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Israel Englander Millennium Management

AUM $276B
1-Year Est. Return 44.8%
 

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.

This Fund
S&P 500
This Quarter Est. Return
-14.12%
1 Year Est. Return
+44.8%
3 Year Est. Return
+127.22%
5 Year Est. Return
+155.52%
10 Year Est. Return
+768.06%
AUM
$64.1B
AUM Growth
-$17.5B
Cap. Flow
-$4.25B
Cap. Flow %
-6.62%
Top 10 Hldgs %
6.66%
Holding
4,541
New
702
Increased
1,343
Reduced
1,571
Closed
844

Top Buys

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$379M
2
SBUX icon
Starbucks
SBUX
+$371M
3
APC
Anadarko Petroleum
APC
+$287M
4
BMY icon
Bristol-Myers Squibb
BMY
+$263M
5
TSLA icon
Tesla
TSLA
+$253M

Top Sells

Rank Stock Value
1
FTV icon
Fortive
FTV
+$1.27B
2
ANDV
Andeavor
ANDV
+$1.11B
3
AET
Aetna Inc
AET
+$535M
4
MSFT icon
Microsoft
MSFT
+$350M
5
AMZN icon
Amazon
AMZN
+$290M

Sector Composition

Rank Sector Weight
1 Healthcare 13.69%
2 Technology 13.64%
3 Financials 12.49%
4 Consumer Discretionary 10.83%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BH.A icon
3726
Biglari Holdings Class A
BH.A
$1.25B
– –
-731
Closed -$674K
BH icon
3727
Biglari Holdings Class B
BH
$1.22B
– –
-3,287
Closed -$596K
BIT icon
3728
BlackRock Multi-Sector Income Trust
BIT
$679M
– –
-11,012
Closed -$186K
BNY
3729
PUT
Bank of New York Mellon
BNY
$110B
– –
-150,000
Closed -$7.65M
BKE icon
3730
Buckle
BKE
$2.25B
– –
-19,269
Closed -$444K
BKH icon
3731
Black Hills Corp
BKH
$5.48B
– –
-318,580
Closed -$18.5M
BOOM icon
3732
DMC Global
BOOM
$140M
– –
-17,893
Closed -$730K
BOOT icon
3733
CALL
Boot Barn
BOOT
$4.9B
– –
-100,200
Closed -$2.85M
BOXL icon
3734
Boxlight
BOXL
$3.75M
– –
-40
Closed -$170K
BRFS
3735
DELISTED
BRF SA
BRFS
– –
-21,739
Closed -$119K
BRK.A icon
3736
Berkshire Hathaway Class A
BRK.A
$1.07T
– –
-33
Closed -$10.6M
BRO icon
3737
Brown & Brown
BRO
$24.8B
– –
-30,222
Closed -$894K
BRSP
3738
BrightSpire Capital
BRSP
$616M
– –
-9,318
Closed -$205K
BRY
3739
DELISTED
Berry Corp
BRY
– –
-1,144,008
Closed -$20.2M
BSX icon
3740
CALL
Boston Scientific
BSX
$71.2B
– –
-700,000
Closed -$26.9M
BTI icon
3741
British American Tobacco
BTI
$122B
– –
-207,138
Closed -$9.66M
BTT icon
3742
BlackRock Municipal 2030 Target Term Trust
BTT
$1.43B
– –
-11,300
Closed -$234K
BUD icon
3743
AB InBev
BUD
$157B
– –
-338,851
Closed -$29.7M
BV icon
3744
BrightView Holdings
BV
$1.03B
– –
-20,247
Closed -$325K
BWZ icon
3745
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$290M
– –
-11,936
Closed -$372K
NXH
3746
CALL
Neighborhood Intelligence Inc
NXH
$369M
– –
-26,620
Closed -$554K
BZH icon
3747
Beazer Homes USA
BZH
$886M
– –
-651,513
Closed -$6.84M
C icon
3748
CALL
Citigroup
C
$221B
– –
-100,000
Closed -$7.17M
CABO icon
3749
Cable One
CABO
$126M
– –
-5,541
Closed -$4.9M
CACC icon
3750
Credit Acceptance
CACC
$6.2B
– –
-4,200
Closed -$1.84M
148 149
150
151 152

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Israel Englander's Q4 2018 Portfolio in Review

As of Q4 2018, Israel Englander held 4,541 positions worth $64.1B, down 21% from $81.6B the previous quarter. Its ten largest holdings account for 6.7% of the portfolio.

Israel Englander withdrew a net $4.25B in Q4 2018, closing 844 positions and reducing 1,571 holdings. Its most notable exit was Andeavor, an estimated $1.11B position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 14% of assets, up from 12% a quarter earlier, followed by Technology and Financials.

Against the trend, Israel Englander opened a new position in Athenahealth, Inc. worth $135M.

  • Israel Englander's largest Q4 2018 buy was Athenahealth, Inc.: 1,022,505 shares worth $135M.
  • Israel Englander added most to Celgene Corp in Q4 2018, an estimated $379M increase.
  • Israel Englander's biggest Q4 2018 reduction was Fortive, cutting an estimated $1.27B.
  • Israel Englander fully exited Andeavor in Q4 2018, selling an estimated $1.11B.
  • Israel Englander's ten largest holdings make up 6.7% of its $64.1B portfolio in Q4 2018.
  • Israel Englander opened 702 new positions and closed 844 in Q4 2018.
  • Israel Englander's portfolio value fell 21% quarter-over-quarter to $64.1B.

Based on Millennium Management's 13F filing for Q4 2018, filed 14 Feb 2019.