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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
+3.08%
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
$56.1B
AUM Growth
+$1.48B
Cap. Flow
+$974M
Cap. Flow %
1.74%
Top 10 Hldgs %
6.52%
Holding
4,244
New
803
Increased
1,286
Reduced
1,278
Closed
840

Sector Composition

Rank Sector Weight
1 Financials 11.93%
2 Technology 11.65%
3 Healthcare 11.53%
4 Industrials 9.67%
5 Consumer Discretionary 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KMI.WS
4226
DELISTED
Kinder Morgan Inc
KMI.WS
-150,000
Closed
CFNL
4227
DELISTED
Cardinal Financial Corp
CFNL
-143,956
Closed -$4.31M
AIRM
4228
DELISTED
Air Methods Corp
AIRM
-137,043
Closed -$5.89M
WWAV
4229
DELISTED
The WhiteWave Foods Company
WWAV
-321,177
Closed -$18M
HEOP
4230
DELISTED
Heritage Oaks Bancorp
HEOP
-68,149
Closed -$910K
NTT
4231
DELISTED
Nippon Telegraph & Telephone
NTT
-221,441
Closed -$9.49M
ULQ
4232
DELISTED
CLAYMORE US CAPITAL MARKETS MICRO-TERM FIXED INCOME ETF
ULQ
-13,467
Closed -$677K
WOOF
4233
DELISTED
VCA Inc.
WOOF
-13,301
Closed -$1.22M
WOOF
4234
PUT
DELISTED
VCA Inc.
WOOF
-11,500
Closed -$1.05M
CIT
4235
DELISTED
CIT Group Inc.
CIT
-1,600,294
Closed -$68.7M
OB
4236
DELISTED
Onebeacon Insurance Group Ltd
OB
-91,805
Closed -$1.47M
PRMW
4237
DELISTED
Primo Water Corporation
PRMW
-30,064
Closed -$408K
SWFT
4238
CALL
DELISTED
Swift Transportation Company
SWFT
-300,000
Closed -$6.16M
SPN
4239
CALL
DELISTED
Superior Energy Services, Inc.
SPN
-65,000
Closed -$9.27M
HOTRW
4240
DELISTED
CHANTICLEER HLDGS INC WTS EXP 6/11/2017 (DE)
HOTRW
-222,222
Closed -$15K
HR
4241
DELISTED
Healthcare Realty Trust Incorporated
HR
-1,320,937
Closed -$42.9M

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Millennium Management's Q2 2017 Portfolio in Review

As of Q2 2017, Millennium Management held 4,244 positions worth $56.1B, up 2.7% from $54.6B the previous quarter. Its ten largest holdings account for 6.5% of the portfolio.

Millennium Management's Q2 2017 filing shows 803 new, 1,286 increased, 1,278 reduced and 840 closed positions. Its largest new stake was Altaba Inc: 15,840,905 shares worth $863M. The largest sale was American Electric Power, an estimated $290M.

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

  • Millennium Management's largest Q2 2017 buy was Altaba Inc: 15,840,905 shares worth $863M.
  • Millennium Management added most to Electronic Arts in Q2 2017, an estimated $196M increase.
  • Millennium Management's biggest Q2 2017 reduction was American Electric Power, cutting an estimated $290M.
  • Millennium Management fully exited GGP Inc. in Q2 2017, selling an estimated $125M.
  • Millennium Management's ten largest holdings make up 6.5% of its $56.1B portfolio in Q2 2017.
  • Millennium Management opened 803 new positions and closed 840 in Q2 2017.
  • Millennium Management's portfolio value rose 2.7% quarter-over-quarter to $56.1B.

Based on Millennium Management's 13F filing for Q2 2017, filed 14 Aug 2017.