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 | |
|---|---|---|---|---|---|---|
3526
Serina Therapeutics
SER
$66.8M
| $296K | ﹤0.01% |
2,081
-437
| -17% | -$63.9K |
|
3527
CALL
Bloomin' Brands
BLMN
$980M
| $294K | ﹤0.01% |
+14,400
| New | +$287K |
|
3528
Quest Diagnostics
DGX
$26.9B
| $294K | ﹤0.01% |
+3,265
| New | +$283K |
|
3529
PUT
Azenta
AZTA
$1.44B
| $293K | ﹤0.01% |
+10,000
| New | +$301K |
|
3530
BCB Bancorp
BCBP
$157M
| $293K | ﹤0.01% |
21,899
-13,406
| -38% | -$162K |
|
|
ETW
3531
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.06B
| $293K | ﹤0.01% |
30,000
+9,890
| +49% | +$96.2K |
|
3532
Ichor Holdings
ICHR
$2.13B
| $293K | ﹤0.01% |
12,984
-10,909
| -46% | -$222K |
|
3533
Invesco Dorsey Wright Energy Momentum ETF
PXI
$54M
| $293K | ﹤0.01% |
9,099
-1,963
| -18% | -$62.5K |
|
3534
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
| $293K | ﹤0.01% |
+7,456
| New | +$284K |
|
3535
Weis Markets
WMK
$1.76B
| $293K | ﹤0.01% |
7,190
-527
| -7% | -$24.8K |
|
3536
Hancock Whitney
HWC
$6.01B
| $291K | ﹤0.01% |
7,213
-314,915
| -98% | -$12.9M |
|
3537
MGP Ingredients
MGPI
$384M
| $291K | ﹤0.01% |
+3,771
| New | +$275K |
|
3538
AMC Global Media
AMCX
$512M
| $290K | ﹤0.01% |
5,112
-3,754
| -42% | -$231K |
|
3539
Alphatec Holdings
ATEC
$1.43B
| $290K | ﹤0.01% |
+109,313
| New | +$212K |
|
3540
Parke Bancorp
PKBK
$400M
| $290K | ﹤0.01% |
15,247
+4,237
| +38% | +$78.4K |
|
|
TSC
3541
DELISTED
TriState Capital Holdings, Inc.
TSC
| $290K | ﹤0.01% |
14,182
-37,217
| -72% | -$790K |
|
3542
Diana Shipping
DSX
$336M
| $288K | ﹤0.01% |
+145,855
| New | +$304K |
|
|
SCHV
3543
Schwab US Large-Cap Value ETF
SCHV
$15.9B
| $288K | ﹤0.01% |
+15,774
| New | +$280K |
|
3544
St. Joe Company
JOE
$3.99B
| $287K | ﹤0.01% |
17,403
+3,336
| +24% | +$51.3K |
|
3545
Akebia Therapeutics
AKBA
$250M
| $286K | ﹤0.01% |
34,925
-202,602
| -85% | -$1.39M |
|
3546
CALL
Axsome Therapeutics
AXSM
$10.8B
| $285K | ﹤0.01% |
+20,000
| New | +$186K |
|
3547
Nicolet Bankshares
NIC
$3.62B
| $285K | ﹤0.01% |
+4,787
| New | +$266K |
|
|
LLL
3548
DELISTED
L3 Technologies, Inc.
LLL
| $285K | ﹤0.01% |
1,379
-123
| -8% | -$24.4K |
|
3549
CALL
Philip Morris
PM
$298B
| $283K | ﹤0.01% |
+3,200
| New | +$258K |
|
|
3550
PUT
Philip Morris
PM
$298B
| $283K | ﹤0.01% |
+3,200
| New | +$258K |
|
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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.