We are live on ! Find out more
IE

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
STRO icon
2001
Sutro Biopharma
STRO
$355M
$11.1M 0.01%
136,902
-116,805
-46% -$8.12M
XLB icon
2002
State Street Materials Select Sector SPDR ETF
XLB
$8.9B
$11.1M 0.01%
284,678
-879,724
-76% -$33.8M
SSD icon
2003
Simpson Manufacturing
SSD
$7.58B
$11.1M 0.01%
124,675
-320,030
-72% -$28M
AISP
2004
Airship AI Holdings
AISP
$73.4M
$11.1M 0.01%
1,096,500
-1,254,379
-53% -$12.6M
RADI
2005
DELISTED
Radius Global Infrastructure, Inc. Class A Common Stock
RADI
$11M 0.01%
933,643
+749,174
+406% +$7.76M
AFTR
2006
DELISTED
AfterNext HealthTech Acquisition Corp
AFTR
$11M 0.01%
1,100,000
+60,000
+6% +$595K
HLIT icon
2007
Harmonic Inc
HLIT
$1.36B
$11M 0.01%
840,955
-667,619
-44% -$9.31M
UAL icon
2008
CALL
United Airlines
UAL
$37.3B
$11M 0.01%
292,200
-4,600
-2% -$187K
LDHA
2009
DELISTED
LDH Growth Corp I Class A Ordinary Shares
LDHA
$11M 0.01%
1,093,208
-1,051
-0.1% -$10.5K
WNS
2010
DELISTED
WNS Holdings
WNS
$11M 0.01%
137,497
+131,095
+2,048% +$10.8M
TD icon
2011
CALL
Toronto Dominion Bank
TD
$197B
$11M 0.01%
125,000
+50,000
+67% +$3.23M
ZT
2012
DELISTED
Zimmer Energy Transition Acquisition Corp. Class A Common Stock
ZT
$10.9M 0.01%
1,100,065
– –
EOLS icon
2013
Evolus
EOLS
$580M
$10.9M 0.01%
1,457,190
+703,402
+93% +$5.45M
IIPR icon
2014
Innovative Industrial Properties
IIPR
$1.57B
$10.9M 0.01%
107,904
-104,466
-49% -$11.1M
KKR icon
2015
KKR & Co
KKR
$97.4B
$10.9M 0.01%
235,550
-826,758
-78% -$40.3M
SFBS
2016
ServisFirst Bancshares
SFBS
$4.74B
$10.9M 0.01%
316,962
+221,204
+231% +$8.26M
BLU
2017
DELISTED
BELLUS Health Inc.
BLU
$10.9M 0.01%
1,328,161
+296,392
+29% +$2.76M
AZZ icon
2018
AZZ Inc
AZZ
$4.23B
$10.9M 0.01%
270,840
-155,077
-36% -$6.1M
BLEU
2019
DELISTED
bleuacacia ltd Class A Ordinary Shares
BLEU
$10.9M 0.01%
1,080,800
-200
-0% -$1.99K
RIG icon
2020
Transocean
RIG
$6.25B
$10.9M 0.01%
2,382,649
+639,270
+37% +$2.47M
KVSA
2021
DELISTED
Khosla Ventures Acquisition Co. Class A Common Stock
KVSA
$10.8M 0.01%
1,086,672
– –
SCUA
2022
DELISTED
Sculptor Acquisition Corp I
SCUA
$10.8M 0.01%
1,054,702
– –
AMAT icon
2023
CALL
Applied Materials
AMAT
$381B
$10.8M 0.01%
111,100
-214,000
-66% -$20.5M
LCID icon
2024
Lucid Motors
LCID
$1.95B
$10.8M 0.01%
+158,159
New +$17.4M
JUN
2025
DELISTED
Juniper II Corp.
JUN
$10.8M 0.01%
1,062,000
+60,000
+6% +$605K
79 80
81
82 83

Similar funds

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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.