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 | |
|---|---|---|---|---|---|---|
126
Genpact
G
$6.24B
| $102M | 0.15% |
2,668,691
+1,220,516
| +84% | +$44.4M |
|
127
Target
TGT
$75.1B
| $101M | 0.15% |
1,171,143
+517,108
| +79% | +$41.8M |
|
128
Equinix
EQIX
$105B
| $101M | 0.15% |
199,958
-62,197
| -24% | -$29.8M |
|
129
Norfolk Southern
NSC
$78.8B
| $101M | 0.15% |
505,319
-159,321
| -24% | -$31.6M |
|
130
Planet Fitness
PLNT
$4.09B
| $99.6M | 0.15% |
1,374,974
+1,131,760
| +465% | +$85.3M |
|
131
Danaher
DHR
$154B
| $99.5M | 0.15% |
784,998
+496,659
| +172% | +$58.8M |
|
132
SBA Communications
SBAC
$19.4B
| $98.6M | 0.15% |
438,693
-291,049
| -40% | -$61.4M |
|
133
Ford
F
$57.5B
| $97.3M | 0.15% |
9,513,211
+3,640,699
| +62% | +$35.9M |
|
134
CenterPoint Energy
CNP
$25.5B
| $96.9M | 0.15% |
3,385,705
-992,174
| -23% | -$29.6M |
|
135
Bankunited
BKU
$3.3B
| $95.6M | 0.14% |
2,834,587
-1,010,003
| -26% | -$34.8M |
|
136
iShares Core S&P 500 ETF
IVV
$893B
| $95.6M | 0.14% |
+324,429
| New | +$94M |
|
|
SIX
137
DELISTED
Six Flags Entertainment Corp.
SIX
| $95.4M | 0.14% |
1,920,848
+1,693,410
| +745% | +$87.4M |
|
138
NiSource
NI
$19.5B
| $95.3M | 0.14% |
3,309,192
+1,857,478
| +128% | +$52.3M |
|
139
Ametek
AME
$54.9B
| $95.2M | 0.14% |
1,047,622
+263,811
| +34% | +$22.6M |
|
140
DuPont de Nemours
DD
$18.7B
| $94.7M | 0.14% |
1,004,507
+686,808
| +216% | +$82M |
|
141
JPMorgan Chase
JPM
$935B
| $94.3M | 0.14% |
843,468
-210,132
| -20% | -$23.2M |
|
142
KB Home
KBH
$3.39B
| $94.3M | 0.14% |
3,664,613
+2,991,189
| +444% | +$77M |
|
143
Chevron
CVX
$403B
| $93.8M | 0.14% |
753,766
-631,312
| -46% | -$76.3M |
|
144
Packaging Corp of America
PKG
$22.5B
| $93.1M | 0.14% |
976,584
+504,973
| +107% | +$48.7M |
|
145
Ally Financial
ALLY
$13.1B
| $92.5M | 0.14% |
2,985,507
-366,484
| -11% | -$10.8M |
|
146
Public Service Enterprise Group
PEG
$36.2B
| $92.2M | 0.14% |
1,566,759
+637,153
| +69% | +$38M |
|
147
Pfizer
PFE
$160B
| $92.1M | 0.14% |
2,239,871
-2,460,143
| -52% | -$97.7M |
|
148
Vertex Pharmaceuticals
VRTX
$139B
| $91.8M | 0.14% |
500,603
-109,608
| -18% | -$19.2M |
|
149
Domino's
DPZ
$11.3B
| $91.4M | 0.14% |
328,282
+182,022
| +124% | +$49.8M |
|
150
Cigna
CI
$73.3B
| $90.1M | 0.14% |
571,862
+446,581
| +356% | +$70M |
|
Similar funds
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.