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 | |
|---|---|---|---|---|---|---|
3876
Hubbell
HUBB
$24.8B
| $737K | ﹤0.01% |
4,698
-66,722
| -93% | -$10.2M |
|
3877
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
| $735K | ﹤0.01% |
+3,467
| New | +$683K |
|
3878
Manulife Financial
MFC
$71.6B
| $734K | ﹤0.01% |
41,176
+19,105
| +87% | +$305K |
|
3879
PUT
Axsome Therapeutics
AXSM
$10.8B
| $733K | ﹤0.01% |
+9,000
| New | +$673K |
|
3880
Equity Bancshares
EQBK
$1.02B
| $733K | ﹤0.01% |
+33,952
| New | +$660K |
|
3881
Ares Management
ARES
$32.1B
| $731K | ﹤0.01% |
15,539
-387,425
| -96% | -$17.5M |
|
3882
Organogenesis Holdings
ORGO
$224M
| $730K | ﹤0.01% |
+97,001
| New | +$461K |
|
|
LMPX
3883
DELISTED
LMP Automotive Holdings, Inc. Common Stock
LMPX
| $729K | ﹤0.01% |
29,213
+21,824
| +295% | +$591K |
|
|
BHVN
3884
CALL
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $729K | ﹤0.01% |
+8,500
| New | +$720K |
|
|
AVNS
3885
DELISTED
Avanos Medical
AVNS
| $727K | ﹤0.01% |
15,836
+7,904
| +100% | +$329K |
|
3886
Metropolitan Bank Holding Corp
MCB
$1.14B
| $727K | ﹤0.01% |
20,053
+2,844
| +17% | +$92.1K |
|
3887
RBC Bearings
RBC
$16.1B
| $726K | ﹤0.01% |
4,057
-51,615
| -93% | -$7.88M |
|
3888
Lands' End
LE
$366M
| $724K | ﹤0.01% |
33,556
+7,845
| +31% | +$144K |
|
|
HAYN
3889
DELISTED
Haynes International, Inc.
HAYN
| $723K | ﹤0.01% |
30,327
-13,492
| -31% | -$280K |
|
3890
Pliant Therapeutics
PLRX
$71.2M
| $722K | ﹤0.01% |
31,796
+14,648
| +85% | +$367K |
|
3891
PetMed Express
PETS
$40.1M
| $720K | ﹤0.01% |
22,460
-38,251
| -63% | -$1.18M |
|
|
EVFM
3892
DELISTED
Evofem Biosciences, Inc. Common Stock
EVFM
| $720K | ﹤0.01% |
19,931
+18,704
| +1,524% | +$676K |
|
|
TBHC
3893
DELISTED
The Brand House Collective
TBHC
| $717K | ﹤0.01% |
40,073
-44,562
| -53% | -$609K |
|
3894
Lufax Holding
LU
$1.1B
| $716K | ﹤0.01% |
+12,614
| New | +$755K |
|
|
ENV
3895
DELISTED
ENVESTNET, INC.
ENV
| $716K | ﹤0.01% |
8,698
-11,340
| -57% | -$914K |
|
3896
CALL
DoorDash
DASH
$100B
| $714K | ﹤0.01% |
+5,000
| New | +$798K |
|
|
ESGR
3897
DELISTED
Enstar Group
ESGR
| $711K | ﹤0.01% |
3,468
-22,238
| -87% | -$4.2M |
|
3898
CALL
Kroger
KR
$34.9B
| $711K | ﹤0.01% |
22,400
-50,700
| -69% | -$1.64M |
|
3899
PUT
Virgin Galactic
SPCE
$455M
| $710K | ﹤0.01% |
+1,495
| New | +$698K |
|
3900
CALL
Corteva
CTVA
$55B
| $709K | ﹤0.01% |
18,300
-79,800
| -81% | -$2.85M |
|
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.