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 | 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 | |
|---|---|---|---|---|---|---|
751
CALL
Southern Company
SO
$102B
| $50.1M | 0.03% |
701,900
+217,200
| +45% | +$14.5M |
|
752
KBR
KBR
$4.86B
| $50M | 0.03% |
946,639
+506,104
| +115% | +$25.2M |
|
753
TC Energy
TRP
$64.6B
| $50M | 0.03% |
1,252,986
+790,495
| +171% | +$34.3M |
|
754
State Street
STT
$51.4B
| $49.8M | 0.03% |
642,270
+411,055
| +178% | +$30.3M |
|
755
Pinterest
PINS
$13.3B
| $49.8M | 0.03% |
2,049,604
-416,196
| -17% | -$9.93M |
|
|
SMAR
756
DELISTED
Smartsheet Inc.
SMAR
| $49.6M | 0.03% |
1,260,196
+283,343
| +29% | +$9.66M |
|
757
PUT
Target
TGT
$75.1B
| $49.5M | 0.03% |
332,200
-95,700
| -22% | -$15M |
|
758
Scorpio Tankers
STNG
$3.93B
| $49.5M | 0.03% |
919,714
-50,785
| -5% | -$2.54M |
|
759
Ironwood Pharmaceuticals
IRWD
$709M
| $49.4M | 0.03% |
3,989,942
+2,184,767
| +121% | +$24.8M |
|
760
CALL
Truist Financial
TFC
$61.6B
| $49.4M | 0.03% |
1,148,500
+406,100
| +55% | +$17.8M |
|
761
CALL
Mondelez International
MDLZ
$82.3B
| $49.1M | 0.03% |
736,900
-61,000
| -8% | -$3.86M |
|
762
iShares Global Clean Energy ETF
ICLN
$2.2B
| $48.9M | 0.03% |
2,462,716
-24,236
| -1% | -$476K |
|
763
Vistra
VST
$45.7B
| $48.8M | 0.03% |
2,103,554
+1,450,101
| +222% | +$33.6M |
|
764
SM Energy
SM
$8.85B
| $48.5M | 0.03% |
1,391,860
+897,855
| +182% | +$37.3M |
|
765
PUT
Air Products & Chemicals
APD
$67.9B
| $48.5M | 0.03% |
157,200
-141,000
| -47% | -$39.7M |
|
766
Caesars Entertainment
CZR
$6.06B
| $48.4M | 0.03% |
1,164,522
+319,494
| +38% | +$14.2M |
|
767
Perrigo
PRGO
$1.98B
| $48.4M | 0.03% |
1,420,648
+1,021,709
| +256% | +$36M |
|
768
PUT
Domino's
DPZ
$11.3B
| $48.4M | 0.03% |
139,800
-20,300
| -13% | -$7.1M |
|
769
CALL
Analog Devices
ADI
$182B
| $48.4M | 0.03% |
295,000
+145,800
| +98% | +$22.8M |
|
770
Visteon
VC
$2.83B
| $48.4M | 0.03% |
369,750
-104,271
| -22% | -$13.9M |
|
771
Liberty Energy
LBRT
$3.16B
| $48.3M | 0.03% |
3,014,685
-178,170
| -6% | -$2.83M |
|
772
PUT
Biogen
BIIB
$32B
| $48.1M | 0.03% |
173,800
+9,600
| +6% | +$2.71M |
|
|
SWN
773
DELISTED
Southwestern Energy Company
SWN
| $48.1M | 0.03% |
8,224,910
+5,333,675
| +184% | +$35.1M |
|
774
Roper Technologies
ROP
$40.7B
| $47.9M | 0.03% |
110,887
+37,447
| +51% | +$15.4M |
|
775
Wabtec
WAB
$50.3B
| $47.8M | 0.03% |
478,956
+197,606
| +70% | +$18.9M |
|
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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.