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IE

Israel Englander Millennium Management

AUM $276B
1-Year Est. Return 44.8%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+4.31%
1 Year Est. Return
+44.8%
3 Year Est. Return
+127.22%
5 Year Est. Return
+155.52%
10 Year Est. Return
+768.06%
AUM
$66.5B
AUM Growth
-$303M
Cap. Flow
-$1.63B
Cap. Flow %
-2.45%
Top 10 Hldgs %
7.74%
Holding
4,801
New
865
Increased
1,488
Reduced
1,571
Closed
810

Top Buys

Rank Stock Value
1
LYB icon
LyondellBasell Industries
LYB
+$492M
2
LLL
L3 Technologies, Inc.
LLL
+$392M
3
AAPL icon
Apple
AAPL
+$245M
4
AGN
Allergan plc
AGN
+$238M
5
NXPI icon
NXP Semiconductors
NXPI
+$226M

Top Sells

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$568M
2
COTY icon
Coty
COTY
+$491M
3
APC
Anadarko Petroleum
APC
+$224M
4
BMY icon
Bristol-Myers Squibb
BMY
+$211M
5
SYY icon
Sysco
SYY
+$208M

Sector Composition

Rank Sector Weight
1 Healthcare 13.06%
2 Technology 11.97%
3 Financials 10.69%
4 Consumer Discretionary 8.47%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RUHN
2901
DELISTED
Ruhnn Holding Limited American Depositary Shares
RUHN
$814K ﹤0.01%
+236,704
New +$1.22M
WEX icon
2902
WEX
WEX
$6.77B
$811K ﹤0.01%
3,895
-796
-17% -$160K
VIA
2903
DELISTED
Viacom Inc. Class A
VIA
$810K ﹤0.01%
23,756
-23,062
-49% -$798K
PLAY icon
2904
CALL
Dave & Buster's
PLAY
$343M
$809K ﹤0.01%
+20,000
New +$1.02M
CMD
2905
CALL
DELISTED
Cantel Medical Corporation
CMD
$806K ﹤0.01%
10,000
– –
OMN
2906
DELISTED
OMNOVA Solutions Inc.
OMN
$806K ﹤0.01%
129,328
+89,880
+228% +$600K
ARGT icon
2907
Global X MSCI Argentina ETF
ARGT
$823M
$805K ﹤0.01%
25,000
-2,643
-10% -$75.6K
IQV icon
2908
PUT
IQVIA
IQV
$43B
$805K ﹤0.01%
+5,000
New +$701K
FXNC icon
2909
First National Corp
FXNC
$279M
$803K ﹤0.01%
+39,479
New +$845K
KODK icon
2910
Kodak
KODK
$933M
$802K ﹤0.01%
+334,257
New +$829K
ADNT icon
2911
PUT
Adient
ADNT
$1.46B
$801K ﹤0.01%
+33,000
New +$679K
SPTL icon
2912
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.1B
$799K ﹤0.01%
20,950
+9,224
+79% +$337K
LRMR icon
2913
Larimar Therapeutics
LRMR
$433M
$798K ﹤0.01%
55,889
+48,926
+703% +$1.3M
KE
2914
Kimball Electronics
KE
$574M
$796K ﹤0.01%
49,016
-31,786
-39% -$493K
TRTN
2915
DELISTED
Triton International Limited
TRTN
$796K ﹤0.01%
24,307
-54,920
-69% -$1.74M
SXC icon
2916
SunCoke Energy
SXC
$833M
$794K ﹤0.01%
89,418
-70,954
-44% -$585K
HSDT icon
2917
Solana Company
HSDT
$124M
– –
0
– –
SHOE
2918
Shoe Station Group
SHOE
$391M
$792K ﹤0.01%
57,396
-378,404
-87% -$5.88M
TFIN icon
2919
Triumph Financial Inc
TFIN
$1.76B
$791K ﹤0.01%
+27,244
New +$812K
WORK
2920
DELISTED
Slack Technologies, Inc.
WORK
$790K ﹤0.01%
+21,070
New +$776K
OPY icon
2921
Oppenheimer Holdings
OPY
$1.24B
$789K ﹤0.01%
28,987
+14,044
+94% +$365K
GSBC icon
2922
Great Southern Bancorp
GSBC
$857M
$788K ﹤0.01%
13,168
-23,499
-64% -$1.34M
FSTX
2923
DELISTED
F-star Therapeutics, Inc. Common Stock
FSTX
$787K ﹤0.01%
+53,297
New +$1.43M
PBH icon
2924
Prestige Consumer Healthcare
PBH
$2.47B
$786K ﹤0.01%
+24,797
New +$737K
IESC icon
2925
IES Holdings
IESC
$13.2B
$785K ﹤0.01%
83,262
+21,772
+35% +$197K
115 116
117
118 119

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Israel Englander's Q2 2019 Portfolio in Review

As of Q2 2019, Israel Englander held 4,801 positions worth $66.5B, down 0.45% from $66.8B the previous quarter. Its ten largest holdings account for 7.7% of the portfolio.

Israel Englander's Q2 2019 filing shows 865 new, 1,488 increased, 1,571 reduced and 810 closed positions. Its largest new stake was Moody's: 638,271 shares worth $125M. The largest sale was Walt Disney, an estimated $568M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, down from 14% a quarter earlier, followed by Technology and Financials.

  • Israel Englander's largest Q2 2019 buy was Moody's: 638,271 shares worth $125M.
  • Israel Englander added most to LyondellBasell Industries in Q2 2019, an estimated $492M increase.
  • Israel Englander's biggest Q2 2019 reduction was Walt Disney, cutting an estimated $568M.
  • Israel Englander fully exited Sysco in Q2 2019, selling an estimated $208M.
  • Israel Englander's ten largest holdings make up 7.7% of its $66.5B portfolio in Q2 2019.
  • Israel Englander opened 865 new positions and closed 810 in Q2 2019.
  • Israel Englander's portfolio value fell 0.45% quarter-over-quarter to $66.5B.

Based on Millennium Management's 13F filing for Q2 2019, filed 14 Aug 2019.