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 |
LyondellBasell Industries
LYB
|
+$492M |
| 2 |
LLL
L3 Technologies, Inc.
LLL
|
+$392M |
| 3 |
Apple
AAPL
|
+$245M |
| 4 |
AGN
Allergan plc
AGN
|
+$238M |
| 5 |
NXP Semiconductors
NXPI
|
+$226M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walt Disney
DIS
|
+$568M |
| 2 |
Coty
COTY
|
+$491M |
| 3 |
APC
Anadarko Petroleum
APC
|
+$224M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$211M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1276
Bank OZK
OZK
$5.38B
| $9.65M | 0.01% |
320,777
+120,609
| +60% | +$3.74M |
|
1277
Bausch Health
BHC
$2.5B
| $9.65M | 0.01% |
382,548
-711,479
| -65% | -$16.9M |
|
|
GOOD
1278
Gladstone Commercial Corp
GOOD
$638M
| $9.64M | 0.01% |
454,335
+198,995
| +78% | +$4.23M |
|
1279
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| $9.63M | 0.01% |
85,043
-20,429
| -19% | -$2.25M |
|
1280
Watts Water Technologies
WTS
$12.4B
| $9.62M | 0.01% |
103,202
+26,315
| +34% | +$2.25M |
|
|
EPZM
1281
DELISTED
Epizyme, Inc
EPZM
| $9.61M | 0.01% |
766,091
-1,008,391
| -57% | -$13M |
|
1282
Ambarella
AMBA
$3.07B
| $9.59M | 0.01% |
217,337
+157,535
| +263% | +$7.06M |
|
1283
Usana Health Sciences
USNA
$251M
| $9.58M | 0.01% |
120,615
-123,995
| -51% | -$9.83M |
|
|
BID
1284
DELISTED
Sotheby's
BID
| $9.55M | 0.01% |
164,220
+71,332
| +77% | +$2.98M |
|
1285
Hercules Capital
HTGC
$3.28B
| $9.53M | 0.01% |
743,587
+714,914
| +2,493% | +$9.27M |
|
1286
Silicon Laboratories
SLAB
$7.28B
| $9.51M | 0.01% |
91,990
+48,721
| +113% | +$4.7M |
|
1287
Oaktree Specialty Lending
OCSL
$1.16B
| $9.51M | 0.01% |
584,872
+176,821
| +43% | +$2.86M |
|
1288
Pegasystems
PEGA
$5.64B
| $9.48M | 0.01% |
266,390
-269,184
| -50% | -$9.59M |
|
|
IAA
1289
DELISTED
IAA, Inc. Common Stock
IAA
| $9.48M | 0.01% |
+244,340
| New | +$9.48M |
|
|
BRY
1290
DELISTED
Berry Corp
BRY
| $9.46M | 0.01% |
892,482
-129,350
| -13% | -$1.47M |
|
1291
Inspire Medical Systems
INSP
$1.78B
| $9.46M | 0.01% |
155,945
-268,010
| -63% | -$14.4M |
|
|
PETQ
1292
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $9.44M | 0.01% |
286,367
+116,497
| +69% | +$3.43M |
|
|
PRMW
1293
DELISTED
Primo Water Corporation
PRMW
| $9.4M | 0.01% |
704,016
-4,082,602
| -85% | -$57.3M |
|
|
AVTA
1294
DELISTED
Avantax, Inc. Common Stock
AVTA
| $9.4M | 0.01% |
309,378
+8,168
| +3% | +$269K |
|
1295
PUT
Cigna
CI
$74.1B
| $9.37M | 0.01% |
+59,500
| New | +$9.32M |
|
1296
BOK Financial
BOKF
$8.54B
| $9.37M | 0.01% |
124,118
-130,144
| -51% | -$10.6M |
|
1297
Rayonier
RYN
$6.31B
| $9.36M | 0.01% |
340,648
-362,794
| -52% | -$10.1M |
|
1298
Vishay Intertechnology
VSH
$4.67B
| $9.36M | 0.01% |
566,667
-583,427
| -51% | -$10.3M |
|
1299
Thor Industries
THO
$4.13B
| $9.36M | 0.01% |
160,100
+150,694
| +1,602% | +$9.14M |
|
1300
Herc Holdings
HRI
$5.28B
| $9.36M | 0.01% |
204,118
+67,068
| +49% | +$2.79M |
|
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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.