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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
SPIB icon
6501
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.4B
– –
-75,907
Closed -$2.49M
SPT icon
6502
CALL
Sprout Social
SPT
$607M
– –
-175,300
Closed -$10.8M
SPT icon
6503
PUT
Sprout Social
SPT
$607M
– –
-10,300
Closed -$633K
SPTM icon
6504
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.9B
– –
-10,258
Closed -$600K
SPYG icon
6505
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.3B
– –
-28,073
Closed -$1.83M
SQM icon
6506
Sociedad Química y Minera de Chile
SQM
$23.4B
– –
-382,490
Closed -$18M
SRI icon
6507
Stoneridge
SRI
$205M
– –
-36,083
Closed -$706K
ST icon
6508
CALL
Sensata Technologies
ST
$6.23B
– –
-63,300
Closed -$2.38M
ST icon
6509
PUT
Sensata Technologies
ST
$6.23B
– –
-68,600
Closed -$2.58M
SSYS icon
6510
CALL
Stratasys
SSYS
$692M
– –
-50,000
Closed -$714K
STAG icon
6511
STAG Industrial
STAG
$7.07B
– –
-42,469
Closed -$1.67M
STGW icon
6512
Stagwell
STGW
$2.13B
– –
-64,206
Closed -$426K
STHO icon
6513
Star Holdings Shares of Beneficial Interest
STHO
$118M
– –
-22,755
Closed -$341K
STVN icon
6514
PUT
Stevanato
STVN
$6.17B
– –
-10,000
Closed -$273K
STWD icon
6515
CALL
Starwood Property Trust
STWD
$6.06B
– –
-26,700
Closed -$561K
STWD icon
6516
Starwood Property Trust
STWD
$6.06B
– –
-16,700
Closed -$338K
SUP
6517
DELISTED
Superior Industries International
SUP
– –
-75,333
Closed -$241K
SUP
6518
PUT
DELISTED
Superior Industries International
SUP
– –
-66,300
Closed -$212K
SVII
6519
DELISTED
Spring Valley Acquisition Corp II
SVII
– –
-312,000
Closed -$3.37M
SVRA icon
6520
Savara
SVRA
$1.15B
– –
-1,042,902
Closed -$4.9M
SXI icon
6521
Standex International
SXI
$3.76B
– –
-1,834
Closed -$290K
SYF icon
6522
PUT
Synchrony
SYF
$25.9B
– –
-204,900
Closed -$7.83M
SYNA icon
6523
PUT
Synaptics
SYNA
$3.82B
– –
-10,700
Closed -$1.22M
TACT icon
6524
Transact Technologies
TACT
$50.6M
– –
-10,422
Closed -$72.7K
TAP icon
6525
CALL
Molson Coors Class B
TAP
$8.01B
– –
-64,500
Closed -$3.95M
259 260
261
262 263

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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.