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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
HEDJ icon
4176
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.84B
– –
-18,002
Closed -$575K
HFFG icon
4177
HF Foods Group
HFFG
$103M
– –
-65,375
Closed -$866K
HIG icon
4178
Hartford Financial Services
HIG
$37.7B
– –
-1,023,030
Closed -$50.9M
HIX
4179
Western Asset High Income Fund II
HIX
$350M
– –
-62,136
Closed -$403K
HLNE icon
4180
Hamilton Lane
HLNE
$4.56B
– –
-12,158
Closed -$530K
MCHB
4181
Mechanics Bancorp
MCHB
$3.59B
– –
-133,143
Closed -$3.51M
HOFT icon
4182
Hooker Furnishings Corp
HOFT
$152M
– –
-81,443
Closed -$2.35M
HOMB icon
4183
Home BancShares
HOMB
$6.06B
– –
-92,197
Closed -$1.62M
HQL
4184
abrdn Life Sciences Investors
HQL
$655M
– –
-16,487
Closed -$282K
HRZN icon
4185
Horizon Technology Finance
HRZN
$326M
– –
-31,038
Closed -$366K
HSII
4186
DELISTED
Heidrick & Struggles
HSII
– –
-154,500
Closed -$5.92M
HSY icon
4187
PUT
Hershey
HSY
$38B
– –
-75,000
Closed -$8.61M
HUM icon
4188
CALL
Humana
HUM
$46.1B
– –
-40,200
Closed -$10.7M
IART icon
4189
Integra LifeSciences
IART
$1.28B
– –
-340,238
Closed -$17.5M
ICLR icon
4190
CALL
Icon
ICLR
$13.3B
– –
-10,000
Closed -$1.37M
IDV icon
4191
iShares International Select Dividend ETF
IDV
$8.67B
– –
-16,300
Closed -$503K
IDXX icon
4192
CALL
Idexx Laboratories
IDXX
$43.9B
– –
-10,000
Closed -$2.24M
IEUR icon
4193
iShares Core MSCI Europe ETF
IEUR
$9.47B
– –
-6,902
Closed -$317K
IEV icon
4194
iShares Europe ETF
IEV
$1.71B
– –
-4,622
Closed -$201K
IFF icon
4195
PUT
International Flavors & Fragrances
IFF
$21.7B
– –
-18,000
Closed -$8.42M
IHG icon
4196
InterContinental Hotels
IHG
$24B
– –
-15,380
Closed -$940K
III icon
4197
Information Services Group
III
$244M
– –
-123,665
Closed -$461K
IIIV icon
4198
i3 Verticals
IIIV
$305M
– –
-31,518
Closed -$757K
IIM icon
4199
Invesco Value Municipal Income Trust
IIM
$586M
– –
-12,844
Closed -$185K
IJS icon
4200
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
– –
-6,500
Closed -$480K
166 167
168
169 170

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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.