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Ken Griffin

Ken Griffin Citadel Advisors

AUM $618B
1-Year Est. Return 30.34%
 

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
+26.18%
1 Year Est. Return
+30.34%
3 Year Est. Return
+94.87%
5 Year Est. Return
+105.94%
10 Year Est. Return
+434.06%
AUM
$280B
AUM Growth
+$58B
Cap. Flow
-$9.91B
Cap. Flow %
-3.53%
Top 10 Hldgs %
32.38%
Holding
11,014
New
1,506
Increased
4,384
Reduced
3,586
Closed
1,324

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$861M
2
AAPL icon
Apple
AAPL
+$417M
3
JPM icon
JPMorgan Chase
JPM
+$350M
4
TMUS icon
T-Mobile US
TMUS
+$337M
5
AON icon
Aon
AON
+$296M

Sector Composition

Rank Sector Weight
1 Healthcare 3.4%
2 Technology 3.32%
3 Consumer Discretionary 2.87%
4 Financials 2.84%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UEIC icon
10351
Universal Electronics
UEIC
$66.6M
-12,439
Closed -$477K
UEVM icon
10352
VictoryShares Emerging Markets Value Momentum ETF
UEVM
$251M
-7,370
Closed -$243K
UFO icon
10353
Procure Space ETF
UFO
$634M
-22,334
Closed -$382K
UFPI icon
10354
PUT
UFP Industries
UFPI
$5.03B
-7,800
Closed -$290K
UFPT icon
10355
UFP Technologies
UFPT
$2.48B
-10,307
Closed -$392K
UMH
10356
CALL
UMH Properties
UMH
$1.42B
-12,800
Closed -$139K
UNM icon
10357
Unum
UNM
$14.7B
-380,341
Closed -$6M
UOCT icon
10358
Innovator US Equity Ultra Buffer ETF October
UOCT
$181M
-79,884
Closed -$1.84M
UPW icon
10359
ProShares Ultra Utilities
UPW
$16.7M
-31,256
Closed -$357K
URBN icon
10360
Urban Outfitters
URBN
$6.53B
-2,367,495
Closed -$40.6M
USA icon
10361
Liberty All-Star Equity Fund
USA
$1.87B
-38,435
Closed -$186K
USAC icon
10362
USA Compression Partners
USAC
$3.78B
-30,809
Closed -$304K
USIG icon
10363
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
-332,711
Closed -$18.6M
AD
10364
CALL
Array Digital Infrastructure
AD
$3.09B
-10,500
Closed -$308K
AD
10365
PUT
Array Digital Infrastructure
AD
$3.09B
-16,000
Closed -$469K
USMV icon
10366
iShares MSCI USA Min Vol Factor ETF
USMV
$24.6B
-30,882
Closed -$1.67M
USPH icon
10367
CALL
US Physical Therapy
USPH
$1.24B
-3,900
Closed -$269K
USPX icon
10368
Franklin US Equity Index ETF
USPX
$2.09B
-32,352
Closed -$863K
USRT icon
10369
iShares Core US REIT ETF
USRT
$4.63B
-5,861
Closed -$230K
UST icon
10370
ProShares Ultra 7-10 Year Treasury
UST
$13.9M
-4,400
Closed -$331K
UVE icon
10371
PUT
Universal Insurance Holdings
UVE
$1.18B
-16,900
Closed -$303K
UVXY icon
10372
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$278M
-163
Closed -$16.7M
UXI icon
10373
ProShares Ultra Industrials
UXI
$32.9M
-27,144
Closed -$294K
UXIN
10374
Uxin Ltd
UXIN
$260M
-2,460
Closed -$368K
UYG icon
10375
ProShares Ultra Financials
UYG
$863M
-116,274
Closed -$3.24M

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Ken Griffin's Q2 2020 Portfolio in Review

As of Q2 2020, Ken Griffin held 11,014 positions worth $280B, up 26% from $222B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Ken Griffin withdrew a net $9.91B in Q2 2020, closing 1,324 positions and reducing 3,586 holdings. Its most notable exit was Allergan plc, an estimated $603M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 3.4% of assets, down from 4% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Ken Griffin opened a new position in Becton Dickinson worth $266M.

  • Ken Griffin's largest Q2 2020 buy was Becton Dickinson: 1,140,373 shares worth $266M.
  • Ken Griffin added most to Amazon in Q2 2020, an estimated $861M increase.
  • Ken Griffin's biggest Q2 2020 reduction was Charter Communications, cutting an estimated $504M.
  • Ken Griffin fully exited Allergan plc in Q2 2020, selling an estimated $603M.
  • Ken Griffin's ten largest holdings make up 32% of its $280B portfolio in Q2 2020.
  • Ken Griffin opened 1,506 new positions and closed 1,324 in Q2 2020.
  • Ken Griffin's portfolio value rose 26% quarter-over-quarter to $280B.

Based on Citadel Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.