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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
+0%
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
$63.3B
AUM Growth
-$3.26B
Cap. Flow
-$1.43B
Cap. Flow %
-2.26%
Top 10 Hldgs %
7.25%
Holding
4,833
New
843
Increased
1,522
Reduced
1,651
Closed
727

Top Buys

Rank Stock Value
1
LHX icon
L3Harris
LHX
+$282M
2
AEE icon
Ameren
AEE
+$239M
3
QSR icon
Restaurant Brands International
QSR
+$192M
4
LOW icon
Lowe's Companies
LOW
+$190M
5
LVS icon
Las Vegas Sands
LVS
+$164M

Top Sells

Rank Stock Value
1
LYB icon
LyondellBasell Industries
LYB
+$441M
2
WP
Worldpay, Inc.
WP
+$429M
3
LLL
L3 Technologies, Inc.
LLL
+$412M
4
RHT
Red Hat Inc
RHT
+$399M
5
APC
Anadarko Petroleum
APC
+$304M

Sector Composition

Rank Sector Weight
1 Healthcare 11.62%
2 Financials 10.42%
3 Technology 9.63%
4 Consumer Discretionary 8.71%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCPH
4476
DELISTED
scPharmaceuticals
SCPH
– –
-33,780
Closed -$108K
SD icon
4477
SandRidge Energy
SD
$532M
– –
-91,667
Closed -$634K
SFM icon
4478
CALL
Sprouts Farmers Market
SFM
$7.56B
– –
-20,000
Closed -$378K
SFST icon
4479
Southern First Bancshares
SFST
$597M
– –
-8,925
Closed -$350K
SGRY icon
4480
CALL
Surgery Partners
SGRY
$1.9B
– –
-100,000
Closed -$814K
SIG icon
4481
Signet Jewelers
SIG
$3.16B
– –
-60,166
Closed -$1.08M
SIL icon
4482
Global X Silver Miners ETF NEW
SIL
$5.37B
– –
-131,515
Closed -$3.53M
SLB icon
4483
CALL
SLB Ltd
SLB
$79.9B
– –
-12,900
Closed -$513K
SLS icon
4484
SELLAS Life Sciences
SLS
$3.12B
– –
-423
Closed -$2K
SLV icon
4485
iShares Silver Trust
SLV
$33.8B
– –
-1,148,485
Closed -$18.3M
SMBC icon
4486
Southern Missouri Bancorp
SMBC
$819M
– –
-15,076
Closed -$525K
SMH icon
4487
PUT
VanEck Semiconductor ETF
SMH
$68.6B
– –
-407,200
Closed -$22.4M
SMPL icon
4488
CALL
Simply Good Foods
SMPL
$962M
– –
-23,200
Closed -$559K
SNY icon
4489
Sanofi
SNY
$110B
– –
-25,000
Closed -$1.08M
SONY icon
4490
Sony
SONY
$140B
– –
-554,815
Closed -$5.81M
SOXX icon
4491
iShares Semiconductor ETF
SOXX
$41.3B
– –
-34,560
Closed -$2.29M
SPG icon
4492
CALL
Simon Property Group
SPG
$70.6B
– –
-23,100
Closed -$3.69M
SPG icon
4493
Simon Property Group
SPG
$70.6B
– –
-434,738
Closed -$69.5M
SPOT icon
4494
PUT
Spotify
SPOT
$110B
– –
-1,400
Closed -$205K
SPTI icon
4495
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.7B
– –
-57,872
Closed -$1.79M
SPTL icon
4496
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.8B
– –
-20,950
Closed -$799K
SPXC icon
4497
SPX Corp
SPXC
$10.4B
– –
-220,497
Closed -$7.28M
SRE icon
4498
Sempra
SRE
$54.2B
– –
-37,254
Closed -$2.56M
SRG
4499
Seritage Growth Properties
SRG
$120M
– –
-7,296
Closed -$313K
SSD icon
4500
Simpson Manufacturing
SSD
$7.74B
– –
-150,531
Closed -$10M
178 179
180
181 182

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Israel Englander's Q3 2019 Portfolio in Review

As of Q3 2019, Israel Englander held 4,833 positions worth $63.3B, down 4.9% from $66.5B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.

Israel Englander's Q3 2019 filing shows 843 new, 1,522 increased, 1,651 reduced and 727 closed positions. Its largest new stake was L3Harris: 1,378,220 shares worth $288M. The largest sale was LyondellBasell Industries, an estimated $441M.

By sector, the portfolio is most concentrated in Healthcare at 12% of assets, down from 13% a quarter earlier, followed by Financials and Technology.

  • Israel Englander's largest Q3 2019 buy was L3Harris: 1,378,220 shares worth $288M.
  • Israel Englander added most to Ameren in Q3 2019, an estimated $239M increase.
  • Israel Englander's biggest Q3 2019 reduction was LyondellBasell Industries, cutting an estimated $441M.
  • Israel Englander fully exited Worldpay, Inc. in Q3 2019, selling an estimated $429M.
  • Israel Englander's ten largest holdings make up 7.2% of its $63.3B portfolio in Q3 2019.
  • Israel Englander opened 843 new positions and closed 727 in Q3 2019.
  • Israel Englander's portfolio value fell 4.9% quarter-over-quarter to $63.3B.

Based on Millennium Management's 13F filing for Q3 2019, filed 14 Nov 2019.