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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
+10.05%
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
$76.8B
AUM Growth
+$11.1B
Cap. Flow
+$658M
Cap. Flow %
0.86%
Top 10 Hldgs %
13.3%
Holding
7,546
New
827
Increased
3,072
Reduced
2,907
Closed
547

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$614M
2
AAPL icon
Apple
AAPL
+$555M
3
AMZN icon
Amazon
AMZN
+$318M
4
BMY icon
Bristol-Myers Squibb
BMY
+$314M
5
RL icon
Ralph Lauren
RL
+$211M

Top Sells

Rank Stock Value
1
SBAC icon
SBA Communications
SBAC
+$202M
2
ROST icon
Ross Stores
ROST
+$193M
3
RTX icon
RTX Corp
RTX
+$192M
4
PRU icon
Prudential Financial
PRU
+$162M
5
PM icon
Philip Morris
PM
+$161M

Sector Composition

Rank Sector Weight
1 Financials 10.14%
2 Consumer Discretionary 9.71%
3 Energy 7.11%
4 Technology 6.79%
5 Healthcare 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FU
5776
CALL
DELISTED
FAB UNIVERSAL CORP COM
FU
$65K ﹤0.01%
+21,300
New +$122K
RICK icon
5777
RCI Hospitality Holdings
RICK
$236M
$64K ﹤0.01%
5,565
+49
+0.9% +$548
WTI icon
5778
PUT
W&T Offshore
WTI
$554M
$64K ﹤0.01%
4,000
-1,900
-32% -$33.9K
TGA
5779
PUT
DELISTED
Transglobe Energy Corp
TGA
$64K ﹤0.01%
7,600
-600
-7% -$5.3K
GHDX
5780
CALL
DELISTED
Genomic Health, Inc.
GHDX
$64K ﹤0.01%
2,200
-1,400
-39% -$44.4K
DFT
5781
PUT
DELISTED
DuPont Fabros Technology Inc.
DFT
$64K ﹤0.01%
2,600
+300
+13% +$7.3K
CBU icon
5782
CALL
Community Bank
CBU
$3.46B
$63K ﹤0.01%
+1,600
New +$59.1K
FICO icon
5783
PUT
Fair Isaac
FICO
$23.5B
$63K ﹤0.01%
1,000
-400
-29% -$23.1K
MIN
5784
Aberdeen Intermediate Income Fund
MIN
$282M
$63K ﹤0.01%
+12,178
New +$63.4K
MLI icon
5785
PUT
Mueller Industries
MLI
$14.6B
$63K ﹤0.01%
8,000
-16,000
-67% -$119K
PLX icon
5786
PUT
Protalix BioTherapeutics
PLX
$179M
$63K ﹤0.01%
1,620
+470
+41% +$19.8K
SRDX
5787
CALL
DELISTED
Surmodics
SRDX
$63K ﹤0.01%
2,600
-1,400
-35% -$33K
ENFY
5788
DELISTED
Enlightify Inc
ENFY
$63K ﹤0.01%
1,439
+427
+42% +$21.1K
ENZ
5789
DELISTED
Enzo Biochem, Inc.
ENZ
$63K ﹤0.01%
21,445
+8,386
+64% +$20.8K
IMGN
5790
CALL
DELISTED
Immunogen Inc
IMGN
$63K ﹤0.01%
4,300
-5,400
-56% -$83K
SQNM
5791
CALL
DELISTED
SEQUENOM INC NEW
SQNM
$63K ﹤0.01%
26,800
-8,800
-25% -$20.9K
ORB
5792
CALL
DELISTED
ORBITAL SCIENCES CORP
ORB
$63K ﹤0.01%
+2,700
New +$61.8K
SVA
5793
PUT
DELISTED
Sinovac Biotech, Ltd
SVA
$63K ﹤0.01%
10,300
+1,700
+20% +$10.2K
ALLE icon
5794
CALL
Allegion
ALLE
$14B
$62K ﹤0.01%
+1,400
New +$60.6K
BWXT icon
5795
CALL
BWX Technologies
BWXT
$15.9B
$62K ﹤0.01%
2,516
-9,647
-79% -$226K
CERS icon
5796
Cerus
CERS
$601M
$62K ﹤0.01%
+9,551
New +$60K
DORM icon
5797
CALL
Dorman Products
DORM
$4.05B
$62K ﹤0.01%
+1,100
New +$55.3K
RES icon
5798
PUT
RPC Inc
RES
$1.41B
$62K ﹤0.01%
3,500
-9,500
-73% -$166K
WBS icon
5799
PUT
Webster Financial
WBS
$12.8B
$62K ﹤0.01%
2,000
– –
WNC icon
5800
CALL
Wabash National
WNC
$512M
$62K ﹤0.01%
5,000
-3,300
-40% -$39.4K
230 231
232
233 234

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Ken Griffin's Q4 2013 Portfolio in Review

As of Q4 2013, Ken Griffin held 7,546 positions worth $76.8B, up 17% from $65.7B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Ken Griffin's Q4 2013 filing shows 827 new, 3,072 increased, 2,907 reduced and 547 closed positions. Its largest new stake was Antero Resources: 2,586,508 shares worth $164M. The largest sale was SBA Communications, an estimated $202M.

By sector, the portfolio is most concentrated in Financials at 10% of assets, up from 9.7% a quarter earlier, followed by Consumer Discretionary and Energy.

  • Ken Griffin's largest Q4 2013 buy was Antero Resources: 2,586,508 shares worth $164M.
  • Ken Griffin added most to Alphabet (Google) Class C in Q4 2013, an estimated $614M increase.
  • Ken Griffin's biggest Q4 2013 reduction was SBA Communications, cutting an estimated $202M.
  • Ken Griffin fully exited ELAN CORP ADS(RP1 ORD4IRISH PN in Q4 2013, selling an estimated $100M.
  • Ken Griffin's ten largest holdings make up 13% of its $76.8B portfolio in Q4 2013.
  • Ken Griffin opened 827 new positions and closed 547 in Q4 2013.
  • Ken Griffin's portfolio value rose 17% quarter-over-quarter to $76.8B.

Based on Citadel Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.