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 |
CELG
Celgene Corp
CELG
|
+$379M |
| 2 |
Starbucks
SBUX
|
+$371M |
| 3 |
APC
Anadarko Petroleum
APC
|
+$287M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$263M |
| 5 |
Tesla
TSLA
|
+$253M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fortive
FTV
|
+$1.27B |
| 2 |
ANDV
Andeavor
ANDV
|
+$1.11B |
| 3 |
AET
Aetna Inc
AET
|
+$535M |
| 4 |
Microsoft
MSFT
|
+$350M |
| 5 |
Amazon
AMZN
|
+$290M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 13.69% |
| 2 | Technology | 13.64% |
| 3 | Financials | 12.49% |
| 4 | Consumer Discretionary | 10.83% |
| 5 | Industrials | 9.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2976
DigitalBridge
DBRG
$2.95B
| $476K | ﹤0.01% |
25,446
-120,067
| -83% | -$2.75M |
|
2977
Orrstown Financial Services
ORRF
$822M
| $476K | ﹤0.01% |
26,115
+2,126
| +9% | +$45.1K |
|
|
MLNT
2978
DELISTED
Melinta Therapeutics, Inc. Common Stock
MLNT
| $476K | ﹤0.01% |
120,037
-30,830
| -20% | -$394K |
|
|
TPCO
2979
DELISTED
Tribune Publishing Company Common Stock
TPCO
| $475K | ﹤0.01% |
41,885
+16,514
| +65% | +$239K |
|
2980
ORIX
IX
$42.7B
| $472K | ﹤0.01% |
32,960
-11,940
| -27% | -$187K |
|
2981
Schwab Short-Term US Treasury ETF
SCHO
$13.1B
| $471K | ﹤0.01% |
+18,892
| New | +$469K |
|
2982
Riverview Bancorp
RVSB
$106M
| $470K | ﹤0.01% |
64,562
-42,614
| -40% | -$342K |
|
|
ARTX
2983
DELISTED
Arotech Corporation
ARTX
| $470K | ﹤0.01% |
179,416
-18,650
| -9% | -$52.2K |
|
|
KA
2984
PUT
DELISTED
Kineta, Inc. Common Stock
KA
| $469K | ﹤0.01% |
+1,034
| New | +$701K |
|
2985
IES Holdings
IESC
$12.9B
| $467K | ﹤0.01% |
+60,054
| New | +$520K |
|
2986
CNB Financial Corp
CCNE
$1.01B
| $466K | ﹤0.01% |
20,313
+2,301
| +13% | +$59.6K |
|
2987
Strategy Inc
MSTR
$50B
| $466K | ﹤0.01% |
36,510
-271,220
| -88% | -$3.43M |
|
2988
Glacier Bancorp
GBCI
$6.08B
| $463K | ﹤0.01% |
11,690
-1,063
| -8% | -$45.7K |
|
|
FCT
2989
DELISTED
First Trust Senior Floating Rate Income Fund II
FCT
| $462K | ﹤0.01% |
+41,257
| New | +$493K |
|
2990
iShares China Large-Cap ETF
FXI
$4.23B
| $462K | ﹤0.01% |
11,825
-529,045
| -98% | -$21.4M |
|
2991
PUT
Lowe's Companies
LOW
$121B
| $462K | ﹤0.01% |
+5,000
| New | +$482K |
|
|
CEO
2992
DELISTED
CNOOC Limited
CEO
| $462K | ﹤0.01% |
3,029
+902
| +42% | +$153K |
|
2993
BJs Wholesale Club
BJ
$12.3B
| $461K | ﹤0.01% |
20,798
-1,311,373
| -98% | -$30.1M |
|
2994
Sumitomo Mitsui Financial
SMFG
$159B
| $461K | ﹤0.01% |
+70,830
| New | +$529K |
|
|
SCTL
2995
DELISTED
Societal CDMO, Inc. Common Stock
SCTL
| $461K | ﹤0.01% |
72,456
-26,700
| -27% | -$167K |
|
2996
Zillow
Z
$8.23B
| $460K | ﹤0.01% |
14,558
-4,217
| -22% | -$150K |
|
2997
Universal Corp
UVV
$1.14B
| $457K | ﹤0.01% |
8,433
-4,566
| -35% | -$294K |
|
2998
Saic
SAIC
$5.39B
| $456K | ﹤0.01% |
7,152
-43,701
| -86% | -$3.04M |
|
2999
Cameco
CCJ
$46.3B
| $455K | ﹤0.01% |
+40,091
| New | +$464K |
|
3000
Hamilton Lane
HLNE
$4.57B
| $455K | ﹤0.01% |
+12,301
| New | +$460K |
|
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Israel Englander's Q4 2018 Portfolio in Review
As of Q4 2018, Israel Englander held 4,541 positions worth $64.1B, down 21% from $81.6B the previous quarter. Its ten largest holdings account for 6.7% of the portfolio.
Israel Englander withdrew a net $4.25B in Q4 2018, closing 844 positions and reducing 1,571 holdings. Its most notable exit was Andeavor, an estimated $1.11B position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 14% of assets, up from 12% a quarter earlier, followed by Technology and Financials.
Against the trend, Israel Englander opened a new position in Athenahealth, Inc. worth $135M.
- Israel Englander's largest Q4 2018 buy was Athenahealth, Inc.: 1,022,505 shares worth $135M.
- Israel Englander added most to Celgene Corp in Q4 2018, an estimated $379M increase.
- Israel Englander's biggest Q4 2018 reduction was Fortive, cutting an estimated $1.27B.
- Israel Englander fully exited Andeavor in Q4 2018, selling an estimated $1.11B.
- Israel Englander's ten largest holdings make up 6.7% of its $64.1B portfolio in Q4 2018.
- Israel Englander opened 702 new positions and closed 844 in Q4 2018.
- Israel Englander's portfolio value fell 21% quarter-over-quarter to $64.1B.
Based on Millennium Management's 13F filing for Q4 2018, filed 14 Feb 2019.