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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
FTS icon
2401
Fortis
FTS
$28.2B
$1.37M ﹤0.01%
40,980
+22,273
+119% +$750K
YI
2402
111 Inc
YI
$31M
$1.36M ﹤0.01%
22,680
-17,280
-43% -$1.56M
SWN
2403
PUT
DELISTED
Southwestern Energy Company
SWN
$1.36M ﹤0.01%
400,000
– –
EMB icon
2404
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$1.36M ﹤0.01%
13,100
+8,252
+170% +$863K
FNF icon
2405
Fidelity National Financial
FNF
$12.7B
$1.36M ﹤0.01%
44,864
-116,740
-72% -$3.76M
MIK
2406
CALL
DELISTED
Michaels Stores, Inc
MIK
$1.35M ﹤0.01%
+100,000
New +$1.59M
CNP.PRB
2407
DELISTED
CenterPoint Energy, Inc. Depositary Shares Each Representing a 1/20th Interest in a Share of 7.00% S
CNP.PRB
$1.35M ﹤0.01%
+26,837
New +$1.35M
EZU icon
2408
iShare MSCI Eurozone ETF
EZU
$9.95B
$1.35M ﹤0.01%
+38,501
New +$1.44M
CLLS
2409
Cellectis
CLLS
$344M
$1.35M ﹤0.01%
81,047
-37,304
-32% -$865K
KSA icon
2410
iShares MSCI Saudi Arabia ETF
KSA
$650M
$1.35M ﹤0.01%
46,627
+23,500
+102% +$678K
VB icon
2411
Vanguard Morningstar Small-Cap ETF
VB
$82.1B
$1.34M ﹤0.01%
10,189
+4,990
+96% +$726K
HDP
2412
DELISTED
Hortonworks, Inc.
HDP
$1.34M ﹤0.01%
93,153
-2,087,269
-96% -$36M
LBRDK
2413
DELISTED
Liberty Broadband Class C
LBRDK
$1.34M ﹤0.01%
18,627
-81,774
-81% -$6.55M
BT
2414
DELISTED
BT Group plc (ADR)
BT
$1.34M ﹤0.01%
+88,199
New +$1.4M
CUTR
2415
DELISTED
Cutera, Inc.
CUTR
$1.34M ﹤0.01%
+78,687
New +$1.61M
TFCF
2416
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
$1.34M ﹤0.01%
28,000
-135,646
-83% -$6.38M
YRD
2417
Yiren Digital
YRD
$93.6M
$1.34M ﹤0.01%
124,374
+75,226
+153% +$1.18M
SNDX icon
2418
CALL
Syndax Pharmaceuticals
SNDX
$1.78B
$1.33M ﹤0.01%
300,000
-14,900
-5% -$81.7K
OCFC icon
2419
OceanFirst Financial
OCFC
$1.85B
$1.33M ﹤0.01%
59,230
-40,932
-41% -$1.03M
ALE
2420
DELISTED
Allete
ALE
$1.33M ﹤0.01%
17,452
-70,869
-80% -$5.48M
ARWR icon
2421
Arrowhead Research
ARWR
$12.6B
$1.33M ﹤0.01%
106,941
-165,120
-61% -$2.26M
FTK icon
2422
Flotek Industries
FTK
$855M
$1.33M ﹤0.01%
203,100
+190,851
+1,558% +$1.93M
SSO icon
2423
ProShares Ultra S&P500
SSO
$8.41B
$1.33M ﹤0.01%
+114,448
New +$1.56M
DKS icon
2424
Dick's Sporting Goods
DKS
$11.5B
$1.32M ﹤0.01%
42,438
-604,728
-93% -$21M
DRNA
2425
DELISTED
Dicerna Pharmaceuticals, Inc.
DRNA
$1.32M ﹤0.01%
123,423
+19,009
+18% +$250K
95 96
97
98 99

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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.