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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
-14.12%
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
$64.1B
AUM Growth
-$17.5B
Cap. Flow
-$2.35B
Cap. Flow %
-3.67%
Top 10 Hldgs %
6.66%
Holding
4,541
New
702
Increased
1,343
Reduced
1,571
Closed
844

Top Buys

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$379M
2
SBUX icon
Starbucks
SBUX
+$371M
3
APC
Anadarko Petroleum
APC
+$287M
4
BMY icon
Bristol-Myers Squibb
BMY
+$263M
5
TSLA icon
Tesla
TSLA
+$253M

Top Sells

Rank Stock Value
1
FTV icon
Fortive
FTV
+$1.27B
2
ANDV
Andeavor
ANDV
+$1.11B
3
AET
Aetna Inc
AET
+$535M
4
MSFT icon
Microsoft
MSFT
+$350M
5
AMZN icon
Amazon
AMZN
+$290M

Sector Composition

Rank Sector Weight
1 Healthcare 13.69%
2 Technology 13.64%
3 Financials 12.49%
4 Miscellaneous 10.87%
5 Consumer Discretionary 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCAC
1951
DELISTED
Saban Capital Acquisition Corp. Class A Ordinary Share
SCAC
$2.92M ﹤0.01%
290,000
– –
WAIR
1952
DELISTED
WESCO Aircraft Holdings Inc.
WAIR
$2.91M ﹤0.01%
368,670
+67,347
+22% +$665K
BNDX icon
1953
Vanguard Total International Bond ETF
BNDX
$82.7B
$2.91M ﹤0.01%
+53,665
New +$2.93M
CWEN.A
1954
DELISTED
Clearway Energy Class A
CWEN.A
$2.91M ﹤0.01%
171,994
+93,867
+120% +$1.73M
CZR
1955
DELISTED
Caesars Entertainment Corporation
CZR
$2.91M ﹤0.01%
428,593
-5,574,057
-93% -$47M
MTRX icon
1956
Matrix Service
MTRX
$307M
$2.9M ﹤0.01%
161,914
-55,013
-25% -$1.13M
PTE
1957
DELISTED
PolarityTE, Inc. Common Stock
PTE
$2.9M ﹤0.01%
8,597
-10,338
-55% -$3.74M
STML
1958
DELISTED
Stemline Therapeutics, Inc.
STML
$2.9M ﹤0.01%
305,176
+157,031
+106% +$2.04M
SFS
1959
DELISTED
Smart & Final Stores, Inc.
SFS
$2.9M ﹤0.01%
611,187
+193,369
+46% +$1.07M
HT
1960
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$2.88M ﹤0.01%
163,922
+110,127
+205% +$2.06M
LECO icon
1961
Lincoln Electric
LECO
$15.8B
$2.87M ﹤0.01%
36,429
-95,560
-72% -$7.93M
WLH
1962
DELISTED
WILLIAM LYON HOMES
WLH
$2.86M ﹤0.01%
267,942
-1,259,524
-82% -$16.1M
ENV
1963
DELISTED
ENVESTNET, INC.
ENV
$2.86M ﹤0.01%
58,231
-195,310
-77% -$10.5M
TPH
1964
DELISTED
Tri Pointe Homes
TPH
$2.86M ﹤0.01%
+261,456
New +$3.09M
GWRE icon
1965
Guidewire Software
GWRE
$16.7B
$2.85M ﹤0.01%
35,582
-97,270
-73% -$8.48M
MNTA
1966
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
$2.85M ﹤0.01%
258,472
-16,277
-6% -$227K
CADE
1967
DELISTED
Cadence Bancorporation
CADE
$2.85M ﹤0.01%
169,857
-1,216,246
-88% -$25.8M
MDGL icon
1968
Madrigal Pharmaceuticals
MDGL
$12.6B
$2.85M ﹤0.01%
+25,278
New +$3.91M
CYH icon
1969
Community Health Systems
CYH
$413M
$2.83M ﹤0.01%
1,005,396
+917,065
+1,038% +$3.15M
PPL
1970
CALL
PPL Corp
PPL
$25.9B
$2.83M ﹤0.01%
+100,000
New +$3.04M
LEXEA
1971
DELISTED
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
$2.83M ﹤0.01%
72,254
-65,124
-47% -$2.71M
GWW icon
1972
PUT
W.W. Grainger
GWW
$62.2B
$2.82M ﹤0.01%
10,000
+7,700
+335% +$2.29M
FISI icon
1973
Financial Institutions
FISI
$806M
$2.82M ﹤0.01%
109,678
-18,930
-15% -$537K
LYB icon
1974
CALL
LyondellBasell Industries
LYB
$20.4B
$2.82M ﹤0.01%
33,900
-55,900
-62% -$5.11M
OR icon
1975
OR Royalties Inc
OR
$7.24B
$2.81M ﹤0.01%
320,318
-176,962
-36% -$1.39M
77 78
79
80 81

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Israel Englander's Q4 2018 Portfolio in Review

As of Q4 2018, Israel Englander held 4,541 positions worth $64.1B, down 21% from $81.6B the previous quarter. Its ten largest holdings account for 6.7% of the portfolio.

Israel Englander withdrew a net $2.35B in Q4 2018, closing 844 positions and reducing 1,571 holdings. Its most notable exit was Andeavor, an estimated $1.11B position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 14% of assets, up from 12% a quarter earlier, followed by Technology and Financials.

Against the trend, Israel Englander opened a new position in Athenahealth, Inc. worth $135M.

  • Israel Englander's largest Q4 2018 buy was Athenahealth, Inc.: 1,022,505 shares worth $135M.
  • Israel Englander added most to Celgene Corp in Q4 2018, an estimated $379M increase.
  • Israel Englander's biggest Q4 2018 reduction was Fortive, cutting an estimated $1.27B.
  • Israel Englander fully exited Andeavor in Q4 2018, selling an estimated $1.11B.
  • Israel Englander's ten largest holdings make up 6.7% of its $64.1B portfolio in Q4 2018.
  • Israel Englander opened 702 new positions and closed 844 in Q4 2018.
  • Israel Englander's portfolio value fell 21% quarter-over-quarter to $64.1B.

Based on Millennium Management's 13F filing for Q4 2018, filed 14 Feb 2019.