Israel Englander Millennium Management
Israel “Izzy” Englander is the founder of Millennium Management, one of the world’s largest multi-strategy hedge fund platforms. Millennium allocates capital across hundreds of independent teams rather than a single house view, with rigorous risk controls at the platform level. Englander’s model has been highly influential in the rise of pod-shop multi-manager structures across the industry.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$4.37B |
| 2 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$488M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$449M |
| 4 |
Apple
AAPL
|
+$402M |
| 5 |
HES
Hess
HES
|
+$377M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.47B |
| 2 |
ATVI
Activision Blizzard
ATVI
|
+$1.44B |
| 3 |
NVIDIA
NVDA
|
+$783M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$722M |
| 5 |
SGEN
Seagen Inc. Common Stock
SGEN
|
+$650M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 58.76% |
| 2 | Technology | 8.34% |
| 3 | Healthcare | 6.09% |
| 4 | Financials | 5% |
| 5 | Consumer Discretionary | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CMA
2526
CALL
DELISTED
Comerica
CMA
| $6.22M | ﹤0.01% |
111,500
+64,400
| +137% | +$2.91M |
|
2527
Bain Capital Specialty
BCSF
$774M
| $6.22M | ﹤0.01% |
412,872
+153,839
| +59% | +$2.34M |
|
2528
iShares MSCI USA Momentum Factor ETF
MTUM
$24.4B
| $6.21M | ﹤0.01% |
+39,603
| New | +$5.81M |
|
2529
Main Street Capital
MAIN
$5.47B
| $6.21M | ﹤0.01% |
143,652
-144,345
| -50% | -$5.9M |
|
|
PLGO
2530
Pelagos Insurance Capital
PLGO
$2.1B
| $6.21M | ﹤0.01% |
490,030
+397,369
| +429% | +$5.33M |
|
2531
Hyster-Yale Materials Handling
HY
$609M
| $6.2M | ﹤0.01% |
99,666
-99,181
| -50% | -$4.72M |
|
2532
Brookfield Renewable
BEPC
$5.99B
| $6.17M | ﹤0.01% |
214,435
-40,401
| -16% | -$1.03M |
|
2533
Zumiez
ZUMZ
$307M
| $6.16M | ﹤0.01% |
302,940
-34,767
| -10% | -$623K |
|
|
AMAM
2534
DELISTED
Ambrx Biopharma Inc
AMAM
| $6.16M | ﹤0.01% |
432,709
-31,924
| -7% | -$363K |
|
2535
Allogene Therapeutics
ALLO
$698M
| $6.16M | ﹤0.01% |
1,919,014
+1,794,616
| +1,443% | +$5.09M |
|
2536
Upstart Holdings
UPST
$2.83B
| $6.15M | ﹤0.01% |
150,502
+125,150
| +494% | +$3.81M |
|
2537
Paychex
PAYX
$45.2B
| $6.15M | ﹤0.01% |
51,604
-572,621
| -92% | -$67.8M |
|
2538
IAMGOLD
IAG
$11.8B
| $6.13M | ﹤0.01% |
2,422,947
-1,283,241
| -35% | -$3.08M |
|
2539
PUT
EPAM Systems
EPAM
$5.92B
| $6.1M | ﹤0.01% |
20,500
+6,600
| +47% | +$1.68M |
|
2540
PUT
Peloton Interactive
PTON
$2.39B
| $6.09M | ﹤0.01% |
+1,000,000
| New | +$5.39M |
|
2541
Kodiak Gas Services
KGS
$5.83B
| $6.09M | ﹤0.01% |
+303,078
| New | +$5.46M |
|
2542
Astronics
ATRO
$3.26B
| $6.07M | ﹤0.01% |
418,458
+209,826
| +101% | +$2.75M |
|
2543
PUT
BioMarin Pharmaceuticals
BMRN
$12.5B
| $6.07M | ﹤0.01% |
63,000
+38,700
| +159% | +$3.42M |
|
2544
Vishay Precision Group
VPG
$833M
| $6.07M | ﹤0.01% |
178,226
+7,589
| +4% | +$238K |
|
|
OLO
2545
DELISTED
Olo Inc
OLO
| $6.07M | ﹤0.01% |
1,061,531
+20,992
| +2% | +$115K |
|
|
PNNT
2546
Pennant Park Investment Corp
PNNT
$242M
| $6.06M | ﹤0.01% |
876,893
-256,891
| -23% | -$1.66M |
|
|
OPLN
2547
Openlane
OPLN
$4.28B
| $6.03M | ﹤0.01% |
407,300
+276,743
| +212% | +$4.02M |
|
2548
IES Holdings
IESC
$12.3B
| $6.03M | ﹤0.01% |
152,176
-123,552
| -45% | -$4.31M |
|
2549
CALL
CSX Corp
CSX
$95B
| $6.02M | ﹤0.01% |
173,500
+19,700
| +13% | +$628K |
|
2550
Campbell Soup
CPB
$6.98B
| $6.01M | ﹤0.01% |
139,058
-172,961
| -55% | -$7.11M |
|
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Israel Englander's Q4 2023 Portfolio in Review
As of Q4 2023, Israel Englander held 6,891 positions worth $231B, up 17% from $198B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Israel Englander's Q4 2023 filing shows 816 new, 2,304 increased, 2,388 reduced and 883 closed positions. Its largest new stake was Ferguson: 906,589 shares worth $175M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $2.47B.
By sector, the portfolio is most concentrated in Miscellaneous at 59% of assets, up from 55% a quarter earlier, followed by Technology and Healthcare.
- Israel Englander's largest Q4 2023 buy was Ferguson: 906,589 shares worth $175M.
- Israel Englander added most to iShares Core S&P 500 ETF in Q4 2023, an estimated $4.37B increase.
- Israel Englander's biggest Q4 2023 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $2.47B.
- Israel Englander fully exited Activision Blizzard in Q4 2023, selling an estimated $1.44B.
- Israel Englander's ten largest holdings make up 21% of its $231B portfolio in Q4 2023.
- Israel Englander opened 816 new positions and closed 883 in Q4 2023.
- Israel Englander's portfolio value rose 17% quarter-over-quarter to $231B.
Based on Millennium Management's 13F filing for Q4 2023, filed 14 Feb 2024.