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 |
Walt Disney
DIS
|
+$655M |
| 2 |
Coty
COTY
|
+$380M |
| 3 |
ConocoPhillips
COP
|
+$250M |
| 4 |
Zimmer Biomet
ZBH
|
+$213M |
| 5 |
Valero Energy
VLO
|
+$170M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$523M |
| 2 |
Merck
MRK
|
+$375M |
| 3 |
SHPG
Shire pic
SHPG
|
+$362M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$310M |
| 5 |
CELG
Celgene Corp
CELG
|
+$286M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 18.04% |
| 2 | Healthcare | 13.57% |
| 3 | Technology | 12.05% |
| 4 | Financials | 10.74% |
| 5 | Consumer Discretionary | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MRSH
2151
Marsh
MRSH
$90.7B
| $2.83M | ﹤0.01% |
30,178
+1,015
| +3% | +$89.8K |
|
|
ALTR
2152
DELISTED
Altair Engineering Inc
ALTR
| $2.83M | ﹤0.01% |
76,978
-141,799
| -65% | -$4.77M |
|
2153
Peoples Bancorp
PEBO
$1.42B
| $2.83M | ﹤0.01% |
91,336
+56,848
| +165% | +$1.82M |
|
2154
Glaukos
GKOS
$10.7B
| $2.83M | ﹤0.01% |
36,077
-2,988
| -8% | -$200K |
|
|
CIR
2155
DELISTED
CIRCOR International, Inc
CIR
| $2.82M | ﹤0.01% |
+86,613
| New | +$2.53M |
|
|
PTE
2156
DELISTED
PolarityTE, Inc. Common Stock
PTE
| $2.82M | ﹤0.01% |
10,554
+1,957
| +23% | +$724K |
|
|
AEL
2157
DELISTED
American Equity Investment Life Holding Company
AEL
| $2.81M | ﹤0.01% |
104,064
-16,343
| -14% | -$495K |
|
2158
Affiliated Managers Group
AMG
$9.58B
| $2.81M | ﹤0.01% |
26,230
-257,270
| -91% | -$27.3M |
|
2159
Vanguard Morningstar Value ETF
VTV
$193B
| $2.81M | ﹤0.01% |
26,088
+16,675
| +177% | +$1.76M |
|
2160
QCR Holdings
QCRH
$1.65B
| $2.81M | ﹤0.01% |
82,730
-1,899
| -2% | -$65.3K |
|
|
ARCE
2161
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
| $2.81M | ﹤0.01% |
86,904
+20,598
| +31% | +$524K |
|
2162
MYR Group
MYRG
$4.82B
| $2.81M | ﹤0.01% |
80,985
+58,188
| +255% | +$1.89M |
|
2163
Sturm, Ruger & Co
RGR
$603M
| $2.79M | ﹤0.01% |
52,576
-59,788
| -53% | -$3.26M |
|
2164
CALL
Integra LifeSciences
IART
$1.31B
| $2.79M | ﹤0.01% |
+50,000
| New | +$2.55M |
|
|
MRC
2165
DELISTED
MRC Global
MRC
| $2.79M | ﹤0.01% |
159,306
-45,990
| -22% | -$750K |
|
|
PEI
2166
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $2.79M | ﹤0.01% |
+29,519
| New | +$2.92M |
|
2167
Cameco
CCJ
$46.3B
| $2.78M | ﹤0.01% |
235,987
+195,896
| +489% | +$2.35M |
|
2168
Truist Financial
TFC
$61.4B
| $2.78M | ﹤0.01% |
59,699
+37,339
| +167% | +$1.82M |
|
2169
Voyager Therapeutics
VYGR
$213M
| $2.78M | ﹤0.01% |
145,068
-264,202
| -65% | -$3.44M |
|
2170
Sally Beauty Holdings
SBH
$1.54B
| $2.77M | ﹤0.01% |
150,759
-333,248
| -69% | -$5.95M |
|
2171
Clean Energy Fuels
CLNE
$353M
| $2.77M | ﹤0.01% |
897,808
+436,324
| +95% | +$970K |
|
2172
White Mountains Insurance
WTM
$5.08B
| $2.77M | ﹤0.01% |
2,994
-56
| -2% | -$50.7K |
|
2173
CALL
Albemarle
ALB
$16B
| $2.76M | ﹤0.01% |
33,700
-25,000
| -43% | -$2.04M |
|
|
KALV
2174
DELISTED
KalVista Pharmaceuticals
KALV
| $2.76M | ﹤0.01% |
+96,470
| New | +$2.09M |
|
2175
International Seaways
INSW
$4.92B
| $2.76M | ﹤0.01% |
160,846
+121,591
| +310% | +$2.15M |
|
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Israel Englander's Q1 2019 Portfolio in Review
As of Q1 2019, Israel Englander held 4,608 positions worth $66.8B, up 4.2% from $64.1B the previous quarter. Its ten largest holdings account for 7.1% of the portfolio.
Israel Englander withdrew a net $10.1B in Q1 2019, closing 675 positions and reducing 1,467 holdings. Its most notable exit was Merck, an estimated $375M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 18% of assets, up from 11% a quarter earlier, followed by Healthcare and Technology.
Against the trend, Israel Englander opened a new position in Zimmer Biomet worth $232M.
- Israel Englander's largest Q1 2019 buy was Zimmer Biomet: 1,870,503 shares worth $232M.
- Israel Englander added most to Walt Disney in Q1 2019, an estimated $655M increase.
- Israel Englander's biggest Q1 2019 reduction was Apple, cutting an estimated $523M.
- Israel Englander fully exited Merck in Q1 2019, selling an estimated $375M.
- Israel Englander's ten largest holdings make up 7.1% of its $66.8B portfolio in Q1 2019.
- Israel Englander opened 914 new positions and closed 675 in Q1 2019.
- Israel Englander's portfolio value rose 4.2% quarter-over-quarter to $66.8B.
Based on Millennium Management's 13F filing for Q1 2019, filed 14 May 2019.