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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
WRAP icon
6401
Wrap Technologies
WRAP
$93.9M
– –
-19,066
Closed -$38.1K
WST icon
6402
West Pharmaceutical
WST
$24.8B
– –
-393,857
Closed -$121M
WTAI icon
6403
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$686M
– –
-23,362
Closed -$488K
WTTR icon
6404
CALL
Select Water Solutions
WTTR
$2.54B
– –
-10,900
Closed -$117K
WTTR icon
6405
Select Water Solutions
WTTR
$2.54B
– –
-19,423
Closed -$208K
XCUR icon
6406
Exicure
XCUR
$7.53M
– –
-2,406
Closed -$3.95K
XHB icon
6407
CALL
State Street SPDR S&P Homebuilders ETF
XHB
$1.46B
– –
-87,300
Closed -$8.82M
XHB icon
6408
State Street SPDR S&P Homebuilders ETF
XHB
$1.46B
– –
-290,934
Closed -$32.9M
XHS icon
6409
State Street SPDR S&P Health Care Services ETF
XHS
$213M
– –
-3,803
Closed -$342K
XLG icon
6410
Invesco S&P 500 Top 50 ETF
XLG
$10.8B
– –
-22,693
Closed -$1.04M
XNTK icon
6411
State Street SPDR NYSE Technology ETF
XNTK
$2.2B
– –
-1,694
Closed -$331K
XPRO icon
6412
Expro Ltd
XPRO
$2.05B
– –
-718,618
Closed -$16.5M
XSD icon
6413
State Street SPDR S&P Semiconductor ETF
XSD
$2.69B
– –
-1,474
Closed -$365K
XRT icon
6414
State Street SPDR S&P Retail ETF
XRT
$491M
– –
-47,577
Closed -$3.59M
XT icon
6415
iShares Future Exponential Technologies ETF
XT
$3.97B
– –
-4,533
Closed -$267K
XYLD icon
6416
Global X S&P 500 Covered Call ETF
XYLD
$3.29B
– –
-6,563
Closed -$265K
YMM icon
6417
PUT
Full Truck Alliance
YMM
$9.1B
– –
-140,000
Closed -$1.13M
YPF icon
6418
CALL
YPF Sociedad Anonima ADS
YPF
$20.1B
– –
-157,800
Closed -$3.17M
YRD
6419
Yiren Digital
YRD
$99.7M
– –
-31,428
Closed -$142K
ZIMV
6420
CALL
DELISTED
ZimVie
ZIMV
– –
-11,400
Closed -$208K
ZTO icon
6421
PUT
ZTO Express
ZTO
$16.2B
– –
-14,900
Closed -$309K
ANRO icon
6422
Alto Neuroscience
ANRO
$1.35B
– –
-16,838
Closed -$206K
DAY
6423
CALL
DELISTED
Dayforce
DAY
– –
-14,500
Closed -$719K
STI icon
6424
Solidion Technology
STI
$65M
– –
-402
Closed -$11.1K
WETH icon
6425
Wetouch Technology
WETH
$16.7M
– –
-24,805
Closed -$65.2K
255 256
257
258 259

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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.