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 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.83B |
| 2 |
Wells Fargo
WFC
|
+$378M |
| 3 |
Microsoft
MSFT
|
+$253M |
| 4 |
Home Depot
HD
|
+$247M |
| 5 |
Alibaba
BABA
|
+$235M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CELG
Celgene Corp
CELG
|
+$414M |
| 2 |
Lowe's Companies
LOW
|
+$326M |
| 3 |
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 | |
|---|---|---|---|---|---|---|
|
RDUS
1026
DELISTED
Radius Recycling
RDUS
| $15M | 0.02% |
693,752
+669,138
| +2,719% | +$14.3M |
|
1027
Factset
FDS
$10.5B
| $15M | 0.02% |
56,057
+31,567
| +129% | +$8.11M |
|
1028
Atmos Energy
ATO
$28.3B
| $15M | 0.02% |
134,349
-205,957
| -61% | -$22.6M |
|
1029
Healthpeak Properties
DOC
$14.9B
| $15M | 0.02% |
435,688
-638,606
| -59% | -$22.3M |
|
|
RDS.B
1030
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $15M | 0.02% |
+250,368
| New | +$14.7M |
|
|
GRMN
1031
Garmin
GRMN
$55.6B
| $15M | 0.02% |
153,630
+100,608
| +190% | +$9.38M |
|
|
WBA
1032
CALL
DELISTED
Walgreens Boots Alliance
WBA
| $15M | 0.02% |
254,200
+139,400
| +121% | +$8.03M |
|
1033
FormFactor
FORM
$8.42B
| $15M | 0.02% |
577,049
+556,611
| +2,723% | +$12.6M |
|
1034
National Health Investors
NHI
$3.6B
| $15M | 0.02% |
183,772
-169,543
| -48% | -$13.9M |
|
1035
Maximus
MMS
$3.06B
| $15M | 0.02% |
201,009
+186,109
| +1,249% | +$14M |
|
1036
Kodiak Sciences
KOD
$2.48B
| $14.9M | 0.02% |
+206,788
| New | +$7.52M |
|
1037
Infosys
INFY
$48.7B
| $14.9M | 0.02% |
1,441,425
+701,458
| +95% | +$7.06M |
|
1038
Grand Canyon Education
LOPE
$3.89B
| $14.9M | 0.02% |
155,085
+114,281
| +280% | +$10.5M |
|
1039
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
| $14.9M | 0.02% |
236,818
-76,736
| -24% | -$4.67M |
|
1040
Central Pacific Financial
CPF
$969M
| $14.8M | 0.02% |
501,415
+69,456
| +16% | +$2.03M |
|
|
CCXI
1041
DELISTED
ChemoCentryx, Inc.
CCXI
| $14.8M | 0.02% |
374,984
-49,175
| -12% | -$863K |
|
1042
Canadian Imperial Bank of Commerce
CM
$105B
| $14.8M | 0.02% |
356,034
+149,904
| +73% | +$6.34M |
|
1043
Arthur J. Gallagher & Co
AJG
$68.8B
| $14.8M | 0.02% |
155,517
-98,893
| -39% | -$9.06M |
|
1044
CALL
Bio-Rad Laboratories Class A
BIO
$10.4B
| $14.8M | 0.02% |
+40,000
| New | +$14.1M |
|
1045
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
| $14.8M | 0.02% |
51,899
-25,831
| -33% | -$7.12M |
|
1046
SI-BONE Inc
SIBN
$876M
| $14.8M | 0.02% |
687,123
+530,917
| +340% | +$9.53M |
|
1047
Entegris
ENTG
$21.2B
| $14.7M | 0.02% |
294,439
-413,032
| -58% | -$19.9M |
|
1048
Evolent Health
EVH
$553M
| $14.7M | 0.02% |
1,629,190
+775,848
| +91% | +$6.3M |
|
1049
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.4B
| $14.7M | 0.02% |
145,079
+68,899
| +90% | +$7M |
|
|
DEACU
1050
DELISTED
Diamond Eagle Acquisition Corp. Unit
DEACU
| $14.7M | 0.02% |
1,250,000
| – | – |
|
Similar funds
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.