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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
WATT icon
4476
Energous
WATT
$69.8M
– –
-24
Closed -$91K
WD icon
4477
Walker & Dunlop
WD
$1.38B
– –
-132,478
Closed -$6.74M
WDC icon
4478
Western Digital
WDC
$166B
– –
-44,047
Closed -$1.51M
WEC icon
4479
CALL
WEC Energy
WEC
$34.5B
– –
-100,000
Closed -$7.91M
WELL icon
4480
Welltower
WELL
$172B
– –
-13,071
Closed -$1.01M
WINA icon
4481
Winmark
WINA
$1.24B
– –
-3,022
Closed -$570K
WIW
4482
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$511M
– –
-16,107
Closed -$173K
WMB icon
4483
PUT
Williams Companies
WMB
$86.2B
– –
-9,300
Closed -$267K
WMS icon
4484
Advanced Drainage Systems
WMS
$10.8B
– –
-12,162
Closed -$313K
WMT icon
4485
CALL
Walmart Inc
WMT
$825B
– –
-13,500
Closed -$439K
WNEB icon
4486
Western New England Bancorp
WNEB
$276M
– –
-34,681
Closed -$320K
WOR icon
4487
Worthington Enterprises
WOR
$2.78B
– –
-39,059
Closed -$899K
WPP icon
4488
WPP
WPP
$5.69B
– –
-40,918
Closed -$2.16M
WRAP icon
4489
Wrap Technologies
WRAP
$93.9M
– –
-110,973
Closed -$788K
WSM icon
4490
PUT
Williams-Sonoma
WSM
$28B
– –
-160,000
Closed -$4.5M
WST icon
4491
CALL
West Pharmaceutical
WST
$24.8B
– –
-4,000
Closed -$441K
WW
4492
DELISTED
WW International
WW
– –
-753,770
Closed -$14.9M
WY icon
4493
CALL
Weyerhaeuser
WY
$17.6B
– –
-200,000
Closed -$5.27M
WY icon
4494
PUT
Weyerhaeuser
WY
$17.6B
– –
-456,600
Closed -$12M
X
4495
DELISTED
US Steel
X
– –
-29,584
Closed -$577K
XENE icon
4496
Xenon Pharmaceuticals
XENE
$5.88B
– –
-48,286
Closed -$491K
XERS icon
4497
Xeris Biopharma Holdings
XERS
$1.59B
– –
-120,750
Closed -$1.21M
XHE icon
4498
PUT
State Street SPDR S&P Health Care Equipment ETF
XHE
$179M
– –
-30,000
Closed -$2.41M
XLP icon
4499
CALL
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
– –
-1,000,000
Closed -$56.1M
XME icon
4500
PUT
State Street SPDR S&P Metals & Mining ETF
XME
$4.63B
– –
-75,000
Closed -$2.23M
178 179
180
181 182

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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.