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 | |
|---|---|---|---|---|---|---|
|
LUMO
926
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
| $19M | 0.03% |
260,818
+116,528
| +81% | +$9.64M |
|
|
AKS
927
DELISTED
AK Steel Holding Corp
AKS
| $19M | 0.03% |
3,362,383
+2,198,798
| +189% | +$11.5M |
|
928
Petrobras Class A
PBR.A
$108B
| $19M | 0.03% |
1,935,366
-67,233
| -3% | -$662K |
|
|
AVP
929
DELISTED
Avon Products, Inc.
AVP
| $19M | 0.03% |
8,835,518
-727,222
| -8% | -$1.56M |
|
|
MOMO
930
Hello Group
MOMO
$841M
| $19M | 0.03% |
775,244
-1,134,831
| -59% | -$32.7M |
|
|
EVRI
931
DELISTED
Everi Holdings
EVRI
| $19M | 0.03% |
2,516,686
+215,201
| +9% | +$1.74M |
|
|
FOLD
932
DELISTED
Amicus Therapeutics
FOLD
| $19M | 0.03% |
+1,318,573
| New | +$18.1M |
|
|
PBCT
933
DELISTED
People's United Financial Inc
PBCT
| $18.9M | 0.03% |
1,012,053
+642,198
| +174% | +$11.9M |
|
934
Orion
OEC
$340M
| $18.9M | 0.03% |
738,823
+652,936
| +760% | +$15.4M |
|
|
GBT
935
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $18.9M | 0.03% |
479,838
+469,323
| +4,463% | +$17.5M |
|
|
IMGN
936
DELISTED
Immunogen Inc
IMGN
| $18.9M | 0.03% |
2,941,487
-845,940
| -22% | -$5.22M |
|
|
ENLC
937
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $18.9M | 0.03% |
1,071,226
+747,674
| +231% | +$12.3M |
|
|
VGR
938
DELISTED
Vector Group Ltd.
VGR
| $18.8M | 0.03% |
1,309,034
+885,440
| +209% | +$12.3M |
|
939
Antero Midstream
AM
$10.5B
| $18.8M | 0.03% |
955,413
+743,836
| +352% | +$13.8M |
|
|
CNCE
940
DELISTED
Concert Pharmaceuticals, Inc.
CNCE
| $18.8M | 0.03% |
725,885
+503,066
| +226% | +$10.1M |
|
|
CZZ
941
DELISTED
Cosan Limited
CZZ
| $18.7M | 0.03% |
1,925,455
+798,310
| +71% | +$7.22M |
|
942
Bloomin' Brands
BLMN
$980M
| $18.6M | 0.03% |
872,560
+605,511
| +227% | +$11.6M |
|
943
Yum! Brands
YUM
$42.9B
| $18.6M | 0.03% |
228,144
+165,669
| +265% | +$13.1M |
|
|
AEL
944
DELISTED
American Equity Investment Life Holding Company
AEL
| $18.6M | 0.03% |
605,285
+419,164
| +225% | +$12.7M |
|
|
PARA
945
CALL
DELISTED
Paramount Global Class B
PARA
| $18.6M | 0.03% |
315,000
+290,000
| +1,160% | +$16.7M |
|
946
G-III Apparel Group
GIII
$1.43B
| $18.5M | 0.03% |
502,825
+484,667
| +2,669% | +$14.2M |
|
947
Choice Hotels
CHH
$5B
| $18.5M | 0.03% |
238,816
-123,232
| -34% | -$9M |
|
|
LMNX
948
DELISTED
Luminex Corp
LMNX
| $18.5M | 0.03% |
940,675
+228,008
| +32% | +$4.74M |
|
|
VCRA
949
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $18.4M | 0.03% |
610,357
-86,865
| -12% | -$2.48M |
|
950
State Street Technology Select Sector SPDR ETF
XLK
$117B
| $18.4M | 0.03% |
576,258
+352,778
| +158% | +$11.1M |
|
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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.