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 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.83B |
| 2 |
Wells Fargo
WFC
|
+$378M |
| 3 |
Microsoft
MSFT
|
+$253M |
| 4 |
Home Depot
HD
|
+$247M |
| 5 |
Alibaba
BABA
|
+$235M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CELG
Celgene Corp
CELG
|
+$414M |
| 2 |
Lowe's Companies
LOW
|
+$326M |
| 3 |
Las Vegas Sands
LVS
|
+$265M |
| 4 |
AABA
Altaba Inc
AABA
|
+$249M |
| 5 |
NBL
Noble Energy, Inc.
NBL
|
+$181M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 10.45% |
| 2 | Technology | 8.65% |
| 3 | Financials | 8.6% |
| 4 | Consumer Discretionary | 7.75% |
| 5 | Industrials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3351
Ring Energy
REI
$375M
| $498K | ﹤0.01% |
188,602
+11,276
| +6% | +$22.1K |
|
3352
Universal Corp
UVV
$1.14B
| $498K | ﹤0.01% |
8,724
+1,568
| +22% | +$84.6K |
|
|
TAST
3353
DELISTED
Carrols Restaurant Group, Inc.
TAST
| $498K | ﹤0.01% |
70,638
-343,617
| -83% | -$2.51M |
|
|
BORR
3354
Borr Drilling
BORR
$1.38B
| $496K | ﹤0.01% |
27,405
-14,277
| -34% | -$190K |
|
3355
CALL
NXP Semiconductors
NXPI
$56.7B
| $496K | ﹤0.01% |
+3,900
| New | +$453K |
|
|
CMD
3356
CALL
DELISTED
Cantel Medical Corporation
CMD
| $496K | ﹤0.01% |
7,000
+2,000
| +40% | +$145K |
|
|
CSW
3357
CSW Industrials
CSW
$5.26B
| $494K | ﹤0.01% |
6,414
+170
| +3% | +$12.2K |
|
3358
Greif
GEF
$4.81B
| $494K | ﹤0.01% |
11,184
-62,979
| -85% | -$2.61M |
|
|
TKKSR
3359
DELISTED
TKK Symphony Acquisition Corporation Right
TKKSR
| $494K | ﹤0.01% |
1,975,180
-100,020
| -5% | -$25.6K |
|
3360
BayCom
BCML
$327M
| $490K | ﹤0.01% |
21,536
-38,217
| -64% | -$845K |
|
|
PDT
3361
John Hancock Premium Dividend Fund
PDT
$621M
| $490K | ﹤0.01% |
+27,240
| New | +$477K |
|
|
YJ
3362
Yunji
YJ
$13.2M
| $490K | ﹤0.01% |
2,674
-2,689
| -50% | -$557K |
|
|
HPS
3363
John Hancock Preferred Income Fund III
HPS
$451M
| $489K | ﹤0.01% |
+25,373
| New | +$485K |
|
|
GLOP
3364
DELISTED
GASLOG PARTNERS LP
GLOP
| $487K | ﹤0.01% |
31,158
+12,978
| +71% | +$226K |
|
3365
Red Violet
RDVT
$1.11B
| $486K | ﹤0.01% |
+26,244
| New | +$424K |
|
|
NLSN
3366
CALL
DELISTED
Nielsen Holdings plc
NLSN
| $485K | ﹤0.01% |
23,900
-600
| -2% | -$12.2K |
|
3367
WisdomTree Japan Hedged Equity Fund
DXJ
$7.27B
| $484K | ﹤0.01% |
+9,002
| New | +$480K |
|
|
NVTA
3368
CALL
DELISTED
Invitae Corporation
NVTA
| $484K | ﹤0.01% |
+30,000
| New | +$530K |
|
3369
CALL
Elevance Health
ELV
$86.5B
| $483K | ﹤0.01% |
+1,600
| New | +$440K |
|
|
3370
PUT
Elevance Health
ELV
$86.5B
| $483K | ﹤0.01% |
+1,600
| New | +$440K |
|
3371
CALL
Newell Brands
NWL
$2.53B
| $482K | ﹤0.01% |
+25,100
| New | +$483K |
|
3372
Rhinebeck Bancorp
RBKB
$200M
| $482K | ﹤0.01% |
42,585
-6,258
| -13% | -$67.4K |
|
3373
Sterling Infrastructure
STRL
$14.9B
| $481K | ﹤0.01% |
34,179
-122,762
| -78% | -$1.85M |
|
3374
Atlantic Union Bankshares
AUB
$5.79B
| $480K | ﹤0.01% |
+12,774
| New | +$481K |
|
3375
Enterprise Financial Services Corp
EFSC
$2.29B
| $480K | ﹤0.01% |
9,962
-145,689
| -94% | -$6.47M |
|
Similar funds
Israel Englander's Q4 2019 Portfolio in Review
As of Q4 2019, Israel Englander held 4,935 positions worth $79.9B, up 26% from $63.3B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Israel Englander deployed $9.74B of net new capital in Q4 2019, opening 829 new positions and adding to 1,631 existing holdings. Its largest new stake was International Flavors & Fragrances: 535,214 shares worth $69.1M.
By sector, the portfolio is most concentrated in Healthcare at 10% of assets, down from 12% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Lowe's Companies, an estimated $326M trimmed.
- Israel Englander's largest Q4 2019 buy was International Flavors & Fragrances: 535,214 shares worth $69.1M.
- Israel Englander added most to State Street SPDR S&P 500 ETF Trust in Q4 2019, an estimated $3.83B increase.
- Israel Englander's biggest Q4 2019 reduction was Lowe's Companies, cutting an estimated $326M.
- Israel Englander fully exited Celgene Corp in Q4 2019, selling an estimated $414M.
- Israel Englander's ten largest holdings make up 13% of its $79.9B portfolio in Q4 2019.
- Israel Englander opened 829 new positions and closed 796 in Q4 2019.
- Israel Englander's portfolio value rose 26% quarter-over-quarter to $79.9B.
Based on Millennium Management's 13F filing for Q4 2019, filed 14 Feb 2020.