraShort S&P500
SDS
$383M
– –
-9,394
Closed -$1.17M
SDY icon
6340
State Street SPDR S&P Dividend ETF
SDY
$22.1B
– –
-8,665
Closed -$1.14M
SEMR
6341
CALL
DELISTED
Semrush
SEMR
– –
-100,000
Closed -$1.33M
SENEA icon
6342
Seneca Foods Class A
SENEA
$1.31B
– –
-8,568
Closed -$488K
SEZL
6343
Sezzle
SEZL
$4.01B
– –
-222,816
Closed -$3.14M
SFWL icon
6344
Shengfeng Development Ltd
SFWL
$70.1M
– –
-14,629
Closed -$25K
SFST icon
6345
Southern First Bancshares
SFST
$597M
– –
-16,382
Closed -$520K
SGRY icon
6346
PUT
Surgery Partners
SGRY
$1.9B
– –
-200,000
Closed -$5.97M
SHEN icon
6347
Shenandoah Telecom
SHEN
$683M
– –
-18,823
Closed -$327K
SHG icon
6348
Shinhan Financial Group
SHG
$35B
– –
-5,975
Closed -$212K
SHOO icon
6349
Steven Madden
SHOO
$3.37B
– –
-267,909
Closed -$11.3M
SII
6350
Sprott
SII
$3.41B
– –
-51,855
Closed -$1.91M
252 253
254
255 256

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Israel Englander's Q2 2024 Portfolio in Review

As of Q2 2024, Israel Englander held 6,803 positions worth $216B, down 7.8% from $234B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Israel Englander withdrew a net $24.5B in Q2 2024, closing 995 positions and reducing 2,549 holdings. Its most notable exit was Pioneer Natural Resource Co., an estimated $907M position sold in full.

By sector, the portfolio is most concentrated in Technology at 10% of assets, up from 8.5% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Israel Englander opened a new position in QXO Inc worth $20.6M.

  • Israel Englander's largest Q2 2024 buy was QXO Inc: 2,219,158 shares worth $20.6M.
  • Israel Englander added most to iShares Core S&P 500 ETF in Q2 2024, an estimated $1.12B increase.
  • Israel Englander's biggest Q2 2024 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $963M.
  • Israel Englander fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $907M.
  • Israel Englander's ten largest holdings make up 16% of its $216B portfolio in Q2 2024.
  • Israel Englander opened 661 new positions and closed 995 in Q2 2024.
  • Israel Englander's portfolio value fell 7.8% quarter-over-quarter to $216B.

Based on Millennium Management's 13F filing for Q2 2024, filed 14 Aug 2024.