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 |
DRE
Duke Realty Corp.
DRE
|
+$886M |
| 2 |
Chevron
CVX
|
+$595M |
| 3 |
Union Pacific
UNP
|
+$360M |
| 4 |
Baxter International
BAX
|
+$276M |
| 5 |
Xcel Energy
XEL
|
+$252M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$520M |
| 2 |
NXP Semiconductors
NXPI
|
+$248M |
| 3 |
Oracle
ORCL
|
+$242M |
| 4 |
Amgen
AMGN
|
+$197M |
| 5 |
Eli Lilly
LLY
|
+$186M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 8.19% |
| 2 | Technology | 7.88% |
| 3 | Healthcare | 6.85% |
| 4 | Industrials | 5.04% |
| 5 | Consumer Discretionary | 4.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SWN
1451
DELISTED
Southwestern Energy Company
SWN
| $17.7M | 0.01% |
2,891,235
-7,975,309
| -73% | -$55.2M |
|
1452
Infosys
INFY
$48.7B
| $17.6M | 0.01% |
1,039,212
-1,611,584
| -61% | -$30.1M |
|
1453
Clarus
CLAR
$145M
| $17.6M | 0.01% |
1,309,159
+684,436
| +110% | +$13.3M |
|
1454
Clearwater Paper
CLW
$351M
| $17.6M | 0.01% |
468,993
+70,231
| +18% | +$2.78M |
|
1455
Rio Tinto
RIO
$174B
| $17.6M | 0.01% |
320,085
+235,106
| +277% | +$13.5M |
|
1456
PUT
Equifax
EFX
$22.5B
| $17.6M | 0.01% |
+102,800
| New | +$20.1M |
|
|
APLS
1457
DELISTED
Apellis Pharmaceuticals
APLS
| $17.6M | 0.01% |
+257,869
| New | +$15.3M |
|
|
DCPH
1458
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $17.6M | 0.01% |
951,319
+318,383
| +50% | +$5M |
|
|
CYBE
1459
DELISTED
Cyberoptics Corp
CYBE
| $17.6M | 0.01% |
327,239
+277,654
| +560% | +$13M |
|
1460
Newell Brands
NWL
$2.53B
| $17.6M | 0.01% |
1,264,198
+889,963
| +238% | +$16.6M |
|
1461
Nomad Foods
NOMD
$1.66B
| $17.5M | 0.01% |
1,235,746
+382,245
| +45% | +$6.88M |
|
1462
CALL
Chubb
CB
$132B
| $17.5M | 0.01% |
96,400
+38,100
| +65% | +$7.23M |
|
1463
Tevogen Inc
TVGN
$45.4M
| $17.5M | 0.01% |
34,512
+1,936
| +6% | +$976K |
|
1464
Unifirst Corp
UNF
$5.21B
| $17.5M | 0.01% |
103,923
+27,269
| +36% | +$4.98M |
|
1465
BioLife Solutions
BLFS
$1.82B
| $17.5M | 0.01% |
768,312
-791,825
| -51% | -$16.9M |
|
1466
Duke Energy
DUK
$94.8B
| $17.4M | 0.01% |
187,520
+135,878
| +263% | +$14.6M |
|
1467
Advanced Energy
AEIS
$11B
| $17.4M | 0.01% |
224,576
+202,636
| +924% | +$17.4M |
|
1468
Willis Towers Watson
WTW
$32.2B
| $17.4M | 0.01% |
86,400
-127,399
| -60% | -$26.3M |
|
|
ONEM
1469
DELISTED
1Life Healthcare
ONEM
| $17.4M | 0.01% |
1,011,788
-2,539,871
| -72% | -$39.9M |
|
1470
Varex Imaging
VREX
$780M
| $17.3M | 0.01% |
820,512
+580,693
| +242% | +$12.7M |
|
|
VLAT
1471
DELISTED
Valor Latitude Acquisition Corp. Class A Ordinary Shares
VLAT
| $17.3M | 0.01% |
1,758,240
+526,621
| +43% | +$5.16M |
|
1472
Fulton Financial
FULT
$4.52B
| $17.3M | 0.01% |
1,096,285
-815,885
| -43% | -$13.2M |
|
1473
Hercules Capital
HTGC
$3.29B
| $17.3M | 0.01% |
1,494,565
+1,372,385
| +1,123% | +$19.6M |
|
1474
Evergy
EVRG
$18.8B
| $17.3M | 0.01% |
290,606
-146,164
| -33% | -$9.83M |
|
|
UNVR
1475
DELISTED
Univar Solutions Inc.
UNVR
| $17.3M | 0.01% |
758,777
-1,954,277
| -72% | -$49.1M |
|
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Israel Englander's Q3 2022 Portfolio in Review
As of Q3 2022, Israel Englander held 7,917 positions worth $169B, up 4.9% from $161B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Israel Englander deployed $14.7B of net new capital in Q3 2022, opening 1,005 new positions and adding to 2,598 existing holdings. Its largest new stake was Rockwell Automation: 953,525 shares worth $205M.
By sector, the portfolio is most concentrated in Financials at 8.2% of assets, up from 7.7% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $520M trimmed.
- Israel Englander's largest Q3 2022 buy was Rockwell Automation: 953,525 shares worth $205M.
- Israel Englander added most to Duke Realty Corp. in Q3 2022, an estimated $886M increase.
- Israel Englander's biggest Q3 2022 reduction was Invesco QQQ Trust, cutting an estimated $520M.
- Israel Englander fully exited Coherent Inc in Q3 2022, selling an estimated $114M.
- Israel Englander's ten largest holdings make up 23% of its $169B portfolio in Q3 2022.
- Israel Englander opened 1,005 new positions and closed 906 in Q3 2022.
- Israel Englander's portfolio value rose 4.9% quarter-over-quarter to $169B.
Based on Millennium Management's 13F filing for Q3 2022, filed 14 Nov 2022.