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 | |
|---|---|---|---|---|---|---|
|
OPP
3376
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$187M
| $480K | ﹤0.01% |
+29,550
| New | +$493K |
|
3377
PUT
Church & Dwight Co
CHD
$24.3B
| $478K | ﹤0.01% |
6,800
-150,100
| -96% | -$10.7M |
|
|
DMC
3378
Del Monte Corp
DMC
$1.5B
| $477K | ﹤0.01% |
+13,627
| New | +$436K |
|
|
IPHA
3379
Innate Pharma
IPHA
$254M
| $477K | ﹤0.01% |
+74,242
| New | +$456K |
|
3380
Standard BioTools
LAB
$255M
| $476K | ﹤0.01% |
136,924
+77,997
| +132% | +$274K |
|
|
STMP
3381
DELISTED
Stamps.com, Inc.
STMP
| $476K | ﹤0.01% |
+5,703
| New | +$475K |
|
3382
InflaRx
IFRX
$363M
| $475K | ﹤0.01% |
120,070
-40,451
| -25% | -$118K |
|
3383
Oportun Financial
OPRT
$345M
| $474K | ﹤0.01% |
19,921
-107,776
| -84% | -$1.99M |
|
3384
Schwab US Dividend Equity ETF
SCHD
$112B
| $473K | ﹤0.01% |
24,483
-21,615
| -47% | -$405K |
|
3385
Sysco
SYY
$40B
| $473K | ﹤0.01% |
5,533
-470
| -8% | -$38.1K |
|
3386
Milestone Pharmaceuticals
MIST
$144M
| $472K | ﹤0.01% |
29,494
+5,790
| +24% | +$102K |
|
|
ICBK
3387
DELISTED
County Bancorp, Inc. Common Stock
ICBK
| $472K | ﹤0.01% |
18,430
-4,941
| -21% | -$115K |
|
|
EXTN
3388
DELISTED
Exterran Corporation
EXTN
| $471K | ﹤0.01% |
60,118
-289,814
| -83% | -$2.69M |
|
|
CNST
3389
CALL
DELISTED
Constellation Pharmaceuticals, Inc.
CNST
| $471K | ﹤0.01% |
+10,000
| New | +$289K |
|
3390
Hess Midstream
HESM
$5.02B
| $470K | ﹤0.01% |
+20,708
| New | +$433K |
|
|
LGF.A
3391
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $470K | ﹤0.01% |
44,088
-168,558
| -79% | -$1.55M |
|
|
UCFC
3392
DELISTED
United Community Financial Corp
UCFC
| $470K | ﹤0.01% |
40,325
-32,708
| -45% | -$365K |
|
|
KG
3393
Kestrel Group
KG
$58.8M
| $469K | ﹤0.01% |
31,264
-12,434
| -28% | -$167K |
|
|
EBTC
3394
DELISTED
Enterprise Bancorp
EBTC
| $466K | ﹤0.01% |
13,764
+4,185
| +44% | +$130K |
|
3395
Medtronic
MDT
$117B
| $466K | ﹤0.01% |
4,109
-293,134
| -99% | -$32.2M |
|
3396
United Fire Group
UFCS
$1.38B
| $465K | ﹤0.01% |
10,629
-24,880
| -70% | -$1.11M |
|
3397
Digi International
DGII
$2.88B
| $464K | ﹤0.01% |
+26,204
| New | +$416K |
|
3398
iShares Core S&P US Value ETF
IUSV
$28B
| $464K | ﹤0.01% |
+7,360
| New | +$444K |
|
|
ITI
3399
DELISTED
Iteris, Inc.
ITI
| $464K | ﹤0.01% |
92,938
-247,671
| -73% | -$1.26M |
|
|
LORL
3400
DELISTED
Loral Space and Communications, Inc.
LORL
| $464K | ﹤0.01% |
+14,348
| New | +$526K |
|
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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.