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 | |
|---|---|---|---|---|---|---|
1926
Sixth Street Specialty
TSLX
$1.81B
| $11.7M | 0.01% |
659,259
-251,047
| -28% | -$4.5M |
|
1927
Community Bank
CBU
$3.31B
| $11.7M | 0.01% |
186,008
-195,270
| -51% | -$12.2M |
|
1928
On Holding
ONON
$9.64B
| $11.7M | 0.01% |
681,557
+47,317
| +7% | +$828K |
|
1929
CALL
Hershey
HSY
$37.6B
| $11.6M | 0.01% |
50,300
-3,100
| -6% | -$715K |
|
|
IVCB
1930
DELISTED
Investcorp Europe Acquisition Corp I Class A Ordinary Shares
IVCB
| $11.6M | 0.01% |
1,128,921
-61,133
| -5% | -$624K |
|
1931
Otter Tail
OTTR
$3.83B
| $11.6M | 0.01% |
197,959
-251,432
| -56% | -$15.1M |
|
1932
PROG Holdings
PRG
$1.59B
| $11.6M | 0.01% |
687,297
+183,319
| +36% | +$3.13M |
|
|
CLAA
1933
DELISTED
Colonnade Acquisition Corp. II
CLAA
| $11.6M | 0.01% |
1,150,000
-100,500
| -8% | -$1M |
|
1934
Chewy
CHWY
$10.1B
| $11.6M | 0.01% |
312,283
-983,649
| -76% | -$38.3M |
|
|
ANAC
1935
DELISTED
Arctos NorthStar Acquisition Corp.
ANAC
| $11.6M | 0.01% |
1,146,998
+16,200
| +1% | +$162K |
|
1936
Penske Automotive Group
PAG
$14.4B
| $11.6M | 0.01% |
100,691
+41,822
| +71% | +$4.77M |
|
1937
World Kinect Corp
WKC
$1.81B
| $11.6M | 0.01% |
423,354
-948,426
| -69% | -$25.5M |
|
1938
Texas Capital Bancshares
TCBI
$4.29B
| $11.6M | 0.01% |
191,653
-247,329
| -56% | -$14.6M |
|
|
BIOS
1939
DELISTED
BioPlus Acquisition Corp. Class A Ordinary Shares
BIOS
| $11.6M | 0.01% |
1,130,880
+200
| +0% | +$2.03K |
|
1940
AptarGroup
ATR
$8.57B
| $11.6M | 0.01% |
105,079
-14,234
| -12% | -$1.46M |
|
1941
Unity
U
$19.8B
| $11.6M | 0.01% |
+404,138
| New | +$12.7M |
|
|
KDNY
1942
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
| $11.5M | 0.01% |
440,738
+41,769
| +10% | +$925K |
|
1943
Kiniksa Pharmaceuticals
KNSA
$6.26B
| $11.5M | 0.01% |
770,650
-172,549
| -18% | -$2.51M |
|
|
FMIV
1944
DELISTED
Forum Merger IV Corporation Class A Common stock
FMIV
| $11.5M | 0.01% |
1,148,096
| – | – |
|
|
GAQ
1945
DELISTED
Generation Asia I Acquisition Limited Class A Ordinary Shares
GAQ
| $11.5M | 0.01% |
1,135,996
+14,136
| +1% | +$141K |
|
|
BFAC
1946
DELISTED
Battery Future Acquisition Corp.
BFAC
| $11.5M | 0.01% |
1,119,039
-1
| -0% | -$10 |
|
1947
Carlyle Secured Lending
CGBD
$785M
| $11.5M | 0.01% |
803,003
+762,877
| +1,901% | +$10.2M |
|
|
AMWD
1948
DELISTED
American Woodmark
AMWD
| $11.5M | 0.01% |
234,700
-58,980
| -20% | -$2.93M |
|
1949
Brookdale Senior Living
BKD
$2.91B
| $11.5M | 0.01% |
4,200,275
+2,566,441
| +157% | +$9.59M |
|
1950
Macerich
MAC
$6.88B
| $11.5M | 0.01% |
1,018,218
+892,898
| +712% | +$10.1M |
|
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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.