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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
SON icon
6326
PUT
Sonoco
SON
$5.88B
– –
-51,300
Closed -$2.6M
SOS
6327
SOS Limited
SOS
$17.9M
– –
-3,275
Closed -$41.2K
SPDW icon
6328
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.1B
– –
-23,761
Closed -$834K
SPHB icon
6329
Invesco S&P 500 High Beta ETF
SPHB
$942M
– –
-46,948
Closed -$3.96M
SPYM
6330
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
– –
-12,397
Closed -$793K
SPMD icon
6331
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.7B
– –
-17,483
Closed -$897K
SPMO icon
6332
Invesco S&P 500 Momentum ETF
SPMO
$21.8B
– –
-2,472
Closed -$216K
SPSB icon
6333
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.7B
– –
-8,523
Closed -$253K
SPYI icon
6334
NEOS S&P 500 High Income ETF
SPYI
$11.3B
– –
-11,026
Closed -$553K
SRFM icon
6335
Surf Air Mobility
SRFM
$89M
– –
-2,221
Closed -$5.98K
STIM icon
6336
Neuronetics
STIM
$229M
– –
-59,058
Closed -$106K
STKS icon
6337
The ONE Group
STKS
$52.7M
– –
-77,129
Closed -$328K
SURG icon
6338
SurgePays
SURG
$4.28M
– –
-10,920
Closed -$34.8K
SVRA icon
6339
CALL
Savara
SVRA
$1.15B
– –
-77,200
Closed -$311K
SVRA icon
6340
PUT
Savara
SVRA
$1.15B
– –
-300,000
Closed -$1.21M
SWBI icon
6341
Smith & Wesson
SWBI
$632M
– –
-303,648
Closed -$4.35M
TAN icon
6342
CALL
Invesco Solar ETF
TAN
$1.29B
– –
-432,500
Closed -$17.4M
TCAF icon
6343
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.25B
– –
-9,409
Closed -$296K
TDUP icon
6344
ThredUp
TDUP
$366M
– –
-106,252
Closed -$181K
TFX icon
6345
PUT
Teleflex
TFX
$5.88B
– –
-10,000
Closed -$2.1M
TG icon
6346
PUT
Tredegar Corp
TG
$278M
– –
-50,000
Closed -$240K
TGLS icon
6347
Tecnoglass Holdings
TGLS
$1.82B
– –
-108,802
Closed -$5.46M
THO icon
6348
CALL
Thor Industries
THO
$4.14B
– –
-50,800
Closed -$4.75M
TIL icon
6349
Instil Bio
TIL
$51.4M
– –
-31,631
Closed -$325K
TIP icon
6350
iShares TIPS Bond ETF
TIP
$14.9B
– –
-1,889
Closed -$202K
252 253
254
255 256

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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.