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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
SREV
5801
DELISTED
ServiceSource International, Inc.
SREV
$62K ﹤0.01%
7,341
+741
+11% +$7.44K
DM
5802
DELISTED
DOLAN COMPANY COMMON STOCK
DM
$62K ﹤0.01%
88,874
+10,099
+13% +$16.1K
EXEL icon
5803
PUT
Exelixis
EXEL
$12.7B
$61K ﹤0.01%
10,000
-3,100
-24% -$17.1K
NNN icon
5804
PUT
NNN REIT
NNN
$8.83B
$61K ﹤0.01%
2,000
+300
+18% +$9.71K
RMAX icon
5805
PUT
RE/MAX Holdings
RMAX
$268M
$61K ﹤0.01%
+1,900
New +$56.1K
WTRG icon
5806
CALL
Essential Utilities
WTRG
$11.5B
$61K ﹤0.01%
2,600
+1,000
+63% +$24.4K
B
5807
CALL
DELISTED
Barnes Group Inc.
B
$61K ﹤0.01%
1,600
+400
+33% +$14.6K
ZAGG
5808
CALL
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
$61K ﹤0.01%
14,100
+1,000
+8% +$4.29K
AAV
5809
PUT
DELISTED
Advantage Oil & Gas Ltd
AAV
$61K ﹤0.01%
14,100
-800
-5% -$3.23K
UNIS
5810
CALL
DELISTED
Unilife Corporation
UNIS
$61K ﹤0.01%
+1,390
New +$50.9K
ARCC icon
5811
Ares Capital
ARCC
$14.3B
$60K ﹤0.01%
3,363
-13,103
-80% -$231K
EHC icon
5812
PUT
Encompass Health
EHC
$12.2B
$60K ﹤0.01%
+2,263
New +$63K
ORI icon
5813
CALL
Old Republic International
ORI
$10.3B
$60K ﹤0.01%
3,500
+2,000
+133% +$32.8K
OSUR icon
5814
PUT
OraSure Technologies
OSUR
$265M
$60K ﹤0.01%
9,600
+9,400
+4,700% +$59K
REG icon
5815
PUT
Regency Centers
REG
$14B
$60K ﹤0.01%
1,300
-400
-24% -$19.6K
TRS icon
5816
CALL
TriMas Corp
TRS
$1.4B
$60K ﹤0.01%
+1,883
New +$57.3K
TXNM
5817
CALL
TXNM Energy Inc
TXNM
$5.91B
$60K ﹤0.01%
2,500
+2,100
+525% +$49.1K
MACK
5818
CALL
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
$60K ﹤0.01%
1,436
+1,271
+770% +$36.8K
ACW
5819
DELISTED
Accuride Corp
ACW
$60K ﹤0.01%
16,004
+13,467
+531% +$53.3K
HNR
5820
PUT
DELISTED
Harvest Natural Resources
HNR
$60K ﹤0.01%
3,325
+950
+40% +$17K
XNPT
5821
DELISTED
XENOPORT, INC.
XNPT
$60K ﹤0.01%
10,379
+773
+8% +$4.18K
XOOM
5822
PUT
DELISTED
XOOM CORP COM
XOOM
$60K ﹤0.01%
+2,200
New +$64K
COCO
5823
PUT
DELISTED
CORINTHIAN COLLEGES INC
COCO
$60K ﹤0.01%
33,600
-4,500
-12% -$8.75K
GIVN
5824
PUT
DELISTED
GIVEN IMAGING LTD
GIVN
$60K ﹤0.01%
2,000
-2,600
-57% -$60.9K
LIFE
5825
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
$60K ﹤0.01%
786
-2,013,431
-100% -$152M
231 232
233
234 235

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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.