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 | |
|---|---|---|---|---|---|---|
151
KeyCorp
KEY
$23.3B
| $227M | 0.1% |
15,796,620
+12,430,798
| +369% | +$148M |
|
152
Evercore
EVR
$11.2B
| $227M | 0.1% |
1,327,251
+291,698
| +28% | +$42.2M |
|
153
Universal Health Services
UHS
$10.4B
| $224M | 0.1% |
1,467,114
+869,472
| +145% | +$117M |
|
154
Pentair
PNR
$10.3B
| $220M | 0.1% |
3,026,215
-212,847
| -7% | -$13.7M |
|
155
CALL
Wells Fargo
WFC
$254B
| $216M | 0.09% |
4,393,300
-597,500
| -12% | -$25.8M |
|
156
Clorox
CLX
$12.9B
| $216M | 0.09% |
1,511,535
+934,315
| +162% | +$125M |
|
157
SLB Ltd
SLB
$79.9B
| $213M | 0.09% |
4,102,181
+3,309,227
| +417% | +$180M |
|
158
CALL
State Street Technology Select Sector SPDR ETF
XLK
$120B
| $213M | 0.09% |
2,210,200
-2,725,000
| -55% | -$243M |
|
159
Johnson Controls International
JCI
$86.7B
| $213M | 0.09% |
3,687,067
+698,242
| +23% | +$36.7M |
|
160
Align Technology
ALGN
$11.5B
| $212M | 0.09% |
774,119
+517,436
| +202% | +$123M |
|
161
Agnico Eagle Mines
AEM
$109B
| $212M | 0.09% |
3,856,051
+290,071
| +8% | +$14.5M |
|
162
PUT
Texas Instruments
TXN
$241B
| $209M | 0.09% |
1,227,400
+165,600
| +16% | +$25.7M |
|
163
Home Depot
HD
$335B
| $209M | 0.09% |
603,533
-32,075
| -5% | -$9.93M |
|
164
PUT
iShares MSCI EAFE ETF
EFA
$80B
| $209M | 0.09% |
2,772,400
-198,200
| -7% | -$14M |
|
165
PUT
lululemon athletica
LULU
$13.7B
| $209M | 0.09% |
408,000
+41,100
| +11% | +$17.8M |
|
166
ASML
ASML
$677B
| $208M | 0.09% |
274,787
-89,145
| -24% | -$58.9M |
|
167
PUT
SPDR Gold Trust
GLD
$152B
| $207M | 0.09% |
1,081,500
+723,600
| +202% | +$133M |
|
168
CALL
Walmart Inc
WMT
$825B
| $206M | 0.09% |
3,924,900
+502,500
| +15% | +$26.6M |
|
169
NiSource
NI
$19.5B
| $206M | 0.09% |
7,750,876
+2,030,171
| +35% | +$52.2M |
|
170
Tyson Foods
TSN
$20.6B
| $204M | 0.09% |
3,798,743
+2,660,449
| +234% | +$129M |
|
171
Sensata Technologies
ST
$6.23B
| $204M | 0.09% |
5,421,366
+1,954,529
| +56% | +$67.5M |
|
|
LTHM
172
DELISTED
Livent Corporation
LTHM
| $200M | 0.09% |
11,122,878
+8,296,090
| +293% | +$129M |
|
173
CALL
Mastercard
MA
$509B
| $199M | 0.09% |
466,200
+143,200
| +44% | +$57.5M |
|
174
Palantir
PLTR
$432B
| $199M | 0.09% |
11,566,489
+10,669,404
| +1,189% | +$190M |
|
|
175
CALL
Home Depot
HD
$335B
| $198M | 0.09% |
570,400
+269,200
| +89% | +$83.4M |
|
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.