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 | |
|---|---|---|---|---|---|---|
|
KREF
2676
KKR Real Estate Finance Trust
KREF
$489M
| $1.3M | ﹤0.01% |
65,056
-159,356
| -71% | -$3.22M |
|
2677
Benchmark Electronics
BHE
$2.58B
| $1.3M | ﹤0.01% |
49,431
-51,559
| -51% | -$1.32M |
|
|
FINV
2678
FinVolution Group
FINV
$1.03B
| $1.3M | ﹤0.01% |
343,082
+252,345
| +278% | +$1.03M |
|
|
UCFC
2679
DELISTED
United Community Financial Corp
UCFC
| $1.29M | ﹤0.01% |
138,488
+52,492
| +61% | +$497K |
|
2680
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
| $1.29M | ﹤0.01% |
+25,191
| New | +$1.34M |
|
2681
ProShares VIX Short-Term Futures ETF
VIXY
$220M
| $1.29M | ﹤0.01% |
670
+592
| +759% | +$1.34M |
|
2682
Strategic Education
STRA
$1.91B
| $1.29M | ﹤0.01% |
9,801
-4,061
| -29% | -$495K |
|
2683
PUT
IBM
IBM
$221B
| $1.28M | ﹤0.01% |
9,519
-30,438
| -76% | -$3.88M |
|
2684
JB Hunt Transport Services
JBHT
$24.6B
| $1.28M | ﹤0.01% |
12,656
+4,400
| +53% | +$456K |
|
2685
First Capital
FCAP
$208M
| $1.28M | ﹤0.01% |
+24,849
| New | +$1.19M |
|
|
KLDO
2686
DELISTED
Kaleido Biosciences, Inc. Common Stock
KLDO
| $1.28M | ﹤0.01% |
+88,109
| New | +$1.21M |
|
|
BRFS
2687
DELISTED
BRF SA
BRFS
| $1.28M | ﹤0.01% |
+219,183
| New | +$1.32M |
|
2688
iShares Semiconductor ETF
SOXX
$41.9B
| $1.28M | ﹤0.01% |
20,193
+12,753
| +171% | +$753K |
|
|
ZIXI
2689
DELISTED
Zix Corporation
ZIXI
| $1.27M | ﹤0.01% |
185,152
-304,457
| -62% | -$2.18M |
|
2690
PPG Industries
PPG
$25.3B
| $1.27M | ﹤0.01% |
+11,231
| New | +$1.2M |
|
2691
Dr. Reddy's Laboratories
RDY
$10.3B
| $1.27M | ﹤0.01% |
+156,410
| New | +$1.19M |
|
2692
Renasant Corp
RNST
$3.75B
| $1.26M | ﹤0.01% |
+37,278
| New | +$1.33M |
|
|
SRT
2693
DELISTED
Startek Inc.
SRT
| $1.26M | ﹤0.01% |
160,150
+135,847
| +559% | +$1.01M |
|
2694
MarketAxess Holdings
MKTX
$5.72B
| $1.26M | ﹤0.01% |
5,116
-26,282
| -84% | -$5.95M |
|
|
KE
2695
Kimball Electronics
KE
$565M
| $1.25M | ﹤0.01% |
+80,802
| New | +$1.3M |
|
|
CTRL
2696
DELISTED
Control4 Corporation
CTRL
| $1.25M | ﹤0.01% |
73,818
-340,331
| -82% | -$6.14M |
|
2697
OptimizeRx
OPRX
$148M
| $1.25M | ﹤0.01% |
98,075
+45,485
| +86% | +$591K |
|
|
HDV
2698
iShares Core High Dividend ETF
HDV
$15.4B
| $1.25M | ﹤0.01% |
66,795
+45,870
| +219% | +$824K |
|
2699
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
| $1.24M | ﹤0.01% |
42,726
-315,232
| -88% | -$8.77M |
|
2700
Acadia Realty Trust
AKR
$2.92B
| $1.24M | ﹤0.01% |
45,541
+20,032
| +79% | +$553K |
|
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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.