We are live on ! Find out more
Ken Griffin

Ken Griffin Citadel Advisors

AUM $875B
1-Year Est. Return 40.91%
 

Ken Griffin founded Citadel, one of the world’s largest and most successful hedge funds. Starting his trading career from his Harvard dorm room at a young age, Griffin quickly developed a keen sense for markets and built Citadel into a global powerhouse with billions in assets under management. Known for his quantitative and technology-driven strategies, Griffin has also made headlines for significant philanthropic contributions, supporting causes in education, the arts, and public institutions. Over the years, he has earned recognition as one of the preeminent figures in modern finance.

This Fund
S&P 500
This Quarter Est. Return
+9.43%
1 Year Est. Return
+40.91%
3 Year Est. Return
+115.85%
5 Year Est. Return
+132.1%
10 Year Est. Return
+518.81%
AUM
$230B
AUM Growth
+$18.4B
Cap. Flow
-$8.18B
Cap. Flow %
-3.55%
Top 10 Hldgs %
23.04%
Holding
10,299
New
1,220
Increased
3,476
Reduced
4,117
Closed
1,265

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$615M
2
UBER icon
Uber
UBER
+$551M
3
EXPE icon
Expedia Group
EXPE
+$523M
4
PYPL icon
PayPal
PYPL
+$452M
5
ETN icon
Eaton
ETN
+$408M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$681M
2
RTN
Raytheon Company
RTN
+$543M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$537M
4
CHTR icon
Charter Communications
CHTR
+$472M
5
GLD icon
SPDR Gold Trust
GLD
+$464M

Sector Composition

Rank Sector Weight
1 Technology 5.29%
2 Financials 4.55%
3 Industrials 4.18%
4 Healthcare 4.08%
5 Consumer Discretionary 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APTS
4776
DELISTED
Preferred Apartment Communities, Inc.
APTS
$1.43M ﹤0.01%
107,687
-233,683
-68% -$3.23M
ZIXI
4777
DELISTED
Zix Corporation
ZIXI
$1.43M ﹤0.01%
211,515
+176,729
+508% +$1.22M
MYOK
4778
DELISTED
MyoKardia, Inc. Common Stock
MYOK
$1.43M ﹤0.01%
19,650
-23,456
-54% -$1.42M
NIHD
4779
DELISTED
NII Holdings, Inc. Common Stock
NIHD
$1.43M ﹤0.01%
659,222
+1,965
+0.3% +$3.8K
OPI
4780
DELISTED
Office Properties Income Trust
OPI
$1.43M ﹤0.01%
44,500
-64,123
-59% -$2.05M
OSUR icon
4781
OraSure Technologies
OSUR
$265M
$1.43M ﹤0.01%
178,103
-393,370
-69% -$3.18M
PSMM
4782
DELISTED
Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
$1.43M ﹤0.01%
+104,032
New +$1.44M
OCSL icon
4783
Oaktree Specialty Lending
OCSL
$1.14B
$1.43M ﹤0.01%
87,247
-213,060
-71% -$3.35M
TAN icon
4784
PUT
Invesco Solar ETF
TAN
$1.36B
$1.43M ﹤0.01%
46,400
+10,600
+30% +$307K
VV icon
4785
Vanguard Morningstar Large-Cap ETF
VV
$54.8B
$1.43M ﹤0.01%
+9,660
New +$1.37M
BRO icon
4786
Brown & Brown
BRO
$23.6B
$1.43M ﹤0.01%
36,134
-1,414,306
-98% -$53.1M
CBIO
4787
Crescent Biopharma
CBIO
$637M
$1.43M ﹤0.01%
2,695
-1,324
-33% -$717K
CALM icon
4788
CALL
Cal-Maine
CALM
$3.8B
$1.42M ﹤0.01%
33,300
-77,400
-70% -$3.22M
PKB icon
4789
Invesco Building & Construction ETF
PKB
$397M
$1.42M ﹤0.01%
+42,903
New +$1.44M
DHIL
4790
DELISTED
Diamond Hill
DHIL
$1.42M ﹤0.01%
10,129
-4,491
-31% -$628K
KNSL icon
4791
CALL
Kinsale Capital Group
KNSL
$8.64B
$1.42M ﹤0.01%
14,000
+10,900
+352% +$1.08M
LIT icon
4792
Global X Lithium & Battery Tech ETF
LIT
$1.61B
$1.42M ﹤0.01%
52,039
+8,490
+19% +$217K
STPZ icon
4793
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$525M
$1.42M ﹤0.01%
27,170
-22,709
-46% -$1.19M
TPIC
4794
DELISTED
TPI Composites
TPIC
$1.42M ﹤0.01%
76,850
+57,200
+291% +$1.05M
HTBK
4795
DELISTED
Heritage Commerce
HTBK
$1.42M ﹤0.01%
110,768
+8,156
+8% +$99.3K
SOXS icon
4796
PUT
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.38B
– –
0
– –
TDC icon
4797
CALL
Teradata
TDC
$2.57B
$1.42M ﹤0.01%
53,100
+9,500
+22% +$264K
AVAV icon
4798
PUT
AeroVironment
AVAV
$9.76B
$1.42M ﹤0.01%
23,000
-8,300
-27% -$497K
HBNC icon
4799
Horizon Bancorp
HBNC
$1.06B
$1.42M ﹤0.01%
74,537
+52,481
+238% +$963K
TMX
4800
CALL
DELISTED
Terminix Global Holdings, Inc.
TMX
$1.42M ﹤0.01%
36,600
+15,200
+71% +$646K
190 191
192
193 194

Similar funds

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ken Griffin's Q4 2019 Portfolio in Review

As of Q4 2019, Ken Griffin held 10,299 positions worth $230B, up 8.7% from $212B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Ken Griffin withdrew a net $8.18B in Q4 2019, closing 1,265 positions and reducing 4,117 holdings. Its most notable exit was Celgene Corp, an estimated $681M position sold in full.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, down from 5.4% a quarter earlier, followed by Financials and Industrials.

Against the trend, Ken Griffin opened a new position in Interxion Holding N.V. worth $83.9M.

  • Ken Griffin's largest Q4 2019 buy was Interxion Holding N.V.: 1,000,931 shares worth $83.9M.
  • Ken Griffin added most to Amazon in Q4 2019, an estimated $615M increase.
  • Ken Griffin's biggest Q4 2019 reduction was Raytheon Company, cutting an estimated $543M.
  • Ken Griffin fully exited Celgene Corp in Q4 2019, selling an estimated $681M.
  • Ken Griffin's ten largest holdings make up 23% of its $230B portfolio in Q4 2019.
  • Ken Griffin opened 1,220 new positions and closed 1,265 in Q4 2019.
  • Ken Griffin's portfolio value rose 8.7% quarter-over-quarter to $230B.

Based on Citadel Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.