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 |
Keurig Dr Pepper
KDP
|
+$870M |
| 2 |
Amazon
AMZN
|
+$319M |
| 3 |
Automatic Data Processing
ADP
|
+$216M |
| 4 |
Evergy
EVRG
|
+$214M |
| 5 |
Chevron
CVX
|
+$207M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bank of America
BAC
|
+$296M |
| 2 |
Mondelez International
MDLZ
|
+$235M |
| 3 |
Abbott
ABT
|
+$229M |
| 4 |
Lam Research
LRCX
|
+$189M |
| 5 |
American International
AIG
|
+$170M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.97% |
| 2 | Technology | 12.66% |
| 3 | Healthcare | 12.25% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Industrials | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2476
PUT
Align Technology
ALGN
$11.4B
| $1.71M | ﹤0.01% |
5,000
-45,000
| -90% | -$13.4M |
|
2477
Savara
SVRA
$1.14B
| $1.7M | ﹤0.01% |
150,416
-372,481
| -71% | -$3.74M |
|
|
PDCO
2478
CALL
DELISTED
Patterson Companies, Inc.
PDCO
| $1.7M | ﹤0.01% |
75,000
+45,000
| +150% | +$1.01M |
|
2479
Southwest Airlines
LUV
$19.6B
| $1.7M | ﹤0.01% |
33,349
+17,285
| +108% | +$910K |
|
2480
CALL
Alphabet (Google) Class A
GOOGL
$4.17T
| $1.69M | ﹤0.01% |
+30,000
| New | +$1.63M |
|
2481
Amphenol
APH
$198B
| $1.69M | ﹤0.01% |
77,708
-2,263,340
| -97% | -$49.3M |
|
2482
York Water
YORW
$550M
| $1.69M | ﹤0.01% |
53,224
-5,433
| -9% | -$174K |
|
|
CIVI
2483
DELISTED
Civitas Solutions, Inc.
CIVI
| $1.69M | ﹤0.01% |
103,092
-41,623
| -29% | -$645K |
|
|
ARII
2484
DELISTED
American Railcar Industries, Inc.
ARII
| $1.69M | ﹤0.01% |
+42,824
| New | +$1.66M |
|
2485
Leidos
LDOS
$17.6B
| $1.69M | ﹤0.01% |
28,637
-418,087
| -94% | -$26.1M |
|
|
HZNP
2486
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $1.69M | ﹤0.01% |
101,973
-1,022,492
| -91% | -$15.6M |
|
2487
American Superconductor
AMSC
$1.43B
| $1.69M | ﹤0.01% |
240,847
-37,192
| -13% | -$243K |
|
2488
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
| $1.68M | ﹤0.01% |
15,230
-44,664
| -75% | -$4.93M |
|
2489
CALL
Oracle
ORCL
$435B
| $1.68M | ﹤0.01% |
+38,100
| New | +$1.76M |
|
2490
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.68M | ﹤0.01% |
8,990
-358,350
| -98% | -$69.9M |
|
2491
T. Rowe Price
TROW
$24B
| $1.68M | ﹤0.01% |
14,441
-51,013
| -78% | -$5.93M |
|
|
FOMX
2492
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
| $1.68M | ﹤0.01% |
334,417
-428,879
| -56% | -$2.21M |
|
|
UN
2493
CALL
DELISTED
Unilever NV New York Registry Shares
UN
| $1.67M | ﹤0.01% |
30,000
-40,000
| -57% | -$2.24M |
|
2494
Newell Brands
NWL
$2.49B
| $1.67M | ﹤0.01% |
+64,807
| New | +$1.69M |
|
2495
International Flavors & Fragrances
IFF
$22.1B
| $1.67M | ﹤0.01% |
+13,429
| New | +$1.75M |
|
|
LAC
2496
DELISTED
Lithium Americas Corp. Common Shares
LAC
| $1.66M | ﹤0.01% |
308,540
+288,940
| +1,474% | +$1.58M |
|
2497
Farmers National Banc Corp
FMNB
$932M
| $1.66M | ﹤0.01% |
103,810
-44,474
| -30% | -$684K |
|
|
ONCS
2498
DELISTED
OncoSec Medical Incorporated
ONCS
| $1.65M | ﹤0.01% |
5,433
+885
| +19% | +$310K |
|
|
HYPD
2499
Hyperion DeFi Inc
HYPD
$57.5M
| $1.65M | ﹤0.01% |
3,269
-129
| -4% | -$85.4K |
|
2500
Revvity
RVTY
$14.4B
| $1.65M | ﹤0.01% |
+22,485
| New | +$1.69M |
|
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Israel Englander's Q2 2018 Portfolio in Review
As of Q2 2018, Israel Englander held 4,494 positions worth $76.7B, up 2.3% from $74.9B the previous quarter. Its ten largest holdings account for 7.3% of the portfolio.
Israel Englander's Q2 2018 filing shows 911 new, 1,261 increased, 1,542 reduced and 746 closed positions. Its largest new stake was Evergy: 3,989,462 shares worth $224M. The largest sale was Bank of America, an estimated $296M.
By sector, the portfolio is most concentrated in Financials at 15% of assets, up from 14% a quarter earlier, followed by Technology and Healthcare.
- Israel Englander's largest Q2 2018 buy was Evergy: 3,989,462 shares worth $224M.
- Israel Englander added most to Keurig Dr Pepper in Q2 2018, an estimated $870M increase.
- Israel Englander's biggest Q2 2018 reduction was Bank of America, cutting an estimated $296M.
- Israel Englander fully exited American International in Q2 2018, selling an estimated $170M.
- Israel Englander's ten largest holdings make up 7.3% of its $76.7B portfolio in Q2 2018.
- Israel Englander opened 911 new positions and closed 746 in Q2 2018.
- Israel Englander's portfolio value rose 2.3% quarter-over-quarter to $76.7B.
Based on Millennium Management's 13F filing for Q2 2018, filed 14 Aug 2018.