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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
IJT icon
4201
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.17B
– –
-2,324
Closed -$207K
ILF icon
4202
iShares Latin America 40 ETF
ILF
$3.73B
– –
-22,077
Closed -$734K
ILPT
4203
Industrial Logistics Properties Trust
ILPT
$559M
– –
-350,197
Closed -$7.06M
IMO icon
4204
Imperial Oil
IMO
$65.9B
– –
-8,562
Closed -$234K
INDA icon
4205
CALL
iShares MSCI India ETF
INDA
$6.58B
– –
-355,600
Closed -$12.5M
INDA icon
4206
PUT
iShares MSCI India ETF
INDA
$6.58B
– –
-500,000
Closed -$17.6M
ING icon
4207
ING
ING
$99.8B
– –
-143,870
Closed -$1.75M
INGN icon
4208
PUT
Inogen
INGN
$147M
– –
-10,000
Closed -$954K
INSE icon
4209
Inspired Entertainment
INSE
$160M
– –
-131,293
Closed -$875K
INSG icon
4210
Inseego
INSG
$72.6M
– –
-60,113
Closed -$2.84M
INSM icon
4211
Insmed
INSM
$27.1B
– –
-332,268
Closed -$9.26M
IOVA icon
4212
Iovance Biotherapeutics
IOVA
$3.65B
– –
-18,407
Closed -$277K
IP icon
4213
PUT
International Paper
IP
$21.8B
– –
-105,600
Closed -$4.63M
IQV icon
4214
CALL
IQVIA
IQV
$42.6B
– –
-10,000
Closed -$1.44M
IRBT
4215
DELISTED
iRobot
IRBT
– –
-13,551
Closed -$1.59M
IRT icon
4216
Independence Realty Trust
IRT
$3.96B
– –
-56,681
Closed -$612K
IRS
4217
IRSA Inversiones y Representaciones
IRS
$1.27B
– –
-42,192
Closed -$465K
IRTC icon
4218
PUT
iRhythm Holdings
IRTC
$4.18B
– –
-50,000
Closed -$3.75M
ITA icon
4219
iShares US Aerospace & Defense ETF
ITA
$14B
– –
-2,766
Closed -$276K
ITGR icon
4220
Integer Holdings
ITGR
$4.26B
– –
-312,887
Closed -$23.6M
ITGR icon
4221
PUT
Integer Holdings
ITGR
$4.26B
– –
-50,000
Closed -$3.77M
ITIC
4222
Investors Title Co
ITIC
$558M
– –
-3,369
Closed -$532K
IVZ icon
4223
PUT
Invesco
IVZ
$14.2B
– –
-450,000
Closed -$8.69M
IWO icon
4224
iShares Russell 2000 Growth ETF
IWO
$14.9B
– –
-3,975
Closed -$782K
IYH icon
4225
iShares US Healthcare ETF
IYH
$3.82B
– –
-6,080
Closed -$236K
167 168
169
170 171

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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.