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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
LOW icon
4426
CALL
Lowe's Companies
LOW
$121B
– –
-43,000
Closed -$4.73M
LOW icon
4427
PUT
Lowe's Companies
LOW
$121B
– –
-3,000
Closed -$329K
SEGG
4428
Sports Entertainment Gaming Global Corp
SEGG
$8.15M
– –
-179
Closed -$2.6M
LUV icon
4429
CALL
Southwest Airlines
LUV
$19.8B
– –
-19,200
Closed -$1.04M
LVS icon
4430
Las Vegas Sands
LVS
$30.5B
– –
-4,581,351
Closed -$265M
LWAY icon
4431
Lifeway Foods
LWAY
$392M
– –
-13,743
Closed -$30K
LXFR icon
4432
Luxfer Holdings
LXFR
$460M
– –
-138,207
Closed -$2.15M
LYB icon
4433
CALL
LyondellBasell Industries
LYB
$21.8B
– –
-30,000
Closed -$2.68M
LYFT icon
4434
CALL
Lyft
LYFT
$6.61B
– –
-300,000
Closed -$12.3M
M icon
4435
Macy's
M
$6B
– –
-2,362,543
Closed -$37M
MAG
4436
DELISTED
MAG Silver
MAG
– –
-20,112
Closed -$213K
MAR icon
4437
Marriott International
MAR
$92.9B
– –
-519,178
Closed -$69.6M
MASI
4438
PUT
DELISTED
Masimo
MASI
– –
-2,000
Closed -$297K
MATX icon
4439
Matsons
MATX
$6.66B
– –
-22,565
Closed -$846K
MBUU icon
4440
Malibu Boats
MBUU
$579M
– –
-146,452
Closed -$4.49M
MCB icon
4441
Metropolitan Bank Holding Corp
MCB
$1.14B
– –
-6,568
Closed -$258K
MDGL icon
4442
Madrigal Pharmaceuticals
MDGL
$11.9B
– –
-18,960
Closed -$1.63M
MEC icon
4443
Mayville Engineering Co
MEC
$554M
– –
-20,392
Closed -$268K
MED icon
4444
CALL
Medifast
MED
$134M
– –
-5,000
Closed -$518K
MEOH icon
4445
CALL
Methanex
MEOH
$4.65B
– –
-70,000
Closed -$2.48M
MFIN icon
4446
Medallion Financial
MFIN
$268M
– –
-14,748
Closed -$94K
MGEE icon
4447
MGE Energy Inc
MGEE
$2.97B
– –
-84,664
Closed -$6.76M
MGM icon
4448
CALL
MGM Resorts International
MGM
$11B
– –
-200,000
Closed -$5.54M
MGY icon
4449
Magnolia Oil & Gas
MGY
$6.67B
– –
-815,910
Closed -$9.06M
MIN
4450
Aberdeen Intermediate Income Fund
MIN
$280M
– –
-32,002
Closed -$122K
176 177
178
179 180

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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.