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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
J icon
4226
Jacobs Solutions
J
$17.6B
– –
-124,839
Closed -$7.76M
JACK icon
4227
CALL
Jack in the Box
JACK
$331M
– –
-45,000
Closed -$3.65M
JEF icon
4228
CALL
Jefferies Financial Group
JEF
$12.1B
– –
-223,426
Closed -$3.76M
JFR icon
4229
Nuveen Floating Rate Income Fund
JFR
$1.21B
– –
-28,091
Closed -$271K
JNJ icon
4230
PUT
Johnson & Johnson
JNJ
$651B
– –
-188,700
Closed -$26.3M
JNUG icon
4231
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$665M
– –
-1,374
Closed -$674K
JRVR icon
4232
James River Group Holdings
JRVR
$187M
– –
-21,924
Closed -$879K
KAI icon
4233
Kadant
KAI
$3.7B
– –
-132,071
Closed -$11.6M
OPLN
4234
CALL
Openlane
OPLN
$4.08B
– –
-1,453,100
Closed -$28.2M
KBE icon
4235
State Street SPDR S&P Bank ETF
KBE
$1.74B
– –
-20,356
Closed -$850K
KBR icon
4236
PUT
KBR
KBR
$4.86B
– –
-150,000
Closed -$2.86M
KDP icon
4237
CALL
Keurig Dr Pepper
KDP
$43.6B
– –
-200,000
Closed -$5.59M
KDP icon
4238
Keurig Dr Pepper
KDP
$43.6B
– –
-152,660
Closed -$4.27M
KELYA icon
4239
Kelly Services Class A
KELYA
$594M
– –
-30,476
Closed -$672K
KEP icon
4240
Korea Electric Power
KEP
$14.5B
– –
-11,682
Closed -$152K
KHC icon
4241
CALL
Kraft Heinz
KHC
$30.3B
– –
-25,000
Closed -$816K
KLAC icon
4242
KLA
KLAC
$240B
– –
-450,900
Closed -$5.38M
KMB icon
4243
CALL
Kimberly-Clark
KMB
$36.4B
– –
-1,700
Closed -$211K
KMB icon
4244
PUT
Kimberly-Clark
KMB
$36.4B
– –
-1,700
Closed -$211K
KNSA icon
4245
Kiniksa Pharmaceuticals
KNSA
$6.17B
– –
-31,070
Closed -$561K
KO icon
4246
CALL
Coca-Cola
KO
$392B
– –
-9,900
Closed -$464K
KRE icon
4247
CALL
State Street SPDR S&P Regional Banking ETF
KRE
$4.07B
– –
-115,000
Closed -$5.9M
KVHI icon
4248
KVH Industries
KVHI
$140M
– –
-13,676
Closed -$139K
LBTYA icon
4249
Liberty Global Class A
LBTYA
$3.63B
– –
-25,047
Closed -$624K
LBRT icon
4250
Liberty Energy
LBRT
$3.16B
– –
-1,019,471
Closed -$15.7M
168 169
170
171 172

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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.