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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
SAR icon
4376
Saratoga Investment
SAR
$296M
– –
-9,749
Closed -$217K
SBH icon
4377
Sally Beauty Holdings
SBH
$1.55B
– –
-150,759
Closed -$2.77M
SCHE icon
4378
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
– –
-12,437
Closed -$323K
SCHH icon
4379
Schwab US REIT ETF
SCHH
$11.4B
– –
-24,440
Closed -$543K
SCL icon
4380
Stepan Co
SCL
$1.45B
– –
-5,297
Closed -$464K
SGC icon
4381
Superior Group of Companies
SGC
$201M
– –
-16,178
Closed -$269K
SGMO
4382
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
– –
-10,882
Closed -$104K
SH icon
4383
ProShares Short S&P500
SH
$862M
– –
-4,284
Closed -$474K
SHV icon
4384
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
– –
-18,589
Closed -$2.06M
SIGA icon
4385
SIGA Technologies
SIGA
$218M
– –
-56,693
Closed -$341K
SITE icon
4386
SiteOne Landscape Supply
SITE
$4.19B
– –
-27,045
Closed -$1.55M
SMG icon
4387
PUT
ScottsMiracle-Gro
SMG
$3.55B
– –
-70,000
Closed -$5.5M
SMHI icon
4388
SEACOR Marine Holdings
SMHI
$270M
– –
-14,238
Closed -$190K
SNEX icon
4389
StoneX
SNEX
$8.26B
– –
-94,805
Closed -$726K
SPAB icon
4390
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$10.3B
– –
-7,565
Closed -$216K
SPGI icon
4391
PUT
S&P Global
SPGI
$127B
– –
-35,000
Closed -$7.37M
SPLV icon
4392
Invesco S&P 500 Low Volatility ETF
SPLV
$7.07B
– –
-4,589
Closed -$242K
SPOK icon
4393
Spok Holdings
SPOK
$216M
– –
-72,010
Closed -$981K
SPR
4394
PUT
DELISTED
Spirit AeroSystems
SPR
– –
-35,000
Closed -$3.2M
SPYV icon
4395
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.7B
– –
-8,572
Closed -$260K
SR icon
4396
Spire
SR
$4.78B
– –
-126,980
Closed -$10.4M
SRPT icon
4397
CALL
Sarepta Therapeutics
SRPT
$1.98B
– –
-24,800
Closed -$2.96M
STAG icon
4398
STAG Industrial
STAG
$7.07B
– –
-112,903
Closed -$3.35M
STGW icon
4399
Stagwell
STGW
$2.13B
– –
-70,625
Closed -$159K
STK
4400
Columbia Seligman Premium Technology Growth Fund
STK
$901M
– –
-13,748
Closed -$276K
174 175
176
177 178

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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.