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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
VOYA icon
6576
CALL
Voya Financial
VOYA
$8.86B
– –
-5,400
Closed -$394K
VOYA icon
6577
PUT
Voya Financial
VOYA
$8.86B
– –
-46,100
Closed -$3.36M
VPU
6578
Vanguard Utilities ETF
VPU
$8.27B
– –
-1,990
Closed -$273K
VREX icon
6579
CALL
Varex Imaging
VREX
$780M
– –
-20,000
Closed -$410K
VRM icon
6580
Vroom Inc
VRM
$53.8M
– –
-403
Closed -$19.4K
VRNS icon
6581
Varonis Systems
VRNS
$4.74B
– –
-404,554
Closed -$18.3M
VST icon
6582
CALL
Vistra
VST
$45.7B
– –
-135,900
Closed -$5.23M
VTIP icon
6583
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
– –
-16,252
Closed -$772K
VTS icon
6584
Vitesse Energy
VTS
$720M
– –
-21,910
Closed -$480K
VUSB icon
6585
Vanguard Ultra-Short Bond ETF
VUSB
$9.34B
– –
-5,656
Closed -$280K
VXF icon
6586
Vanguard Extended Market ETF
VXF
$31.7B
– –
-2,744
Closed -$451K
VXX icon
6587
PUT
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$137M
– –
-25,000
Closed -$1.55M
WASH icon
6588
Washington Trust Bancorp
WASH
$757M
– –
-12,093
Closed -$392K
WDH
6589
Waterdrop
WDH
$359M
– –
-10,054
Closed -$10.5K
WEC icon
6590
PUT
WEC Energy
WEC
$34.5B
– –
-3,100
Closed -$261K
WFC.PRL icon
6591
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.57B
– –
-100,000
Closed -$121K
WHLR
6592
Wheeler Real Estate Investment Trust
WHLR
$897K
– –
0
– -$34.6K
WING icon
6593
CALL
Wingstop
WING
$3.14B
– –
-6,300
Closed -$1.62M
WING icon
6594
PUT
Wingstop
WING
$3.14B
– –
-8,700
Closed -$2.23M
WKHS icon
6595
Workhorse Group
WKHS
$35.3M
– –
-87
Closed -$94K
WOLF icon
6596
CALL
Wolfspeed
WOLF
$1.34B
– –
-15,500
Closed -$674K
WPP icon
6597
WPP
WPP
$5.69B
– –
-5,375
Closed -$256K
WSBF icon
6598
Waterstone Financial
WSBF
$379M
– –
-27,175
Closed -$386K
XES icon
6599
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$383M
– –
-20,422
Closed -$1.73M
XMHQ icon
6600
Invesco S&P MidCap Quality ETF
XMHQ
$5.66B
– –
-2,331
Closed -$207K
262 263
264
265 266

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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.