We are live on ! Find out more
IE

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
SFLY
4701
DELISTED
Shutterfly, Inc.
SFLY
– –
-616,001
Closed -$25M
CHSP
4702
DELISTED
Chesapeake Lodging Trust
CHSP
– –
-18,191
Closed -$506K
DCUD
4703
DELISTED
Dominion Energy, Inc 2016 Series A Corporate Units
DCUD
– –
-14,220
Closed -$711K
HIVE
4704
DELISTED
Aerohive Networks
HIVE
– –
-519,942
Closed -$2.35M
APC
4705
CALL
DELISTED
Anadarko Petroleum
APC
– –
-73,500
Closed -$3.34M
BKS
4706
DELISTED
Barnes & Noble
BKS
– –
-15,518
Closed -$84K
TBRGU
4707
DELISTED
Thunder Bridge Acquisition, Ltd. Unit
TBRGU
– –
-500,000
Closed -$5.41M
SDLP
4708
DELISTED
SEADRILL PARTNERS LLC
SDLP
– –
-5,774
Closed -$49K
DYNC
4709
DELISTED
Vistra Energy Corp.
DYNC
– –
-3,246
Closed -$321K
LGCY
4710
DELISTED
Legacy Reserves Inc. Common Stock
LGCY
– –
-451,212
Closed -$222K
SFS
4711
DELISTED
Smart & Final Stores, Inc.
SFS
– –
-193,088
Closed -$954K
QTNA
4712
DELISTED
Quantenna Communications, Inc. Common Stock
QTNA
– –
-350,555
Closed -$8.53M
INSY
4713
DELISTED
Insys Therapeutics, Inc.
INSY
– –
-812,262
Closed -$3.75M
LXFT
4714
DELISTED
Luxoft Holding, Inc.
LXFT
– –
-332,939
Closed -$19.5M
NETS
4715
DELISTED
Netshoes (Cayman) Limited
NETS
– –
-43,384
Closed -$72K
KEYW
4716
DELISTED
The KEYW Holding Corporation
KEYW
– –
-20,700
Closed -$178K
FTD
4717
DELISTED
FTD Companies, Inc. Common Stock
FTD
– –
-39,288
Closed -$20K
BMS
4718
DELISTED
Bemis
BMS
– –
-205,600
Closed -$11.4M
NITE
4719
DELISTED
Nightstar Therapeutics plc American Depositary Shares
NITE
– –
-256,563
Closed -$6.51M
TVPT
4720
DELISTED
Travelport Worldwide Limited
TVPT
– –
-648,251
Closed -$10.2M
MRT
4721
DELISTED
MedEquities Realty Trust, Inc.
MRT
– –
-316,398
Closed -$3.52M
HIFR
4722
DELISTED
InfraREIT, Inc.
HIFR
– –
-294,582
Closed -$6.18M
CCC.U
4723
DELISTED
Churchill Capital Corp
CCC.U
– –
-2,200,000
Closed -$33.7M
BRS
4724
DELISTED
Bristow Group, Inc.
BRS
– –
-163,421
Closed -$181K
WFT
4725
DELISTED
Weatherford International plc
WFT
– –
-46,693
Closed -$33K
187 188
189
190 191

Similar funds

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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.