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
VSAT icon
1851
Viasat
VSAT
$9.38B
$5.32M 0.01%
72,640
+11,124
+18% +$796K
HYMB icon
1852
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.42B
$5.32M 0.01%
180,186
+137,564
+323% +$4.06M
BFYT
1853
CALL
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
$5.3M 0.01%
275,000
+25,900
+10% +$585K
ACTTU
1854
DELISTED
Act II Global Acquisition Corp Unit
ACTTU
$5.3M 0.01%
500,000
– –
LIND icon
1855
Lindblad Expeditions
LIND
$1.97B
$5.29M 0.01%
323,644
-56,799
-15% -$908K
TENB icon
1856
Tenable Holdings
TENB
$4.16B
$5.29M 0.01%
+220,707
New +$5.38M
PNC icon
1857
CALL
PNC Financial Services
PNC
$96.6B
$5.28M 0.01%
33,100
+29,600
+846% +$4.44M
LCII icon
1858
LCI Industries
LCII
$2.49B
$5.28M 0.01%
49,235
-65,486
-57% -$6.63M
AAMI
1859
Acadian Asset Management
AAMI
$3.39B
$5.27M 0.01%
516,027
+46,058
+10% +$449K
BRSP
1860
BrightSpire Capital
BRSP
$601M
$5.27M 0.01%
+400,641
New +$5.44M
RDUS
1861
DELISTED
Radius Health, Inc.
RDUS
$5.27M 0.01%
261,363
-2,265,585
-90% -$55M
MFAC.U
1862
DELISTED
Megalith Financial Acquisition Corp. Units, each consisting of one share of Class A Common Stock, an
MFAC.U
$5.25M 0.01%
500,000
– –
IGIC icon
1863
International General Insurance
IGIC
$1.12B
$5.25M 0.01%
500,000
-56,559
-10% -$588K
RMG.WS
1864
CALL
DELISTED
RMG Acquisition Corp. Warrants, each whole warrant exercisable for one share of Class A Common Stoc
RMG.WS
$5.24M 0.01%
+525,000
New +$338K
CRAI icon
1865
CRA International
CRAI
$1.1B
$5.23M 0.01%
96,054
-36,716
-28% -$1.78M
CHWY icon
1866
PUT
Chewy
CHWY
$9.63B
$5.22M 0.01%
+180,000
New +$4.6M
MOBL
1867
DELISTED
MobileIron, Inc.
MOBL
$5.22M 0.01%
1,073,241
-67,699
-6% -$361K
WTRG icon
1868
Essential Utilities
WTRG
$11.6B
$5.21M 0.01%
111,022
-725,499
-87% -$32.7M
LACQ
1869
DELISTED
Leisure Acquisition Corp.
LACQ
$5.21M 0.01%
500,000
– –
TPTX
1870
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
$5.21M 0.01%
83,589
-193,658
-70% -$9.21M
CRTO icon
1871
PUT
Criteo S.A.
CRTO
$855M
$5.2M 0.01%
300,000
– –
DORM icon
1872
Dorman Products
DORM
$3.82B
$5.19M 0.01%
+68,531
New +$5.18M
GXGXU
1873
DELISTED
GX Acquisiton Corp. Unit
GXGXU
$5.18M 0.01%
500,000
– –
TDY icon
1874
Teledyne Technologies
TDY
$28.9B
$5.17M 0.01%
14,928
-52,362
-78% -$17.6M
AXSM icon
1875
CALL
Axsome Therapeutics
AXSM
$10.5B
$5.17M 0.01%
+50,000
New +$2.02M
73 74
75
76 77

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.