We are live on ! Find out more
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
+9.45%
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
$428B
AUM Growth
-$10.7B
Cap. Flow
-$22.3B
Cap. Flow %
-5.22%
Top 10 Hldgs %
27.96%
Holding
16,128
New
3,614
Increased
5,201
Reduced
5,802
Closed
1,312

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$913M
2
META icon
Meta Platforms (Facebook)
META
+$659M
3
CAT icon
Caterpillar
CAT
+$450M
4
PYPL icon
PayPal
PYPL
+$435M
5
BDX icon
Becton Dickinson
BDX
+$348M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$860M
2
HUM icon
Humana
HUM
+$581M
3
GS icon
Goldman Sachs
GS
+$372M
4
BSX icon
Boston Scientific
BSX
+$345M
5
WMT icon
Walmart Inc
WMT
+$327M

Sector Composition

Rank Sector Weight
1 Technology 3.36%
2 Healthcare 2.87%
3 Financials 2.57%
4 Consumer Discretionary 2.23%
5 Industrials 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESGV icon
14901
Vanguard ESG US Stock ETF
ESGV
$13.7B
– –
-157,865
Closed -$9.93M
ETON icon
14902
Eton Pharmaceutcials
ETON
$1.12B
– –
-19,859
Closed -$42K
EUDG icon
14903
WisdomTree Europe Quality Dividend Growth Fund
EUDG
$70M
– –
-85,756
Closed -$1.98M
OPPE
14904
WisdomTree European Opportunities Fund
OPPE
$296M
– –
-32,291
Closed -$886K
EVEX icon
14905
Eve Holding
EVEX
$948M
– –
-15,851
Closed -$146K
EWM icon
14906
iShares MSCI Malaysia ETF
EWM
$332M
– –
-30,630
Closed -$618K
EWT icon
14907
iShares MSCI Taiwan ETF
EWT
$11.6B
– –
-25,028
Closed -$1.11M
EWY icon
14908
iShares MSCI South Korea ETF
EWY
$27.6B
– –
-52,216
Closed -$2.86M
EXG icon
14909
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.09B
– –
-22,799
Closed -$165K
HYPD
14910
Hyperion DeFi Inc
HYPD
$42.9M
– –
-155
Closed -$24K
EYLD icon
14911
Cambria Emerging Shareholder Yield ETF
EYLD
$892M
– –
-30,007
Closed -$745K
EZGO
14912
EZGO Technologies
EZGO
$2.84M
– –
0
– -$6K
EZM icon
14913
WisdomTree US MidCap Fund
EZM
$960M
– –
-44,473
Closed -$1.96M
FA icon
14914
First Advantage
FA
$3.81B
– –
-409,877
Closed -$5.26M
FAB icon
14915
First Trust Multi Cap Value AlphaDEX Fund
FAB
$178M
– –
-18,952
Closed -$1.15M
FAD icon
14916
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$599M
– –
-10,460
Closed -$937K
FALN icon
14917
iShares Fallen Angels USD Bond ETF
FALN
$1.61B
– –
-128,797
Closed -$3.08M
FAZ
14918
Direxion Daily Financial Bear 3x ETF
FAZ
$84.2M
– –
-1,070
Closed -$223K
FBIZ icon
14919
First Business Financial Services
FBIZ
$593M
– –
-9,528
Closed -$308K
FCAL icon
14920
First Trust California Municipal High income ETF
FCAL
$221M
– –
-25,201
Closed -$1.18M
FCVT icon
14921
First Trust SSI Strategic Convertible Securities ETF
FCVT
$103M
– –
-39,087
Closed -$1.22M
FDIG icon
14922
Fidelity Crypto Industry and Digital Payments ETF
FDIG
$256M
– –
-35,921
Closed -$490K
FDL icon
14923
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.98B
– –
-26,082
Closed -$838K
FDMT icon
14924
4D Molecular Therapeutics
FDMT
$609M
– –
-122,459
Closed -$1.89M
FDRV icon
14925
Fidelity Electric Vehicles and Future Transportation ETF
FDRV
$27.1M
– –
-31,439
Closed -$508K
595 596
597
598 599

Similar funds

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ken Griffin's Q4 2022 Portfolio in Review

As of Q4 2022, Ken Griffin held 16,128 positions worth $428B, down 2.4% from $439B the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Ken Griffin withdrew a net $22.3B in Q4 2022, closing 1,312 positions and reducing 5,802 holdings. Its most notable exit was Twitter, Inc., an estimated $297M position sold in full.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, up from 3.1% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Ken Griffin opened a new position in Denbury Inc. worth $107M.

  • Ken Griffin's largest Q4 2022 buy was Denbury Inc.: 1,228,903 shares worth $107M.
  • Ken Griffin added most to Tesla in Q4 2022, an estimated $913M increase.
  • Ken Griffin's biggest Q4 2022 reduction was Amazon, cutting an estimated $860M.
  • Ken Griffin fully exited Twitter, Inc. in Q4 2022, selling an estimated $297M.
  • Ken Griffin's ten largest holdings make up 28% of its $428B portfolio in Q4 2022.
  • Ken Griffin opened 3,614 new positions and closed 1,312 in Q4 2022.
  • Ken Griffin's portfolio value fell 2.4% quarter-over-quarter to $428B.

Based on Citadel Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.