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 | |
|---|---|---|---|---|---|---|
3001
Pebblebrook Hotel Trust
PEB
$2.07B
| $756K | ﹤0.01% |
24,325
-14,775
| -38% | -$466K |
|
3002
WaFd
WAFD
$2.68B
| $756K | ﹤0.01% |
26,184
-254,132
| -91% | -$7.47M |
|
|
KA
3003
CALL
DELISTED
Kineta, Inc. Common Stock
KA
| $756K | ﹤0.01% |
+4,286
| New | +$2.1M |
|
|
LSEA
3004
DELISTED
Landsea Homes
LSEA
| $755K | ﹤0.01% |
+75,000
| New | +$745K |
|
3005
Center Bancorp
CNOB
$1.61B
| $751K | ﹤0.01% |
38,110
-229,904
| -86% | -$4.71M |
|
3006
Tempest Therapeutics
TPST
$18.4M
| $749K | ﹤0.01% |
+256
| New | +$566K |
|
|
SCS
3007
DELISTED
Steelcase
SCS
| $748K | ﹤0.01% |
51,432
+15,721
| +44% | +$261K |
|
3008
Cytosorbents Corp
CTSO
$22.3M
| $744K | ﹤0.01% |
+98,228
| New | +$765K |
|
|
HMTA
3009
DELISTED
HomeTown Bankshares Corporation Common Stock
HMTA
| $743K | ﹤0.01% |
51,922
-1,525
| -3% | -$21.3K |
|
3010
Endava
DAVA
$172M
| $741K | ﹤0.01% |
26,948
-2,288
| -8% | -$57.7K |
|
3011
Geron
GERN
$996M
| $740K | ﹤0.01% |
446,076
-290,231
| -39% | -$397K |
|
3012
Phunware
PHUN
$44M
| $737K | ﹤0.01% |
+1,077
| New | +$4.65M |
|
|
CHX
3013
DELISTED
ChampionX
CHX
| $735K | ﹤0.01% |
17,899
-192,628
| -91% | -$7.12M |
|
3014
iShares Latin America 40 ETF
ILF
$3.79B
| $734K | ﹤0.01% |
22,077
-58,359
| -73% | -$1.99M |
|
|
MCF
3015
DELISTED
Contango Oil & Gas Co.
MCF
| $734K | ﹤0.01% |
232,865
+24,388
| +12% | +$87.8K |
|
|
FBM
3016
DELISTED
Foundation Building Materials, Inc. Common Stock
FBM
| $733K | ﹤0.01% |
+74,513
| New | +$722K |
|
3017
Direxion Daily FTSE China Bull 3X ETF
YINN
$676M
| $729K | ﹤0.01% |
1,508
+24
| +2% | +$10.7K |
|
3018
RB Global
RBA
$15.7B
| $728K | ﹤0.01% |
21,410
-159,618
| -88% | -$5.62M |
|
3019
Fresenius Medical Care
FMS
$12.5B
| $727K | ﹤0.01% |
17,926
-216,754
| -92% | -$8.08M |
|
|
PRA
3020
DELISTED
ProAssurance
PRA
| $726K | ﹤0.01% |
20,980
-24,871
| -54% | -$1.01M |
|
3021
StoneX
SNEX
$8.4B
| $726K | ﹤0.01% |
+94,805
| New | +$748K |
|
|
CBMB
3022
DELISTED
CBM Bancorp, Inc.
CBMB
| $726K | ﹤0.01% |
56,027
-2,612
| -4% | -$33.6K |
|
|
ENLC
3023
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $724K | ﹤0.01% |
56,613
-488,318
| -90% | -$5.52M |
|
3024
Marcus Corp
MCS
$930M
| $721K | ﹤0.01% |
+17,992
| New | +$744K |
|
|
VNE
3025
DELISTED
Veoneer, Inc.
VNE
| $721K | ﹤0.01% |
31,511
-117,689
| -79% | -$3.26M |
|
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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.