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 | |
|---|---|---|---|---|---|---|
1176
Kraft Heinz
KHC
$30.4B
| $27.6M | 0.02% |
679,155
+374,238
| +123% | +$14.2M |
|
1177
Petrobras
PBR
$120B
| $27.6M | 0.02% |
2,595,700
-540,318
| -17% | -$6.52M |
|
1178
PUT
AutoZone
AZO
$49.1B
| $27.6M | 0.02% |
11,200
+3,700
| +49% | +$8.94M |
|
1179
Payoneer
PAYO
$2.41B
| $27.6M | 0.02% |
5,044,363
-891,969
| -15% | -$5.6M |
|
|
KVSC
1180
DELISTED
Khosla Ventures Acquisition Co. III Class A Common Stock
KVSC
| $27.6M | 0.02% |
2,770,239
-835
| -0% | -$8.28K |
|
1181
Tandem Diabetes Care
TNDM
$1.55B
| $27.6M | 0.02% |
613,335
+540,252
| +739% | +$24.5M |
|
1182
SouthState Bank Corp
SSB
$10.4B
| $27.5M | 0.02% |
360,399
-220,131
| -38% | -$18.5M |
|
1183
Teck Resources
TECK
$34.4B
| $27.5M | 0.02% |
727,107
-1,056,905
| -59% | -$36.6M |
|
1184
Baker Hughes
BKR
$61.5B
| $27.4M | 0.02% |
928,851
+760,777
| +453% | +$21M |
|
1185
Golub Capital BDC
GBDC
$3.44B
| $27.4M | 0.02% |
2,083,931
+1,568,572
| +304% | +$20.7M |
|
|
CIVI
1186
DELISTED
Civitas Resources
CIVI
| $27.4M | 0.02% |
473,250
-152,039
| -24% | -$9.8M |
|
1187
Westamerica Bancorp
WABC
$1.35B
| $27.4M | 0.02% |
464,387
+169,570
| +58% | +$9.97M |
|
1188
PUT
Kimberly-Clark
KMB
$37B
| $27.4M | 0.02% |
201,600
-132,400
| -40% | -$16.8M |
|
|
OSH
1189
DELISTED
Oak Street Health, Inc.
OSH
| $27.4M | 0.02% |
1,271,592
+857,198
| +207% | +$17.9M |
|
1190
Philip Morris
PM
$298B
| $27.3M | 0.02% |
270,210
+89,928
| +50% | +$8.49M |
|
1191
Comfort Systems
FIX
$56.7B
| $27.3M | 0.02% |
237,463
+182,443
| +332% | +$21.2M |
|
|
BERY
1192
DELISTED
Berry Global Group, Inc.
BERY
| $27.3M | 0.02% |
491,405
-1,344,066
| -73% | -$65.9M |
|
1193
Wabash National
WNC
$491M
| $27.3M | 0.02% |
1,206,262
+712,620
| +144% | +$15.5M |
|
1194
Progyny
PGNY
$1.95B
| $27.3M | 0.02% |
875,136
+617,830
| +240% | +$22.3M |
|
1195
Packaging Corp of America
PKG
$22.2B
| $27.1M | 0.02% |
212,147
+204,403
| +2,640% | +$25.6M |
|
1196
TFI International
TFII
$11.2B
| $27.1M | 0.02% |
270,340
-21,679
| -7% | -$2.16M |
|
|
CCRN
1197
DELISTED
Cross Country Healthcare
CCRN
| $27.1M | 0.02% |
1,018,779
+180,232
| +21% | +$5.88M |
|
1198
PUT
LyondellBasell Industries
LYB
$21.1B
| $27.1M | 0.02% |
326,000
-67,000
| -17% | -$5.49M |
|
1199
Ameriprise Financial
AMP
$49.6B
| $27.1M | 0.02% |
86,897
-171,891
| -66% | -$52.4M |
|
1200
CALL
TC Energy
TRP
$64.7B
| $27.1M | 0.02% |
501,500
+1,500
| +0.3% | +$65.1K |
|
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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.