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 |
Walt Disney
DIS
|
+$655M |
| 2 |
Coty
COTY
|
+$380M |
| 3 |
ConocoPhillips
COP
|
+$250M |
| 4 |
Zimmer Biomet
ZBH
|
+$213M |
| 5 |
Valero Energy
VLO
|
+$170M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$523M |
| 2 |
Merck
MRK
|
+$375M |
| 3 |
SHPG
Shire pic
SHPG
|
+$362M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$310M |
| 5 |
CELG
Celgene Corp
CELG
|
+$286M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 13.57% |
| 2 | Technology | 12.05% |
| 3 | Financials | 10.74% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Energy | 8.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2601
Lakeland Financial Corp
LKFN
$1.48B
| $1.47M | ﹤0.01% |
32,502
-100,621
| -76% | -$4.59M |
|
2602
National Vision
EYE
$1.48B
| $1.47M | ﹤0.01% |
46,705
+34,785
| +292% | +$1.09M |
|
|
VBIV
2603
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
| $1.47M | ﹤0.01% |
26,123
+889
| +4% | +$48.1K |
|
|
MSON
2604
DELISTED
Misonix Inc
MSON
| $1.46M | ﹤0.01% |
+76,099
| New | +$1.44M |
|
|
ACER
2605
DELISTED
Acer Therapeutics Inc
ACER
| $1.46M | ﹤0.01% |
+59,892
| New | +$1.41M |
|
|
VISN
2606
Vistance Networks Inc
VISN
$2.54B
| $1.45M | ﹤0.01% |
66,772
-737,827
| -92% | -$15.5M |
|
|
PGNX
2607
DELISTED
Progenics Pharmaceuticals Inc
PGNX
| $1.45M | ﹤0.01% |
312,635
-236,318
| -43% | -$1.07M |
|
2608
PUT
Ball Corp
BALL
$17.1B
| $1.45M | ﹤0.01% |
25,000
-100,000
| -80% | -$5.33M |
|
2609
Hyster-Yale Materials Handling
HY
$623M
| $1.45M | ﹤0.01% |
+23,187
| New | +$1.57M |
|
2610
CALL
IQVIA
IQV
$43B
| $1.44M | ﹤0.01% |
10,000
-5,000
| -33% | -$666K |
|
|
ROCC
2611
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
| $1.44M | ﹤0.01% |
+32,619
| New | +$1.75M |
|
2612
CALL
Edwards Lifesciences
EW
$52.3B
| $1.44M | ﹤0.01% |
22,500
-36,000
| -62% | -$2.05M |
|
2613
Vanguard FTSE Emerging Markets ETF
VWO
$127B
| $1.43M | ﹤0.01% |
33,700
-27,262
| -45% | -$1.12M |
|
|
HI
2614
DELISTED
Hillenbrand
HI
| $1.43M | ﹤0.01% |
34,459
-18,555
| -35% | -$783K |
|
|
VAR
2615
PUT
DELISTED
Varian Medical Systems, Inc.
VAR
| $1.43M | ﹤0.01% |
10,100
+100
| +1% | +$13.1K |
|
2616
Granite Construction
GVA
$5.44B
| $1.43M | ﹤0.01% |
+33,090
| New | +$1.47M |
|
2617
OFG Bancorp
OFG
$2.21B
| $1.43M | ﹤0.01% |
71,998
-164,285
| -70% | -$3.18M |
|
2618
HCA Healthcare
HCA
$92.4B
| $1.42M | ﹤0.01% |
10,906
-212,061
| -95% | -$28.5M |
|
2619
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
| $1.42M | ﹤0.01% |
16,040
+8,000
| +100% | +$673K |
|
|
FARO
2620
DELISTED
Faro Technologies
FARO
| $1.42M | ﹤0.01% |
32,214
-7,627
| -19% | -$337K |
|
2621
HNI Corp
HNI
$3.59B
| $1.42M | ﹤0.01% |
38,987
-5,808
| -13% | -$223K |
|
2622
TriCo Bancshares
TCBK
$1.73B
| $1.42M | ﹤0.01% |
36,008
-9,031
| -20% | -$341K |
|
2623
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.64B
| $1.42M | ﹤0.01% |
1,095
-1,291
| -54% | -$1.67M |
|
2624
InflaRx
IFRX
$360M
| $1.41M | ﹤0.01% |
37,368
-34,785
| -48% | -$1.3M |
|
2625
PUT
Intuit
INTU
$94.3B
| $1.41M | ﹤0.01% |
+5,400
| New | +$1.25M |
|
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Israel Englander's Q1 2019 Portfolio in Review
As of Q1 2019, Israel Englander held 4,608 positions worth $66.8B, up 4.2% from $64.1B the previous quarter. Its ten largest holdings account for 7.1% of the portfolio.
Israel Englander withdrew a net $6.14B in Q1 2019, closing 675 positions and reducing 1,467 holdings. Its most notable exit was Merck, an estimated $375M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 14% of assets, down from 14% a quarter earlier, followed by Technology and Financials.
Against the trend, Israel Englander opened a new position in Zimmer Biomet worth $232M.
- Israel Englander's largest Q1 2019 buy was Zimmer Biomet: 1,870,503 shares worth $232M.
- Israel Englander added most to Walt Disney in Q1 2019, an estimated $655M increase.
- Israel Englander's biggest Q1 2019 reduction was Apple, cutting an estimated $523M.
- Israel Englander fully exited Merck in Q1 2019, selling an estimated $375M.
- Israel Englander's ten largest holdings make up 7.1% of its $66.8B portfolio in Q1 2019.
- Israel Englander opened 914 new positions and closed 675 in Q1 2019.
- Israel Englander's portfolio value rose 4.2% quarter-over-quarter to $66.8B.
Based on Millennium Management's 13F filing for Q1 2019, filed 14 May 2019.