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 | |
|---|---|---|---|---|---|---|
|
PGTI
2776
DELISTED
PGT, Inc.
PGTI
| $874K | ﹤0.01% |
51,856
+19,503
| +60% | +$300K |
|
2777
Marchex
MCHX
$79.4M
| $871K | ﹤0.01% |
269,792
-127,227
| -32% | -$407K |
|
2778
Gen Digital
GEN
$17.5B
| $870K | ﹤0.01% |
31,011
+9,957
| +47% | +$298K |
|
2779
Powell Industries
POWL
$7.01B
| $870K | ﹤0.01% |
91,122
+31,602
| +53% | +$302K |
|
2780
Distribution Solutions Group
DSGR
$1.61B
| $869K | ﹤0.01% |
70,222
+10,296
| +17% | +$130K |
|
2781
iShares Europe ETF
IEV
$1.71B
| $869K | ﹤0.01% |
18,391
+12,062
| +191% | +$566K |
|
2782
Loews
L
$22.8B
| $868K | ﹤0.01% |
17,355
-80,236
| -82% | -$3.96M |
|
2783
SSR Mining
SSRM
$7.82B
| $867K | ﹤0.01% |
98,593
-269,170
| -73% | -$2.48M |
|
2784
Middleby
MIDD
$5.22B
| $864K | ﹤0.01% |
6,405
+4,756
| +288% | +$582K |
|
2785
Innoviva
INVA
$1.53B
| $862K | ﹤0.01% |
60,723
-623,048
| -91% | -$8.31M |
|
|
EEQ
2786
DELISTED
Enbridge Energy Management Llc
EEQ
| $860K | ﹤0.01% |
70,547
-162,335
| -70% | -$2.04M |
|
2787
Magnachip Semiconductor
MX
$118M
| $858K | ﹤0.01% |
86,201
+54,276
| +170% | +$612K |
|
|
GAM
2788
General American Investors Company
GAM
$1.61B
| $857K | ﹤0.01% |
24,907
+16,932
| +212% | +$589K |
|
|
CORI
2789
DELISTED
Corium International, Inc.
CORI
| $854K | ﹤0.01% |
+88,861
| New | +$948K |
|
2790
Cinemark Holdings
CNK
$4.36B
| $853K | ﹤0.01% |
+24,500
| New | +$869K |
|
|
NVEE
2791
DELISTED
NV5 Global
NVEE
| $852K | ﹤0.01% |
+62,924
| New | +$854K |
|
|
MASI
2792
CALL
DELISTED
Masimo
MASI
| $848K | ﹤0.01% |
10,000
+5,000
| +100% | +$434K |
|
2793
Weis Markets
WMK
$1.77B
| $848K | ﹤0.01% |
+20,483
| New | +$826K |
|
2794
Invesco Dorsey Wright Energy Momentum ETF
PXI
$53.4M
| $847K | ﹤0.01% |
21,447
-17,350
| -45% | -$635K |
|
2795
Sturm, Ruger & Co
RGR
$610M
| $846K | ﹤0.01% |
15,156
-59,660
| -80% | -$3.11M |
|
|
ADVM
2796
DELISTED
Adverum Biotechnologies
ADVM
| $845K | ﹤0.01% |
24,142
-761
| -3% | -$25K |
|
2797
Sonida Senior Living
SNDA
$1.93B
| $839K | ﹤0.01% |
4,147
-1,910
| -32% | -$409K |
|
2798
Schwab U.S Small- Cap ETF
SCHA
$22.9B
| $836K | ﹤0.01% |
47,948
+19,724
| +70% | +$338K |
|
2799
Vanguard Energy ETF
VDE
$10.7B
| $832K | ﹤0.01% |
8,409
-2,025
| -19% | -$190K |
|
2800
Vanguard Long-Term Bond ETF
BLV
$5.77B
| $831K | ﹤0.01% |
8,736
-537
| -6% | -$50.5K |
|
Similar funds
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.