We are live on ! Find out more
IE

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
EAF icon
4101
CALL
GrafTech
EAF
$168M
– –
-30,000
Closed -$3.84M
EAF icon
4102
GrafTech
EAF
$168M
– –
-8,339
Closed -$1.07M
ECH icon
4103
iShares MSCI Chile ETF
ECH
$1.09B
– –
-35,846
Closed -$1.55M
ECL icon
4104
Ecolab
ECL
$80.5B
– –
-63,113
Closed -$11.7M
ECOR icon
4105
electroCore
ECOR
$87.7M
– –
-805
Closed -$84K
ED icon
4106
CALL
Consolidated Edison
ED
$39.8B
– –
-3,100
Closed -$263K
ED icon
4107
PUT
Consolidated Edison
ED
$39.8B
– –
-3,100
Closed -$263K
EFT
4108
Eaton Vance Floating-Rate Income Trust
EFT
$285M
– –
-26,153
Closed -$345K
EGHT icon
4109
8x8 Inc
EGHT
$285M
– –
-663,051
Closed -$13.4M
EHC icon
4110
CALL
Encompass Health
EHC
$11.9B
– –
-50,280
Closed -$2.34M
EHTH icon
4111
CALL
eHealth
EHTH
$39.4M
– –
-10,000
Closed -$623K
EL icon
4112
Estee Lauder
EL
$37.7B
– –
-892,075
Closed -$152M
ELV icon
4113
CALL
Elevance Health
ELV
$87.3B
– –
-3,000
Closed -$861K
ELV icon
4114
Elevance Health
ELV
$87.3B
– –
-618,760
Closed -$169M
EOG icon
4115
CALL
EOG Resources
EOG
$78.8B
– –
-95,100
Closed -$9.05M
EOS
4116
Eaton Vance Enhance Equity Income Fund II
EOS
$1.14B
– –
-18,200
Closed -$300K
EPC icon
4117
Edgewell Personal Care
EPC
$1.31B
– –
-49,513
Closed -$2.17M
EQBK icon
4118
Equity Bancshares
EQBK
$1.03B
– –
-15,492
Closed -$446K
ESRT icon
4119
Empire State Realty Trust
ESRT
$819M
– –
-766,452
Closed -$12.1M
ETY icon
4120
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.28B
– –
-19,100
Closed -$216K
EVN
4121
Eaton Vance Municipal Income Trust
EVN
$429M
– –
-41,400
Closed -$505K
EVTC icon
4122
CALL
Evertec
EVTC
$1.77B
– –
-153,000
Closed -$4.25M
EVT icon
4123
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.16B
– –
-14,799
Closed -$330K
EVV
4124
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
– –
-19,051
Closed -$241K
EWL icon
4125
iShares MSCI Switzerland ETF
EWL
$2.44B
– –
-11,887
Closed -$420K
163 164
165
166 167

Similar funds

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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.