Israel Englander Millennium Management
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lowe's Companies
LOW
|
+$217M |
| 2 |
JPMorgan Chase
JPM
|
+$213M |
| 3 |
Intel
INTC
|
+$200M |
| 4 |
FISV
Fiserv Inc
FISV
|
+$184M |
| 5 |
TECD
Tech Data Corp
TECD
|
+$174M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AGN
Allergan plc
AGN
|
+$685M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$127M |
| 3 |
Meta Platforms (Facebook)
META
|
+$122M |
| 4 |
Merck
MRK
|
+$110M |
| 5 |
NVIDIA
NVDA
|
+$108M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 9.01% |
| 2 | Technology | 7.75% |
| 3 | Financials | 7.01% |
| 4 | Consumer Discretionary | 6.9% |
| 5 | Industrials | 6.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
CSX Corp
CSX
$95.6B
| $38M | 0.05% |
1,634,412
-424,335
| -21% | -$9.39M |
|
402
APA Corp
APA
$15.2B
| $37.9M | 0.05% |
2,808,994
+2,783,969
| +11,125% | +$31.8M |
|
|
WPF.U
403
DELISTED
Foley Trasimene Acquisition Corp.
WPF.U
| $37.9M | 0.05% |
+3,550,000
| New | +$37.2M |
|
404
CALL
Mastercard
MA
$509B
| $37.8M | 0.05% |
127,900
+63,600
| +99% | +$17.9M |
|
405
TransUnion
TRU
$16.2B
| $37.8M | 0.05% |
434,460
+115,317
| +36% | +$9.2M |
|
406
Avery Dennison
AVY
$13.9B
| $37.8M | 0.05% |
330,953
+81,932
| +33% | +$9M |
|
407
CALL
Amgen
AMGN
$238B
| $37.6M | 0.05% |
159,500
-58,400
| -27% | -$13.3M |
|
408
Waters Corp
WAT
$40.4B
| $37.6M | 0.05% |
+208,438
| New | +$39.4M |
|
409
Dover
DOV
$27.2B
| $37.4M | 0.05% |
387,448
+239,354
| +162% | +$22.1M |
|
410
Americold
COLD
$4.35B
| $37.3M | 0.05% |
1,028,862
+73,117
| +8% | +$2.5M |
|
411
West Pharmaceutical
WST
$24.8B
| $37.2M | 0.05% |
163,656
-5,765
| -3% | -$1.13M |
|
412
CALL
Blackrock
BLK
$179B
| $37.1M | 0.05% |
+68,100
| New | +$34.4M |
|
413
CALL
PayPal
PYPL
$52.7B
| $37M | 0.05% |
212,400
-188,100
| -47% | -$26M |
|
414
CALL
AbbVie
ABBV
$468B
| $36.9M | 0.05% |
376,000
+231,400
| +160% | +$20.4M |
|
|
HRC
415
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $36.7M | 0.05% |
334,496
-208,627
| -38% | -$21.8M |
|
416
Etsy
ETSY
$7.44B
| $36.7M | 0.05% |
345,538
+232,376
| +205% | +$17.2M |
|
417
BorgWarner
BWA
$13.8B
| $36.7M | 0.05% |
1,179,887
+926,704
| +366% | +$24.4M |
|
418
QuidelOrtho
QDEL
$1.01B
| $36.6M | 0.05% |
163,802
+86,247
| +111% | +$13.5M |
|
419
Albertsons Companies
ACI
$6.01B
| $36.5M | 0.05% |
+2,316,845
| New | +$36.1M |
|
420
CALL
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15B
| $36.5M | 0.05% |
622,300
-404,100
| -39% | -$23.6M |
|
|
BERY
421
DELISTED
Berry Global Group, Inc.
BERY
| $36.5M | 0.05% |
896,027
+691,908
| +339% | +$26M |
|
422
C.H. Robinson
CHRW
$16.5B
| $36.4M | 0.05% |
460,187
+454,135
| +7,504% | +$34.3M |
|
|
NBL
423
DELISTED
Noble Energy, Inc.
NBL
| $36.4M | 0.05% |
4,059,908
+1,711,554
| +73% | +$15.3M |
|
424
Corteva
CTVA
$54.6B
| $36.2M | 0.05% |
1,353,023
+989,868
| +273% | +$25.8M |
|
425
Curtiss-Wright
CW
$23.5B
| $36.2M | 0.05% |
405,772
+365,709
| +913% | +$34.9M |
|
Similar funds
Israel Englander's Q2 2020 Portfolio in Review
As of Q2 2020, Israel Englander held 4,914 positions worth $73B, up 64% from $44.5B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Israel Englander deployed $17.6B of net new capital in Q2 2020, opening 1,140 new positions and adding to 1,565 existing holdings. Its largest new stake was Global Payments: 1,008,446 shares worth $171M.
By sector, the portfolio is most concentrated in Healthcare at 9% of assets, down from 12% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was iShares 1-5 Year Investment Grade Corporate Bond ETF, an estimated $127M trimmed.
- Israel Englander's largest Q2 2020 buy was Global Payments: 1,008,446 shares worth $171M.
- Israel Englander added most to Lowe's Companies in Q2 2020, an estimated $217M increase.
- Israel Englander's biggest Q2 2020 reduction was iShares 1-5 Year Investment Grade Corporate Bond ETF, cutting an estimated $127M.
- Israel Englander fully exited Allergan plc in Q2 2020, selling an estimated $685M.
- Israel Englander's ten largest holdings make up 20% of its $73B portfolio in Q2 2020.
- Israel Englander opened 1,140 new positions and closed 798 in Q2 2020.
- Israel Englander's portfolio value rose 64% quarter-over-quarter to $73B.
Based on Millennium Management's 13F filing for Q2 2020, filed 14 Aug 2020.