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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
GUNR icon
6676
Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
$7.37B
– –
-6,000
Closed -$226K
GUSH icon
6677
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF
GUSH
$260M
– –
-9,644
Closed -$309K
HACK icon
6678
Amplify Cybersecurity ETF
HACK
$2.82B
– –
-24,026
Closed -$1.04M
HAE icon
6679
CALL
Haemonetics
HAE
$4.93B
– –
-10,000
Closed -$740K
HAS icon
6680
PUT
Hasbro
HAS
$13.5B
– –
-53,500
Closed -$3.61M
HAYW icon
6681
Hayward Holdings
HAYW
$3.08B
– –
-365,229
Closed -$3.24M
HBB icon
6682
Hamilton Beach Brands
HBB
$450M
– –
-27,370
Closed -$319K
HCTI icon
6683
Healthcare Triangle
HCTI
$12.4M
– –
0
– -$4K
HD icon
6684
Home Depot
HD
$336B
– –
-958,294
Closed -$292M
HDB icon
6685
HDFC Bank
HDB
$121B
– –
-85,200
Closed -$2.49M
HFFG icon
6686
HF Foods Group
HFFG
$97.6M
– –
-100,498
Closed -$389K
HL icon
6687
Hecla Mining
HL
$13.7B
– –
-859,887
Closed -$3.39M
HLIO icon
6688
Helios Technologies
HLIO
$2.44B
– –
-38,567
Closed -$1.95M
HLN icon
6689
Haleon
HLN
$44.7B
– –
-31,115
Closed -$189K
HNRG icon
6690
Hallador Energy
HNRG
$752M
– –
-28,953
Closed -$163K
HOG icon
6691
PUT
Harley-Davidson
HOG
$2.94B
– –
-20,000
Closed -$698K
HOLO icon
6692
MicroCloud Hologram
HOLO
$41.7M
– –
-1
Closed -$25K
HOLX
6693
DELISTED
Hologic
HOLX
– –
-18,362
Closed -$1.31M
RKTO
6694
Rocket One Inc
RKTO
$18.4M
– –
-672
Closed -$6K
HPQ icon
6695
CALL
HP
HPQ
$26.1B
– –
-336,600
Closed -$8.39M
HR icon
6696
Healthcare Realty
HR
$6.62B
– –
-25,931
Closed -$541K
HSBC icon
6697
HSBC
HSBC
$357B
– –
-41,280
Closed -$1.08M
HSII
6698
DELISTED
Heidrick & Struggles
HSII
– –
-61,168
Closed -$1.59M
STRR
6699
Star Equity Holdings
STRR
$37.3M
– –
-12,797
Closed -$430K
HUMA icon
6700
Humacyte
HUMA
$184M
– –
-423,880
Closed -$1.38M
266 267
268
269 270

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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.