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 | Technology | 8.34% |
| 2 | Healthcare | 6.09% |
| 3 | Financials | 5% |
| 4 | Consumer Discretionary | 4.53% |
| 5 | Industrials | 4.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1151
TransDigm Group
TDG
$65.6B
| $31M | 0.01% |
30,605
+14,838
| +94% | +$13.7M |
|
1152
Dominion Energy
D
$58.6B
| $30.9M | 0.01% |
658,274
+386,409
| +142% | +$17.2M |
|
1153
McDonald's
MCD
$192B
| $30.9M | 0.01% |
104,334
-837,697
| -89% | -$228M |
|
1154
Imperial Oil
IMO
$64.9B
| $30.9M | 0.01% |
541,538
+524,204
| +3,024% | +$30.1M |
|
|
VRE
1155
DELISTED
Veris Residential
VRE
| $30.9M | 0.01% |
1,964,768
+512,731
| +35% | +$7.63M |
|
1156
UGI
UGI
$8.23B
| $30.9M | 0.01% |
1,255,184
-2,414,041
| -66% | -$53.3M |
|
1157
RTX Corp
RTX
$282B
| $30.9M | 0.01% |
366,964
-1,636,827
| -82% | -$130M |
|
1158
Timken Company
TKR
$8.51B
| $30.9M | 0.01% |
385,152
+83,629
| +28% | +$6.15M |
|
1159
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
| $30.9M | 0.01% |
820,932
-316,719
| -28% | -$11M |
|
1160
HCA Healthcare
HCA
$92.7B
| $30.8M | 0.01% |
113,947
-52,446
| -32% | -$13M |
|
1161
Scorpio Tankers
STNG
$3.89B
| $30.8M | 0.01% |
506,511
+435,494
| +613% | +$24.5M |
|
1162
First Citizens BancShares
FCNCA
$24.5B
| $30.8M | 0.01% |
21,701
-8,015
| -27% | -$11.3M |
|
|
TGH
1163
DELISTED
Textainer Group Holdings limited
TGH
| $30.8M | 0.01% |
625,046
+604,690
| +2,971% | +$27.8M |
|
1164
PUT
Edwards Lifesciences
EW
$51.9B
| $30.7M | 0.01% |
402,100
-106,600
| -21% | -$7.42M |
|
1165
Phreesia
PHR
$717M
| $30.6M | 0.01% |
1,321,749
+26,754
| +2% | +$462K |
|
1166
Penumbra
PEN
$12.8B
| $30.5M | 0.01% |
121,336
-64,050
| -35% | -$14.2M |
|
1167
PUT
Xerox
XRX
$372M
| $30.5M | 0.01% |
1,662,600
+307,300
| +23% | +$4.54M |
|
1168
Kohl's
KSS
$1.99B
| $30.5M | 0.01% |
1,061,748
-1,830,198
| -63% | -$42.9M |
|
1169
Wingstop
WING
$3.14B
| $30.4M | 0.01% |
118,604
-8,735
| -7% | -$1.89M |
|
1170
PUT
Aflac
AFL
$58.5B
| $30.4M | 0.01% |
368,300
+16,800
| +5% | +$1.35M |
|
1171
CALL
Sysco
SYY
$39.8B
| $30.4M | 0.01% |
415,200
+5,200
| +1% | +$359K |
|
1172
Procore
PCOR
$9.35B
| $30.3M | 0.01% |
438,280
+121,743
| +38% | +$7.51M |
|
1173
RLJ Lodging Trust
RLJ
$1.78B
| $30.2M | 0.01% |
2,576,682
+1,505,423
| +141% | +$15.6M |
|
1174
CALL
Dollar Tree
DLTR
$25.5B
| $30.1M | 0.01% |
211,900
+33,900
| +19% | +$4.01M |
|
1175
Yum! Brands
YUM
$42.7B
| $30.1M | 0.01% |
+230,199
| New | +$28.7M |
|
Similar funds
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 deployed $7.99B of net new capital in Q4 2023, opening 816 new positions and adding to 2,304 existing holdings. Its largest new stake was Ferguson: 906,589 shares worth $175M.
By sector, the portfolio is most concentrated in Technology at 8.3% of assets, down from 9.2% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $2.47B trimmed.
- 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.