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 | |
|---|---|---|---|---|---|---|
276
Tapestry
TPR
$26B
| $79.6M | 0.06% |
2,560,862
-839,889
| -25% | -$21.3M |
|
277
CALL
iShares MSCI Brazil ETF
EWZ
$8.52B
| $79.6M | 0.06% |
2,146,100
+52,400
| +3% | +$1.69M |
|
278
Altria Group
MO
$110B
| $79.6M | 0.06% |
1,940,340
+1,480,659
| +322% | +$59.5M |
|
279
Freeport-McMoran
FCX
$110B
| $79.4M | 0.06% |
3,052,336
+2,369,741
| +347% | +$49.3M |
|
|
GDYNW
280
CALL
DELISTED
Grid Dynamics Holdings, Inc. Warrant
GDYNW
| $78.6M | 0.06% |
6,235,000
+4,764,466
| +324% | +$12.1M |
|
281
PUT
CVS Health
CVS
$119B
| $78.5M | 0.06% |
1,149,600
+784,200
| +215% | +$51M |
|
282
NVR
NVR
$16.9B
| $78.5M | 0.06% |
19,235
+2,750
| +17% | +$11.4M |
|
283
IBM
IBM
$222B
| $78.4M | 0.06% |
651,804
+337,160
| +107% | +$39M |
|
|
FISV
284
Fiserv Inc
FISV
$28B
| $78.3M | 0.06% |
687,466
-144,485
| -17% | -$15.6M |
|
|
PSTH
285
DELISTED
Pershing Square Tontine Holdings, Ltd.
PSTH
| $78.1M | 0.06% |
2,816,035
-2,459,899
| -47% | -$59.3M |
|
286
Dow Inc
DOW
$23.4B
| $77.8M | 0.06% |
1,402,038
+1,258,366
| +876% | +$65M |
|
287
Consolidated Edison
ED
$39.3B
| $76.9M | 0.06% |
1,064,475
+1,052,290
| +8,636% | +$81.7M |
|
288
CALL
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
| $76.9M | 0.06% |
2,452,800
+342,200
| +16% | +$10.8M |
|
289
CALL
Johnson & Johnson
JNJ
$651B
| $76.7M | 0.06% |
487,600
+80,200
| +20% | +$11.8M |
|
290
Fidelity National Financial
FNF
$12.7B
| $76.5M | 0.06% |
2,034,868
+369,965
| +22% | +$12.5M |
|
291
PUT
Zillow
Z
$8.07B
| $76.4M | 0.06% |
+588,500
| New | +$65.1M |
|
292
Omnicom Group
OMC
$24B
| $76.2M | 0.06% |
1,222,461
+511,350
| +72% | +$29.2M |
|
293
Chevron
CVX
$403B
| $76.1M | 0.06% |
901,631
+654,367
| +265% | +$53M |
|
294
CALL
S&P Global
SPGI
$127B
| $75.3M | 0.05% |
229,100
+223,000
| +3,656% | +$75.2M |
|
295
Twilio
TWLO
$34.6B
| $75.2M | 0.05% |
222,219
+172,530
| +347% | +$53.9M |
|
296
PUT
Verizon
VZ
$205B
| $75.2M | 0.05% |
1,279,400
+676,100
| +112% | +$40.2M |
|
297
CALL
UnitedHealth
UNH
$350B
| $74.9M | 0.05% |
213,500
-66,000
| -24% | -$22.1M |
|
298
Lucid Motors
LCID
$2.17B
| $74.4M | 0.05% |
742,938
+266,938
| +56% | +$26.1M |
|
299
Vertex Pharmaceuticals
VRTX
$139B
| $74.2M | 0.05% |
313,747
+269,398
| +607% | +$61.8M |
|
300
Johnson Controls International
JCI
$86.7B
| $74M | 0.05% |
1,587,290
+1,035,713
| +188% | +$46M |
|
Similar funds
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.