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
+11.46%
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
$79.9B
AUM Growth
+$16.7B
Cap. Flow
+$4.28B
Cap. Flow %
5.35%
Top 10 Hldgs %
13.34%
Holding
4,935
New
829
Increased
1,631
Reduced
1,587
Closed
796

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.83B
2
WFC icon
Wells Fargo
WFC
+$378M
3
MSFT icon
Microsoft
MSFT
+$253M
4
HD icon
Home Depot
HD
+$247M
5
BABA icon
Alibaba
BABA
+$235M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$414M
2
LOW icon
Lowe's Companies
LOW
+$326M
3
LVS icon
Las Vegas Sands
LVS
+$265M
4
AABA
Altaba Inc
AABA
+$249M
5
NBL
Noble Energy, Inc.
NBL
+$181M

Sector Composition

Rank Sector Weight
1 Miscellaneous 38.21%
2 Healthcare 10.45%
3 Technology 8.65%
4 Financials 8.6%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AN icon
1601
AutoNation
AN
$6.57B
$7.38M 0.01%
+151,796
New +$7.69M
AAL icon
1602
CALL
American Airlines Group
AAL
$9.08B
$7.37M 0.01%
257,000
-31,200
-11% -$890K
ARLO icon
1603
Arlo Technologies
ARLO
$1.41B
$7.36M 0.01%
1,749,197
+1,140,992
+188% +$3.92M
Y
1604
DELISTED
Alleghany Corp
Y
$7.35M 0.01%
9,188
-10,433
-53% -$8.15M
DFNS.U
1605
DELISTED
LGL Systems Acquisition Corp. Units
DFNS.U
$7.34M 0.01%
+720,000
New +$7.26M
RWT
1606
Redwood Trust
RWT
$582M
$7.34M 0.01%
443,673
-216,586
-33% -$3.56M
FCX icon
1607
CALL
Freeport-McMoran
FCX
$113B
$7.29M 0.01%
555,500
+355,500
+178% +$3.9M
DCOM
1608
DELISTED
Dime Community Bancshares
DCOM
$7.24M 0.01%
+346,668
New +$7.11M
PIC.U
1609
DELISTED
Pivotal Investment Corporation II Units, each consisting of one share of Class A common stock and on
PIC.U
$7.23M 0.01%
709,200
– –
GOOD
1610
Gladstone Commercial Corp
GOOD
$628M
$7.23M 0.01%
330,614
+87,958
+36% +$2M
ICPT
1611
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
$7.21M 0.01%
+58,172
New +$5.21M
SNX icon
1612
TD Synnex
SNX
$20.8B
$7.2M 0.01%
111,776
-323,298
-74% -$19.5M
DOOR
1613
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
$7.19M 0.01%
99,544
+31,330
+46% +$2.06M
AAWW
1614
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
$7.16M 0.01%
259,716
+159,923
+160% +$3.99M
APO icon
1615
PUT
Apollo Global Management
APO
$78.8B
$7.16M 0.01%
+150,000
New +$6.4M
SGRY icon
1616
Surgery Partners
SGRY
$1.82B
$7.14M 0.01%
456,396
-196,235
-30% -$2.23M
BUSE icon
1617
First Busey Corp
BUSE
$2.49B
$7.14M 0.01%
259,788
+29,356
+13% +$775K
SC
1618
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
$7.14M 0.01%
305,441
+231,174
+311% +$5.62M
CERN
1619
PUT
DELISTED
Cerner Corp
CERN
$7.13M 0.01%
97,200
+16,200
+20% +$1.12M
IBCP icon
1620
Independent Bank Corp
IBCP
$813M
$7.13M 0.01%
314,763
-16,733
-5% -$370K
WOLF icon
1621
Wolfspeed
WOLF
$1.4B
$7.13M 0.01%
154,430
-311,457
-67% -$14.5M
ACAMU
1622
DELISTED
Acamar Partners Acquisition Corp Units
ACAMU
$7.13M 0.01%
700,000
– –
BY icon
1623
Byline Bancorp
BY
$1.73B
$7.12M 0.01%
363,639
+176,332
+94% +$3.22M
CATM
1624
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
$7.11M 0.01%
159,222
+125,012
+365% +$4.75M
GTX icon
1625
Garrett Motion
GTX
$5.12B
$7.11M 0.01%
711,555
+655,250
+1,164% +$6.68M
63 64
65
66 67

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 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 $4.28B 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 Miscellaneous at 38% of assets, up from 28% a quarter earlier, followed by Healthcare and Technology.

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.