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 |
Keurig Dr Pepper
KDP
|
+$870M |
| 2 |
Amazon
AMZN
|
+$319M |
| 3 |
Automatic Data Processing
ADP
|
+$216M |
| 4 |
Evergy
EVRG
|
+$214M |
| 5 |
Chevron
CVX
|
+$207M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bank of America
BAC
|
+$296M |
| 2 |
Mondelez International
MDLZ
|
+$235M |
| 3 |
Abbott
ABT
|
+$229M |
| 4 |
Lam Research
LRCX
|
+$189M |
| 5 |
American International
AIG
|
+$170M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.97% |
| 2 | Technology | 12.66% |
| 3 | Healthcare | 12.25% |
| 4 | Consumer Discretionary | 10.03% |
| 5 | Industrials | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2926
Magnite
MGNI
$3.36B
| $803K | ﹤0.01% |
+281,927
| New | +$671K |
|
|
DO
2927
DELISTED
Diamond Offshore Drilling
DO
| $798K | ﹤0.01% |
+38,232
| New | +$712K |
|
2928
Schwab U.S Small- Cap ETF
SCHA
$22.9B
| $795K | ﹤0.01% |
43,236
+3,996
| +10% | +$72.3K |
|
2929
Renasant Corp
RNST
$3.72B
| $794K | ﹤0.01% |
+17,453
| New | +$812K |
|
2930
Chefs' Warehouse
CHEF
$4.61B
| $793K | ﹤0.01% |
27,833
+16,636
| +149% | +$436K |
|
|
AEGN
2931
DELISTED
Aegion Corp
AEGN
| $793K | ﹤0.01% |
30,778
-4,740
| -13% | -$118K |
|
|
CADE
2932
DELISTED
Cadence Bank
CADE
| $792K | ﹤0.01% |
+24,027
| New | +$804K |
|
|
CVG
2933
DELISTED
Convergys
CVG
| $792K | ﹤0.01% |
32,419
-500,903
| -94% | -$11.9M |
|
|
CHA
2934
DELISTED
China Telecom Corporation, LTD
CHA
| $791K | ﹤0.01% |
17,035
-58,952
| -78% | -$2.75M |
|
2935
Ducommun
DCO
$2.76B
| $790K | ﹤0.01% |
+23,884
| New | +$771K |
|
2936
Applied Optoelectronics
AAOI
$9.56B
| $788K | ﹤0.01% |
+17,541
| New | +$623K |
|
|
MTSC
2937
DELISTED
MTS Systems Corp
MTSC
| $788K | ﹤0.01% |
14,968
-18,632
| -55% | -$980K |
|
2938
SEACOR Marine Holdings
SMHI
$263M
| $787K | ﹤0.01% |
34,080
-60,526
| -64% | -$1.37M |
|
|
KYNB
2939
Kyntra Bio
KYNB
$32.8M
| $785K | ﹤0.01% |
502
-3,528
| -88% | -$4.6M |
|
2940
B2Gold
BTG
$7.62B
| $781K | ﹤0.01% |
302,821
-581,755
| -66% | -$1.59M |
|
|
WMGI
2941
CALL
DELISTED
Wright Medical Group Inc
WMGI
| $779K | ﹤0.01% |
+30,000
| New | +$686K |
|
2942
New Mountain Finance
NMFC
$719M
| $777K | ﹤0.01% |
57,111
-244,577
| -81% | -$3.32M |
|
|
KBAL
2943
DELISTED
Kimball International
KBAL
| $777K | ﹤0.01% |
48,105
+13,910
| +41% | +$230K |
|
2944
Corporacion America
CAAP
$4.08B
| $776K | ﹤0.01% |
91,998
-295,790
| -76% | -$3.35M |
|
2945
Invesco China Technology ETF
CQQQ
$3.03B
| $774K | ﹤0.01% |
+13,919
| New | +$819K |
|
|
PFIE
2946
DELISTED
Profire Energy, Inc
PFIE
| $774K | ﹤0.01% |
228,915
+108,666
| +90% | +$439K |
|
2947
Corbus Pharmaceuticals
CRBP
$218M
| $772K | ﹤0.01% |
+5,098
| New | +$926K |
|
2948
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.45B
| $770K | ﹤0.01% |
+18,770
| New | +$751K |
|
|
2949
PUT
Keurig Dr Pepper
KDP
$43.5B
| $769K | ﹤0.01% |
+6,300
| New | +$757K |
|
2950
HNI Corp
HNI
$3.55B
| $767K | ﹤0.01% |
20,607
+8,577
| +71% | +$313K |
|
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Israel Englander's Q2 2018 Portfolio in Review
As of Q2 2018, Israel Englander held 4,494 positions worth $76.7B, up 2.3% from $74.9B the previous quarter. Its ten largest holdings account for 7.3% of the portfolio.
Israel Englander's Q2 2018 filing shows 911 new, 1,261 increased, 1,542 reduced and 746 closed positions. Its largest new stake was Evergy: 3,989,462 shares worth $224M. The largest sale was Bank of America, an estimated $296M.
By sector, the portfolio is most concentrated in Financials at 15% of assets, up from 14% a quarter earlier, followed by Technology and Healthcare.
- Israel Englander's largest Q2 2018 buy was Evergy: 3,989,462 shares worth $224M.
- Israel Englander added most to Keurig Dr Pepper in Q2 2018, an estimated $870M increase.
- Israel Englander's biggest Q2 2018 reduction was Bank of America, cutting an estimated $296M.
- Israel Englander fully exited American International in Q2 2018, selling an estimated $170M.
- Israel Englander's ten largest holdings make up 7.3% of its $76.7B portfolio in Q2 2018.
- Israel Englander opened 911 new positions and closed 746 in Q2 2018.
- Israel Englander's portfolio value rose 2.3% quarter-over-quarter to $76.7B.
Based on Millennium Management's 13F filing for Q2 2018, filed 14 Aug 2018.