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 | |
|---|---|---|---|---|---|---|
3251
TTM Technologies
TTMI
$11.3B
| $353K | ﹤0.01% |
+22,521
| New | +$362K |
|
|
TAX
3252
DELISTED
Liberty Tax, Inc. Class A
TAX
| $353K | ﹤0.01% |
32,127
+17,462
| +119% | +$219K |
|
3253
Evolution Petroleum
EPM
$125M
| $352K | ﹤0.01% |
51,371
+18,302
| +55% | +$129K |
|
|
UFAB
3254
DELISTED
Unique Fabricating, Inc.
UFAB
| $350K | ﹤0.01% |
47,192
-29,438
| -38% | -$241K |
|
|
PCMI
3255
DELISTED
PCM, Inc
PCMI
| $350K | ﹤0.01% |
35,337
-42,696
| -55% | -$491K |
|
3256
Douglas Dynamics
PLOW
$961M
| $349K | ﹤0.01% |
+9,243
| New | +$369K |
|
|
MRLN
3257
DELISTED
Marlin Business Services Corp
MRLN
| $349K | ﹤0.01% |
+15,589
| New | +$387K |
|
3258
Apogee Enterprises
APOG
$863M
| $348K | ﹤0.01% |
7,608
-21,831
| -74% | -$1.04M |
|
|
DBVT
3259
DBV Technologies
DBVT
$889M
| $348K | ﹤0.01% |
1,414
-23,666
| -94% | -$6.84M |
|
3260
Rogers Corp
ROG
$2.19B
| $347K | ﹤0.01% |
2,143
-49,332
| -96% | -$7.44M |
|
|
ALJJ
3261
DELISTED
ALJ Regional Holdings Inc
ALJJ
| $347K | ﹤0.01% |
110,219
-45,248
| -29% | -$156K |
|
3262
Workhorse Group
WKHS
$34.1M
| $346K | ﹤0.01% |
45
-12
| -21% | -$97.4K |
|
3263
Western New England Bancorp
WNEB
$278M
| $346K | ﹤0.01% |
31,768
-159,095
| -83% | -$1.7M |
|
3264
WesBanco
WSBC
$3.91B
| $346K | ﹤0.01% |
+8,511
| New | +$348K |
|
|
SQBG
3265
DELISTED
Sequential Brands Group, Inc.
SQBG
| $346K | ﹤0.01% |
4,863
-1,636
| -25% | -$138K |
|
|
IDE
3266
Voya Infrastructure, Industrials and Materials Fund
IDE
$201M
| $345K | ﹤0.01% |
+20,480
| New | +$332K |
|
3267
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
| $345K | ﹤0.01% |
+4,161
| New | +$335K |
|
|
FUV
3268
DELISTED
Arcimoto, Inc. Common Stock
FUV
| $345K | ﹤0.01% |
+4,304
| New | +$350K |
|
3269
Omega Healthcare
OHI
$14.1B
| $344K | ﹤0.01% |
+12,485
| New | +$360K |
|
3270
Vanguard Russell 2000 ETF
VTWO
$17.2B
| $344K | ﹤0.01% |
+5,626
| New | +$339K |
|
|
NH
3271
DELISTED
NantHealth, Inc
NH
| $344K | ﹤0.01% |
+7,519
| New | +$399K |
|
3272
Safe Bulkers
SB
$881M
| $343K | ﹤0.01% |
106,302
+28,901
| +37% | +$92.9K |
|
3273
Newell Brands
NWL
$2.59B
| $341K | ﹤0.01% |
11,035
-147,726
| -93% | -$5.09M |
|
3274
Tennant Co
TNC
$1.16B
| $340K | ﹤0.01% |
+4,676
| New | +$312K |
|
|
SJR
3275
DELISTED
Shaw Communications Inc.
SJR
| $340K | ﹤0.01% |
14,885
-169
| -1% | -$3.81K |
|
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.