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 | |
|---|---|---|---|---|---|---|
2926
Vanguard Short-Term Treasury ETF
VGSH
$30.3B
| $862K | ﹤0.01% |
14,262
-10,419
| -42% | -$627K |
|
2927
Vodafone
VOD
$37.3B
| $862K | ﹤0.01% |
47,400
-425,203
| -90% | -$7.89M |
|
2928
Avalo Therapeutics
AVTX
$1.06B
| $861K | ﹤0.01% |
51
+46
| +920% | +$688K |
|
2929
CALL
Elevance Health
ELV
$86.5B
| $861K | ﹤0.01% |
+3,000
| New | +$868K |
|
|
KG
2930
Kestrel Group
KG
$58.8M
| $859K | ﹤0.01% |
57,827
+39,840
| +221% | +$921K |
|
2931
AC Immune
ACIU
$290M
| $857K | ﹤0.01% |
+169,759
| New | +$1.08M |
|
2932
Carriage Services
CSV
$553M
| $857K | ﹤0.01% |
44,531
-97,684
| -69% | -$1.88M |
|
2933
Globalstar
GSAT
$10.6B
| $857K | ﹤0.01% |
132,912
+4,814
| +4% | +$41K |
|
2934
Pinnacle Financial Partners Inc
PNFP
$15.2B
| $857K | ﹤0.01% |
15,670
-65,700
| -81% | -$3.63M |
|
2935
Commercial Metals
CMC
$7.4B
| $855K | ﹤0.01% |
50,067
+14,611
| +41% | +$241K |
|
2936
First Trust Technology AlphaDEX Fund
FXL
$2.73B
| $855K | ﹤0.01% |
+13,371
| New | +$806K |
|
2937
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.68B
| $854K | ﹤0.01% |
10,354
+2,517
| +32% | +$194K |
|
2938
PUT
Align Technology
ALGN
$11.3B
| $853K | ﹤0.01% |
+3,000
| New | +$716K |
|
2939
Mitsubishi UFJ Financial
MUFG
$251B
| $853K | ﹤0.01% |
+172,300
| New | +$896K |
|
2940
State Street SPDR S&P Bank ETF
KBE
$1.69B
| $850K | ﹤0.01% |
+20,356
| New | +$873K |
|
2941
Manitowoc
MTW
$702M
| $847K | ﹤0.01% |
51,636
+28,176
| +120% | +$469K |
|
|
NEOS
2942
DELISTED
Neos Therapeutics, Inc
NEOS
| $845K | ﹤0.01% |
323,824
+235,181
| +265% | +$552K |
|
2943
Camden National
CAC
$952M
| $843K | ﹤0.01% |
20,214
+5,967
| +42% | +$249K |
|
|
CLCT
2944
DELISTED
Collectors Universe
CLCT
| $843K | ﹤0.01% |
48,100
+34,879
| +264% | +$530K |
|
|
VTA
2945
DELISTED
INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND
VTA
| $840K | ﹤0.01% |
77,431
+67,058
| +646% | +$728K |
|
2946
Princeton Bancorp
BPRN
$288M
| $837K | ﹤0.01% |
26,370
-2,087
| -7% | -$64.8K |
|
2947
United Fire Group
UFCS
$1.38B
| $837K | ﹤0.01% |
19,147
+12,200
| +176% | +$610K |
|
|
ANSS
2948
DELISTED
Ansys
ANSS
| $836K | ﹤0.01% |
4,574
-30,073
| -87% | -$5.09M |
|
|
GTS
2949
DELISTED
Triple-S Management Corporation
GTS
| $834K | ﹤0.01% |
+38,431
| New | +$782K |
|
2950
CALL
CONMED
CNMD
$1.53B
| $832K | ﹤0.01% |
+10,000
| New | +$727K |
|
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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.