We are live on ! Find out more
IE

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
SGML icon
6476
CALL
Sigma Lithium
SGML
$1.35B
– –
-50,000
Closed -$1.58M
BNKK
6477
Bonk Inc
BNKK
$9.36M
– –
-923
Closed -$113K
SHY icon
6478
CALL
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
– –
-250,000
Closed -$20.5M
SHY icon
6479
PUT
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
– –
-250,000
Closed -$20.5M
SHYG icon
6480
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
– –
-107,646
Closed -$4.54M
SIBN icon
6481
PUT
SI-BONE Inc
SIBN
$895M
– –
-20,000
Closed -$420K
SIGA icon
6482
CALL
SIGA Technologies
SIGA
$218M
– –
-100,000
Closed -$560K
SILJ icon
6483
CALL
Amplify Junior Silver Miners ETF
SILJ
$4.22B
– –
-600,000
Closed -$6M
SILJ icon
6484
Amplify Junior Silver Miners ETF
SILJ
$4.22B
– –
-51,863
Closed -$519K
SITM icon
6485
SiTime
SITM
$18.5B
– –
-3,365
Closed -$411K
SKYY icon
6486
First Trust Cloud Computing ETF
SKYY
$3.29B
– –
-17,592
Closed -$1.54M
SLG icon
6487
SL Green Realty
SLG
$4.07B
– –
-41,367
Closed -$1.96M
SLP icon
6488
Simulations Plus
SLP
$372M
– –
-49,701
Closed -$2.22M
SLS icon
6489
SELLAS Life Sciences
SLS
$3.12B
– –
-11,239
Closed -$11.9K
SLX icon
6490
VanEck Steel ETF
SLX
$175M
– –
-3,954
Closed -$292K
SMP icon
6491
Standard Motor Products
SMP
$863M
– –
-19,336
Closed -$770K
SMPL icon
6492
CALL
Simply Good Foods
SMPL
$962M
– –
-200,500
Closed -$7.94M
SMSI icon
6493
Smith Micro Software
SMSI
$16.7M
– –
-4,353
Closed -$144K
SND icon
6494
Smart Sand
SND
$206M
– –
-80,089
Closed -$155K
SNN icon
6495
CALL
Smith & Nephew
SNN
$12.2B
– –
-50,000
Closed -$1.36M
TAOX
6496
Tao Synergies Inc
TAOX
$28.9M
– –
-1,560
Closed -$10.6K
SOUN icon
6497
SoundHound AI
SOUN
$3.25B
– –
-103,553
Closed -$220K
SPB icon
6498
CALL
Spectrum Brands
SPB
$2B
– –
-21,000
Closed -$1.68M
SPEM icon
6499
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
– –
-6,519
Closed -$231K
SPHQ icon
6500
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
– –
-21,656
Closed -$1.17M
258 259
260
261 262

Similar funds

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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.