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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
+14.6%
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
$500B
AUM Growth
+$33.8B
Cap. Flow
-$25.4B
Cap. Flow %
-5.08%
Top 10 Hldgs %
30.95%
Holding
15,795
New
1,585
Increased
6,018
Reduced
6,315
Closed
1,624

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.38B
2
NVDA icon
NVIDIA
NVDA
+$732M
3
AMZN icon
Amazon
AMZN
+$606M
4
DIS icon
Walt Disney
DIS
+$559M
5
T icon
AT&T
T
+$466M

Top Sells

Rank Stock Value
1
ATVI
Activision Blizzard
ATVI
+$1.41B
2
CMCSA icon
Comcast
CMCSA
+$658M
3
BSX icon
Boston Scientific
BSX
+$650M
4
PANW icon
Palo Alto Networks
PANW
+$642M
5
TMUS icon
T-Mobile US
TMUS
+$577M

Sector Composition

Rank Sector Weight
1 Technology 3.81%
2 Healthcare 2.95%
3 Financials 2.19%
4 Consumer Discretionary 2.15%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CNO icon
10151
PUT
CNO Financial Group
CNO
$5.11B
$165K ﹤0.01%
5,900
+1,100
+23% +$27.7K
FMS icon
10152
CALL
Fresenius Medical Care
FMS
$12.7B
$165K ﹤0.01%
7,900
-9,200
-54% -$177K
LIND icon
10153
PUT
Lindblad Expeditions
LIND
$2.2B
$165K ﹤0.01%
14,600
+6,000
+70% +$46.5K
BLFY
10154
CALL
DELISTED
Blue Foundry Bancorp
BLFY
$164K ﹤0.01%
17,000
+300
+2% +$2.58K
SCHR
10155
CALL
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.4B
$164K ﹤0.01%
6,600
-6,200
-48% -$150K
ONT
10156
PUT
Onterris Inc
ONT
$619M
$164K ﹤0.01%
5,100
+2,500
+96% +$71.8K
RCM
10157
CALL
DELISTED
R1 RCM Inc. Common Stock
RCM
$164K ﹤0.01%
15,500
-31,500
-67% -$357K
RMR icon
10158
CALL
The RMR Group
RMR
$346M
$164K ﹤0.01%
5,800
-400
-6% -$9.77K
SPTM icon
10159
PUT
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$164K ﹤0.01%
2,800
+1,600
+133% +$87.4K
IGIC icon
10160
PUT
International General Insurance
IGIC
$1.16B
$164K ﹤0.01%
12,700
+2,300
+22% +$26.7K
ZOM
10161
DELISTED
Zomedica Corp.
ZOM
$163K ﹤0.01%
+816,597
New +$143K
CCEC
10162
CALL
Capital Clean Energy Carriers
CCEC
$1.36B
$163K ﹤0.01%
11,500
-2,700
-19% -$37.2K
KLRS
10163
Kalaris Therapeutics
KLRS
$97.1M
$163K ﹤0.01%
+10,429
New +$411K
HYPR icon
10164
Hyperfine
HYPR
$94.7M
$163K ﹤0.01%
+145,567
New +$202K
ALLK
10165
CALL
DELISTED
Allakos
ALLK
$163K ﹤0.01%
59,700
+51,600
+637% +$116K
TRNO icon
10166
PUT
Terreno Realty
TRNO
$7.43B
$163K ﹤0.01%
2,600
+1,000
+63% +$56.9K
EWI icon
10167
PUT
iShares MSCI Italy ETF
EWI
$1.08B
$163K ﹤0.01%
4,800
-6,500
-58% -$206K
NMFC icon
10168
CALL
New Mountain Finance
NMFC
$730M
$163K ﹤0.01%
12,800
-5,100
-28% -$65K
MTLS
10169
PUT
Materialise
MTLS
$400M
$163K ﹤0.01%
24,800
+23,000
+1,278% +$136K
SANA icon
10170
Sana Biotechnology
SANA
$1.06B
$163K ﹤0.01%
39,876
-245,596
-86% -$905K
NQP
10171
DELISTED
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
$163K ﹤0.01%
+14,047
New +$149K
EZPW icon
10172
CALL
Ezcorp Inc
EZPW
$1.81B
$163K ﹤0.01%
18,600
+1,100
+6% +$9.23K
ME
10173
CALL
DELISTED
23andMe Holding Co
ME
$163K ﹤0.01%
8,895
-1,225
-12% -$21.2K
WBS icon
10174
PUT
Webster Financial
WBS
$12.8B
$162K ﹤0.01%
3,200
-4,400
-58% -$190K
HBM icon
10175
CALL
Hudbay
HBM
$11.9B
$162K ﹤0.01%
29,400
-15,100
-34% -$70.8K
405 406
407
408 409

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Ken Griffin's Q4 2023 Portfolio in Review

As of Q4 2023, Ken Griffin held 15,795 positions worth $500B, up 7.2% from $467B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Ken Griffin withdrew a net $25.4B in Q4 2023, closing 1,624 positions and reducing 6,315 holdings. Its most notable exit was Activision Blizzard, an estimated $1.41B position sold in full.

By sector, the portfolio is most concentrated in Technology at 3.8% of assets, down from 3.9% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Ken Griffin opened a new position in iShares iBoxx $ Investment Grade Corporate Bond ETF worth $129M.

  • Ken Griffin's largest Q4 2023 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 1,167,658 shares worth $129M.
  • Ken Griffin added most to State Street SPDR S&P 500 ETF Trust in Q4 2023, an estimated $1.38B increase.
  • Ken Griffin's biggest Q4 2023 reduction was Comcast, cutting an estimated $658M.
  • Ken Griffin fully exited Activision Blizzard in Q4 2023, selling an estimated $1.41B.
  • Ken Griffin's ten largest holdings make up 31% of its $500B portfolio in Q4 2023.
  • Ken Griffin opened 1,585 new positions and closed 1,624 in Q4 2023.
  • Ken Griffin's portfolio value rose 7.2% quarter-over-quarter to $500B.

Based on Citadel Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.