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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
A icon
851
Agilent Technologies
A
$43.8B
$26.4M 0.02%
222,527
+185,913
+508% +$20.6M
TRIP icon
852
TripAdvisor
TRIP
$1.2B
$26.4M 0.02%
916,144
+620,712
+210% +$14.9M
LUXA
853
DELISTED
Lux Health Tech Acquisition Corp. Class A Common Stock
LUXA
$26.3M 0.02%
+2,449,998
New +$26.2M
NRDY icon
854
Nerdy
NRDY
$88.5M
$26.3M 0.02%
+158,000
New +$25.7M
EZA icon
855
CALL
iShares MSCI South Africa ETF
EZA
$595M
$26.3M 0.02%
+600,000
New +$24.8M
FCNCA icon
856
First Citizens BancShares
FCNCA
$24.8B
$26.3M 0.02%
45,780
+35,740
+356% +$18M
DKNG icon
857
DraftKings
DKNG
$12.8B
$26.3M 0.02%
564,590
+406,135
+256% +$19.3M
FUTU icon
858
Futu Holdings
FUTU
$16.5B
$26.3M 0.02%
574,399
+310,812
+118% +$11.7M
CCV.U
859
DELISTED
Churchill Capital Corp V Units, each consisting of one share of Class A common stock, and one-fourth of one redeemable warrant
CCV.U
$26.3M 0.02%
+2,500,000
New +$26.2M
CBAH.U
860
DELISTED
CBRE Acquisition Holdings, Inc. SAIL securities, each consisting of one share of Class A common stoc
CBAH.U
$26.2M 0.02%
+2,502,600
New +$26.1M
SIBN icon
861
SI-BONE Inc
SIBN
$892M
$26.1M 0.02%
872,194
-287,574
-25% -$7M
MET icon
862
MetLife
MET
$60.8B
$26.1M 0.02%
555,157
+165,087
+42% +$7.15M
CVS icon
863
CVS Health
CVS
$119B
$26M 0.02%
381,052
-526,776
-58% -$34.3M
MLCO icon
864
Melco Resorts & Entertainment
MLCO
$2.08B
$26M 0.02%
1,401,695
+512,768
+58% +$8.92M
VRTX icon
865
CALL
Vertex Pharmaceuticals
VRTX
$139B
$26M 0.02%
110,000
-1,200
-1% -$275K
IRM icon
866
Iron Mountain
IRM
$35.3B
$25.9M 0.02%
879,871
-235,937
-21% -$6.55M
BXP icon
867
Boston Properties
BXP
$11B
$25.9M 0.02%
274,315
+37,471
+16% +$3.35M
MOS icon
868
The Mosaic Company
MOS
$7.91B
$25.9M 0.02%
1,126,468
+72,432
+7% +$1.46M
CAP.U
869
DELISTED
Capitol Investment Corp. V Units, each consisting of one share of Class A common stock, and one-thir
CAP.U
$25.8M 0.02%
+2,502,710
New +$25.5M
HTHT icon
870
Huazhu Hotels Group
HTHT
$14.9B
$25.6M 0.02%
569,037
+450,323
+379% +$20.5M
CCIV.U
871
DELISTED
Churchill Capital Corp IV Units, each consisting of one share of Class A common stock and one-fifth
CCIV.U
$25.6M 0.02%
2,486,322
-1,490,000
-37% -$14.9M
CUBE icon
872
CubeSmart
CUBE
$9.14B
$25.5M 0.02%
759,824
-704,954
-48% -$23.6M
MDT icon
873
PUT
Medtronic
MDT
$119B
$25.4M 0.02%
216,800
+400
+0.2% +$44K
JLL icon
874
Jones Lang LaSalle
JLL
$17.9B
$25.4M 0.02%
171,159
+77,357
+82% +$9.93M
SWKS icon
875
Skyworks Solutions
SWKS
$9.93B
$25.4M 0.02%
166,111
+93,001
+127% +$13.6M
33 34
35
36 37

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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.