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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
+$57.3B
Cap. Flow
+$41.4B
Cap. Flow %
29.87%
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
MNTA
Momenta Pharmaceuticals, Inc.
MNTA
+$261M
2
AMTD
TD Ameritrade Holding Corp
AMTD
+$241M
3
IMMU
Immunomedics Inc
IMMU
+$234M
4
KDP icon
Keurig Dr Pepper
KDP
+$173M
5
FDX icon
FedEx
FDX
+$150M

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
VCIT icon
1501
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.9B
$12.1M 0.01%
124,416
+103,945
+508% +$10M
GOAC
1502
DELISTED
GO Acquisition Corp. Class A Common Stock
GOAC
$12.1M 0.01%
1,184,755
+14,755
+1% +$145K
CSGS
1503
DELISTED
CSG Systems International
CSGS
$12.1M 0.01%
267,755
+133,834
+100% +$5.7M
CMS icon
1504
CMS Energy
CMS
$21.6B
$12M 0.01%
197,285
-450,134
-70% -$28.1M
DG icon
1505
CALL
Dollar General
DG
$27B
$12M 0.01%
57,200
+32,000
+127% +$6.84M
TLMD
1506
DELISTED
SOC Telemed, Inc. Class A Common Stock
TLMD
$12M 0.01%
1,533,623
+587,888
+62% +$5.19M
GT icon
1507
Goodyear
GT
$1.78B
$12M 0.01%
1,100,610
+877,306
+393% +$8.84M
ZWS icon
1508
Zurn Elkay Water Solutions
ZWS
$8.1B
$12M 0.01%
631,102
+547,354
+654% +$9.39M
BUD icon
1509
AB InBev
BUD
$155B
$12M 0.01%
171,613
+146,870
+594% +$9.29M
NEM icon
1510
CALL
Newmont
NEM
$142B
$12M 0.01%
200,000
-316,700
-61% -$19.5M
ITW icon
1511
CALL
Illinois Tool Works
ITW
$80.2B
$12M 0.01%
+58,700
New +$12M
EMPW.U
1512
DELISTED
Empower Ltd. Units, each consisting of one Class A ordinary share and one-third of one redeemable wa
EMPW.U
$12M 0.01%
+1,150,000
New +$11.6M
PIAI
1513
DELISTED
Prime Impact Acquisition I
PIAI
$11.9M 0.01%
+1,180,500
New +$11.7M
PBF icon
1514
PBF Energy
PBF
$7.88B
$11.9M 0.01%
1,677,973
+1,547,355
+1,185% +$10.1M
BLNK icon
1515
Blink Charging
BLNK
$85.9M
$11.9M 0.01%
278,553
+245,300
+738% +$4.85M
JNK icon
1516
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.68B
$11.9M 0.01%
109,233
+6,169
+6% +$658K
ACTCU
1517
DELISTED
ArcLight Clean Transition Corp. Unit
ACTCU
$11.9M 0.01%
1,000,000
– –
SGEN
1518
DELISTED
Seagen Inc. Common Stock
SGEN
$11.9M 0.01%
+67,940
New +$12.7M
MINT icon
1519
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.4B
$11.8M 0.01%
115,971
+43,656
+60% +$4.45M
SAH icon
1520
Sonic Automotive
SAH
$2.43B
$11.8M 0.01%
306,805
+272,688
+799% +$11.1M
VG
1521
DELISTED
Vonage Holdings Corporation
VG
$11.8M 0.01%
918,903
+215,358
+31% +$2.62M
WSFS icon
1522
WSFS Financial
WSFS
$4.01B
$11.8M 0.01%
263,503
-228,063
-46% -$8.37M
RUTH
1523
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
$11.8M 0.01%
+667,022
New +$9.37M
RKT icon
1524
Rocket Companies
RKT
$40.5B
$11.8M 0.01%
584,549
+568,863
+3,627% +$12M
ABCB icon
1525
Ameris Bancorp
ABCB
$5.74B
$11.8M 0.01%
310,274
-221,460
-42% -$7.17M
59 60
61
62 63

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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 71% from $81.2B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Israel Englander deployed $41.4B 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 Momenta Pharmaceuticals, Inc. in Q4 2020, selling an estimated $261M.
  • 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 71% quarter-over-quarter to $138B.

Based on Millennium Management's 13F filing for Q4 2020, filed 16 Feb 2021.