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 | |
|---|---|---|---|---|---|---|
|
CHUBK
2651
DELISTED
CommerceHub, Inc. Series C Common Stock
CHUBK
| $1.08M | ﹤0.01% |
52,493
+4,743
| +10% | +$100K |
|
|
LGTY
2652
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $1.08M | ﹤0.01% |
92,789
-82,303
| -47% | -$994K |
|
|
MANT
2653
DELISTED
Mantech International Corp
MANT
| $1.08M | ﹤0.01% |
21,505
-41,327
| -66% | -$2.01M |
|
2654
Hamilton Beach Brands
HBB
$436M
| $1.07M | ﹤0.01% |
+41,776
| New | +$1.34M |
|
2655
AptarGroup
ATR
$8.6B
| $1.07M | ﹤0.01% |
12,421
-20,100
| -62% | -$1.75M |
|
|
KBAL
2656
DELISTED
Kimball International
KBAL
| $1.07M | ﹤0.01% |
57,416
-122,420
| -68% | -$2.31M |
|
2657
PUT
Becton Dickinson
BDX
$51.8B
| $1.07M | ﹤0.01% |
5,125
-5,125
| -50% | -$1.07M |
|
|
GNTY
2658
DELISTED
Guaranty Bancshares
GNTY
| $1.07M | ﹤0.01% |
38,354
-15,112
| -28% | -$411K |
|
2659
V2X
VVX
$2.44B
| $1.07M | ﹤0.01% |
34,573
+18,420
| +114% | +$589K |
|
2660
Cytosorbents Corp
CTSO
$22.6M
| $1.07M | ﹤0.01% |
163,977
+122,760
| +298% | +$781K |
|
2661
Magna International
MGA
$17.7B
| $1.07M | ﹤0.01% |
+18,811
| New | +$1.03M |
|
2662
InflaRx
IFRX
$357M
| $1.06M | ﹤0.01% |
+50,742
| New | +$916K |
|
2663
Wolverine World Wide
WWW
$1.65B
| $1.06M | ﹤0.01% |
33,336
+15,986
| +92% | +$461K |
|
|
CLGX
2664
DELISTED
Corelogic, Inc.
CLGX
| $1.06M | ﹤0.01% |
22,960
-166,219
| -88% | -$7.69M |
|
2665
Boston Properties
BXP
$11.2B
| $1.06M | ﹤0.01% |
+8,141
| New | +$1.02M |
|
|
LSXMA
2666
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $1.06M | ﹤0.01% |
36,951
-79,005
| -68% | -$2.38M |
|
|
CIR
2667
DELISTED
CIRCOR International, Inc
CIR
| $1.06M | ﹤0.01% |
21,734
+13,812
| +174% | +$675K |
|
2668
Sportsman's Warehouse
SPWH
$45.3M
| $1.06M | ﹤0.01% |
+159,812
| New | +$766K |
|
2669
ABM Industries
ABM
$2.8B
| $1.05M | ﹤0.01% |
27,931
-93,504
| -77% | -$3.87M |
|
2670
Zai Lab
ZLAB
$2.92B
| $1.05M | ﹤0.01% |
49,555
-18,756
| -27% | -$499K |
|
2671
DHI Group
DHX
$193M
| $1.05M | ﹤0.01% |
552,880
+146,671
| +36% | +$304K |
|
|
FEDU
2672
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
| $1.05M | ﹤0.01% |
+5,828
| New | +$1.12M |
|
|
VBIV
2673
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
| $1.05M | ﹤0.01% |
8,187
+3,940
| +93% | +$484K |
|
|
BLCM
2674
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $1.04M | ﹤0.01% |
+12,426
| New | +$1.22M |
|
2675
Bread Financial
BFH
$4.13B
| $1.04M | ﹤0.01% |
5,145
-389,180
| -99% | -$72.1M |
|
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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 $3.05B 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.