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 |
MNTA
Momenta Pharmaceuticals, Inc.
MNTA
|
+$261M |
| 2 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$241M |
| 3 |
IMMU
Immunomedics Inc
IMMU
|
+$234M |
| 4 |
Keurig Dr Pepper
KDP
|
+$173M |
| 5 |
FedEx
FDX
|
+$150M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 50.21% |
| 2 | Technology | 11.19% |
| 3 | Healthcare | 7.18% |
| 4 | Consumer Discretionary | 7.09% |
| 5 | Financials | 5.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2901
Tredegar Corp
TG
$272M
| $2.81M | ﹤0.01% |
+168,353
| New | +$2.83M |
|
2902
CALL
Trade Desk
TTD
$6.38B
| $2.8M | ﹤0.01% |
+35,000
| New | +$2.64M |
|
|
SGEN
2903
CALL
DELISTED
Seagen Inc. Common Stock
SGEN
| $2.8M | ﹤0.01% |
+16,000
| New | +$2.98M |
|
2904
Hawaiian Electric Industries
HE
$1.97B
| $2.8M | ﹤0.01% |
79,054
+60,753
| +332% | +$2.15M |
|
2905
Eastman Chemical
EMN
$8.35B
| $2.8M | ﹤0.01% |
27,883
+16,186
| +138% | +$1.5M |
|
2906
MasterCraft Boat Holdings
MCFT
$579M
| $2.8M | ﹤0.01% |
+112,546
| New | +$2.51M |
|
|
VLDR
2907
DELISTED
Velodyne Lidar, Inc. Common Stock
VLDR
| $2.8M | ﹤0.01% |
122,533
-968,147
| -89% | -$16.5M |
|
2908
PUT
Otis Worldwide
OTIS
$27.3B
| $2.79M | ﹤0.01% |
+41,300
| New | +$2.68M |
|
|
HCARU
2909
DELISTED
Healthcare Services Acquisition Corporation Unit
HCARU
| $2.78M | ﹤0.01% |
+272,000
| New | +$2.79M |
|
2910
Arrow Electronics
ARW
$10.4B
| $2.78M | ﹤0.01% |
28,560
-25,699
| -47% | -$2.27M |
|
|
KW
2911
DELISTED
Kennedy-Wilson Holdings
KW
| $2.78M | ﹤0.01% |
155,351
-187,616
| -55% | -$2.94M |
|
|
PNNT
2912
Pennant Park Investment Corp
PNNT
$242M
| $2.78M | ﹤0.01% |
+602,407
| New | +$2.28M |
|
|
MODV
2913
DELISTED
ModivCare
MODV
| $2.78M | ﹤0.01% |
+20,023
| New | +$2.48M |
|
|
CTAC
2914
DELISTED
Cerberus Telecom Acquisition Corp.
CTAC
| $2.78M | ﹤0.01% |
+271,898
| New | +$2.76M |
|
2915
CALL
Dow Inc
DOW
$22B
| $2.77M | ﹤0.01% |
+50,000
| New | +$2.58M |
|
|
IACA
2916
CALL
DELISTED
ION Acquisition Corp 1 Ltd.
IACA
| $2.77M | ﹤0.01% |
+235,649
| New | +$2.55M |
|
|
ETNB
2917
DELISTED
89bio
ETNB
| $2.77M | ﹤0.01% |
113,699
-4,844
| -4% | -$124K |
|
2918
Titan International
TWI
$453M
| $2.77M | ﹤0.01% |
570,234
+508,000
| +816% | +$2.08M |
|
|
EPAY
2919
DELISTED
Bottomline Technologies Inc
EPAY
| $2.77M | ﹤0.01% |
52,521
-37,194
| -41% | -$1.69M |
|
2920
Spire
SR
$4.88B
| $2.77M | ﹤0.01% |
43,183
-4,039
| -9% | -$246K |
|
2921
CALL
Petrobras
PBR
$119B
| $2.76M | ﹤0.01% |
246,100
-42,600
| -15% | -$378K |
|
2922
Vanguard Morningstar Mid-Cap ETF
VO
$109B
| $2.76M | ﹤0.01% |
+53,352
| New | +$2.58M |
|
|
YELL
2923
DELISTED
Yellow Corporation Common Stock
YELL
| $2.75M | ﹤0.01% |
621,688
-59,951
| -9% | -$291K |
|
2924
Korn Ferry
KFY
$4.43B
| $2.75M | ﹤0.01% |
+63,284
| New | +$2.33M |
|
2925
Passage Bio
PASG
$14.5M
| $2.75M | ﹤0.01% |
5,379
+2,525
| +88% | +$1.01M |
|
Similar funds
Israel Englander's Q4 2020 Portfolio in Review
As of Q4 2020, Israel Englander held 5,904 positions worth $138B, up 71% from $81.2B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Israel Englander deployed $25B 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 Miscellaneous at 50% of assets, down from 52% a quarter earlier, followed by Technology and Healthcare.
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 Momenta Pharmaceuticals, Inc. in Q4 2020, selling an estimated $261M.
- 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 71% quarter-over-quarter to $138B.
Based on Millennium Management's 13F filing for Q4 2020, filed 16 Feb 2021.