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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
+11.02%
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
$234B
AUM Growth
+$2.96B
Cap. Flow
-$25.1B
Cap. Flow %
-10.74%
Top 10 Hldgs %
16.8%
Holding
6,887
New
858
Increased
2,292
Reduced
2,484
Closed
745

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$651M
2
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$622M
3
MRK icon
Merck
MRK
+$496M
4
ADBE icon
Adobe
ADBE
+$446M
5
CRH icon
CRH
CRH
+$410M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.33B
2
MSFT icon
Microsoft
MSFT
+$965M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$542M
4
NVDA icon
NVIDIA
NVDA
+$522M
5
LIN icon
Linde
LIN
+$377M

Sector Composition

Rank Sector Weight
1 Technology 8.55%
2 Healthcare 6.96%
3 Financials 6.02%
4 Industrials 5.05%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSVR
6451
Reservoir Media
RSVR
$652M
– –
-25,526
Closed -$182K
RUSHB icon
6452
Rush Enterprises Class B
RUSHB
$8.58B
– –
-18,587
Closed -$985K
RVMD icon
6453
PUT
Revolution Medicines
RVMD
$44.9B
– –
-71,200
Closed -$2.04M
RVPH
6454
CALL
DELISTED
REVIVA PHARMA HLDGS INC
RVPH
– –
-2,725
Closed -$281K
RWL icon
6455
Invesco S&P 500 Revenue ETF
RWL
$9.96B
– –
-2,946
Closed -$251K
RXST icon
6456
PUT
RxSight
RXST
$260M
– –
-75,000
Closed -$3.02M
RYTM icon
6457
Rhythm Pharmaceuticals
RYTM
$7.57B
– –
-34,831
Closed -$1.52M
SAFE
6458
Safehold
SAFE
$1.09B
– –
-147,229
Closed -$3.45M
SAM icon
6459
CALL
Boston Beer
SAM
$1.91B
– –
-1,600
Closed -$553K
SAM icon
6460
PUT
Boston Beer
SAM
$1.91B
– –
-3,000
Closed -$1.04M
SANA icon
6461
PUT
Sana Biotechnology
SANA
$1.17B
– –
-425,200
Closed -$1.73M
SANW
6462
DELISTED
S&W Seed Co
SANW
– –
-1,077
Closed -$14.3K
SAP icon
6463
CALL
SAP
SAP
$252B
– –
-34,500
Closed -$5.33M
ECHO
6464
CALL
EchoStar
ECHO
$25.2B
– –
-486,800
Closed -$3.02M
FLNA
6465
Filana Therapeutics
FLNA
$46.4M
– –
-66,885
Closed -$1.43M
SB icon
6466
Safe Bulkers
SB
$869M
– –
-193,102
Closed -$759K
SBRA icon
6467
Sabra Healthcare REIT
SBRA
$5.21B
– –
-595,784
Closed -$8.5M
SCCO icon
6468
Southern Copper
SCCO
$182B
– –
-3,318
Closed -$262K
SCHB icon
6469
Schwab US Broad Market ETF
SCHB
$44.6B
– –
-20,637
Closed -$383K
SCHC icon
6470
Schwab International Small-Cap Equity ETF
SCHC
$5.73B
– –
-8,222
Closed -$287K
SCHE icon
6471
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
– –
-9,173
Closed -$227K
SCHP icon
6472
Schwab US TIPS ETF
SCHP
$16.3B
– –
-17,622
Closed -$460K
SEAT icon
6473
Vivid Seats
SEAT
$77.5M
– –
-38,765
Closed -$4.9M
SEDG icon
6474
PUT
SolarEdge
SEDG
$1.9B
– –
-3,000
Closed -$281K
SES icon
6475
SES AI
SES
$201M
– –
-53,612
Closed -$98.1K
257 258
259
260 261

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Israel Englander's Q1 2024 Portfolio in Review

As of Q1 2024, Israel Englander held 6,887 positions worth $234B, up 1.3% from $231B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Israel Englander withdrew a net $25.1B in Q1 2024, closing 745 positions and reducing 2,484 holdings. Its most notable exit was Splunk Inc, an estimated $319M position sold in full.

By sector, the portfolio is most concentrated in Technology at 8.5% of assets, up from 8.3% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Israel Englander opened a new position in iShares Bitcoin Trust worth $844M.

  • Israel Englander's largest Q1 2024 buy was iShares Bitcoin Trust: 20,859,447 shares worth $844M.
  • Israel Englander added most to Merck in Q1 2024, an estimated $496M increase.
  • Israel Englander's biggest Q1 2024 reduction was iShares Core S&P 500 ETF, cutting an estimated $4.33B.
  • Israel Englander fully exited Splunk Inc in Q1 2024, selling an estimated $319M.
  • Israel Englander's ten largest holdings make up 17% of its $234B portfolio in Q1 2024.
  • Israel Englander opened 858 new positions and closed 745 in Q1 2024.
  • Israel Englander's portfolio value rose 1.3% quarter-over-quarter to $234B.

Based on Millennium Management's 13F filing for Q1 2024, filed 15 May 2024.