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 | |
|---|---|---|---|---|---|---|
|
CVLY
3301
DELISTED
Codorus Valley Bancorp Inc
CVLY
| $461K | ﹤0.01% |
+22,681
| New | +$484K |
|
3302
West Bancorporation
WTBA
$485M
| $458K | ﹤0.01% |
22,145
+8,693
| +65% | +$185K |
|
3303
Aqua Metals
AQMS
$9.95M
| $454K | ﹤0.01% |
+739
| New | +$410K |
|
3304
Cardinal Health
CAH
$54B
| $454K | ﹤0.01% |
9,438
-1,265,869
| -99% | -$63.4M |
|
|
LTRPA
3305
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
| $454K | ﹤0.01% |
32,008
-247,943
| -89% | -$3.91M |
|
3306
Village Super Market
VLGEA
$655M
| $453K | ﹤0.01% |
+16,576
| New | +$469K |
|
|
IGD
3307
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$517M
| $450K | ﹤0.01% |
+69,280
| New | +$442K |
|
3308
Limoneira
LMNR
$254M
| $450K | ﹤0.01% |
+19,122
| New | +$433K |
|
3309
CALL
Lockheed Martin
LMT
$130B
| $450K | ﹤0.01% |
+1,500
| New | +$440K |
|
|
3310
PUT
Lockheed Martin
LMT
$130B
| $450K | ﹤0.01% |
+1,500
| New | +$440K |
|
3311
AudioEye
AEYE
$91.9M
| $449K | ﹤0.01% |
49,812
-5,830
| -10% | -$58.3K |
|
3312
Covenant Logistics
CVLG
$879M
| $447K | ﹤0.01% |
47,102
-286,980
| -86% | -$3.18M |
|
3313
Howard Hughes
HHH
$3.99B
| $447K | ﹤0.01% |
4,260
-1,556
| -27% | -$161K |
|
3314
Equity Bancshares
EQBK
$1.03B
| $446K | ﹤0.01% |
+15,492
| New | +$505K |
|
|
LEAF
3315
DELISTED
Leaf Group Ltd.
LEAF
| $446K | ﹤0.01% |
55,660
+16,924
| +44% | +$135K |
|
|
REGI
3316
DELISTED
Renewable Energy Group, Inc.
REGI
| $446K | ﹤0.01% |
20,302
-196,596
| -91% | -$5.07M |
|
3317
Organogenesis Holdings
ORGO
$215M
| $444K | ﹤0.01% |
+59,215
| New | +$1.18M |
|
3318
RCI Hospitality Holdings
RICK
$235M
| $444K | ﹤0.01% |
19,323
+3,398
| +21% | +$76.3K |
|
3319
CALL
D.R. Horton
DHI
$41.7B
| $443K | ﹤0.01% |
+10,700
| New | +$419K |
|
|
3320
PUT
D.R. Horton
DHI
$41.7B
| $443K | ﹤0.01% |
+10,700
| New | +$419K |
|
3321
MarineMax
HZO
$1.15B
| $443K | ﹤0.01% |
23,111
-163,801
| -88% | -$3.12M |
|
3322
Cornerstone Strategic Value Fund
CLM
$2.1B
| $442K | ﹤0.01% |
+36,898
| New | +$439K |
|
3323
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
| $441K | ﹤0.01% |
+14,427
| New | +$438K |
|
|
TRIB
3324
Trinity Biotech
TRIB
$8.4M
| $441K | ﹤0.01% |
1,033
-8
| -0.8% | -$3.3K |
|
3325
CALL
West Pharmaceutical
WST
$24.9B
| $441K | ﹤0.01% |
+4,000
| New | +$416K |
|
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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.