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 | |
|---|---|---|---|---|---|---|
2226
M/I Homes
MHO
$3.82B
| $2.54M | ﹤0.01% |
95,262
+6,859
| +8% | +$179K |
|
2227
CALL
Yum! Brands
YUM
$41.1B
| $2.54M | ﹤0.01% |
+25,400
| New | +$2.41M |
|
2228
German American Bancorp
GABC
$1.86B
| $2.53M | ﹤0.01% |
+86,130
| New | +$2.6M |
|
2229
MACOM Technology Solutions
MTSI
$21.2B
| $2.53M | ﹤0.01% |
151,447
+115,871
| +326% | +$2.02M |
|
2230
CALL
Cognizant
CTSH
$28.7B
| $2.53M | ﹤0.01% |
+34,900
| New | +$2.44M |
|
|
GTHX
2231
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
| $2.53M | ﹤0.01% |
152,374
+138,353
| +987% | +$2.62M |
|
2232
HealthStream
HSTM
$843M
| $2.53M | ﹤0.01% |
90,054
+79,304
| +738% | +$2.08M |
|
2233
PUT
Mohawk Industries
MHK
$8.79B
| $2.52M | ﹤0.01% |
+20,000
| New | +$2.6M |
|
|
SJI
2234
DELISTED
South Jersey Industries, Inc.
SJI
| $2.52M | ﹤0.01% |
78,681
+20,760
| +36% | +$628K |
|
2235
Wabash National
WNC
$539M
| $2.52M | ﹤0.01% |
186,081
-642,207
| -78% | -$9.09M |
|
2236
Protolabs
PRLB
$1.92B
| $2.52M | ﹤0.01% |
23,932
+6,242
| +35% | +$700K |
|
|
TRNE.U
2237
DELISTED
Trine Acquisition Corp. Units, each consisting of one share of Class A Common Stock and one-half of
TRNE.U
| $2.5M | ﹤0.01% |
+250,000
| New | +$2.5M |
|
|
KIN
2238
DELISTED
Kindred Biosciences, Inc.
KIN
| $2.5M | ﹤0.01% |
+272,547
| New | +$2.77M |
|
|
VIOT
2239
Viomi Technology
VIOT
$55.2M
| $2.5M | ﹤0.01% |
225,595
-68,571
| -23% | -$629K |
|
2240
Financial Institutions
FISI
$806M
| $2.49M | ﹤0.01% |
91,632
-18,046
| -16% | -$508K |
|
|
FRGI
2241
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $2.49M | ﹤0.01% |
189,786
-212,249
| -53% | -$3.14M |
|
2242
MakeMyTrip
MMYT
$5.47B
| $2.49M | ﹤0.01% |
90,093
+11,057
| +14% | +$301K |
|
2243
Helen of Troy
HELE
$674M
| $2.48M | ﹤0.01% |
21,428
+17,431
| +436% | +$2.01M |
|
2244
Rollins
ROL
$17.3B
| $2.48M | ﹤0.01% |
89,577
-556,644
| -86% | -$14.5M |
|
|
AL
2245
DELISTED
Air Lease Corp
AL
| $2.48M | ﹤0.01% |
72,299
-314,984
| -81% | -$11.4M |
|
2246
Cheer Holding
CHR
$3.36M
| $2.48M | ﹤0.01% |
+167
| New | +$2.46M |
|
|
TSE
2247
DELISTED
Trinseo
TSE
| $2.48M | ﹤0.01% |
54,631
-11,278
| -17% | -$546K |
|
|
ACH
2248
Accendra Health
ACH
$93.1M
| $2.47M | ﹤0.01% |
602,391
+535,429
| +800% | +$3.39M |
|
|
GOOS
2249
Canada Goose Holdings
GOOS
$791M
| $2.47M | ﹤0.01% |
51,360
+26,288
| +105% | +$1.34M |
|
|
TRTN
2250
DELISTED
Triton International Limited
TRTN
| $2.46M | ﹤0.01% |
+79,227
| New | +$2.64M |
|
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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.