Israel Englander Millennium Management
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walt Disney
DIS
|
+$655M |
| 2 |
Coty
COTY
|
+$380M |
| 3 |
ConocoPhillips
COP
|
+$250M |
| 4 |
Zimmer Biomet
ZBH
|
+$213M |
| 5 |
Valero Energy
VLO
|
+$170M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$523M |
| 2 |
Merck
MRK
|
+$375M |
| 3 |
SHPG
Shire pic
SHPG
|
+$362M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
1001
Johnson Controls International
JCI
$86.6B
| $14.5M | 0.02% |
392,831
-1,332,841
| -77% | -$45.7M |
|
1002
American Financial Group
AFG
$12B
| $14.5M | 0.02% |
150,787
-179,207
| -54% | -$17.2M |
|
|
CCH.U
1003
DELISTED
Collier Creek Holdings Units, each consisting of one Class A ordinary share, $0.0001 par value, and
CCH.U
| $14.5M | 0.02% |
1,400,000
| – | – |
|
|
EMWP
1004
DELISTED
Eros Media World PLC
EMWP
| $14.5M | 0.02% |
79,195
+38,314
| +94% | +$7.36M |
|
1005
Flowserve
FLS
$10.2B
| $14.5M | 0.02% |
320,545
-7,552
| -2% | -$330K |
|
|
BPFH
1006
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
| $14.5M | 0.02% |
1,319,754
-1,009,872
| -43% | -$11.5M |
|
1007
EastGroup Properties
EGP
$10.9B
| $14.4M | 0.02% |
129,236
+55,473
| +75% | +$5.76M |
|
1008
Sixth Street Specialty
TSLX
$1.8B
| $14.4M | 0.02% |
720,416
+159,321
| +28% | +$3.16M |
|
1009
CALL
Bunge Global
BG
$21.2B
| $14.3M | 0.02% |
270,000
+75,800
| +39% | +$4.02M |
|
1010
CALL
Freeport-McMoran
FCX
$112B
| $14.3M | 0.02% |
+1,110,300
| New | +$13.4M |
|
1011
Sanmina
SANM
$9.94B
| $14.3M | 0.02% |
494,479
+275,256
| +126% | +$8.11M |
|
|
XOG
1012
DELISTED
Extraction Oil & Gas, Inc. Common Stock
XOG
| $14.3M | 0.02% |
3,369,835
+2,987,700
| +782% | +$12.5M |
|
1013
Jones Lang LaSalle
JLL
$17.8B
| $14.3M | 0.02% |
92,422
-51,248
| -36% | -$7.71M |
|
1014
PUT
Union Pacific
UNP
$184B
| $14.2M | 0.02% |
85,100
+78,600
| +1,209% | +$12.6M |
|
|
CTLT
1015
CALL
DELISTED
CATALENT, INC.
CTLT
| $14.2M | 0.02% |
+350,000
| New | +$13.7M |
|
1016
State Street Technology Select Sector SPDR ETF
XLK
$117B
| $14.2M | 0.02% |
383,786
+182,468
| +91% | +$6.24M |
|
1017
CALL
LKQ Corp
LKQ
$6.51B
| $14.2M | 0.02% |
+500,000
| New | +$13.5M |
|
|
AUTL
1018
Autolus Therapeutics
AUTL
$623M
| $14.2M | 0.02% |
450,362
+438,662
| +3,749% | +$12.5M |
|
1019
Rapid7
RPD
$822M
| $14.1M | 0.02% |
279,127
+137,324
| +97% | +$5.88M |
|
1020
Archrock
AROC
$5.38B
| $14.1M | 0.02% |
1,443,935
+348,990
| +32% | +$3.34M |
|
1021
Alector
ALEC
$257M
| $14.1M | 0.02% |
+753,611
| New | +$14.3M |
|
|
AAMI
1022
Acadian Asset Management
AAMI
$3.26B
| $14.1M | 0.02% |
1,039,659
+336,461
| +48% | +$4.35M |
|
|
CYBR
1023
DELISTED
CyberArk
CYBR
| $14.1M | 0.02% |
118,071
-59,186
| -33% | -$5.66M |
|
1024
Paylocity
PCTY
$8.09B
| $14M | 0.02% |
157,081
+38,293
| +32% | +$2.98M |
|
|
VTLE
1025
DELISTED
Vital Energy
VTLE
| $14M | 0.02% |
225,982
+55,514
| +33% | +$3.95M |
|
Similar funds
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.