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 |
Keurig Dr Pepper
KDP
|
+$870M |
| 2 |
Amazon
AMZN
|
+$319M |
| 3 |
Automatic Data Processing
ADP
|
+$216M |
| 4 |
Evergy
EVRG
|
+$214M |
| 5 |
Chevron
CVX
|
+$207M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bank of America
BAC
|
+$296M |
| 2 |
Mondelez International
MDLZ
|
+$235M |
| 3 |
Abbott
ABT
|
+$229M |
| 4 |
Lam Research
LRCX
|
+$189M |
| 5 |
American International
AIG
|
+$170M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.97% |
| 2 | Technology | 12.66% |
| 3 | Healthcare | 12.25% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Industrials | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SEI
2026
Solaris Energy Infrastructure
SEI
$3.41B
| $3.46M | ﹤0.01% |
242,197
+913
| +0.4% | +$15.2K |
|
2027
Oxford Industries
OXM
$579M
| $3.45M | ﹤0.01% |
41,623
-55,543
| -57% | -$4.48M |
|
2028
CALL
Penumbra
PEN
$12.7B
| $3.45M | ﹤0.01% |
25,000
-25,000
| -50% | -$3.56M |
|
2029
Capitol Federal Financial
CFFN
$1.07B
| $3.45M | ﹤0.01% |
262,245
-136,281
| -34% | -$1.77M |
|
2030
First Internet Bancorp
INBK
$239M
| $3.44M | ﹤0.01% |
100,778
+38,872
| +63% | +$1.36M |
|
2031
CALL
Tesla
TSLA
$1.37T
| $3.43M | ﹤0.01% |
+150,000
| New | +$3.05M |
|
2032
Inogen
INGN
$148M
| $3.43M | ﹤0.01% |
18,405
-117,589
| -86% | -$19.6M |
|
2033
3M
MMM
$92.8B
| $3.43M | ﹤0.01% |
20,830
-96,467
| -82% | -$16.5M |
|
|
AMED
2034
PUT
DELISTED
Amedisys
AMED
| $3.42M | ﹤0.01% |
+40,000
| New | +$2.94M |
|
2035
Sysco
SYY
$39.9B
| $3.42M | ﹤0.01% |
+50,036
| New | +$3.2M |
|
|
ESPR
2036
DELISTED
Esperion Therapeutics
ESPR
| $3.4M | ﹤0.01% |
86,817
-47,686
| -35% | -$2.41M |
|
2037
Vanguard FTSE Emerging Markets ETF
VWO
$127B
| $3.4M | ﹤0.01% |
+80,589
| New | +$3.64M |
|
2038
Safe Bulkers
SB
$843M
| $3.4M | ﹤0.01% |
999,095
+493,652
| +98% | +$1.64M |
|
2039
CALL
United Therapeutics
UTHR
$22.2B
| $3.4M | ﹤0.01% |
+30,000
| New | +$3.3M |
|
2040
Diageo
DEO
$52.1B
| $3.39M | ﹤0.01% |
23,545
-30,626
| -57% | -$4.39M |
|
|
PDS
2041
Precision Drilling
PDS
$1.11B
| $3.39M | ﹤0.01% |
51,065
-4,214
| -8% | -$283K |
|
2042
MACOM Technology Solutions
MTSI
$20.8B
| $3.37M | ﹤0.01% |
+146,320
| New | +$3.11M |
|
|
CTIC
2043
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
| $3.37M | ﹤0.01% |
676,755
-109,828
| -14% | -$481K |
|
2044
CALL
Evolent Health
EVH
$556M
| $3.37M | ﹤0.01% |
+160,000
| New | +$3.03M |
|
|
NAAS
2045
NaaS Technology Inc
NAAS
$54.7M
| $3.37M | ﹤0.01% |
+30
| New | +$3.71M |
|
2046
Mistras Group
MG
$599M
| $3.36M | ﹤0.01% |
178,166
+105,503
| +145% | +$2.05M |
|
2047
Rollins
ROL
$17.7B
| $3.35M | ﹤0.01% |
+143,465
| New | +$3.26M |
|
|
ACGN
2048
DELISTED
Aceragen Inc
ACGN
| $3.35M | ﹤0.01% |
18,689
-16,998
| -48% | -$3.97M |
|
2049
CALL
Incyte
INCY
$26B
| $3.35M | ﹤0.01% |
+50,000
| New | +$3.42M |
|
|
JCAP
2050
DELISTED
Jernigan Capital, Inc.
JCAP
| $3.34M | ﹤0.01% |
+175,460
| New | +$3.32M |
|
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Israel Englander's Q2 2018 Portfolio in Review
As of Q2 2018, Israel Englander held 4,494 positions worth $76.7B, up 2.3% from $74.9B the previous quarter. Its ten largest holdings account for 7.3% of the portfolio.
Israel Englander's Q2 2018 filing shows 911 new, 1,261 increased, 1,542 reduced and 746 closed positions. Its largest new stake was Evergy: 3,989,462 shares worth $224M. The largest sale was Bank of America, an estimated $296M.
By sector, the portfolio is most concentrated in Financials at 15% of assets, up from 14% a quarter earlier, followed by Technology and Healthcare.
- Israel Englander's largest Q2 2018 buy was Evergy: 3,989,462 shares worth $224M.
- Israel Englander added most to Keurig Dr Pepper in Q2 2018, an estimated $870M increase.
- Israel Englander's biggest Q2 2018 reduction was Bank of America, cutting an estimated $296M.
- Israel Englander fully exited American International in Q2 2018, selling an estimated $170M.
- Israel Englander's ten largest holdings make up 7.3% of its $76.7B portfolio in Q2 2018.
- Israel Englander opened 911 new positions and closed 746 in Q2 2018.
- Israel Englander's portfolio value rose 2.3% quarter-over-quarter to $76.7B.
Based on Millennium Management's 13F filing for Q2 2018, filed 14 Aug 2018.