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 |
iShares Core S&P 500 ETF
IVV
|
+$1.38B |
| 2 |
Apple
AAPL
|
+$971M |
| 3 |
Tesla
TSLA
|
+$937M |
| 4 |
NVIDIA
NVDA
|
+$773M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$742M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$291M |
| 2 |
Willis Towers Watson
WTW
|
+$256M |
| 3 |
KSU
Kansas City Southern
KSU
|
+$227M |
| 4 |
Salesforce
CRM
|
+$225M |
| 5 |
Advanced Micro Devices
AMD
|
+$222M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.15% |
| 2 | Financials | 6.73% |
| 3 | Healthcare | 6.32% |
| 4 | Consumer Discretionary | 4.91% |
| 5 | Industrials | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Public Storage
PSA
$60.2B
| $222M | 0.11% |
591,400
+116,586
| +25% | +$38.9M |
|
127
KKR & Co
KKR
$97.4B
| $221M | 0.11% |
2,971,886
-17,034
| -0.6% | -$1.26M |
|
128
PUT
Costco
COST
$420B
| $221M | 0.11% |
389,200
-126,900
| -25% | -$65M |
|
129
JPMorgan Chase
JPM
$935B
| $221M | 0.11% |
1,395,019
-108,881
| -7% | -$17.9M |
|
130
PUT
Lyft
LYFT
$6.61B
| $220M | 0.11% |
5,157,900
+2,314,700
| +81% | +$108M |
|
131
PUT
Comcast
CMCSA
$95.3B
| $220M | 0.11% |
4,369,000
+160,900
| +4% | +$8.39M |
|
132
Bristol-Myers Squibb
BMY
$137B
| $219M | 0.11% |
3,507,098
+2,370,388
| +209% | +$139M |
|
133
PUT
Texas Instruments
TXN
$241B
| $219M | 0.11% |
1,159,700
+21,200
| +2% | +$4.07M |
|
134
FedEx
FDX
$76.9B
| $218M | 0.11% |
844,680
+117,765
| +16% | +$28.3M |
|
135
Sun Communities
SUI
$14.8B
| $217M | 0.11% |
1,033,413
+284,377
| +38% | +$56M |
|
136
PUT
CrowdStrike
CRWD
$195B
| $216M | 0.11% |
4,218,800
+200,000
| +5% | +$12.2M |
|
137
Honeywell
HON
$68.4B
| $216M | 0.11% |
1,097,522
+561,272
| +105% | +$113M |
|
138
Intercontinental Exchange
ICE
$90.5B
| $214M | 0.11% |
1,563,932
+639,241
| +69% | +$84.7M |
|
139
Starbucks
SBUX
$122B
| $213M | 0.11% |
1,818,136
+1,553,953
| +588% | +$175M |
|
140
Verizon
VZ
$205B
| $211M | 0.11% |
4,057,289
+1,257,226
| +45% | +$65.6M |
|
141
PUT
Charter Communications
CHTR
$17.9B
| $211M | 0.11% |
322,900
-14,100
| -4% | -$9.6M |
|
142
CubeSmart
CUBE
$9.21B
| $210M | 0.11% |
3,690,374
+2,676,419
| +264% | +$144M |
|
143
CALL
Visa
V
$693B
| $209M | 0.11% |
965,400
-189,600
| -16% | -$40.7M |
|
144
PUT
Eli Lilly
LLY
$1.12T
| $209M | 0.11% |
756,600
+190,300
| +34% | +$48.2M |
|
145
McKesson
MCK
$100B
| $209M | 0.11% |
838,918
-186,737
| -18% | -$41M |
|
146
PUT
iShares China Large-Cap ETF
FXI
$4.28B
| $207M | 0.11% |
5,650,400
+2,930,300
| +108% | +$115M |
|
147
CALL
Procter & Gamble
PG
$336B
| $207M | 0.11% |
1,263,200
+642,000
| +103% | +$95.3M |
|
|
RDS.A
148
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $205M | 0.1% |
4,729,961
+1,734,375
| +58% | +$78.3M |
|
149
PUT
VanEck Semiconductor ETF
SMH
$68.6B
| $205M | 0.1% |
1,325,000
+20,000
| +2% | +$2.89M |
|
150
PUT
Zscaler
ZS
$29.4B
| $204M | 0.1% |
635,100
+200,600
| +46% | +$63.2M |
|
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Israel Englander's Q4 2021 Portfolio in Review
As of Q4 2021, Israel Englander held 7,926 positions worth $197B, up 18% from $167B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
Israel Englander deployed $20.8B of net new capital in Q4 2021, opening 1,213 new positions and adding to 2,560 existing holdings. Its largest new stake was Comcast: 3,028,627 shares worth $152M.
By sector, the portfolio is most concentrated in Technology at 8.2% of assets, up from 7.7% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was State Street Technology Select Sector SPDR ETF, an estimated $291M trimmed.
- Israel Englander's largest Q4 2021 buy was Comcast: 3,028,627 shares worth $152M.
- Israel Englander added most to iShares Core S&P 500 ETF in Q4 2021, an estimated $1.38B increase.
- Israel Englander's biggest Q4 2021 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $291M.
- Israel Englander fully exited Kansas City Southern in Q4 2021, selling an estimated $227M.
- Israel Englander's ten largest holdings make up 19% of its $197B portfolio in Q4 2021.
- Israel Englander opened 1,213 new positions and closed 1,231 in Q4 2021.
- Israel Englander's portfolio value rose 18% quarter-over-quarter to $197B.
Based on Millennium Management's 13F filing for Q4 2021, filed 14 Feb 2022.