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 | |
|---|---|---|---|---|---|---|
2876
InterContinental Hotels
IHG
$24.2B
| $940K | ﹤0.01% |
+15,380
| New | +$913K |
|
2877
Rogers Communications
RCI
$19.8B
| $939K | ﹤0.01% |
17,448
+12,748
| +271% | +$687K |
|
2878
Intellia Therapeutics
NTLA
$1.89B
| $938K | ﹤0.01% |
54,918
-1,437
| -3% | -$21.4K |
|
|
ORIT
2879
DELISTED
Oritani Financial Corp. New
ORIT
| $936K | ﹤0.01% |
+56,255
| New | +$946K |
|
2880
Dillards
DDS
$9.95B
| $935K | ﹤0.01% |
12,981
-50,159
| -79% | -$3.45M |
|
|
BFIN
2881
DELISTED
BankFinancial
BFIN
| $934K | ﹤0.01% |
62,822
+38,723
| +161% | +$587K |
|
2882
Ryder
R
$9.44B
| $933K | ﹤0.01% |
15,058
-259,663
| -95% | -$15.2M |
|
2883
Republic Bancorp
RBCAA
$1.85B
| $932K | ﹤0.01% |
20,851
+5,771
| +38% | +$245K |
|
2884
LGI Homes
LGIH
$1.37B
| $931K | ﹤0.01% |
+15,458
| New | +$895K |
|
2885
FVCBankcorp
FVCB
$332M
| $930K | ﹤0.01% |
68,718
-3,921
| -5% | -$54.9K |
|
2886
Simmons First National
SFNC
$3.28B
| $928K | ﹤0.01% |
37,890
+25,660
| +210% | +$658K |
|
|
ORAN
2887
DELISTED
Orange
ORAN
| $928K | ﹤0.01% |
+56,902
| New | +$882K |
|
2888
Azenta
AZTA
$1.45B
| $925K | ﹤0.01% |
31,527
-464,437
| -94% | -$14M |
|
|
RNWK
2889
DELISTED
RealNetworks Inc
RNWK
| $922K | ﹤0.01% |
296,569
-12,102
| -4% | -$36.4K |
|
2890
Ooma
OOMA
$566M
| $918K | ﹤0.01% |
69,324
+44,163
| +176% | +$665K |
|
2891
Texas Capital Bancshares
TCBI
$4.29B
| $916K | ﹤0.01% |
16,781
-178,096
| -91% | -$10.3M |
|
|
TCF
2892
DELISTED
TCF Financial Corporation
TCF
| $913K | ﹤0.01% |
44,110
-2,516,536
| -98% | -$54.9M |
|
2893
Haemonetics
HAE
$4.93B
| $911K | ﹤0.01% |
+10,419
| New | +$948K |
|
|
GCP
2894
DELISTED
GCP Applied Technologies Inc.
GCP
| $909K | ﹤0.01% |
30,725
-527,938
| -95% | -$14.2M |
|
|
AIU
2895
DELISTED
Meta Data Limited American Depositary Shares, each representing ten (10) Class A Ordinary Shares
AIU
| $908K | ﹤0.01% |
+921
| New | +$973K |
|
2896
Horace Mann Educators
HMN
$2.07B
| $904K | ﹤0.01% |
25,679
-39,091
| -60% | -$1.51M |
|
|
VSI
2897
DELISTED
Vitamin Shoppe Inc.
VSI
| $904K | ﹤0.01% |
128,456
-193,386
| -60% | -$1.14M |
|
|
IMDX
2898
Insight Molecular Diagnostics
IMDX
$145M
| $903K | ﹤0.01% |
+11,427
| New | +$737K |
|
2899
Valvoline
VVV
$4.2B
| $903K | ﹤0.01% |
48,645
-155,302
| -76% | -$3.08M |
|
2900
Ribbon Communications
RBBN
$368M
| $902K | ﹤0.01% |
175,111
+146,648
| +515% | +$785K |
|
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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.