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Israel Englander Millennium Management

AUM $276B
1-Year Est. Return 44.8%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+23.78%
1 Year Est. Return
+44.8%
3 Year Est. Return
+127.22%
5 Year Est. Return
+155.52%
10 Year Est. Return
+768.06%
AUM
$138B
AUM Growth
+$138B
Cap. Flow
+$45.7B
Cap. Flow %
32.98%
Top 10 Hldgs %
19.96%
Holding
5,904
New
1,518
Increased
1,899
Reduced
1,624
Closed
754

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.72B
2
AAPL icon
Apple
AAPL
+$1.98B
3
MSFT icon
Microsoft
MSFT
+$1.42B
4
BABA icon
Alibaba
BABA
+$1.03B
5
AMZN icon
Amazon
AMZN
+$924M

Top Sells

Rank Stock Value
1
KDP icon
Keurig Dr Pepper
KDP
+$173M
2
FDX icon
FedEx
FDX
+$150M
3
ORCL icon
Oracle
ORCL
+$139M
4
LIN icon
Linde
LIN
+$132M
5
PYPL icon
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
INDB icon
5326
Independent Bank
INDB
$3.97B
– –
-19,188
Closed -$1K
INO icon
5327
PUT
Inovio Pharmaceuticals
INO
$122M
– –
-833
Closed -$116
INVA icon
5328
Innoviva
INVA
$1.52B
– –
-71,438
Closed -$747
INZY
5329
DELISTED
Inozyme Pharma
INZY
– –
-40,164
Closed -$1.06K
IOSP icon
5330
Innospec
IOSP
$2.31B
– –
-22,032
Closed -$1.4K
IP icon
5331
PUT
International Paper
IP
$22B
– –
-42,240
Closed -$1.62K
IPG
5332
CALL
DELISTED
Interpublic Group of Companies
IPG
– –
-39,000
Closed -$650
IQV icon
5333
PUT
IQVIA
IQV
$42.8B
– –
-5,000
Closed -$788
IRTC icon
5334
iRhythm Holdings
IRTC
$4.24B
– –
-57,475
Closed -$13.1M
ITRI icon
5335
Itron
ITRI
$4.38B
– –
-4,767
Closed -$290
IVW icon
5336
iShares S&P 500 Growth ETF
IVW
$76.1B
– –
-5,772
Closed -$333
IWV icon
5337
iShares Russell 3000 ETF
IWV
$20.2B
– –
-2,421
Closed -$474
IXN icon
5338
iShares Global Tech ETF
IXN
$9.23B
– –
-12,192
Closed -$536
IYT icon
5339
iShares US Transportation ETF
IYT
$2.27B
– –
-31,680
Closed -$1.58K
IYW icon
5340
iShares US Technology ETF
IYW
$24.9B
– –
-4,736
Closed -$356
IZEA icon
5341
IZEA Worldwide
IZEA
$52.1M
– –
-5,454
Closed -$22
JCI icon
5342
CALL
Johnson Controls International
JCI
$86.7B
– –
-196,500
Closed -$8.03K
JILL icon
5343
J. Jill
JILL
$302M
– –
-8,830
Closed -$24
JRSH icon
5344
Jerash Holdings
JRSH
$69.7M
– –
-15,555
Closed -$71
KAI icon
5345
Kadant
KAI
$3.7B
– –
-4,730
Closed -$519
KELYA icon
5346
Kelly Services Class A
KELYA
$594M
– –
-11,388
Closed -$194
KFRC icon
5347
Kforce
KFRC
$1.05B
– –
-187,959
Closed -$6.05K
KGC icon
5348
CALL
Kinross Gold
KGC
$38.9B
– –
-700,000
Closed -$6.17K
KKR icon
5349
PUT
KKR & Co
KKR
$97.4B
– –
-50,000
Closed -$1.72K
KLXE icon
5350
KLX Energy Services
KLXE
$35.9M
– –
-32,342
Closed -$134
212 213
214
215 216

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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.