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 |
Salesforce
CRM
|
+$208M |
| 2 |
Lowe's Companies
LOW
|
+$198M |
| 3 |
American Tower
AMT
|
+$161M |
| 4 |
Lennar Class A
LEN
|
+$150M |
| 5 |
British American Tobacco
BTI
|
+$150M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Gilead Sciences
GILD
|
+$208M |
| 2 |
CXO
CONCHO RESOURCES INC.
CXO
|
+$177M |
| 3 |
Crown Castle
CCI
|
+$168M |
| 4 |
Walmart Inc
WMT
|
+$167M |
| 5 |
Entergy
ETR
|
+$157M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 13.75% |
| 2 | Technology | 13.18% |
| 3 | Healthcare | 11.51% |
| 4 | Industrials | 10.45% |
| 5 | Consumer Discretionary | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Invesco Value Municipal Income Trust
IIM
$590M
| $1.07M | ﹤0.01% |
+71,807
| New | +$1.09M |
|
|
AOI
2477
DELISTED
Alliance One International
AOI
| $1.07M | ﹤0.01% |
98,106
-40,968
| -29% | -$524K |
|
|
AENZ
2478
DELISTED
Aenza S.A.A.
AENZ
| $1.06M | ﹤0.01% |
73,596
+6,080
| +9% | +$65.9K |
|
|
TBHC
2479
DELISTED
The Brand House Collective
TBHC
| $1.06M | ﹤0.01% |
+92,705
| New | +$950K |
|
|
AVEO
2480
CALL
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
| $1.06M | ﹤0.01% |
29,040
| – | – |
|
|
BT
2481
DELISTED
BT Group plc (ADR)
BT
| $1.06M | ﹤0.01% |
55,107
+5,143
| +10% | +$101K |
|
2482
Murphy USA
MUSA
$10B
| $1.06M | ﹤0.01% |
15,351
-610,592
| -98% | -$42.5M |
|
2483
Boot Barn
BOOT
$4.84B
| $1.06M | ﹤0.01% |
118,908
-232,707
| -66% | -$1.85M |
|
2484
DHI Group
DHX
$190M
| $1.06M | ﹤0.01% |
406,209
-200,933
| -33% | -$459K |
|
2485
W.R. Berkley
WRB
$25.4B
| $1.06M | ﹤0.01% |
53,379
-134,210
| -72% | -$2.69M |
|
2486
PUT
Freeport-McMoran
FCX
$115B
| $1.05M | ﹤0.01% |
75,000
-865,700
| -92% | -$12.2M |
|
2487
PUT
NXP Semiconductors
NXPI
$56.7B
| $1.05M | ﹤0.01% |
9,300
-20,000
| -68% | -$2.23M |
|
2488
iShares National Muni Bond ETF
MUB
$45.6B
| $1.05M | ﹤0.01% |
9,468
-2,974
| -24% | -$330K |
|
2489
Boston Omaha
BOC
$424M
| $1.05M | ﹤0.01% |
+67,495
| New | +$963K |
|
2490
PUT
Intuitive Surgical
ISRG
$131B
| $1.05M | ﹤0.01% |
9,000
-27,000
| -75% | -$2.94M |
|
|
EIGI
2491
DELISTED
Endurance International Group Holdings, Inc.
EIGI
| $1.04M | ﹤0.01% |
127,023
-342,452
| -73% | -$2.76M |
|
|
CCF
2492
DELISTED
Chase Corporation
CCF
| $1.04M | ﹤0.01% |
9,313
-6,880
| -42% | -$698K |
|
|
PRFT
2493
DELISTED
Perficient Inc
PRFT
| $1.03M | ﹤0.01% |
52,400
-43,584
| -45% | -$794K |
|
2494
QuidelOrtho
QDEL
$1.03B
| $1.03M | ﹤0.01% |
23,426
-265,164
| -92% | -$9.23M |
|
2495
PUT
RPM International
RPM
$13.6B
| $1.03M | ﹤0.01% |
+20,000
| New | +$1.02M |
|
2496
The Mosaic Company
MOS
$7.72B
| $1.02M | ﹤0.01% |
47,493
+25,593
| +117% | +$554K |
|
2497
Destination XL Group
DXLG
$34.3M
| $1.02M | ﹤0.01% |
538,272
+63,567
| +13% | +$122K |
|
2498
Argan
AGX
$6.32B
| $1.02M | ﹤0.01% |
15,184
-65,593
| -81% | -$4.12M |
|
2499
Zumiez
ZUMZ
$311M
| $1.02M | ﹤0.01% |
56,405
-168,465
| -75% | -$2.29M |
|
|
CHUBK
2500
DELISTED
CommerceHub, Inc. Series C Common Stock
CHUBK
| $1.02M | ﹤0.01% |
47,750
-30,633
| -39% | -$601K |
|
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Israel Englander's Q3 2017 Portfolio in Review
As of Q3 2017, Israel Englander held 4,198 positions worth $65.6B, up 17% from $56.1B the previous quarter. Its ten largest holdings account for 7.8% of the portfolio.
Israel Englander deployed $6.37B of net new capital in Q3 2017, opening 794 new positions and adding to 1,441 existing holdings. Its largest new stake was Northern Trust: 1,591,041 shares worth $146M.
By sector, the portfolio is most concentrated in Financials at 14% of assets, up from 12% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Gilead Sciences, an estimated $208M trimmed.
- Israel Englander's largest Q3 2017 buy was Northern Trust: 1,591,041 shares worth $146M.
- Israel Englander added most to Salesforce in Q3 2017, an estimated $208M increase.
- Israel Englander's biggest Q3 2017 reduction was Gilead Sciences, cutting an estimated $208M.
- Israel Englander fully exited CONCHO RESOURCES INC. in Q3 2017, selling an estimated $177M.
- Israel Englander's ten largest holdings make up 7.8% of its $65.6B portfolio in Q3 2017.
- Israel Englander opened 794 new positions and closed 737 in Q3 2017.
- Israel Englander's portfolio value rose 17% quarter-over-quarter to $65.6B.
Based on Millennium Management's 13F filing for Q3 2017, filed 14 Nov 2017.