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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
HIBB
2126
DELISTED
Hibbett, Inc. Common Stock
HIBB
$2.17M ﹤0.01%
151,586
-350,894
-70% -$5.96M
SLRC icon
2127
SLR Investment Corp
SLRC
$681M
$2.16M ﹤0.01%
112,416
-44,296
-28% -$914K
NFJ
2128
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.44B
$2.15M ﹤0.01%
201,293
+51,271
+34% +$611K
MASI
2129
CALL
DELISTED
Masimo
MASI
$2.15M ﹤0.01%
+20,000
New +$2.23M
BHE icon
2130
Benchmark Electronics
BHE
$2.65B
$2.14M ﹤0.01%
100,990
+64,441
+176% +$1.48M
BKD icon
2131
Brookdale Senior Living
BKD
$2.89B
$2.14M ﹤0.01%
319,094
-1,451,320
-82% -$12.2M
DIS icon
2132
PUT
Walt Disney
DIS
$184B
$2.14M ﹤0.01%
+19,500
New +$2.22M
ROST icon
2133
PUT
Ross Stores
ROST
$73.7B
$2.14M ﹤0.01%
+25,700
New +$2.33M
RLJ icon
2134
RLJ Lodging Trust
RLJ
$1.74B
$2.13M ﹤0.01%
129,717
+34,590
+36% +$672K
VEAC
2135
DELISTED
Vantage Energy Acquisition Corp. Class A
VEAC
$2.12M ﹤0.01%
210,871
-63,574
-23% -$638K
AX icon
2136
Axos Financial
AX
$5.52B
$2.1M ﹤0.01%
83,604
-62,594
-43% -$1.89M
OFIX icon
2137
Orthofix Medical
OFIX
$393M
$2.1M ﹤0.01%
+40,046
New +$2.28M
OPK icon
2138
Opko Health
OPK
$1.12B
$2.09M ﹤0.01%
+695,755
New +$2.36M
BOJA
2139
DELISTED
Bojangles', Inc. Common Stock
BOJA
$2.09M ﹤0.01%
129,964
-295,927
-69% -$4.74M
BILI icon
2140
Bilibili
BILI
$7.02B
$2.08M ﹤0.01%
142,922
+112,449
+369% +$1.58M
XLC icon
2141
PUT
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$2.06M ﹤0.01%
+50,000
New +$2.24M
CATY icon
2142
Cathay General Bancorp
CATY
$4.14B
$2.04M ﹤0.01%
60,989
-106,509
-64% -$4.04M
CIG icon
2143
CEMIG Preferred Shares
CIG
$5.64B
$2.04M ﹤0.01%
1,123,225
-26,730
-2% -$40.4K
HASI icon
2144
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.17B
$2.04M ﹤0.01%
107,004
+94,697
+769% +$2.04M
RWGE.U
2145
DELISTED
Regalwood Global Energy Ltd. Units, each consisting of one Class A ordinary share and one-third of o
RWGE.U
$2.03M ﹤0.01%
200,000
– –
CSX icon
2146
PUT
CSX Corp
CSX
$95.4B
$2.02M ﹤0.01%
97,800
-48,600
-33% -$1.12M
SBT
2147
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
$2.02M ﹤0.01%
291,380
-89,430
-23% -$840K
TCOM icon
2148
Trip.com Group
TCOM
$28.1B
$2.02M ﹤0.01%
74,686
-12,471
-14% -$380K
YTRA icon
2149
Yatra Online
YTRA
$62.1M
$2.02M ﹤0.01%
502,733
-889,374
-64% -$4.28M
AVP
2150
DELISTED
Avon Products, Inc.
AVP
$2.02M ﹤0.01%
1,326,566
-1,993,056
-60% -$3.82M
84 85
86
87 88

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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.