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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
-$4.25B
Cap. Flow %
-6.62%
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 Consumer Discretionary 10.83%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LZB icon
2351
La-Z-Boy
LZB
$1.29B
$1.5M ﹤0.01%
54,241
-89,552
-62% -$2.53M
SLDB icon
2352
PUT
Solid Biosciences
SLDB
$1.05B
$1.5M ﹤0.01%
+3,740
New +$1.76M
MLI icon
2353
Mueller Industries
MLI
$14.1B
$1.5M ﹤0.01%
257,224
-97,200
-27% -$602K
EMCI
2354
DELISTED
EMC INS Group Inc
EMCI
$1.5M ﹤0.01%
47,052
+31,608
+205% +$877K
FTSM icon
2355
First Trust Enhanced Short Maturity ETF
FTSM
$6.53B
$1.5M ﹤0.01%
25,021
+17,837
+248% +$1.07M
SPA
2356
DELISTED
Sparton
SPA
$1.5M ﹤0.01%
+82,262
New +$1.21M
SNN icon
2357
PUT
Smith & Nephew
SNN
$12.3B
$1.5M ﹤0.01%
+40,000
New +$1.44M
BHVN
2358
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
$1.5M ﹤0.01%
40,439
+4,448
+12% +$160K
TBI
2359
Trueblue
TBI
$315M
$1.49M ﹤0.01%
66,811
+58,664
+720% +$1.41M
APPF icon
2360
AppFolio
APPF
$7.79B
$1.49M ﹤0.01%
25,070
-40,268
-62% -$2.44M
VGSH icon
2361
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$1.48M ﹤0.01%
24,681
+19,716
+397% +$1.18M
PFC
2362
DELISTED
Premier Financial Corp. Common Stock
PFC
$1.48M ﹤0.01%
60,500
+25,982
+75% +$701K
NBIX icon
2363
Neurocrine Biosciences
NBIX
$16.1B
$1.48M ﹤0.01%
20,740
-337,795
-94% -$32.4M
SFUN
2364
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
$1.47M ﹤0.01%
20,574
+19,865
+2,802% +$1.88M
RC
2365
Ready Capital
RC
$309M
$1.47M ﹤0.01%
+106,250
New +$1.6M
CHL
2366
DELISTED
China Mobile Limited
CHL
$1.47M ﹤0.01%
30,583
-17,507
-36% -$843K
ARCE
2367
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
$1.47M ﹤0.01%
66,306
-59,132
-47% -$1.31M
UBA
2368
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
$1.47M ﹤0.01%
76,227
-30,076
-28% -$607K
CHD icon
2369
Church & Dwight Co
CHD
$24.3B
$1.46M ﹤0.01%
+22,270
New +$1.41M
ENTA icon
2370
Enanta Pharmaceuticals
ENTA
$414M
$1.46M ﹤0.01%
+20,645
New +$1.58M
RAMP icon
2371
CALL
LiveRamp
RAMP
$2.29B
$1.46M ﹤0.01%
+37,800
New +$1.71M
VLRS
2372
Controladora Vuela Compania de Aviacion
VLRS
$823M
$1.46M ﹤0.01%
272,013
+150,559
+124% +$957K
SURF
2373
DELISTED
Surface Oncology, Inc. Common Stock
SURF
$1.46M ﹤0.01%
343,046
-202,448
-37% -$1.56M
CAE icon
2374
CAE Inc
CAE
$8.13B
$1.45M ﹤0.01%
79,262
+11,392
+17% +$217K
SIGI icon
2375
Selective Insurance
SIGI
$5.5B
$1.45M ﹤0.01%
23,834
+3,409
+17% +$212K
93 94
95
96 97

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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 $4.25B 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.