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 | |
|---|---|---|---|---|---|---|
2651
CALL
DaVita
DVA
$11.3B
| $1.36M | ﹤0.01% |
+25,000
| New | +$1.38M |
|
|
IMGN
2652
PUT
DELISTED
Immunogen Inc
IMGN
| $1.35M | ﹤0.01% |
500,000
+100,000
| +25% | +$433K |
|
2653
Monro
MNRO
$436M
| $1.35M | ﹤0.01% |
15,643
+4,742
| +44% | +$359K |
|
2654
Sun Life Financial
SLF
$44.5B
| $1.35M | ﹤0.01% |
+35,201
| New | +$1.29M |
|
2655
Papa John's
PZZA
$794M
| $1.35M | ﹤0.01% |
25,487
-163,618
| -87% | -$7.23M |
|
|
SYKE
2656
DELISTED
SYKES Enterprises Inc
SYKE
| $1.35M | ﹤0.01% |
+47,695
| New | +$1.34M |
|
2657
America's Car Mart
CRMT
$20.4M
| $1.35M | ﹤0.01% |
14,756
-992
| -6% | -$77.2K |
|
|
DNBF
2658
DELISTED
DNB Financial Corp
DNBF
| $1.35M | ﹤0.01% |
+35,683
| New | +$1.29M |
|
2659
Adecoagro
AGRO
$1.59B
| $1.34M | ﹤0.01% |
195,205
+63,747
| +48% | +$454K |
|
|
RWT
2660
Redwood Trust
RWT
$593M
| $1.34M | ﹤0.01% |
82,966
+36,579
| +79% | +$578K |
|
|
STKL
2661
DELISTED
SunOpta
STKL
| $1.34M | ﹤0.01% |
387,025
+356,885
| +1,184% | +$1.38M |
|
2662
United Natural Foods
UNFI
$2.88B
| $1.33M | ﹤0.01% |
+100,965
| New | +$1.36M |
|
2663
Powell Industries
POWL
$6.93B
| $1.33M | ﹤0.01% |
150,468
+46,395
| +45% | +$456K |
|
2664
Fortis
FTS
$28.1B
| $1.33M | ﹤0.01% |
35,990
-4,990
| -12% | -$177K |
|
|
BPT
2665
PUT
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
| $1.33M | ﹤0.01% |
50,000
-100,000
| -67% | -$2.52M |
|
2666
Verastem
VSTM
$641M
| $1.32M | ﹤0.01% |
37,294
-66,709
| -64% | -$2.64M |
|
|
CIC.U
2667
DELISTED
Capitol Investment Corp. IV
CIC.U
| $1.32M | ﹤0.01% |
125,000
| – | – |
|
|
SVC
2668
Service Properties Trust
SVC
$1.03B
| $1.32M | ﹤0.01% |
10,038
-84,041
| -89% | -$11.1M |
|
|
FSB
2669
DELISTED
Franklin Financial Network, Inc.
FSB
| $1.32M | ﹤0.01% |
45,370
+36,287
| +400% | +$1.12M |
|
2670
United Therapeutics
UTHR
$22.2B
| $1.31M | ﹤0.01% |
11,193
-25,270
| -69% | -$2.94M |
|
|
PDCO
2671
CALL
DELISTED
Patterson Companies, Inc.
PDCO
| $1.31M | ﹤0.01% |
+60,000
| New | +$1.33M |
|
2672
CALL
Applied Materials
AMAT
$381B
| $1.31M | ﹤0.01% |
33,000
+8,100
| +33% | +$308K |
|
2673
PUT
Seagate
STX
$186B
| $1.31M | ﹤0.01% |
27,300
-41,300
| -60% | -$1.83M |
|
|
SAFE
2674
Safehold
SAFE
$1.1B
| $1.3M | ﹤0.01% |
+31,840
| New | +$1.41M |
|
2675
PUT
HCA Healthcare
HCA
$92.8B
| $1.3M | ﹤0.01% |
+10,000
| New | +$1.34M |
|
Similar funds
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.