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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
+7.07%
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
$81.6B
AUM Growth
+$4.93B
Cap. Flow
+$2.31B
Cap. Flow %
2.83%
Top 10 Hldgs %
10.43%
Holding
4,590
New
841
Increased
1,291
Reduced
1,638
Closed
748

Top Buys

Rank Stock Value
1
FTV icon
Fortive
FTV
+$1.39B
2
ANDV
Andeavor
ANDV
+$1B
3
C icon
Citigroup
C
+$332M
4
AAPL icon
Apple
AAPL
+$307M
5
ORCL icon
Oracle
ORCL
+$228M

Sector Composition

Rank Sector Weight
1 Technology 13.4%
2 Financials 12.54%
3 Healthcare 11.73%
4 Consumer Discretionary 9.48%
5 Industrials 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GST
4501
DELISTED
Gastar Exploration Inc.
GST
-2,446,898
Closed -$1.37M
CHFN
4502
DELISTED
Charter Financial Corp
CHFN
-26,686
Closed -$644K
ILG
4503
DELISTED
ILG, Inc Common Stock
ILG
-972,585
Closed -$32.1M
COTV
4504
DELISTED
Cotiviti Holdings, Inc.
COTV
-70,335
Closed -$3.1M
ACSF
4505
DELISTED
American Capital Senior Floating, Ltd.
ACSF
-20,261
Closed -$249K
SIGM
4506
DELISTED
Sigma Designs Inc
SIGM
-52,488
Closed -$320K
SHLM
4507
DELISTED
Schulman (A.) Inc
SHLM
-6,816
Closed -$303K
PAY
4508
DELISTED
Verifone Systems Inc
PAY
-89,008
Closed -$2.03M
FFKT
4509
DELISTED
Farmers Capital Bank Corp
FFKT
-8,680
Closed -$452K
MATR
4510
DELISTED
Mattersight Corp.
MATR
-140,664
Closed -$376K
KYE
4511
DELISTED
Kayne Anderson Energy
KYE
-15,932
Closed -$151K
TAX
4512
DELISTED
Liberty Tax, Inc. Class A
TAX
-90,266
Closed -$729K
NSM
4513
DELISTED
Nationstar Mortgage Holdings
NSM
-100,002
Closed -$1.75M
QCP
4514
DELISTED
Quality Care Properties, Inc.
QCP
-670,981
Closed -$14.4M
KLDX
4515
DELISTED
KLONDEX MINES LTD
KLDX
-128,100
Closed -$296K
RSPP
4516
DELISTED
RSP Permian, Inc.
RSPP
-1,054,966
Closed -$46.4M
FNGN
4517
DELISTED
Financial Engines, Inc.
FNGN
-53,310
Closed -$2.39M
VR
4518
DELISTED
Validus Hold Ltd
VR
-1,074,590
Closed -$72.6M
JASO
4519
DELISTED
JA Solar Holdings, Co., Ltd
JASO
-25,405
Closed -$173K
TNTR
4520
DELISTED
Tintri, Inc. Common Stock
TNTR
-33,897
Closed -$8K
KND
4521
DELISTED
Kindred Healthcare
KND
-630,515
Closed -$5.67M
ESTE
4522
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
-297,157
Closed -$2.63M
TEUM
4523
DELISTED
Pareteum Corporation
TEUM
-42,400
Closed -$106K
GGP
4524
DELISTED
GGP Inc.
GGP
-7,525,727
Closed -$154M
DRYS
4525
DELISTED
DryShips Inc. Common Stock
DRYS
-139,198
Closed -$732K

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Millennium Management's Q3 2018 Portfolio in Review

As of Q3 2018, Millennium Management held 4,590 positions worth $81.6B, up 6.4% from $76.7B the previous quarter. Its ten largest holdings account for 10% of the portfolio.

Millennium Management's Q3 2018 filing shows 841 new, 1,291 increased, 1,638 reduced and 748 closed positions. Its largest new stake was Fortive: 27,116,929 shares worth $1.44B. The largest sale was Altaba Inc, an estimated $579M.

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

  • Millennium Management's largest Q3 2018 buy was Fortive: 27,116,929 shares worth $1.44B.
  • Millennium Management added most to Andeavor in Q3 2018, an estimated $1B increase.
  • Millennium Management's biggest Q3 2018 reduction was Altaba Inc, cutting an estimated $579M.
  • Millennium Management fully exited XL Group Ltd. in Q3 2018, selling an estimated $190M.
  • Millennium Management's ten largest holdings make up 10% of its $81.6B portfolio in Q3 2018.
  • Millennium Management opened 841 new positions and closed 748 in Q3 2018.
  • Millennium Management's portfolio value rose 6.4% quarter-over-quarter to $81.6B.

Based on Millennium Management's 13F filing for Q3 2018, filed 14 Nov 2018.