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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
UL icon
6376
PUT
Unilever
UL
$138B
– –
-11,200
Closed -$693K
URG
6377
Ur-Energy
URG
$565M
– –
-107,389
Closed -$150K
URNJ icon
6378
Sprott Junior Uranium Miners ETF
URNJ
$388M
– –
-17,634
Closed -$422K
URTH icon
6379
iShares MSCI World ETF
URTH
$8.3B
– –
-1,516
Closed -$224K
USNA icon
6380
Usana Health Sciences
USNA
$250M
– –
-4,827
Closed -$218K
USO icon
6381
United States Oil Fund
USO
$2.24B
– –
-140,166
Closed -$10.5M
USO icon
6382
PUT
United States Oil Fund
USO
$2.24B
– –
-100,000
Closed -$7.96M
UTI icon
6383
CALL
Universal Technical Institute
UTI
$1.23B
– –
-27,000
Closed -$425K
UTI icon
6384
PUT
Universal Technical Institute
UTI
$1.23B
– –
-27,000
Closed -$425K
VIPS icon
6385
Vipshop
VIPS
$6.98B
– –
-883,439
Closed -$11.8M
VNO icon
6386
PUT
Vornado Realty Trust
VNO
$7.07B
– –
-16,800
Closed -$442K
VRA icon
6387
Vera Bradley
VRA
$89.6M
– –
-41,083
Closed -$257K
VRNS icon
6388
CALL
Varonis Systems
VRNS
$4.74B
– –
-150,000
Closed -$7.2M
VSXY
6389
CALL
Victoria's Secret
VSXY
$6.79B
– –
-20,100
Closed -$355K
VSTM icon
6390
Verastem
VSTM
$624M
– –
-20,784
Closed -$61.9K
VSTS icon
6391
CALL
Vestis
VSTS
$1.68B
– –
-133,200
Closed -$1.63M
VT icon
6392
Vanguard Total World Stock ETF
VT
$81.1B
– –
-5,493
Closed -$619K
VTRS icon
6393
CALL
Viatris
VTRS
$18.7B
– –
-200,000
Closed -$2.13M
VTVT icon
6394
vTv Therapeutics
VTVT
$132M
– –
-12,256
Closed -$216K
VUG icon
6395
Vanguard Morningstar Growth ETF
VUG
$225B
– –
-35,580
Closed -$2.22M
VYM icon
6396
Vanguard High Dividend Yield ETF
VYM
$83.2B
– –
-14,891
Closed -$1.77M
WAB icon
6397
CALL
Wabtec
WAB
$50.3B
– –
-28,000
Closed -$4.43M
WHR icon
6398
Whirlpool
WHR
$2.63B
– –
-303,611
Closed -$30.5M
WIX icon
6399
CALL
WIX.com
WIX
$3.43B
– –
-7,800
Closed -$1.24M
WIX icon
6400
PUT
WIX.com
WIX
$3.43B
– –
-69,300
Closed -$11M
254 255
256
257 258

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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.