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 | |
|---|---|---|---|---|---|---|
476
PUT
Procter & Gamble
PG
$336B
| $47.6M | 0.03% |
342,200
-138,100
| -29% | -$19.3M |
|
477
W.R. Berkley
WRB
$25.5B
| $47.6M | 0.03% |
1,611,934
+992,950
| +160% | +$28.6M |
|
478
e.l.f. Beauty
ELF
$6.02B
| $47.6M | 0.03% |
1,888,392
+1,115,511
| +144% | +$24M |
|
479
Morningstar
MORN
$8.1B
| $47.5M | 0.03% |
204,945
-3,691
| -2% | -$733K |
|
480
Clorox
CLX
$12.9B
| $47.4M | 0.03% |
234,913
-376,579
| -62% | -$77.9M |
|
481
Invesco
IVZ
$14.1B
| $47.4M | 0.03% |
2,716,634
+2,621,245
| +2,748% | +$40.3M |
|
482
Lamb Weston
LW
$7.38B
| $46.9M | 0.03% |
595,603
+581,519
| +4,129% | +$42.3M |
|
|
PPL
483
PPL Corp
PPL
$25.9B
| $46.9M | 0.03% |
1,662,351
+1,627,454
| +4,664% | +$46.2M |
|
484
PUT
Chevron
CVX
$403B
| $46.8M | 0.03% |
553,700
-198,200
| -26% | -$16M |
|
485
Enphase Energy
ENPH
$5.1B
| $46.7M | 0.03% |
266,217
-266,732
| -50% | -$33.8M |
|
486
The RealReal
REAL
$1.35B
| $46.7M | 0.03% |
2,389,651
+408,003
| +21% | +$6.29M |
|
487
ON Semiconductor
ON
$28.9B
| $46.7M | 0.03% |
1,425,918
-251,829
| -15% | -$7.03M |
|
|
RBAC
488
DELISTED
RedBall Acquisition Corp.
RBAC
| $46.7M | 0.03% |
+4,284,982
| New | +$44.6M |
|
|
PRPB
489
DELISTED
CC Neuberger Principal Holdings II Class A Ordinary Shares
PRPB
| $46.5M | 0.03% |
4,466,861
+1,029,461
| +30% | +$10.3M |
|
490
PUT
T-Mobile US
TMUS
$196B
| $46.3M | 0.03% |
343,600
+42,800
| +14% | +$5.29M |
|
|
TRIT
491
CALL
DELISTED
Triterras, Inc. Class A Ordinary Shares
TRIT
| $46.3M | 0.03% |
+4,200,000
| New | +$49M |
|
492
lululemon athletica
LULU
$13.7B
| $46.3M | 0.03% |
132,994
-171,173
| -56% | -$59.4M |
|
493
CALL
Amgen
AMGN
$238B
| $46.2M | 0.03% |
201,100
-68,100
| -25% | -$15.7M |
|
494
PUT
State Street Energy Select Sector SPDR ETF
XLE
$41.7B
| $46.1M | 0.03% |
2,431,400
-250,000
| -9% | -$4.31M |
|
495
Bath & Body Works
BBWI
$3.92B
| $46M | 0.03% |
1,531,009
+46,566
| +3% | +$1.35M |
|
496
AT&T
T
$173B
| $46M | 0.03% |
2,118,515
-859,075
| -29% | -$18.5M |
|
|
TWTR
497
PUT
DELISTED
Twitter, Inc.
TWTR
| $46M | 0.03% |
849,200
+631,300
| +290% | +$30.1M |
|
498
TC Energy
TRP
$64.6B
| $45.8M | 0.03% |
1,123,565
+672,530
| +149% | +$28.6M |
|
|
MZTI
499
The Marzetti Company
MZTI
$3.06B
| $45.6M | 0.03% |
247,978
+1,340
| +0.5% | +$233K |
|
500
American Express Global Business Travel
GBTG
$4.94B
| $45.4M | 0.03% |
+4,364,547
| New | +$44.3M |
|
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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.