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
DSGX icon
6601
Descartes Systems
DSGX
$6.62B
$508K ﹤0.01%
11,900
-19,853
-63% -$810K
ECHO
6602
DELISTED
Echo Global Logistics, Inc.
ECHO
$508K ﹤0.01%
24,536
-12,720
-34% -$266K
WPG
6603
PUT
DELISTED
Washington Prime Group Inc.
WPG
$508K ﹤0.01%
15,500
+6,667
+75% +$242K
CMCO icon
6604
Columbus McKinnon
CMCO
$556M
$507K ﹤0.01%
12,659
-37,012
-75% -$1.43M
VEA icon
6605
PUT
Vanguard FTSE Developed Markets ETF
VEA
$239B
$507K ﹤0.01%
11,500
+500
+5% +$21.3K
GMLP
6606
PUT
DELISTED
Golar LNG Partners LP
GMLP
$507K ﹤0.01%
57,400
+5,900
+11% +$56.1K
AXE
6607
PUT
DELISTED
Anixter International Inc
AXE
$507K ﹤0.01%
5,500
+1,200
+28% +$97.2K
ATKR icon
6608
CALL
Atkore
ATKR
$3.17B
$506K ﹤0.01%
+12,500
New +$462K
SMSI icon
6609
Smith Micro Software
SMSI
$16M
$506K ﹤0.01%
+3,182
New +$629K
VTIP icon
6610
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$506K ﹤0.01%
+10,271
New +$506K
WNS
6611
DELISTED
WNS Holdings
WNS
$506K ﹤0.01%
7,638
+81
+1% +$5.04K
AMAG
6612
DELISTED
AMAG Pharmaceuticals
AMAG
$506K ﹤0.01%
+41,549
New +$454K
GL icon
6613
CALL
Globe Life
GL
$14.1B
$505K ﹤0.01%
4,800
-2,500
-34% -$249K
TAST
6614
DELISTED
Carrols Restaurant Group, Inc.
TAST
$505K ﹤0.01%
+71,634
New +$523K
BMO icon
6615
CALL
Bank of Montreal
BMO
$130B
$504K ﹤0.01%
6,500
-69,800
-91% -$5.25M
RVI
6616
DELISTED
Retail Value Inc. Common Shares
RVI
$504K ﹤0.01%
149,047
-451,628
-75% -$1.51M
AGGE
6617
DELISTED
IQ Enhanced Core Bond U.S. ETF
AGGE
$504K ﹤0.01%
25,861
-18,165
-41% -$352K
LECO icon
6618
CALL
Lincoln Electric
LECO
$15.6B
$503K ﹤0.01%
5,200
-3,400
-40% -$309K
TRS icon
6619
TriMas Corp
TRS
$1.4B
$503K ﹤0.01%
+16,009
New +$494K
QEP
6620
CALL
DELISTED
QEP RESOURCES, INC.
QEP
$503K ﹤0.01%
111,700
-13,400
-11% -$46.7K
PEBO icon
6621
Peoples Bancorp
PEBO
$1.49B
$502K ﹤0.01%
14,473
+1,683
+13% +$55.1K
KEM
6622
DELISTED
KEMET Corporation
KEM
$502K ﹤0.01%
18,594
-559,680
-97% -$13.6M
EPRT icon
6623
PUT
Essential Properties Realty Trust
EPRT
$6.72B
$501K ﹤0.01%
+20,200
New +$508K
CVSA
6624
PUT
Covista Inc
CVSA
$4.49B
$500K ﹤0.01%
14,300
+7,200
+101% +$248K
GPRE icon
6625
CALL
Green Plains
GPRE
$1.09B
$500K ﹤0.01%
32,400
-15,000
-32% -$204K
263 264
265
266 267

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.