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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
+11.46%
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
$79.9B
AUM Growth
+$16.7B
Cap. Flow
+$9.74B
Cap. Flow %
12.19%
Top 10 Hldgs %
13.34%
Holding
4,935
New
829
Increased
1,631
Reduced
1,587
Closed
796

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.83B
2
WFC icon
Wells Fargo
WFC
+$378M
3
MSFT icon
Microsoft
MSFT
+$253M
4
HD icon
Home Depot
HD
+$247M
5
BABA icon
Alibaba
BABA
+$235M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$414M
2
LOW icon
Lowe's Companies
LOW
+$326M
3
LVS icon
Las Vegas Sands
LVS
+$265M
4
AABA
Altaba Inc
AABA
+$249M
5
NBL
Noble Energy, Inc.
NBL
+$181M

Sector Composition

Rank Sector Weight
1 Healthcare 10.45%
2 Technology 8.65%
3 Financials 8.6%
4 Consumer Discretionary 7.75%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INGR icon
4376
CALL
Ingredion
INGR
$6.74B
– –
-20,000
Closed -$1.63M
INGR icon
4377
Ingredion
INGR
$6.74B
– –
-394,200
Closed -$32.2M
INGR icon
4378
PUT
Ingredion
INGR
$6.74B
– –
-20,000
Closed -$1.63M
INTU icon
4379
CALL
Intuit
INTU
$100B
– –
-2,300
Closed -$611K
INVA icon
4380
Innoviva
INVA
$1.52B
– –
-422,266
Closed -$4.45M
IOVA icon
4381
Iovance Biotherapeutics
IOVA
$3.76B
– –
-406,526
Closed -$9.25M
IQV icon
4382
PUT
IQVIA
IQV
$42.8B
– –
-3,000
Closed -$448K
IRBT
4383
DELISTED
iRobot
IRBT
– –
-29,036
Closed -$1.79M
IRM icon
4384
Iron Mountain
IRM
$36.3B
– –
-367,629
Closed -$11.9M
IRT icon
4385
Independence Realty Trust
IRT
$3.91B
– –
-18,312
Closed -$262K
IRTC icon
4386
CALL
iRhythm Holdings
IRTC
$4.24B
– –
-13,000
Closed -$963K
ITIC
4387
Investors Title Co
ITIC
$546M
– –
-2,861
Closed -$458K
ITRM
4388
DELISTED
Iterum Therapeutics
ITRM
– –
-1,715
Closed -$151K
ITUB icon
4389
Itaú Unibanco
ITUB
$82.4B
– –
-1,145,070
Closed -$7.01M
IWO icon
4390
iShares Russell 2000 Growth ETF
IWO
$15.1B
– –
-10,058
Closed -$1.94M
IWR icon
4391
iShares Russell Mid-Cap ETF
IWR
$57.7B
– –
-7,372
Closed -$412K
IYT icon
4392
iShares US Transportation ETF
IYT
$2.27B
– –
-49,292
Closed -$2.29M
JBGS
4393
JBG SMITH
JBGS
$732M
– –
-57,772
Closed -$2.27M
JFU
4394
9F Inc
JFU
$34.1M
– –
-2,584
Closed -$576K
JILL icon
4395
J. Jill
JILL
$302M
– –
-42,242
Closed -$401K
JOE icon
4396
St. Joe Company
JOE
$3.92B
– –
-10,465
Closed -$179K
JPC icon
4397
Nuveen Preferred & Income Opportunities Fund
JPC
$2.82B
– –
-10,451
Closed -$105K
KAI icon
4398
Kadant
KAI
$3.7B
– –
-67,942
Closed -$5.96M
KB icon
4399
KB Financial Group
KB
$41.4B
– –
-56,398
Closed -$2.01M
KBE icon
4400
State Street SPDR S&P Bank ETF
KBE
$1.74B
– –
-21,341
Closed -$921K
174 175
176
177 178

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Israel Englander's Q4 2019 Portfolio in Review

As of Q4 2019, Israel Englander held 4,935 positions worth $79.9B, up 26% from $63.3B the previous quarter. Its ten largest holdings account for 13% of the portfolio.

Israel Englander deployed $9.74B of net new capital in Q4 2019, opening 829 new positions and adding to 1,631 existing holdings. Its largest new stake was International Flavors & Fragrances: 535,214 shares worth $69.1M.

By sector, the portfolio is most concentrated in Healthcare at 10% of assets, down from 12% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Lowe's Companies, an estimated $326M trimmed.

  • Israel Englander's largest Q4 2019 buy was International Flavors & Fragrances: 535,214 shares worth $69.1M.
  • Israel Englander added most to State Street SPDR S&P 500 ETF Trust in Q4 2019, an estimated $3.83B increase.
  • Israel Englander's biggest Q4 2019 reduction was Lowe's Companies, cutting an estimated $326M.
  • Israel Englander fully exited Celgene Corp in Q4 2019, selling an estimated $414M.
  • Israel Englander's ten largest holdings make up 13% of its $79.9B portfolio in Q4 2019.
  • Israel Englander opened 829 new positions and closed 796 in Q4 2019.
  • Israel Englander's portfolio value rose 26% quarter-over-quarter to $79.9B.

Based on Millennium Management's 13F filing for Q4 2019, filed 14 Feb 2020.