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 |
Fortive
FTV
|
+$1.39B |
| 2 |
ANDV
Andeavor
ANDV
|
+$1B |
| 3 |
Citigroup
C
|
+$332M |
| 4 |
Apple
AAPL
|
+$307M |
| 5 |
Oracle
ORCL
|
+$228M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AABA
Altaba Inc
AABA
|
+$579M |
| 2 |
EA
Electronic Arts
EA
|
+$233M |
| 3 |
Keurig Dr Pepper
KDP
|
+$215M |
| 4 |
APC
Anadarko Petroleum
APC
|
+$206M |
| 5 |
XL
XL Group Ltd.
XL
|
+$190M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.09% |
| 2 | Financials | 12.89% |
| 3 | Healthcare | 12.4% |
| 4 | Consumer Discretionary | 9.65% |
| 5 | Industrials | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Hubbell
HUBB
$24.8B
| $80.3M | 0.1% |
601,421
+422,513
| +236% | +$51.9M |
|
252
Kimberly-Clark
KMB
$36.4B
| $79.7M | 0.1% |
701,708
+240,380
| +52% | +$27M |
|
253
PENN Entertainment
PENN
$2.5B
| $79.3M | 0.1% |
2,408,289
+74,277
| +3% | +$2.47M |
|
254
RingCentral
RNG
$5.6B
| $77.2M | 0.09% |
829,866
-275,523
| -25% | -$23.8M |
|
255
Zions Bancorporation
ZION
$9.95B
| $77.1M | 0.09% |
1,536,567
-2,752,626
| -64% | -$145M |
|
256
Sysco
SYY
$40.2B
| $77M | 0.09% |
1,050,898
+1,000,862
| +2,000% | +$72.1M |
|
257
Nutrien
NTR
$35.9B
| $76.8M | 0.09% |
1,331,048
+1,100,721
| +478% | +$60.9M |
|
258
Elevance Health
ELV
$86.9B
| $76.7M | 0.09% |
279,838
-76,089
| -21% | -$19.8M |
|
259
Ralph Lauren
RL
$22.2B
| $76.4M | 0.09% |
555,414
-318,594
| -36% | -$42.5M |
|
|
EE
260
DELISTED
El Paso Electric Company
EE
| $75.8M | 0.09% |
1,324,826
-319,495
| -19% | -$19.6M |
|
|
VTLE
261
DELISTED
Vital Energy
VTLE
| $75.4M | 0.09% |
461,485
+219,375
| +91% | +$38.4M |
|
262
VeriSign
VRSN
$25.5B
| $75M | 0.09% |
468,455
+90,332
| +24% | +$13.8M |
|
|
WW
263
DELISTED
WW International
WW
| $74.9M | 0.09% |
+1,040,376
| New | +$84.5M |
|
264
CME Group
CME
$98.9B
| $74.8M | 0.09% |
439,561
+314,017
| +250% | +$52.9M |
|
265
Host Hotels & Resorts
HST
$15.9B
| $74.8M | 0.09% |
3,542,886
+2,123,980
| +150% | +$44.9M |
|
266
Marriott Vacations Worldwide
VAC
$3.87B
| $74.4M | 0.09% |
665,810
+186,346
| +39% | +$22M |
|
267
CubeSmart
CUBE
$9.21B
| $74.3M | 0.09% |
2,604,205
+892,118
| +52% | +$27.3M |
|
|
TIF
268
DELISTED
Tiffany & Co.
TIF
| $74.3M | 0.09% |
575,926
-1,379,097
| -71% | -$180M |
|
269
American Express
AXP
$227B
| $74.2M | 0.09% |
697,096
-1,631,998
| -70% | -$170M |
|
270
PUT
iShares Biotechnology ETF
IBB
$10.7B
| $74.1M | 0.09% |
607,600
+203,300
| +50% | +$23.9M |
|
271
Paycom
PAYC
$10.3B
| $73.2M | 0.09% |
471,082
+8,390
| +2% | +$1.13M |
|
272
L3Harris
LHX
$49.7B
| $73.1M | 0.09% |
431,898
+330,849
| +327% | +$52.6M |
|
273
PUT
Intel
INTC
$476B
| $73.1M | 0.09% |
+1,545,000
| New | +$75.2M |
|
|
RDC
274
DELISTED
Rowan Companies Plc
RDC
| $72.8M | 0.09% |
3,868,224
-169,233
| -4% | -$2.53M |
|
275
Equinix
EQIX
$105B
| $72.8M | 0.09% |
168,247
+96,552
| +135% | +$42.3M |
|
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Israel Englander's Q3 2018 Portfolio in Review
As of Q3 2018, Israel Englander held 4,590 positions worth $81.6B, up 6.4% from $76.7B the previous quarter. Its ten largest holdings account for 10% of the portfolio.
Israel Englander's Q3 2018 filing shows 841 new, 1,291 increased, 1,638 reduced and 748 closed positions. Its largest new stake was Fortive: 27,116,929 shares worth $1.44B. The largest sale was Altaba Inc, an estimated $579M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Financials and Healthcare.
- Israel Englander's largest Q3 2018 buy was Fortive: 27,116,929 shares worth $1.44B.
- Israel Englander added most to Andeavor in Q3 2018, an estimated $1B increase.
- Israel Englander's biggest Q3 2018 reduction was Altaba Inc, cutting an estimated $579M.
- Israel Englander fully exited XL Group Ltd. in Q3 2018, selling an estimated $190M.
- Israel Englander's ten largest holdings make up 10% of its $81.6B portfolio in Q3 2018.
- Israel Englander opened 841 new positions and closed 748 in Q3 2018.
- Israel Englander's portfolio value rose 6.4% quarter-over-quarter to $81.6B.
Based on Millennium Management's 13F filing for Q3 2018, filed 14 Nov 2018.