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 |
Invesco QQQ Trust
QQQ
|
+$917M |
| 2 |
Salesforce
CRM
|
+$378M |
| 3 |
Boeing
BA
|
+$297M |
| 4 |
DexCom
DXCM
|
+$292M |
| 5 |
Amazon
AMZN
|
+$267M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
DRE
Duke Realty Corp.
DRE
|
+$779M |
| 2 |
Chevron
CVX
|
+$569M |
| 3 |
Home Depot
HD
|
+$292M |
| 4 |
PepsiCo
PEP
|
+$259M |
| 5 |
Chubb
CB
|
+$248M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 52.94% |
| 2 | Technology | 8.23% |
| 3 | Healthcare | 7.53% |
| 4 | Financials | 7.5% |
| 5 | Industrials | 5.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AGNT
3576
AGNT Inc
AGNT
$709M
| $1.87M | ﹤0.01% |
168,897
-1,219,382
| -88% | -$14.8M |
|
|
UMH
3577
UMH Properties
UMH
$1.41B
| $1.87M | ﹤0.01% |
+116,219
| New | +$1.96M |
|
3578
Equity Bancshares
EQBK
$1.02B
| $1.87M | ﹤0.01% |
57,196
+21,686
| +61% | +$749K |
|
3579
Cartesian Therapeutics
RNAC
$290M
| $1.87M | ﹤0.01% |
55,097
-106,428
| -66% | -$4.53M |
|
3580
Marcus & Millichap
MMI
$1.23B
| $1.87M | ﹤0.01% |
+54,195
| New | +$1.92M |
|
3581
Kodak
KODK
$885M
| $1.86M | ﹤0.01% |
610,980
+304,910
| +100% | +$1.34M |
|
3582
CALL
Mercado Libre
MELI
$99.7B
| $1.86M | ﹤0.01% |
2,200
-800
| -27% | -$712K |
|
3583
PUT
Zoetis
ZTS
$32B
| $1.86M | ﹤0.01% |
12,700
-22,300
| -64% | -$3.3M |
|
3584
Limoneira
LMNR
$250M
| $1.86M | ﹤0.01% |
152,075
-79,763
| -34% | -$1.02M |
|
3585
Banco Santander
SAN
$213B
| $1.86M | ﹤0.01% |
629,631
+317,339
| +102% | +$866K |
|
3586
ARK Genomic Revolution ETF
ARKG
$1.88B
| $1.85M | ﹤0.01% |
65,630
-7,647
| -10% | -$243K |
|
|
INFA
3587
DELISTED
Informatica
INFA
| $1.85M | ﹤0.01% |
+113,563
| New | +$2.04M |
|
3588
Amplify Junior Silver Miners ETF
SILJ
$4.2B
| $1.85M | ﹤0.01% |
+175,000
| New | +$1.77M |
|
3589
TAL Education Group
TAL
$6.62B
| $1.84M | ﹤0.01% |
261,623
-140,453
| -35% | -$778K |
|
3590
CALL
Willis Towers Watson
WTW
$31.9B
| $1.83M | ﹤0.01% |
+7,500
| New | +$1.71M |
|
|
GHL
3591
DELISTED
Greenhill & Co., Inc.
GHL
| $1.83M | ﹤0.01% |
178,536
+7,314
| +4% | +$63.2K |
|
3592
Liberty Media Series C
FWONK
$25.5B
| $1.83M | ﹤0.01% |
31,586
-13,007
| -29% | -$744K |
|
3593
State Street SPDR S&P Insurance ETF
KIE
$709M
| $1.82M | ﹤0.01% |
+44,563
| New | +$1.8M |
|
3594
Central Garden & Pet Co
CENT
$2.74B
| $1.82M | ﹤0.01% |
60,891
+20,485
| +51% | +$648K |
|
|
API
3595
Agora
API
$347M
| $1.82M | ﹤0.01% |
465,355
-37,884
| -8% | -$125K |
|
3596
Invivyd
IVVD
$284M
| $1.82M | ﹤0.01% |
1,211,099
+714,402
| +144% | +$1.99M |
|
|
CS
3597
DELISTED
Credit Suisse Group
CS
| $1.81M | ﹤0.01% |
595,378
+504,798
| +557% | +$1.96M |
|
3598
La-Z-Boy
LZB
$1.3B
| $1.81M | ﹤0.01% |
79,228
-138,435
| -64% | -$3.37M |
|
3599
Moody's
MCO
$89.2B
| $1.81M | ﹤0.01% |
6,482
-36,854
| -85% | -$10.1M |
|
3600
Olema Pharmaceuticals
OLMA
$899M
| $1.8M | ﹤0.01% |
735,953
+57,355
| +8% | +$167K |
|
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Israel Englander's Q4 2022 Portfolio in Review
As of Q4 2022, Israel Englander held 7,859 positions worth $181B, up 6.9% from $169B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Israel Englander's Q4 2022 filing shows 848 new, 2,516 increased, 2,491 reduced and 1,332 closed positions. Its largest new stake was Keurig Dr Pepper: 4,680,704 shares worth $167M. The largest sale was Duke Realty Corp., an estimated $779M.
By sector, the portfolio is most concentrated in Miscellaneous at 53% of assets, down from 55% a quarter earlier, followed by Technology and Healthcare.
- Israel Englander's largest Q4 2022 buy was Keurig Dr Pepper: 4,680,704 shares worth $167M.
- Israel Englander added most to Invesco QQQ Trust in Q4 2022, an estimated $917M increase.
- Israel Englander's biggest Q4 2022 reduction was Chevron, cutting an estimated $569M.
- Israel Englander fully exited Duke Realty Corp. in Q4 2022, selling an estimated $779M.
- Israel Englander's ten largest holdings make up 20% of its $181B portfolio in Q4 2022.
- Israel Englander opened 848 new positions and closed 1,332 in Q4 2022.
- Israel Englander's portfolio value rose 6.9% quarter-over-quarter to $181B.
Based on Millennium Management's 13F filing for Q4 2022, filed 14 Feb 2023.