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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
+10%
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
$65.7B
AUM Growth
+$7.59B
Cap. Flow
-$1.34B
Cap. Flow %
-2.05%
Top 10 Hldgs %
12.37%
Holding
7,215
New
735
Increased
2,740
Reduced
3,074
Closed
505

Top Buys

Rank Stock Value
1
PM icon
Philip Morris
PM
+$245M
2
KEY icon
KeyCorp
KEY
+$199M
3
RTX icon
RTX Corp
RTX
+$183M
4
EMC
EMC CORPORATION
EMC
+$170M
5
RL icon
Ralph Lauren
RL
+$167M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$245M
2
USB icon
US Bancorp
USB
+$216M
3
AAPL icon
Apple
AAPL
+$207M
4
V icon
Visa
V
+$188M
5
BAC icon
Bank of America
BAC
+$177M

Sector Composition

Rank Sector Weight
1 Financials 9.66%
2 Consumer Discretionary 8.08%
3 Energy 7.71%
4 Technology 6.85%
5 Industrials 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SIVB
5151
PUT
DELISTED
SVB Financial Group
SIVB
$112K ﹤0.01%
1,300
+300
+30% +$25.9K
RTI
5152
CALL
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
$112K ﹤0.01%
3,500
-800
-19% -$24.9K
ASRT
5153
DELISTED
Assertio
ASRT
$111K ﹤0.01%
247
+85
+52% +$34.7K
ASTE icon
5154
PUT
Astec Industries
ASTE
$997M
$111K ﹤0.01%
3,100
+3,000
+3,000% +$107K
BCE icon
5155
PUT
BCE
BCE
$21.9B
$111K ﹤0.01%
2,600
-10,300
-80% -$429K
LSCC icon
5156
Lattice Semiconductor
LSCC
$18.5B
$111K ﹤0.01%
24,869
-3,629
-13% -$18K
PEGA icon
5157
CALL
Pegasystems
PEGA
$5.31B
$111K ﹤0.01%
11,200
+4,400
+65% +$40.2K
CLGX
5158
PUT
DELISTED
Corelogic, Inc.
CLGX
$111K ﹤0.01%
4,100
-2,000
-33% -$53.7K
HGT
5159
CALL
DELISTED
Hugoton Royalty Trust
HGT
$111K ﹤0.01%
14,800
+11,400
+335% +$94.8K
IFT
5160
DELISTED
IMPERIAL HLDGS INC COM STK (FL)
IFT
$111K ﹤0.01%
+17,476
New +$120K
COCO
5161
DELISTED
CORINTHIAN COLLEGES INC
COCO
$111K ﹤0.01%
50,668
+14,488
+40% +$33.6K
REV
5162
DELISTED
Revlon, Inc.
REV
$111K ﹤0.01%
4,005
-17,766
-82% -$439K
ANGI icon
5163
Angi Inc
ANGI
$191M
$110K ﹤0.01%
487
-1,513
-76% -$352K
BIP icon
5164
CALL
Brookfield Infrastructure Partners
BIP
$18.3B
$110K ﹤0.01%
7,308
-5,292
-42% -$76.8K
EHTH icon
5165
CALL
eHealth
EHTH
$39.1M
$110K ﹤0.01%
3,400
+900
+36% +$24.8K
GL icon
5166
Globe Life
GL
$14.1B
$110K ﹤0.01%
+2,276
New +$107K
HURN icon
5167
CALL
Huron Consulting
HURN
$2.42B
$110K ﹤0.01%
2,100
+1,500
+250% +$73.9K
POR icon
5168
CALL
Portland General Electric
POR
$5.97B
$110K ﹤0.01%
3,900
-100
-3% -$2.99K
NUVA
5169
CALL
DELISTED
NuVasive, Inc.
NUVA
$110K ﹤0.01%
4,500
-5,500
-55% -$135K
CSII
5170
PUT
DELISTED
Cardiovascular Systems, Inc.
CSII
$110K ﹤0.01%
+5,500
New +$114K
UMPQ
5171
PUT
DELISTED
Umpqua Holdings Corp
UMPQ
$110K ﹤0.01%
6,800
+5,100
+300% +$84.1K
GHDX
5172
CALL
DELISTED
Genomic Health, Inc.
GHDX
$110K ﹤0.01%
3,600
-13,800
-79% -$462K
EPB
5173
PUT
DELISTED
EL PASO PIPELINE PARTNERS, L.P. COM UNITS REPSTG LTD PART
EPB
$110K ﹤0.01%
2,600
-2,200
-46% -$92.9K
MCRS
5174
PUT
DELISTED
MICROS SYSTEMS INC
MCRS
$110K ﹤0.01%
2,200
-2,200
-50% -$107K
FURX
5175
CALL
DELISTED
FURIEX PHARMACEUTICALS INC COM STK (DE)
FURX
$110K ﹤0.01%
2,500
+1,300
+108% +$53.8K
205 206
207
208 209

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Ken Griffin's Q3 2013 Portfolio in Review

As of Q3 2013, Ken Griffin held 7,215 positions worth $65.7B, up 13% from $58.1B the previous quarter. Its ten largest holdings account for 12% of the portfolio.

Ken Griffin's Q3 2013 filing shows 735 new, 2,740 increased, 3,074 reduced and 505 closed positions. Its largest new stake was ELAN CORP ADS(RP1 ORD4IRISH PN: 6,448,014 shares worth $100M. The largest sale was Pfizer, an estimated $245M.

By sector, the portfolio is most concentrated in Financials at 9.7% of assets, down from 12% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Ken Griffin's largest Q3 2013 buy was ELAN CORP ADS(RP1 ORD4IRISH PN: 6,448,014 shares worth $100M.
  • Ken Griffin added most to Philip Morris in Q3 2013, an estimated $245M increase.
  • Ken Griffin's biggest Q3 2013 reduction was Pfizer, cutting an estimated $245M.
  • Ken Griffin fully exited NEWS CORPORATION CL-A in Q3 2013, selling an estimated $166M.
  • Ken Griffin's ten largest holdings make up 12% of its $65.7B portfolio in Q3 2013.
  • Ken Griffin opened 735 new positions and closed 505 in Q3 2013.
  • Ken Griffin's portfolio value rose 13% quarter-over-quarter to $65.7B.

Based on Citadel Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.