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Israel Englander Millennium Management

AUM $276B
1-Year Est. Return 44.8%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+7.16%
1 Year Est. Return
+44.8%
3 Year Est. Return
+127.22%
5 Year Est. Return
+155.52%
10 Year Est. Return
+768.06%
AUM
$72.5B
AUM Growth
+$6.82B
Cap. Flow
+$3.05B
Cap. Flow %
4.21%
Top 10 Hldgs %
6.67%
Holding
4,357
New
897
Increased
1,473
Reduced
1,340
Closed
601

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$593M
2
ABT icon
Abbott
ABT
+$259M
3
AZO icon
AutoZone
AZO
+$204M
4
AABA
Altaba Inc
AABA
+$186M
5
DHI icon
D.R. Horton
DHI
+$178M

Top Sells

Rank Stock Value
1
HON icon
Honeywell
HON
+$215M
2
PEG icon
Public Service Enterprise Group
PEG
+$211M
3
AMAT icon
Applied Materials
AMAT
+$203M
4
ISRG icon
Intuitive Surgical
ISRG
+$194M
5
COP icon
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
CVNA icon
3826
Carvana
CVNA
$79.5B
– –
-105,690
Closed -$310K
CYH icon
3827
Community Health Systems
CYH
$424M
– –
-79,175
Closed -$608K
DAL icon
3828
PUT
Delta Air Lines
DAL
$54.2B
– –
-150,000
Closed -$7.23M
DARE icon
3829
Dare Bioscience
DARE
$15.5M
– –
-1,535
Closed -$57K
DB icon
3830
Deutsche Bank
DB
$72.2B
– –
-334,525
Closed -$5.78M
DGRO icon
3831
iShares Core Dividend Growth ETF
DGRO
$43.9B
– –
-11,698
Closed -$380K
DGX icon
3832
PUT
Quest Diagnostics
DGX
$26.9B
– –
-20,000
Closed -$1.87M
DIA icon
3833
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.9B
– –
-81,823
Closed -$18.3M
DIS icon
3834
CALL
Walt Disney
DIS
$191B
– –
-100,000
Closed -$9.86M
DNOW icon
3835
DNOW Inc
DNOW
$2.8B
– –
-487,822
Closed -$6.74M
DOC icon
3836
Healthpeak Properties
DOC
$14.9B
– –
-757,177
Closed -$21.1M
DVN icon
3837
PUT
Devon Energy
DVN
$53.1B
– –
-300,000
Closed -$11M
EA
3838
CALL
DELISTED
Electronic Arts
EA
– –
-20,000
Closed -$2.36M
AXIA
3839
DELISTED
AXIA Energia
AXIA
– –
-108,903
Closed -$535K
EC icon
3840
Ecopetrol
EC
$35.6B
– –
-171,364
Closed -$1.63M
ECL icon
3841
CALL
Ecolab
ECL
$80.4B
– –
-52,500
Closed -$6.75M
ECVT icon
3842
Ecovyst
ECVT
$1.1B
– –
-1,076,252
Closed -$18.6M
EEM icon
3843
PUT
iShares MSCI Emerging Markets ETF
EEM
$30.7B
– –
-50,000
Closed -$2.24M
EHC icon
3844
CALL
Encompass Health
EHC
$11.9B
– –
-62,850
Closed -$2.32M
EHC icon
3845
Encompass Health
EHC
$11.9B
– –
-652,452
Closed -$24.1M
ELDN icon
3846
Eledon Pharmaceuticals
ELDN
$277M
– –
-564
Closed -$53K
EMR icon
3847
CALL
Emerson Electric
EMR
$87.9B
– –
-240,000
Closed -$15.1M
ENR icon
3848
CALL
Energizer
ENR
$1.47B
– –
-90,000
Closed -$4.14M
ENVA icon
3849
Enova International
ENVA
$6.17B
– –
-174,406
Closed -$2.35M
EOS
3850
Eaton Vance Enhance Equity Income Fund II
EOS
$1.14B
– –
-18,958
Closed -$284K
152 153
154
155 156

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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.