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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
-14.12%
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
$64.1B
AUM Growth
-$17.5B
Cap. Flow
-$4.25B
Cap. Flow %
-6.62%
Top 10 Hldgs %
6.66%
Holding
4,541
New
702
Increased
1,343
Reduced
1,571
Closed
844

Top Buys

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$379M
2
SBUX icon
Starbucks
SBUX
+$371M
3
APC
Anadarko Petroleum
APC
+$287M
4
BMY icon
Bristol-Myers Squibb
BMY
+$263M
5
TSLA icon
Tesla
TSLA
+$253M

Top Sells

Rank Stock Value
1
FTV icon
Fortive
FTV
+$1.27B
2
ANDV
Andeavor
ANDV
+$1.11B
3
AET
Aetna Inc
AET
+$535M
4
MSFT icon
Microsoft
MSFT
+$350M
5
AMZN icon
Amazon
AMZN
+$290M

Sector Composition

Rank Sector Weight
1 Healthcare 13.69%
2 Technology 13.64%
3 Financials 12.49%
4 Consumer Discretionary 10.83%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WRD
4426
DELISTED
WildHorse Resource Development
WRD
– –
-261,544
Closed -$6.18M
ANCX
4427
DELISTED
Access National Corp
ANCX
– –
-214,019
Closed -$5.8M
TSRO
4428
PUT
DELISTED
TESARO, Inc.
TSRO
– –
-150,000
Closed -$5.85M
FSAC
4429
DELISTED
Federal Street Acquisition Corp. Common Stock
FSAC
– –
-602,510
Closed -$6.07M
HDP
4430
CALL
DELISTED
Hortonworks, Inc.
HDP
– –
-200,000
Closed -$4.56M
GOV
4431
CALL
DELISTED
Government Properties Income Trust
GOV
– –
-42,600
Closed -$481K
GOV
4432
DELISTED
Government Properties Income Trust
GOV
– –
-289,858
Closed -$3.27M
EOCC
4433
DELISTED
Enel Generacion Chile S.A.
EOCC
– –
-10,861
Closed -$225K
XOXO
4434
DELISTED
Xo Group Inc
XOXO
– –
-86,856
Closed -$3M
ESRX
4435
DELISTED
Express Scripts Holding Company
ESRX
– –
-1,366,318
Closed -$130M
MZOR
4436
DELISTED
Mazor Robotics Ltd.
MZOR
– –
-8,300
Closed -$484K
DWCH
4437
DELISTED
Datawatch Corp
DWCH
– –
-33,236
Closed -$387K
KERX
4438
DELISTED
Keryx Biopharmaceuticals Inc
KERX
– –
-585,406
Closed -$1.99M
RSYS
4439
DELISTED
Radisys Corp
RSYS
– –
-182,310
Closed -$297K
OCLR
4440
DELISTED
Oclaro Inc.
OCLR
– –
-21,984
Closed -$197K
FCE.A
4441
DELISTED
Forest City Realty Trust, Inc.
FCE.A
– –
-5,969,956
Closed -$150M
SONC
4442
DELISTED
Sonic Corp
SONC
– –
-314,341
Closed -$13.6M
ARII
4443
DELISTED
American Railcar Industries, Inc.
ARII
– –
-14,282
Closed -$658K
SODA
4444
DELISTED
SodaStream International Ltd
SODA
– –
-180,344
Closed -$25.8M
MITL
4445
DELISTED
Mitel Networks Corporation
MITL
– –
-548,409
Closed -$6.04M
LHO
4446
DELISTED
LaSalle Hotel Properties
LHO
– –
-1,068,353
Closed -$37M
AFSI
4447
DELISTED
AmTrust Financial Services, Inc.
AFSI
– –
-61,796
Closed -$897K
EGN
4448
DELISTED
Energen
EGN
– –
-358,867
Closed -$30.9M
AET
4449
DELISTED
Aetna Inc
AET
– –
-2,636,738
Closed -$535M
AET
4450
PUT
DELISTED
Aetna Inc
AET
– –
-623,500
Closed -$126M
176 177
178
179 180

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Israel Englander's Q4 2018 Portfolio in Review

As of Q4 2018, Israel Englander held 4,541 positions worth $64.1B, down 21% from $81.6B the previous quarter. Its ten largest holdings account for 6.7% of the portfolio.

Israel Englander withdrew a net $4.25B in Q4 2018, closing 844 positions and reducing 1,571 holdings. Its most notable exit was Andeavor, an estimated $1.11B position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 14% of assets, up from 12% a quarter earlier, followed by Technology and Financials.

Against the trend, Israel Englander opened a new position in Athenahealth, Inc. worth $135M.

  • Israel Englander's largest Q4 2018 buy was Athenahealth, Inc.: 1,022,505 shares worth $135M.
  • Israel Englander added most to Celgene Corp in Q4 2018, an estimated $379M increase.
  • Israel Englander's biggest Q4 2018 reduction was Fortive, cutting an estimated $1.27B.
  • Israel Englander fully exited Andeavor in Q4 2018, selling an estimated $1.11B.
  • Israel Englander's ten largest holdings make up 6.7% of its $64.1B portfolio in Q4 2018.
  • Israel Englander opened 702 new positions and closed 844 in Q4 2018.
  • Israel Englander's portfolio value fell 21% quarter-over-quarter to $64.1B.

Based on Millennium Management's 13F filing for Q4 2018, filed 14 Feb 2019.