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 | |
|---|---|---|---|---|---|---|
426
Church & Dwight Co
CHD
$23.4B
| $52.9M | 0.04% |
606,202
+439,575
| +264% | +$38.9M |
|
427
PUT
Thermo Fisher Scientific
TMO
$233B
| $52.9M | 0.04% |
113,500
+14,100
| +14% | +$6.61M |
|
428
Public Storage
PSA
$60.2B
| $52.8M | 0.04% |
228,769
+208,627
| +1,036% | +$47.8M |
|
429
First Industrial Realty Trust
FR
$8.34B
| $52.8M | 0.04% |
1,253,089
-291,510
| -19% | -$12.2M |
|
430
Atmos Energy
ATO
$28.2B
| $52.7M | 0.04% |
552,486
+526,523
| +2,028% | +$50.8M |
|
|
VRTU
431
DELISTED
Virtusa Corporation
VRTU
| $52.7M | 0.04% |
1,030,061
+901,136
| +699% | +$45.3M |
|
432
Ralph Lauren
RL
$22.2B
| $52.5M | 0.04% |
505,759
+330,468
| +189% | +$27.7M |
|
433
Realty Income
O
$59.2B
| $52.3M | 0.04% |
867,868
-396,808
| -31% | -$23.5M |
|
434
CALL
Bristol-Myers Squibb
BMY
$137B
| $52.2M | 0.04% |
841,700
-1,592,800
| -65% | -$97.9M |
|
435
CALL
Workday
WDAY
$49.4B
| $52.1M | 0.04% |
217,400
+107,400
| +98% | +$24.1M |
|
436
Seagate
STX
$193B
| $51.9M | 0.04% |
834,598
+755,120
| +950% | +$42.4M |
|
437
Canadian National Railway
CNI
$78.5B
| $51.9M | 0.04% |
472,184
+241,922
| +105% | +$26.1M |
|
438
CenterPoint Energy
CNP
$25.5B
| $51.6M | 0.04% |
2,382,731
+44,394
| +2% | +$984K |
|
439
Duke Energy
DUK
$93.4B
| $51.5M | 0.04% |
562,545
+338,418
| +151% | +$31.3M |
|
|
CLGX
440
DELISTED
Corelogic, Inc.
CLGX
| $51.2M | 0.04% |
661,770
+165,890
| +33% | +$12.4M |
|
441
Ingersoll Rand
IR
$31.2B
| $51.2M | 0.04% |
1,122,960
+715,352
| +175% | +$29.6M |
|
442
Huntsman Corp
HUN
$1.75B
| $51.1M | 0.04% |
2,031,774
-43,905
| -2% | -$1.09M |
|
|
NESR
443
CALL
National Energy Services Reunited Corp
NESR
$3.33B
| $50.9M | 0.04% |
+5,129,205
| New | +$42.6M |
|
444
CALL
Walt Disney
DIS
$186B
| $50.8M | 0.04% |
280,600
-2,900
| -1% | -$416K |
|
|
ITCI
445
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $50.7M | 0.04% |
1,594,153
-401,743
| -20% | -$10.6M |
|
|
XYZ
446
Block Inc
XYZ
$49.4B
| $50.7M | 0.04% |
232,784
+141,708
| +156% | +$27.6M |
|
447
CALL
Verizon
VZ
$205B
| $50.6M | 0.04% |
862,100
+87,700
| +11% | +$5.21M |
|
448
Cardinal Health
CAH
$53.4B
| $50.6M | 0.04% |
944,732
-465,833
| -33% | -$24.2M |
|
|
SPLK
449
PUT
DELISTED
Splunk Inc
SPLK
| $50.5M | 0.04% |
297,400
+216,700
| +269% | +$41.4M |
|
|
CRHC
450
DELISTED
Cohn Robbins Holdings Corp.
CRHC
| $50.5M | 0.04% |
+4,852,197
| New | +$48.4M |
|
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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.