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Israel Englander Millennium Management

AUM $276B
1-Year Est. Return 44.8%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+9.93%
1 Year Est. Return
+44.8%
3 Year Est. Return
+127.22%
5 Year Est. Return
+155.52%
10 Year Est. Return
+768.06%
AUM
$181B
AUM Growth
+$11.6B
Cap. Flow
+$3.38B
Cap. Flow %
1.87%
Top 10 Hldgs %
19.95%
Holding
7,859
New
848
Increased
2,516
Reduced
2,491
Closed
1,333

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$917M
2
CRM icon
Salesforce
CRM
+$378M
3
BA icon
Boeing
BA
+$297M
4
DXCM icon
DexCom
DXCM
+$292M
5
AMZN icon
Amazon
AMZN
+$267M

Top Sells

Rank Stock Value
1
DRE
Duke Realty Corp.
DRE
+$779M
2
CVX icon
Chevron
CVX
+$569M
3
HD icon
Home Depot
HD
+$292M
4
PEP icon
PepsiCo
PEP
+$259M
5
CB icon
Chubb
CB
+$248M

Sector Composition

Rank Sector Weight
1 Technology 8.23%
2 Healthcare 7.53%
3 Financials 7.5%
4 Industrials 5.83%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGL icon
6476
Agilon Health
AGL
$1.56B
– –
-32,593
Closed -$19.1M
AGX icon
6477
Argan
AGX
$6.46B
– –
-9,620
Closed -$309K
AHG
6478
Akso Health Group
AHG
$848M
– –
-14,959
Closed -$14K
AKO.B icon
6479
Embotelladora Andina Series B
AKO.B
$4.86B
– –
-12,420
Closed -$126K
CHGA
6480
Change Agents Corp
CHGA
$3.63M
– –
-234
Closed -$23K
ALC icon
6481
CALL
Alcon
ALC
$35.2B
– –
-80,000
Closed -$4.65M
ALC icon
6482
PUT
Alcon
ALC
$35.2B
– –
-80,000
Closed -$4.65M
ALKT icon
6483
Alkami Technology
ALKT
$2.15B
– –
-40,086
Closed -$603K
ALLY icon
6484
CALL
Ally Financial
ALLY
$12.9B
– –
-100,000
Closed -$2.78M
ALNY icon
6485
Alnylam Pharmaceuticals
ALNY
$32B
– –
-172,770
Closed -$36.9M
ALRS icon
6486
Alerus Financial
ALRS
$817M
– –
-32,999
Closed -$729K
ALTI icon
6487
AlTi Global
ALTI
$469M
– –
-1,190,769
Closed -$11.8M
AMBO
6488
Ambow Education Holding
AMBO
$5.89M
– –
-1,763
Closed -$5K
AMED
6489
CALL
DELISTED
Amedisys
AMED
– –
-30,000
Closed -$2.9M
AMRC icon
6490
Ameresco
AMRC
$1.12B
– –
-269,868
Closed -$17.9M
AN icon
6491
CALL
AutoNation
AN
$6.38B
– –
-10,000
Closed -$1.02M
ANIX icon
6492
Anixa Biosciences
ANIX
$129M
– –
-36,249
Closed -$178K
APCX
6493
DELISTED
AppTech Payments
APCX
– –
-15,139
Closed -$10K
APLD icon
6494
Applied Digital
APLD
$8.07B
– –
-26,583
Closed -$45K
APLS
6495
PUT
DELISTED
Apellis Pharmaceuticals
APLS
– –
-80,000
Closed -$5.46M
APM
6496
DELISTED
Aptorum Group
APM
– –
-1,445
Closed -$17K
APTV icon
6497
CALL
Aptiv
APTV
$9.59B
– –
-4,400
Closed -$344K
AREC icon
6498
American Resources Corp
AREC
$276M
– –
-252,642
Closed -$675K
ARKG icon
6499
CALL
ARK Genomic Revolution ETF
ARKG
$1.98B
– –
-40,000
Closed -$1.31M
ASM
6500
Avino Silver & Gold Mines
ASM
$1.26B
– –
-102,726
Closed -$52K
258 259
260
261 262

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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 1,333 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 Technology at 8.2% of assets, up from 7.9% a quarter earlier, followed by Healthcare and Financials.

  • 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 1,333 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.