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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
+17.55%
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
$66.8B
AUM Growth
+$2.68B
Cap. Flow
-$6.14B
Cap. Flow %
-9.19%
Top 10 Hldgs %
7.07%
Holding
4,608
New
914
Increased
1,493
Reduced
1,467
Closed
675

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$655M
2
COTY icon
Coty
COTY
+$380M
3
COP icon
ConocoPhillips
COP
+$250M
4
ZBH icon
Zimmer Biomet
ZBH
+$213M
5
VLO icon
Valero Energy
VLO
+$170M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$523M
2
MRK icon
Merck
MRK
+$375M
3
SHPG
Shire pic
SHPG
+$362M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$310M
5
CELG
Celgene Corp
CELG
+$286M

Sector Composition

Rank Sector Weight
1 Healthcare 13.57%
2 Technology 12.05%
3 Financials 10.74%
4 Consumer Discretionary 9.44%
5 Energy 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TFCFA
4501
CALL
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
– –
-577,500
Closed -$27.8M
TFCFA
4502
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
– –
-5,334,168
Closed -$257M
TFCF
4503
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
– –
-28,000
Closed -$1.34M
HYAC
4504
DELISTED
Haymaker Acquisition Corp. Class A Common Stock
HYAC
– –
-10,182
Closed -$102K
ESL
4505
DELISTED
Esterline Technologies
ESL
– –
-148,913
Closed -$18.1M
ICON
4506
DELISTED
Iconix Brand Group, Inc.
ICON
– –
-32,266
Closed -$27K
CIVI
4507
DELISTED
Civitas Solutions, Inc.
CIVI
– –
-249,326
Closed -$4.37M
NTRI
4508
DELISTED
NutriSystem, Inc.
NTRI
– –
-132,666
Closed -$5.82M
ELGX
4509
DELISTED
Endologix Inc
ELGX
– –
-11,462
Closed -$82K
SPA
4510
DELISTED
Sparton
SPA
– –
-82,262
Closed -$1.5M
ITG
4511
DELISTED
Investment Technology Group Inc
ITG
– –
-184,165
Closed -$5.57M
BNCL
4512
DELISTED
Beneficial Bancorp, Inc.
BNCL
– –
-30,790
Closed -$440K
TAHO
4513
DELISTED
Tahoe Resources Inc
TAHO
– –
-160,057
Closed -$584K
NXTM
4514
DELISTED
NxStage Medical Inc.
NXTM
– –
-1,792,232
Closed -$51.3M
SN
4515
DELISTED
Sanchez Energy Corporation
SN
– –
-46,011
Closed -$12K
ORBK
4516
DELISTED
Orbotech Ltd
ORBK
– –
-250,256
Closed -$14.1M
MB
4517
CALL
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
– –
-25,000
Closed -$910K
MB
4518
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
– –
-163,203
Closed -$5.94M
LOXO
4519
DELISTED
Loxo Oncology, Inc
LOXO
– –
-214,514
Closed -$30M
AHL
4520
DELISTED
ASPEN Insurance Holding Limited
AHL
– –
-835,508
Closed -$35.1M
NFX
4521
DELISTED
Newfield Exploration
NFX
– –
-163,592
Closed -$2.4M
ATHN
4522
DELISTED
Athenahealth, Inc.
ATHN
– –
-1,022,505
Closed -$135M
DNB
4523
DELISTED
Dun & Bradstreet
DNB
– –
-834,948
Closed -$119M
P
4524
DELISTED
Pandora Media Inc
P
– –
-12,504,210
Closed -$101M
VVC
4525
DELISTED
Vectren Corporation
VVC
– –
-40,678
Closed -$2.93M
179 180
181
182 183

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Israel Englander's Q1 2019 Portfolio in Review

As of Q1 2019, Israel Englander held 4,608 positions worth $66.8B, up 4.2% from $64.1B the previous quarter. Its ten largest holdings account for 7.1% of the portfolio.

Israel Englander withdrew a net $6.14B in Q1 2019, closing 675 positions and reducing 1,467 holdings. Its most notable exit was Merck, an estimated $375M position sold in full.

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

Against the trend, Israel Englander opened a new position in Zimmer Biomet worth $232M.

  • Israel Englander's largest Q1 2019 buy was Zimmer Biomet: 1,870,503 shares worth $232M.
  • Israel Englander added most to Walt Disney in Q1 2019, an estimated $655M increase.
  • Israel Englander's biggest Q1 2019 reduction was Apple, cutting an estimated $523M.
  • Israel Englander fully exited Merck in Q1 2019, selling an estimated $375M.
  • Israel Englander's ten largest holdings make up 7.1% of its $66.8B portfolio in Q1 2019.
  • Israel Englander opened 914 new positions and closed 675 in Q1 2019.
  • Israel Englander's portfolio value rose 4.2% quarter-over-quarter to $66.8B.

Based on Millennium Management's 13F filing for Q1 2019, filed 14 May 2019.