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
|
+$593M |
| 2 |
Abbott
ABT
|
+$259M |
| 3 |
AutoZone
AZO
|
+$204M |
| 4 |
AABA
Altaba Inc
AABA
|
+$186M |
| 5 |
D.R. Horton
DHI
|
+$178M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Honeywell
HON
|
+$215M |
| 2 |
Public Service Enterprise Group
PEG
|
+$211M |
| 3 |
Applied Materials
AMAT
|
+$203M |
| 4 |
Intuitive Surgical
ISRG
|
+$194M |
| 5 |
ConocoPhillips
COP
|
+$192M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.49% |
| 2 | Technology | 12.13% |
| 3 | Healthcare | 11.89% |
| 4 | Consumer Discretionary | 11.58% |
| 5 | Industrials | 10.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2476
Hawkins
HWKN
$2.44B
| $1.43M | ﹤0.01% |
+81,402
| New | +$1.56M |
|
2477
Herbalife
HLF
$1.3B
| $1.43M | ﹤0.01% |
42,302
-363,844
| -90% | -$12.7M |
|
2478
iShares MSCI Switzerland ETF
EWL
$2.42B
| $1.43M | ﹤0.01% |
40,190
+34,185
| +569% | +$1.19M |
|
|
TIG
2479
DELISTED
TiGenix American Depositary Shares
TIG
| $1.43M | ﹤0.01% |
62,429
-948
| -1% | -$22K |
|
|
SECO
2480
DELISTED
Secoo Holding Limited ADR
SECO
| $1.43M | ﹤0.01% |
14,775
-5,716
| -28% | -$481K |
|
2481
J.M. Smucker
SJM
$14.3B
| $1.42M | ﹤0.01% |
11,459
-22,237
| -66% | -$2.47M |
|
2482
CALL
Sunoco
SUN
$14.1B
| $1.42M | ﹤0.01% |
+50,000
| New | +$1.51M |
|
2483
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.73B
| $1.41M | ﹤0.01% |
153,082
+113,666
| +288% | +$1.04M |
|
2484
iShares MSCI South Africa ETF
EZA
$596M
| $1.41M | ﹤0.01% |
+20,200
| New | +$1.25M |
|
|
LGF.B
2485
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $1.41M | ﹤0.01% |
44,401
-358,170
| -89% | -$10.7M |
|
|
RST
2486
DELISTED
ROSETTA STONE INC
RST
| $1.41M | ﹤0.01% |
112,889
+33,981
| +43% | +$379K |
|
2487
Invesco Next Gen Media and Gaming ETF
GGME
$45.6M
| $1.41M | ﹤0.01% |
50,017
+24,000
| +92% | +$666K |
|
|
GHY
2488
PGIM Global High Yield Fund
GHY
$476M
| $1.41M | ﹤0.01% |
97,474
+78,602
| +417% | +$1.15M |
|
2489
Algonquin Power & Utilities
AQN
$4.39B
| $1.4M | ﹤0.01% |
125,824
-242,493
| -66% | -$2.64M |
|
|
JCP
2490
CALL
DELISTED
J.C. Penney Company, Inc.
JCP
| $1.4M | ﹤0.01% |
+444,000
| New | +$1.43M |
|
|
LNCE
2491
DELISTED
Snyders-Lance, Inc.
LNCE
| $1.4M | ﹤0.01% |
+28,022
| New | +$1.11M |
|
2492
SFL Corp
SFL
$1.63B
| $1.4M | ﹤0.01% |
+90,380
| New | +$1.36M |
|
|
SRDX
2493
CALL
DELISTED
Surmodics
SRDX
| $1.4M | ﹤0.01% |
50,000
+25,800
| +107% | +$788K |
|
2494
Comtech Telecommunications
CMTL
$53.3M
| $1.4M | ﹤0.01% |
+63,213
| New | +$1.35M |
|
|
CEM
2495
DELISTED
ClearBridge MLP and Midstream Fund Inc.
CEM
| $1.39M | ﹤0.01% |
18,263
+15,728
| +620% | +$1.08M |
|
2496
Grupo Aval
AVAL
$6.4B
| $1.39M | ﹤0.01% |
163,780
-323,429
| -66% | -$2.77M |
|
2497
Indaptus Therapeutics
INDP
$153M
| $1.39M | ﹤0.01% |
+121
| New | +$1.87M |
|
|
NXH
2498
Neighborhood Intelligence Inc
NXH
$381M
| $1.39M | ﹤0.01% |
28,924
+18,283
| +172% | +$660K |
|
|
ECYT
2499
DELISTED
Endocyte, Inc. Common Stock
ECYT
| $1.39M | ﹤0.01% |
324,026
-127,835
| -28% | -$609K |
|
|
BEL
2500
DELISTED
Belmond Ltd.
BEL
| $1.39M | ﹤0.01% |
113,042
+43,678
| +63% | +$559K |
|
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Israel Englander's Q4 2017 Portfolio in Review
As of Q4 2017, Israel Englander held 4,357 positions worth $72.5B, up 10% from $65.6B the previous quarter. Its ten largest holdings account for 6.7% of the portfolio.
Israel Englander deployed $4.49B of net new capital in Q4 2017, opening 897 new positions and adding to 1,473 existing holdings. Its largest new stake was Viatris: 2,905,317 shares worth $123M.
By sector, the portfolio is most concentrated in Financials at 14% of assets, up from 14% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Honeywell, an estimated $215M trimmed.
- Israel Englander's largest Q4 2017 buy was Viatris: 2,905,317 shares worth $123M.
- Israel Englander added most to State Street SPDR S&P 500 ETF Trust in Q4 2017, an estimated $593M increase.
- Israel Englander's biggest Q4 2017 reduction was Honeywell, cutting an estimated $215M.
- Israel Englander fully exited Paychex in Q4 2017, selling an estimated $66.4M.
- Israel Englander's ten largest holdings make up 6.7% of its $72.5B portfolio in Q4 2017.
- Israel Englander opened 897 new positions and closed 601 in Q4 2017.
- Israel Englander's portfolio value rose 10% quarter-over-quarter to $72.5B.
Based on Millennium Management's 13F filing for Q4 2017, filed 14 Feb 2018.