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 | |
|---|---|---|---|---|---|---|
3476
Gogo Inc
GOGO
$347M
| $326K | ﹤0.01% |
+72,607
| New | +$303K |
|
|
NGD
3477
DELISTED
New Gold Inc
NGD
| $326K | ﹤0.01% |
378,705
-49,955
| -12% | -$48.9K |
|
|
CSTR
3478
DELISTED
CapStar Financial Holdings, Inc
CSTR
| $325K | ﹤0.01% |
22,523
+10,673
| +90% | +$168K |
|
3479
CALL
BP
BP
$113B
| $324K | ﹤0.01% |
+7,525
| New | +$308K |
|
|
3480
PUT
BP
BP
$113B
| $324K | ﹤0.01% |
+7,525
| New | +$308K |
|
3481
Harvard Bioscience
HBIO
$34.4M
| $324K | ﹤0.01% |
7,524
+5,717
| +316% | +$207K |
|
|
EVBN
3482
DELISTED
Evans Bancorp Inc
EVBN
| $324K | ﹤0.01% |
+9,100
| New | +$319K |
|
|
BLCM
3483
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $324K | ﹤0.01% |
9,602
-27,935
| -74% | -$934K |
|
3484
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
| $323K | ﹤0.01% |
+12,437
| New | +$315K |
|
3485
Astec Industries
ASTE
$1B
| $322K | ﹤0.01% |
+8,536
| New | +$319K |
|
3486
PUT
VanEck Oil Services ETF
OIH
$1.94B
| $322K | ﹤0.01% |
935
-54,380
| -98% | -$18.3M |
|
3487
Urban One Class D
UONEK
$20.5M
| $322K | ﹤0.01% |
16,112
+211
| +1% | +$4.29K |
|
|
SPWR
3488
DELISTED
SunPower Corporation Common Stock
SPWR
| $322K | ﹤0.01% |
75,474
+12,594
| +20% | +$49.1K |
|
3489
Capital City Bank Group
CCBG
$883M
| $321K | ﹤0.01% |
+14,744
| New | +$353K |
|
|
DYNC
3490
DELISTED
Vistra Energy Corp.
DYNC
| $321K | ﹤0.01% |
+3,246
| New | +$316K |
|
|
EMO
3491
ClearBridge Energy Midstream Opportunity Fund
EMO
$1.08B
| $320K | ﹤0.01% |
6,668
-742
| -10% | -$34.9K |
|
3492
Western New England Bancorp
WNEB
$278M
| $320K | ﹤0.01% |
34,681
+23,707
| +216% | +$227K |
|
3493
Blackbaud
BLKB
$2.18B
| $318K | ﹤0.01% |
3,988
-54,234
| -93% | -$3.98M |
|
3494
Compass Diversified
CODI
$869M
| $318K | ﹤0.01% |
20,298
+2,035
| +11% | +$31.2K |
|
3495
Cogent Biosciences
COGT
$6.29B
| $317K | ﹤0.01% |
+18,041
| New | +$308K |
|
3496
iShares Core MSCI Europe ETF
IEUR
$9.46B
| $317K | ﹤0.01% |
+6,902
| New | +$307K |
|
|
CISN
3497
DELISTED
Cision Ltd. Ordinary Share
CISN
| $316K | ﹤0.01% |
+22,917
| New | +$295K |
|
3498
CALL
Colgate-Palmolive
CL
$73.8B
| $315K | ﹤0.01% |
+4,600
| New | +$297K |
|
|
3499
PUT
Colgate-Palmolive
CL
$73.8B
| $315K | ﹤0.01% |
+4,600
| New | +$297K |
|
3500
Kilroy Realty
KRC
$4.29B
| $315K | ﹤0.01% |
4,152
-140,185
| -97% | -$10M |
|
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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.