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 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.72B |
| 2 |
Apple
AAPL
|
+$1.98B |
| 3 |
Microsoft
MSFT
|
+$1.42B |
| 4 |
Alibaba
BABA
|
+$1.03B |
| 5 |
Amazon
AMZN
|
+$924M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Keurig Dr Pepper
KDP
|
+$173M |
| 2 |
FedEx
FDX
|
+$150M |
| 3 |
Oracle
ORCL
|
+$139M |
| 4 |
Linde
LIN
|
+$132M |
| 5 |
PayPal
PYPL
|
+$131M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.19% |
| 2 | Healthcare | 7.18% |
| 3 | Consumer Discretionary | 7.09% |
| 4 | Financials | 5.3% |
| 5 | Industrials | 4.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ACIA
226
DELISTED
Acacia Communications Inc
ACIA
| $94.6M | 0.07% |
1,296,145
+827,538
| +177% | +$57.2M |
|
227
CALL
Caterpillar
CAT
$381B
| $94.5M | 0.07% |
519,400
+25,700
| +5% | +$4.36M |
|
|
WBA
228
DELISTED
Walgreens Boots Alliance
WBA
| $94M | 0.07% |
2,356,346
+1,886,578
| +402% | +$73.1M |
|
229
CALL
Wells Fargo
WFC
$254B
| $93.3M | 0.07% |
3,092,200
+2,198,400
| +246% | +$56.9M |
|
230
Visa
V
$693B
| $93.3M | 0.07% |
426,610
-159,805
| -27% | -$32.7M |
|
231
PACCAR
PCAR
$69B
| $92.8M | 0.07% |
1,613,637
+953,383
| +144% | +$56M |
|
232
United Therapeutics
UTHR
$22B
| $92.3M | 0.07% |
608,193
+128,947
| +27% | +$16.9M |
|
233
IQVIA
IQV
$42.8B
| $92.3M | 0.07% |
515,200
-113,812
| -18% | -$19.2M |
|
234
PUT
Mercado Libre
MELI
$97.5B
| $92.3M | 0.07% |
55,100
+35,100
| +176% | +$49.5M |
|
235
United Parcel Service
UPS
$86.8B
| $92.2M | 0.07% |
547,392
-70,130
| -11% | -$11.8M |
|
236
Applied Materials
AMAT
$391B
| $92M | 0.07% |
1,066,373
+726,503
| +214% | +$53.7M |
|
237
Ashland
ASH
$3.33B
| $91.7M | 0.07% |
1,158,312
+420,043
| +57% | +$31.7M |
|
238
Monster Beverage
MNST
$93.6B
| $91.6M | 0.07% |
3,961,696
+1,612,272
| +69% | +$33.9M |
|
|
FIRY
239
Firy Inc
FIRY
$160M
| $91.5M | 0.07% |
228,676
-33,854
| -13% | -$10.1M |
|
240
Eversource Energy
ES
$26.4B
| $90.8M | 0.07% |
1,049,635
+832,890
| +384% | +$74.2M |
|
241
Charles River Laboratories
CRL
$14.1B
| $90.1M | 0.07% |
360,410
+39,573
| +12% | +$9.42M |
|
242
CALL
Adobe
ADBE
$109B
| $90M | 0.07% |
179,900
+67,400
| +60% | +$32.6M |
|
243
HCA Healthcare
HCA
$92.9B
| $89.9M | 0.06% |
546,484
+471,567
| +629% | +$69M |
|
244
PUT
Target
TGT
$75.1B
| $89.3M | 0.06% |
506,000
+126,200
| +33% | +$21M |
|
245
Regeneron Pharmaceuticals
REGN
$85.9B
| $89.3M | 0.06% |
184,779
+171,745
| +1,318% | +$92.7M |
|
246
PUT
Comcast
CMCSA
$95.3B
| $88.7M | 0.06% |
1,692,600
-998,200
| -37% | -$47.8M |
|
247
CALL
Goldman Sachs
GS
$303B
| $87.9M | 0.06% |
333,400
-90,100
| -21% | -$20.1M |
|
248
Invitation Homes
INVH
$17.9B
| $87.8M | 0.06% |
2,956,798
+1,054,771
| +55% | +$30.4M |
|
249
Pultegroup
PHM
$24.6B
| $87.7M | 0.06% |
2,033,529
+504,137
| +33% | +$22.3M |
|
250
PUT
Chipotle Mexican Grill
CMG
$46.7B
| $87.4M | 0.06% |
3,150,000
+1,560,000
| +98% | +$40.9M |
|
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Israel Englander's Q4 2020 Portfolio in Review
As of Q4 2020, Israel Englander held 5,904 positions worth $138B, up 170,419% from $81.2M the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Israel Englander deployed $45.7B of net new capital in Q4 2020, opening 1,518 new positions and adding to 1,899 existing holdings. Its largest new stake was Sotera Health: 2,269,458 shares worth $62.3M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 6.3% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was Keurig Dr Pepper, an estimated $173M trimmed.
- Israel Englander's largest Q4 2020 buy was Sotera Health: 2,269,458 shares worth $62.3M.
- Israel Englander added most to State Street SPDR S&P 500 ETF Trust in Q4 2020, an estimated $2.72B increase.
- Israel Englander's biggest Q4 2020 reduction was Keurig Dr Pepper, cutting an estimated $173M.
- Israel Englander fully exited Clover Health Investments in Q4 2020, selling an estimated $36.7M.
- Israel Englander's ten largest holdings make up 20% of its $138B portfolio in Q4 2020.
- Israel Englander opened 1,518 new positions and closed 754 in Q4 2020.
- Israel Englander's portfolio value rose 170,419% quarter-over-quarter to $138B.
Based on Millennium Management's 13F filing for Q4 2020, filed 16 Feb 2021.