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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
+4.31%
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
$66.5B
AUM Growth
-$303M
Cap. Flow
-$1.63B
Cap. Flow %
-2.45%
Top 10 Hldgs %
7.74%
Holding
4,801
New
865
Increased
1,488
Reduced
1,571
Closed
810

Top Buys

Rank Stock Value
1
LYB icon
LyondellBasell Industries
LYB
+$492M
2
LLL
L3 Technologies, Inc.
LLL
+$392M
3
AAPL icon
Apple
AAPL
+$245M
4
AGN
Allergan plc
AGN
+$238M
5
NXPI icon
NXP Semiconductors
NXPI
+$226M

Top Sells

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$568M
2
COTY icon
Coty
COTY
+$491M
3
APC
Anadarko Petroleum
APC
+$224M
4
BMY icon
Bristol-Myers Squibb
BMY
+$211M
5
SYY icon
Sysco
SYY
+$208M

Sector Composition

Rank Sector Weight
1 Healthcare 13.06%
2 Technology 11.97%
3 Financials 10.69%
4 Consumer Discretionary 8.47%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CARG icon
4051
CarGurus
CARG
$3.31B
– –
-55,624
Closed -$2.23M
CARM
4052
DELISTED
Carisma Therapeutics
CARM
– –
-2,222
Closed -$46K
CBRE icon
4053
CBRE Group
CBRE
$44B
– –
-1,148,110
Closed -$56.8M
CCNE icon
4054
CNB Financial Corp
CCNE
$1.01B
– –
-10,948
Closed -$277K
CECO icon
4055
Ceco Environmental
CECO
$4.18B
– –
-51,385
Closed -$370K
CERS icon
4056
Cerus
CERS
$542M
– –
-1,226,381
Closed -$7.64M
CF icon
4057
CALL
CF Industries
CF
$19.6B
– –
-30,000
Closed -$1.23M
CHI
4058
Calamos Convertible Opportunities and Income Fund
CHI
$1.03B
– –
-22,700
Closed -$230K
CHRW icon
4059
C.H. Robinson
CHRW
$16.7B
– –
-378,668
Closed -$32.9M
CHT icon
4060
Chunghwa Telecom
CHT
$33.5B
– –
-13,506
Closed -$480K
CLS icon
4061
Celestica
CLS
$37.1B
– –
-35,420
Closed -$299K
CNMD icon
4062
CALL
CONMED
CNMD
$1.54B
– –
-10,000
Closed -$832K
CNS icon
4063
Cohen & Steers
CNS
$4.28B
– –
-49,966
Closed -$2.11M
COR icon
4064
CALL
Cencora
COR
$61.8B
– –
-2,900
Closed -$231K
COR icon
4065
PUT
Cencora
COR
$61.8B
– –
-12,900
Closed -$1.03M
COTY icon
4066
CALL
Coty
COTY
$2.46B
– –
-2,029,600
Closed -$23.3M
COTY icon
4067
PUT
Coty
COTY
$2.46B
– –
-36,750,000
Closed -$423M
CRESY
4068
Cresud
CRESY
$800M
– –
-63,559
Closed -$689K
CRH icon
4069
CRH
CRH
$63.7B
– –
-13,381
Closed -$415K
CRIS icon
4070
Curis
CRIS
$3.83M
– –
-269
Closed -$214K
CRL icon
4071
PUT
Charles River Laboratories
CRL
$14.3B
– –
-50,000
Closed -$7.26M
CRNX icon
4072
Crinetics Pharmaceuticals
CRNX
$8.99B
– –
-8,888
Closed -$202K
CSBR icon
4073
Champions Oncology
CSBR
$69.1M
– –
-14,869
Closed -$146K
CTAS icon
4074
Cintas
CTAS
$83B
– –
-62,068
Closed -$3.14M
CTSO icon
4075
Cytosorbents Corp
CTSO
$23.3M
– –
-98,228
Closed -$744K
161 162
163
164 165

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Israel Englander's Q2 2019 Portfolio in Review

As of Q2 2019, Israel Englander held 4,801 positions worth $66.5B, down 0.45% from $66.8B the previous quarter. Its ten largest holdings account for 7.7% of the portfolio.

Israel Englander's Q2 2019 filing shows 865 new, 1,488 increased, 1,571 reduced and 810 closed positions. Its largest new stake was Moody's: 638,271 shares worth $125M. The largest sale was Walt Disney, an estimated $568M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, down from 14% a quarter earlier, followed by Technology and Financials.

  • Israel Englander's largest Q2 2019 buy was Moody's: 638,271 shares worth $125M.
  • Israel Englander added most to LyondellBasell Industries in Q2 2019, an estimated $492M increase.
  • Israel Englander's biggest Q2 2019 reduction was Walt Disney, cutting an estimated $568M.
  • Israel Englander fully exited Sysco in Q2 2019, selling an estimated $208M.
  • Israel Englander's ten largest holdings make up 7.7% of its $66.5B portfolio in Q2 2019.
  • Israel Englander opened 865 new positions and closed 810 in Q2 2019.
  • Israel Englander's portfolio value fell 0.45% quarter-over-quarter to $66.5B.

Based on Millennium Management's 13F filing for Q2 2019, filed 14 Aug 2019.