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 | |
|---|---|---|---|---|---|---|
351
Edwards Lifesciences
EW
$51.8B
| $62.8M | 0.05% |
688,350
+631,004
| +1,100% | +$52.3M |
|
352
Sotera Health
SHC
$5.58B
| $62.3M | 0.05% |
+2,269,458
| New | +$60.9M |
|
|
DRE
353
DELISTED
Duke Realty Corp.
DRE
| $62.3M | 0.05% |
1,557,743
-127,468
| -8% | -$4.97M |
|
354
Corning
GLW
$129B
| $62M | 0.04% |
1,723,337
+911,004
| +112% | +$32.4M |
|
355
American Water Works
AWK
$26.9B
| $61.5M | 0.04% |
400,727
+379,812
| +1,816% | +$58.5M |
|
|
NARI
356
DELISTED
Inari Medical, Inc. Common Stock
NARI
| $61.3M | 0.04% |
+702,296
| New | +$49.6M |
|
357
Hewlett Packard
HPE
$70.8B
| $61.1M | 0.04% |
5,156,581
+3,771,113
| +272% | +$39.6M |
|
358
Biogen
BIIB
$32B
| $61.1M | 0.04% |
249,416
-28,043
| -10% | -$7.23M |
|
359
HubSpot
HUBS
$12B
| $61M | 0.04% |
153,947
-24,023
| -13% | -$8.43M |
|
360
Sally Beauty Holdings
SBH
$1.55B
| $60.8M | 0.04% |
4,664,227
+3,919,723
| +526% | +$41.9M |
|
|
EXAS
361
DELISTED
Exact Sciences
EXAS
| $60.8M | 0.04% |
458,947
-445,488
| -49% | -$53.9M |
|
362
PUT
GE Aerospace
GE
$361B
| $60.6M | 0.04% |
1,125,732
+468,286
| +71% | +$21M |
|
363
PUT
Advance Auto Parts
AAP
$2.57B
| $60.4M | 0.04% |
383,600
+365,300
| +1,996% | +$56.3M |
|
364
Merck
MRK
$376B
| $60.3M | 0.04% |
772,580
+87,518
| +13% | +$6.69M |
|
365
PUT
JD.com
JD
$39.7B
| $60.2M | 0.04% |
685,300
+284,300
| +71% | +$23.7M |
|
|
FTCH
366
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $60M | 0.04% |
940,831
-1,347,431
| -59% | -$59.6M |
|
367
Li Auto
LI
$12.8B
| $60M | 0.04% |
2,081,243
+2,067,643
| +15,203% | +$56.7M |
|
368
PUT
Booking.com
BKNG
$158B
| $59.7M | 0.04% |
670,000
-17,500
| -3% | -$1.35M |
|
369
Autodesk
ADSK
$53.6B
| $59.5M | 0.04% |
195,028
+138,474
| +245% | +$36.5M |
|
370
Universal Health Services
UHS
$10.4B
| $59.3M | 0.04% |
431,504
+334,742
| +346% | +$41.7M |
|
371
Oshkosh
OSK
$9.7B
| $59.1M | 0.04% |
686,079
+502,681
| +274% | +$40M |
|
372
UDR
UDR
$12.1B
| $59M | 0.04% |
1,534,651
-58,167
| -4% | -$2.12M |
|
373
CF Industries
CF
$19.6B
| $58.9M | 0.04% |
1,522,526
+1,176,220
| +340% | +$38.8M |
|
374
Cloudflare
NET
$104B
| $58.7M | 0.04% |
773,115
+489,550
| +173% | +$32.1M |
|
375
Centene
CNC
$32.1B
| $58.7M | 0.04% |
977,053
+344,812
| +55% | +$21.9M |
|
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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.