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 | |
|---|---|---|---|---|---|---|
|
LHCG
851
DELISTED
LHC Group LLC
LHCG
| $42.6M | 0.02% |
263,761
-146,086
| -36% | -$24.1M |
|
852
Akamai
AKAM
$15.2B
| $42.6M | 0.02% |
505,206
+453,432
| +876% | +$39.5M |
|
|
MRO
853
DELISTED
Marathon Oil Corporation
MRO
| $42.6M | 0.02% |
1,572,791
-309,999
| -16% | -$8.99M |
|
854
Genpact
G
$6.32B
| $42.5M | 0.02% |
918,348
+740,389
| +416% | +$33.7M |
|
855
Fidelity National Financial
FNF
$12.7B
| $42.3M | 0.02% |
1,124,271
-708,634
| -39% | -$26.6M |
|
|
IPG
856
DELISTED
Interpublic Group of Companies
IPG
| $42.2M | 0.02% |
1,266,031
-505,116
| -29% | -$15.7M |
|
857
Regency Centers
REG
$14B
| $42.2M | 0.02% |
674,477
+287,997
| +75% | +$17.7M |
|
858
PUT
Walt Disney
DIS
$191B
| $42.1M | 0.02% |
485,100
-1,414,700
| -74% | -$135M |
|
859
Allstate
ALL
$65.8B
| $42M | 0.02% |
309,824
-258,742
| -46% | -$33.8M |
|
|
ERF
860
DELISTED
Enerplus Corporation
ERF
| $42M | 0.02% |
2,377,056
-193,497
| -8% | -$3.32M |
|
861
PUT
Verizon
VZ
$208B
| $41.9M | 0.02% |
1,064,700
+30,000
| +3% | +$1.13M |
|
|
MPT
862
Medical Properties Trust
MPT
$2.46B
| $41.9M | 0.02% |
3,758,947
-464,262
| -11% | -$5.4M |
|
863
PUT
The Mosaic Company
MOS
$7.63B
| $41.8M | 0.02% |
952,800
+22,600
| +2% | +$1.12M |
|
864
PUT
SPDR Gold Trust
GLD
$155B
| $41.7M | 0.02% |
246,000
-386,200
| -61% | -$62.2M |
|
865
PUT
Prudential Financial
PRU
$42.3B
| $41.7M | 0.02% |
419,100
+26,300
| +7% | +$2.66M |
|
866
Vertiv
VRT
$98.2B
| $41.7M | 0.02% |
+3,050,116
| New | +$40.7M |
|
|
ONEM
867
DELISTED
1Life Healthcare
ONEM
| $41.6M | 0.02% |
2,491,049
+1,479,261
| +146% | +$25M |
|
868
PagSeguro Digital
PAGS
$2.4B
| $41.6M | 0.02% |
4,754,227
+1,394,741
| +42% | +$16.4M |
|
869
Trade Desk
TTD
$6.24B
| $41.4M | 0.02% |
923,437
+697,632
| +309% | +$35.4M |
|
870
Boston Properties
BXP
$11.2B
| $41.3M | 0.02% |
611,529
+431,786
| +240% | +$30.6M |
|
871
PUT
Etsy
ETSY
$7.99B
| $41.3M | 0.02% |
344,800
-182,400
| -35% | -$20.9M |
|
|
THS
872
DELISTED
Treehouse Foods
THS
| $41.3M | 0.02% |
836,249
-28,465
| -3% | -$1.35M |
|
873
Viking Therapeutics
VKTX
$3.88B
| $41.2M | 0.02% |
4,382,500
+1,279,469
| +41% | +$5.71M |
|
874
Nu Skin
NUS
$232M
| $41.1M | 0.02% |
975,176
+958,725
| +5,828% | +$36.9M |
|
875
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
| $40.9M | 0.02% |
556,129
+47,738
| +9% | +$3.52M |
|
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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.