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 | |
|---|---|---|---|---|---|---|
3751
Bridgewater Bancshares
BWB
$594M
| $1.47M | ﹤0.01% |
108,948
+97,896
| +886% | +$1.03M |
|
3752
Lakeland Financial Corp
LKFN
$1.48B
| $1.47M | ﹤0.01% |
22,603
-122,396
| -84% | -$6.75M |
|
3753
Primis Financial Corp
FRST
$397M
| $1.47M | ﹤0.01% |
+116,208
| New | +$1.13M |
|
3754
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.38B
| $1.47M | ﹤0.01% |
36,680
-38,224
| -51% | -$1.37M |
|
3755
CALL
Illinois Tool Works
ITW
$79.8B
| $1.47M | ﹤0.01% |
5,600
-46,900
| -89% | -$11.2M |
|
3756
Oxford Square Capital
OXSQ
$146M
| $1.47M | ﹤0.01% |
512,801
-70,012
| -12% | -$205K |
|
|
VGR
3757
PUT
DELISTED
Vector Group Ltd.
VGR
| $1.47M | ﹤0.01% |
130,000
-290,700
| -69% | -$3.15M |
|
3758
Clover Health Investments
CLOV
$2.25B
| $1.46M | ﹤0.01% |
1,530,903
-2,493,765
| -62% | -$2.45M |
|
3759
NuScale Power
SMR
$3.81B
| $1.45M | ﹤0.01% |
440,256
+278,275
| +172% | +$989K |
|
3760
Vanguard Total Bond Market
BND
$161B
| $1.45M | ﹤0.01% |
19,670
-6,282
| -24% | -$444K |
|
3761
York Water
YORW
$554M
| $1.45M | ﹤0.01% |
37,441
-26,914
| -42% | -$1.01M |
|
3762
Independent Bank
INDB
$3.89B
| $1.45M | ﹤0.01% |
21,970
-57,503
| -72% | -$3.17M |
|
3763
CALL
Maravai LifeSciences
MRVI
$1.14B
| $1.44M | ﹤0.01% |
220,300
+100,300
| +84% | +$648K |
|
3764
CALL
Organon & Co
OGN
$3.61B
| $1.44M | ﹤0.01% |
100,000
+50,000
| +100% | +$680K |
|
3765
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
| $1.44M | ﹤0.01% |
+28,120
| New | +$1.41M |
|
3766
Moelis & Co
MC
$5.07B
| $1.44M | ﹤0.01% |
25,673
-1,513
| -6% | -$71.1K |
|
3767
Bakkt Inc
BKKT
$347M
| $1.44M | ﹤0.01% |
25,845
+23,166
| +865% | +$802K |
|
|
KW
3768
DELISTED
Kennedy-Wilson Holdings
KW
| $1.44M | ﹤0.01% |
116,222
+60,512
| +109% | +$758K |
|
3769
Edgewise Therapeutics
EWTX
$4.64B
| $1.44M | ﹤0.01% |
131,355
+95,462
| +266% | +$670K |
|
3770
Lightwave Logic
LWLG
$846M
| $1.44M | ﹤0.01% |
288,399
-111,196
| -28% | -$524K |
|
3771
ThredUp
TDUP
$357M
| $1.44M | ﹤0.01% |
638,044
+392,822
| +160% | +$1.02M |
|
|
FLNA
3772
Filana Therapeutics
FLNA
$44.9M
| $1.43M | ﹤0.01% |
+66,885
| New | +$1.41M |
|
3773
PUT
Packaging Corp of America
PKG
$21.4B
| $1.43M | ﹤0.01% |
8,800
+4,900
| +126% | +$771K |
|
3774
PUT
Public Storage
PSA
$58.5B
| $1.43M | ﹤0.01% |
4,700
-1,900
| -29% | -$504K |
|
3775
Jakks Pacific
JAKK
$291M
| $1.43M | ﹤0.01% |
40,191
-271,615
| -87% | -$7.02M |
|
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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.