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 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.83B |
| 2 |
Wells Fargo
WFC
|
+$378M |
| 3 |
Microsoft
MSFT
|
+$253M |
| 4 |
Home Depot
HD
|
+$247M |
| 5 |
Alibaba
BABA
|
+$235M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CELG
Celgene Corp
CELG
|
+$414M |
| 2 |
Lowe's Companies
LOW
|
+$326M |
| 3 |
Las Vegas Sands
LVS
|
+$265M |
| 4 |
AABA
Altaba Inc
AABA
|
+$249M |
| 5 |
NBL
Noble Energy, Inc.
NBL
|
+$181M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 38.21% |
| 2 | Healthcare | 10.45% |
| 3 | Technology | 8.65% |
| 4 | Financials | 8.6% |
| 5 | Consumer Discretionary | 7.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BRY
2301
DELISTED
Berry Corp
BRY
| $3.03M | ﹤0.01% |
+321,545
| New | +$3.01M |
|
2302
NOV
NOV
$7.48B
| $3.03M | ﹤0.01% |
120,987
-1,610,546
| -93% | -$36.2M |
|
2303
Camden National
CAC
$957M
| $3.03M | ﹤0.01% |
+65,751
| New | +$2.9M |
|
2304
CALL
Dollar General
DG
$27.1B
| $3.03M | ﹤0.01% |
19,400
| – | – |
|
2305
Werner Enterprises
WERN
$2.3B
| $3.03M | ﹤0.01% |
83,166
-93,835
| -53% | -$3.43M |
|
|
SUP
2306
DELISTED
Superior Industries International
SUP
| $3.02M | ﹤0.01% |
818,709
-205,302
| -20% | -$624K |
|
2307
Atara Biotherapeutics
ATRA
$92.3M
| $3.02M | ﹤0.01% |
+7,335
| New | +$2.53M |
|
2308
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.49B
| $3.02M | ﹤0.01% |
61,500
| – | – |
|
2309
Travel + Leisure Co
TNL
$4.36B
| $3.02M | ﹤0.01% |
58,427
+21,898
| +60% | +$1.05M |
|
2310
Brinker International
EAT
$9.87B
| $3.01M | ﹤0.01% |
71,608
+62,362
| +674% | +$2.69M |
|
2311
Acuity Brands
AYI
$10B
| $3M | ﹤0.01% |
21,759
-209,485
| -91% | -$26.9M |
|
|
ILPT
2312
Industrial Logistics Properties Trust
ILPT
$557M
| $3M | ﹤0.01% |
133,810
+10,081
| +8% | +$216K |
|
|
BFYT
2313
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
| $3M | ﹤0.01% |
155,443
-140,955
| -48% | -$3.18M |
|
2314
Equinix
EQIX
$103B
| $3M | ﹤0.01% |
5,132
-95,746
| -95% | -$53.8M |
|
|
LUNA
2315
DELISTED
Luna Innovations Incorporated
LUNA
| $2.99M | ﹤0.01% |
409,835
+230,192
| +128% | +$1.52M |
|
|
AEGN
2316
DELISTED
Aegion Corp
AEGN
| $2.98M | ﹤0.01% |
133,417
+37,387
| +39% | +$809K |
|
2317
United Microelectronic
UMC
$49.6B
| $2.98M | ﹤0.01% |
1,113,090
+121,579
| +12% | +$294K |
|
2318
Dorian LPG
LPG
$2.13B
| $2.98M | ﹤0.01% |
192,617
-466,265
| -71% | -$6.14M |
|
|
SYNH
2319
PUT
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $2.97M | ﹤0.01% |
50,000
+40,000
| +400% | +$2.15M |
|
2320
CALL
GE Aerospace
GE
$355B
| $2.97M | ﹤0.01% |
229,809
-112,216
| -33% | -$5.8M |
|
|
MITT
2321
TPG Mortgage Investment Trust
MITT
$213M
| $2.97M | ﹤0.01% |
64,146
-13,249
| -17% | -$611K |
|
2322
Vanguard Morningstar Growth ETF
VUG
$228B
| $2.96M | ﹤0.01% |
+97,392
| New | +$2.81M |
|
2323
NextCure
NXTC
$27.9M
| $2.96M | ﹤0.01% |
+4,371
| New | +$2.19M |
|
2324
Mattel
MAT
$4.33B
| $2.95M | ﹤0.01% |
217,829
+197,088
| +950% | +$2.34M |
|
2325
Northwest Bancshares
NWBI
$2.25B
| $2.95M | ﹤0.01% |
177,519
-202,032
| -53% | -$3.38M |
|
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Israel Englander's Q4 2019 Portfolio in Review
As of Q4 2019, Israel Englander held 4,935 positions worth $79.9B, up 26% from $63.3B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Israel Englander deployed $4.28B of net new capital in Q4 2019, opening 829 new positions and adding to 1,631 existing holdings. Its largest new stake was International Flavors & Fragrances: 535,214 shares worth $69.1M.
By sector, the portfolio is most concentrated in Miscellaneous at 38% of assets, up from 28% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was Lowe's Companies, an estimated $326M trimmed.
- Israel Englander's largest Q4 2019 buy was International Flavors & Fragrances: 535,214 shares worth $69.1M.
- Israel Englander added most to State Street SPDR S&P 500 ETF Trust in Q4 2019, an estimated $3.83B increase.
- Israel Englander's biggest Q4 2019 reduction was Lowe's Companies, cutting an estimated $326M.
- Israel Englander fully exited Celgene Corp in Q4 2019, selling an estimated $414M.
- Israel Englander's ten largest holdings make up 13% of its $79.9B portfolio in Q4 2019.
- Israel Englander opened 829 new positions and closed 796 in Q4 2019.
- Israel Englander's portfolio value rose 26% quarter-over-quarter to $79.9B.
Based on Millennium Management's 13F filing for Q4 2019, filed 14 Feb 2020.