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Israel Englander Millennium Management

AUM $276B
1-Year Est. Return 44.8%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+9.93%
1 Year Est. Return
+44.8%
3 Year Est. Return
+127.22%
5 Year Est. Return
+155.52%
10 Year Est. Return
+768.06%
AUM
$181B
AUM Growth
+$11.6B
Cap. Flow
+$3.38B
Cap. Flow %
1.87%
Top 10 Hldgs %
19.95%
Holding
7,859
New
848
Increased
2,516
Reduced
2,491
Closed
1,332

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$917M
2
CRM icon
Salesforce
CRM
+$378M
3
BA icon
Boeing
BA
+$297M
4
DXCM icon
DexCom
DXCM
+$292M
5
AMZN icon
Amazon
AMZN
+$267M

Top Sells

Rank Stock Value
1
DRE
Duke Realty Corp.
DRE
+$779M
2
CVX icon
Chevron
CVX
+$569M
3
HD icon
Home Depot
HD
+$292M
4
PEP icon
PepsiCo
PEP
+$259M
5
CB icon
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
HLF icon
1776
Herbalife
HLF
$1.35B
$13.9M 0.01%
932,325
+272,945
+41% +$4.75M
DCRD
1777
DELISTED
Decarbonization Plus Acquisition Corporation IV Class A Ordinary Share
DCRD
$13.8M 0.01%
1,355,463
-143,643
-10% -$1.45M
FSLR icon
1778
CALL
First Solar
FSLR
$22.2B
$13.8M 0.01%
92,400
+200
+0.2% +$29.6K
EXTR icon
1779
Extreme Networks
EXTR
$2.95B
$13.8M 0.01%
754,712
+612,066
+429% +$10.7M
DAN icon
1780
Dana Inc
DAN
$3.24B
$13.8M 0.01%
912,536
+510,649
+127% +$7.92M
TWNK
1781
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
$13.8M 0.01%
615,154
-904,985
-60% -$22.8M
FSRX
1782
DELISTED
FinServ Acquisition Corp. II Class A Common Stock
FSRX
$13.8M 0.01%
1,368,997
+1,000
+0.1% +$9.95K
TWI icon
1783
Titan International
TWI
$464M
$13.7M 0.01%
897,430
+131,496
+17% +$1.88M
PH icon
1784
PUT
Parker-Hannifin
PH
$128B
$13.7M 0.01%
+47,200
New +$13.5M
OLN icon
1785
Olin
OLN
$1.98B
$13.7M 0.01%
259,394
+62,358
+32% +$3.31M
TFX icon
1786
CALL
Teleflex
TFX
$5.94B
$13.7M 0.01%
+55,000
New +$12.1M
CNMD icon
1787
CONMED
CNMD
$1.53B
$13.7M 0.01%
154,770
+34,772
+29% +$2.89M
FUTU icon
1788
Futu Holdings
FUTU
$17.6B
$13.7M 0.01%
337,339
-980,354
-74% -$47.9M
SCOB
1789
DELISTED
ScION Tech Growth II Class A Ordinary Shares
SCOB
$13.7M 0.01%
1,355,014
-13,091
-1% -$131K
SCAQ
1790
DELISTED
Stratim Cloud Acquisition Corp. Class A Common Stock
SCAQ
$13.7M 0.01%
1,369,344
-16,751
-1% -$166K
CORS
1791
DELISTED
Corsair Partnering Corporation
CORS
$13.7M 0.01%
1,368,963
+19,792
+1% +$195K
SKYA
1792
DELISTED
Skydeck Acquisition Corp. Class A Ordinary Shares
SKYA
$13.7M 0.01%
1,358,767
+12,641
+0.9% +$126K
FWAC
1793
DELISTED
Fifth Wall Acquisition Corp. III Class A Ordinary Shares
FWAC
$13.7M 0.01%
1,360,751
-2,785
-0.2% -$27.7K
TRIS
1794
DELISTED
Tristar Acquisition I Corp.
TRIS
$13.6M 0.01%
1,350,000
– –
WTTR icon
1795
Select Water Solutions
WTTR
$2.45B
$13.6M 0.01%
1,476,958
+907,208
+159% +$7.64M
BECN
1796
DELISTED
Beacon Roofing Supply, Inc.
BECN
$13.6M 0.01%
258,309
-87,351
-25% -$4.94M
TAN icon
1797
Invesco Solar ETF
TAN
$1.27B
$13.6M 0.01%
186,460
+78,855
+73% +$5.94M
CBSH icon
1798
Commerce Bancshares
CBSH
$8.35B
$13.6M 0.01%
231,109
-310,591
-57% -$18.1M
RYN icon
1799
Rayonier
RYN
$6.32B
$13.6M 0.01%
454,392
-253,444
-36% -$7.79M
AKRO
1800
DELISTED
Akero Therapeutics
AKRO
$13.5M 0.01%
+247,017
New +$10.6M
70 71
72
73 74

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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 1,332 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 1,332 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.