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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
WHG icon
4651
Westwood Holdings Group
WHG
$188M
– –
-16,669
Closed -$461K
WIW
4652
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$511M
– –
-14,879
Closed -$164K
WMB icon
4653
PUT
Williams Companies
WMB
$86.2B
– –
-10,000
Closed -$240K
WU icon
4654
PUT
Western Union
WU
$2.28B
– –
-500,000
Closed -$11.6M
WYNN icon
4655
CALL
Wynn Resorts
WYNN
$10.3B
– –
-7,700
Closed -$837K
WYY icon
4656
WidePoint Corp
WYY
$91.3M
– –
-1,336
Closed -$4K
X
4657
CALL
DELISTED
US Steel
X
– –
-75,500
Closed -$872K
XGN icon
4658
Exagen
XGN
$192M
– –
-37,964
Closed -$588K
XHB icon
4659
State Street SPDR S&P Homebuilders ETF
XHB
$1.46B
– –
-17,375
Closed -$765K
XHR
4660
Xenia Hotels & Resorts
XHR
$1.79B
– –
-32,424
Closed -$684K
ZBRA icon
4661
PUT
Zebra Technologies
ZBRA
$17.4B
– –
-25,000
Closed -$5.16M
ZG icon
4662
Zillow
ZG
$8.27B
– –
-133,038
Closed -$3.93M
LFWD icon
4663
ReWalk Robotics
LFWD
$20.7M
– –
-778
Closed -$199K
CNR
4664
Core Natural Resources Inc
CNR
$4.72B
– –
-19,756
Closed -$308K
CCEC
4665
Capital Clean Energy Carriers
CCEC
$1.36B
– –
-13,734
Closed -$146K
AIFU
4666
AIFU Inc
AIFU
$110M
– –
-164
Closed -$1.75M
ONC
4667
CALL
BeOne Medicines Ltd
ONC
$42.4B
– –
-50,000
Closed -$6.12M
NAGE
4668
Niagen Bioscience
NAGE
$254M
– –
-154,733
Closed -$608K
VSA
4669
VisionSys AI
VSA
$9.78M
– –
-18
Closed -$43K
ITCI
4670
CALL
DELISTED
Intra-Cellular Therapies Inc.
ITCI
– –
-20,000
Closed -$149K
CUTR
4671
DELISTED
Cutera, Inc.
CUTR
– –
-70,742
Closed -$2.07M
INFN
4672
DELISTED
Infinera Corporation Common Stock
INFN
– –
-10,264
Closed -$55K
RVNC
4673
CALL
DELISTED
Revance Therapeutics, Inc.
RVNC
– –
-39,400
Closed -$512K
CTLT
4674
PUT
DELISTED
CATALENT, INC.
CTLT
– –
-5,000
Closed -$238K
TCS
4675
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
– –
-3,844
Closed -$254K
185 186
187
188 189

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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.