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 | |
|---|---|---|---|---|---|---|
1976
AMERISAFE
AMSF
$488M
| $11.3M | 0.01% |
216,845
+116,396
| +116% | +$6.16M |
|
|
HCNE
1977
DELISTED
Jaws Hurricane Acquisition Corp. Class A Common Stock
HCNE
| $11.3M | 0.01% |
1,130,000
| – | – |
|
1978
CALL
Corteva
CTVA
$55.3B
| $11.2M | 0.01% |
191,200
-45,600
| -19% | -$2.89M |
|
1979
CALL
Agilent Technologies
A
$43.3B
| $11.2M | 0.01% |
75,000
-30,300
| -29% | -$4.33M |
|
1980
Bristol-Myers Squibb
BMY
$138B
| $11.2M | 0.01% |
155,976
+125,051
| +404% | +$9.43M |
|
|
AERT
1981
Aeries Technology
AERT
$37.6M
| $11.2M | 0.01% |
137,476
-37
| -0% | -$2.98K |
|
1982
Moog Inc Class A
MOG.A
$12B
| $11.2M | 0.01% |
127,779
-109,657
| -46% | -$9.18M |
|
1983
PRA Group
PRAA
$739M
| $11.2M | 0.01% |
331,868
-37,207
| -10% | -$1.23M |
|
1984
Canadian Solar
CSIQ
$932M
| $11.2M | 0.01% |
362,718
-480,544
| -57% | -$16.1M |
|
1985
PUT
Howmet Aerospace
HWM
$108B
| $11.2M | 0.01% |
284,300
| – | – |
|
|
CIIG
1986
DELISTED
CIIG Capital Partners II, Inc. Class A Common Stock
CIIG
| $11.2M | 0.01% |
1,099,342
+15,000
| +1% | +$151K |
|
1987
Tidewater
TDW
$4.45B
| $11.2M | 0.01% |
303,646
+272,248
| +867% | +$8.28M |
|
|
HERAU
1988
DELISTED
FTAC Hera Acquisition Corp. Units
HERAU
| $11.2M | 0.01% |
1,110,000
-21,000
| -2% | -$210K |
|
1989
CALL
iShares MSCI Brazil ETF
EWZ
$8.23B
| $11.2M | 0.01% |
+400,000
| New | +$12.2M |
|
1990
Ubiquiti
UI
$35.3B
| $11.2M | 0.01% |
40,877
+31,274
| +326% | +$9.31M |
|
|
SA
1991
Seabridge Gold
SA
$3.69B
| $11.2M | 0.01% |
888,638
+743,881
| +514% | +$8.81M |
|
1992
CALL
NXP Semiconductors
NXPI
$56.4B
| $11.2M | 0.01% |
70,700
+60,200
| +573% | +$9.55M |
|
|
HT
1993
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $11.2M | 0.01% |
1,310,139
+1,234,641
| +1,635% | +$11.1M |
|
1994
Asana
ASAN
$2.15B
| $11.1M | 0.01% |
809,565
-899,282
| -53% | -$16.3M |
|
|
LCW
1995
DELISTED
Learn CW Investment Corporation Class A Ordinary Shares
LCW
| $11.1M | 0.01% |
1,103,400
| – | – |
|
1996
United Bankshares
UBSI
$6.47B
| $11.1M | 0.01% |
274,960
+220,954
| +409% | +$8.96M |
|
1997
Mercury Systems
MRCY
$5.33B
| $11.1M | 0.01% |
248,515
+141,417
| +132% | +$6.69M |
|
1998
PUT
United Microelectronic
UMC
$47.7B
| $11.1M | 0.01% |
1,700,000
-700,000
| -29% | -$4.64M |
|
1999
Oric Pharmaceuticals
ORIC
$1.41B
| $11.1M | 0.01% |
1,883,978
+355,370
| +23% | +$1.2M |
|
2000
Stewart Information Services
STC
$2.12B
| $11.1M | 0.01% |
259,224
-155,293
| -37% | -$6.5M |
|
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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.