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Millennium Management

Millennium Management Portfolio holdings

AUM $240B
1-Year Est. Return 35.51%
 

Millennium Management, founded in 1989 by Israel (Izzy) Englander and Ronald Shear and headquartered in New York City, is a global multi-strategy hedge fund managing over $71 billion in assets as of late 2024, employing a decentralized model with over 300 independent trading teams. Operating across equities, fixed income, commodities, currencies, and derivatives, the firm uses a mix of quantitative and fundamental strategies, providing its portfolio managers with capital, infrastructure, and autonomy to pursue diverse investment approaches while enforcing strict risk management. With more than 5,400 employees across offices in London, Hong Kong, Singapore, and beyond, Millennium has evolved from its initial $35 million seed capital—partly from the Belzberg family—into a titan of the hedge fund world, known for its ability to attract top talent and deliver consistent returns. Under Englander’s leadership as chairman and CEO, the firm remains a low-profile yet highly influential force in global finance.

This Fund
S&P 500
This Quarter Est. Return
+6.46%
1 Year Est. Return
+35.51%
3 Year Est. Return
+105.02%
5 Year Est. Return
+129.21%
10 Year Est. Return
+672.54%
AUM
$43.7B
AUM Growth
+$3.68B
Cap. Flow
+$1.99B
Cap. Flow %
4.57%
Top 10 Hldgs %
10.72%
Holding
3,988
New
776
Increased
1,172
Reduced
1,132
Closed
860

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$278M
2
CHTR icon
Charter Communications
CHTR
+$218M
3
EXC icon
Exelon
EXC
+$197M
4
HAL icon
Halliburton
HAL
+$192M
5
AET
Aetna Inc
AET
+$173M

Sector Composition

Rank Sector Weight
1 Healthcare 12.94%
2 Energy 9.47%
3 Financials 9.35%
4 Industrials 8.03%
5 Technology 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PFNX
3751
DELISTED
Pfenex Inc.
PFNX
-16,007
Closed -$157K
SHLO
3752
DELISTED
Shiloh Industries Inc
SHLO
-21,559
Closed -$111K
LOGM
3753
DELISTED
LogMein, Inc.
LOGM
-106,342
Closed -$5.37M
FSB
3754
DELISTED
Franklin Financial Network, Inc.
FSB
-14,070
Closed -$380K
DNR
3755
DELISTED
Denbury Resources, Inc.
DNR
-1,070,919
Closed -$2.38M
NE
3756
CALL
DELISTED
Noble Corporation
NE
-500,000
Closed -$5.17M
PTLA
3757
CALL
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
-305,000
Closed -$6.22M
CHK
3758
PUT
DELISTED
Chesapeake Energy Corporation
CHK
-3,771
Closed -$3.11M
SDRL
3759
PUT
DELISTED
Seadrill Limited Common Stock
SDRL
-1,120
Closed -$990K
OPB
3760
DELISTED
Opus Bank Common Stock
OPB
-269,163
Closed -$9.15M
JCP
3761
DELISTED
J.C. Penney Company, Inc.
JCP
-3,515,986
Closed -$38.9M
TSG
3762
DELISTED
The Stars Group Inc.
TSG
-15,622
Closed -$209K
PBBI
3763
DELISTED
PB Bancorp, Inc. Common Stock
PBBI
-10,631
Closed -$89K
MLNX
3764
DELISTED
Mellanox Technologies, Ltd.
MLNX
-47,576
Closed -$2.58M
MFSF
3765
DELISTED
MutualFirst Financial Inc
MFSF
-11,603
Closed -$292K
TGE
3766
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
-28,459
Closed -$526K
JMEI
3767
DELISTED
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
-2,075
Closed -$135K
BCRH
3768
DELISTED
BLUE CAPITAL REINSURANCE HOLDINGS LTD.
BCRH
-22,013
Closed -$394K
DPLO
3769
DELISTED
DIPLOMAT PHARMACY, INC.
DPLO
-191,401
Closed -$5.24M
ABDC
3770
DELISTED
Alcentra Capital Corp
ABDC
-12,268
Closed -$143K
ACHN
3771
CALL
DELISTED
Achillion Pharmaceuticals
ACHN
-400,000
Closed -$3.09M
WCG
3772
PUT
DELISTED
Wellcare Health Plans, Inc.
WCG
-25,000
Closed -$2.32M
ARQL
3773
DELISTED
Arqule Inc
ARQL
-82,690
Closed -$132K
GWR
3774
DELISTED
Genesee & Wyoming Inc.
GWR
-378,941
Closed -$23.8M
CBM
3775
DELISTED
Cambrex Corporation
CBM
-14,645
Closed -$644K

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Millennium Management's Q2 2016 Portfolio in Review

As of Q2 2016, Millennium Management held 3,988 positions worth $43.7B, up 9.2% from $40B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Millennium Management deployed $1.99B of net new capital in Q2 2016, opening 776 new positions and adding to 1,172 existing holdings. Its largest new stake was Amazon: 8,232,420 shares worth $295M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 12% a quarter earlier, followed by Energy and Financials.

On the sell side, the largest reduction was Yahoo Inc, an estimated $241M trimmed.

  • Millennium Management's largest Q2 2016 buy was Amazon: 8,232,420 shares worth $295M.
  • Millennium Management added most to Charter Communications in Q2 2016, an estimated $218M increase.
  • Millennium Management's biggest Q2 2016 reduction was Yahoo Inc, cutting an estimated $241M.
  • Millennium Management fully exited TIME WARNER CABLE INC NEW COM STK in Q2 2016, selling an estimated $108M.
  • Millennium Management's ten largest holdings make up 11% of its $43.7B portfolio in Q2 2016.
  • Millennium Management opened 776 new positions and closed 860 in Q2 2016.
  • Millennium Management's portfolio value rose 9.2% quarter-over-quarter to $43.7B.

Based on Millennium Management's 13F filing for Q2 2016, filed 15 Aug 2016.