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 |
Salesforce
CRM
|
+$208M |
| 2 |
Lowe's Companies
LOW
|
+$198M |
| 3 |
American Tower
AMT
|
+$161M |
| 4 |
Lennar Class A
LEN
|
+$150M |
| 5 |
British American Tobacco
BTI
|
+$150M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Gilead Sciences
GILD
|
+$208M |
| 2 |
CXO
CONCHO RESOURCES INC.
CXO
|
+$177M |
| 3 |
Crown Castle
CCI
|
+$168M |
| 4 |
Walmart Inc
WMT
|
+$167M |
| 5 |
Entergy
ETR
|
+$157M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 13.75% |
| 2 | Technology | 13.18% |
| 3 | Healthcare | 11.51% |
| 4 | Industrials | 10.45% |
| 5 | Consumer Discretionary | 9.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PF
976
CALL
DELISTED
Pinnacle Foods, Inc.
PF
| $14.6M | 0.02% |
255,000
+55,000
| +28% | +$3.26M |
|
977
CALL
Colgate-Palmolive
CL
$73.8B
| $14.6M | 0.02% |
200,000
-225,000
| -53% | -$16.2M |
|
978
Ingredion
INGR
$6.69B
| $14.5M | 0.02% |
120,386
+100,136
| +494% | +$12.2M |
|
|
ENTL
979
DELISTED
Entellus Medical, Inc. Common Stock
ENTL
| $14.5M | 0.02% |
786,462
+213,498
| +37% | +$3.7M |
|
980
Home BancShares
HOMB
$6.01B
| $14.5M | 0.02% |
575,111
+372,052
| +183% | +$8.94M |
|
|
LMNX
981
DELISTED
Luminex Corp
LMNX
| $14.5M | 0.02% |
712,667
+209,197
| +42% | +$4.17M |
|
|
XHR
982
Xenia Hotels & Resorts
XHR
$1.81B
| $14.5M | 0.02% |
688,203
-640,647
| -48% | -$12.8M |
|
983
GE Aerospace
GE
$355B
| $14.5M | 0.02% |
124,926
+115,086
| +1,170% | +$13.9M |
|
|
FPRX
984
DELISTED
Five Prime Therapeutics, Inc.
FPRX
| $14.4M | 0.02% |
352,863
+139,564
| +65% | +$4.38M |
|
|
EBSB
985
DELISTED
Meridian Bancorp, Inc.
EBSB
| $14.4M | 0.02% |
770,870
+290,548
| +60% | +$5.08M |
|
986
Viavi Solutions
VIAV
$9.12B
| $14.3M | 0.02% |
1,516,612
+811,999
| +115% | +$8.46M |
|
987
Santander
BSBR
$43.3B
| $14.3M | 0.02% |
1,711,271
+185,288
| +12% | +$1.52M |
|
988
SPS Commerce
SPSC
$2.93B
| $14.3M | 0.02% |
+505,084
| New | +$14.9M |
|
989
Clearway Energy Class C
CWEN
$6.63B
| $14.3M | 0.02% |
741,994
+439,013
| +145% | +$8.12M |
|
990
KT
KT
$9.03B
| $14.3M | 0.02% |
1,032,284
+828,615
| +407% | +$13.6M |
|
991
Keurig Dr Pepper
KDP
$44.2B
| $14.3M | 0.02% |
161,707
+14,990
| +10% | +$1.36M |
|
992
CALL
Altria Group
MO
$114B
| $14.3M | 0.02% |
225,000
+125,000
| +125% | +$8.33M |
|
993
IAMGOLD
IAG
$12.4B
| $14.3M | 0.02% |
2,338,576
-1,504,918
| -39% | -$8.74M |
|
994
Gentherm
THRM
$1.21B
| $14.2M | 0.02% |
383,149
+257,561
| +205% | +$8.82M |
|
995
Sprouts Farmers Market
SFM
$8.03B
| $14.2M | 0.02% |
758,022
+706,442
| +1,370% | +$15.6M |
|
|
UMH
996
UMH Properties
UMH
$1.42B
| $14.2M | 0.02% |
914,541
+277,073
| +43% | +$4.44M |
|
997
Ball Corp
BALL
$17.1B
| $14.2M | 0.02% |
+343,802
| New | +$14.1M |
|
|
TTPH
998
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
| $14.2M | 0.02% |
103,778
+74,229
| +251% | +$9.93M |
|
999
Signet Jewelers
SIG
$3.24B
| $14.2M | 0.02% |
+213,057
| New | +$13.1M |
|
1000
Trane Technologies
TT
$99.7B
| $14.2M | 0.02% |
159,016
-678,374
| -81% | -$60M |
|
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Israel Englander's Q3 2017 Portfolio in Review
As of Q3 2017, Israel Englander held 4,198 positions worth $65.6B, up 17% from $56.1B the previous quarter. Its ten largest holdings account for 7.8% of the portfolio.
Israel Englander deployed $6.37B of net new capital in Q3 2017, opening 794 new positions and adding to 1,441 existing holdings. Its largest new stake was Northern Trust: 1,591,041 shares worth $146M.
By sector, the portfolio is most concentrated in Financials at 14% of assets, up from 12% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Gilead Sciences, an estimated $208M trimmed.
- Israel Englander's largest Q3 2017 buy was Northern Trust: 1,591,041 shares worth $146M.
- Israel Englander added most to Salesforce in Q3 2017, an estimated $208M increase.
- Israel Englander's biggest Q3 2017 reduction was Gilead Sciences, cutting an estimated $208M.
- Israel Englander fully exited CONCHO RESOURCES INC. in Q3 2017, selling an estimated $177M.
- Israel Englander's ten largest holdings make up 7.8% of its $65.6B portfolio in Q3 2017.
- Israel Englander opened 794 new positions and closed 737 in Q3 2017.
- Israel Englander's portfolio value rose 17% quarter-over-quarter to $65.6B.
Based on Millennium Management's 13F filing for Q3 2017, filed 14 Nov 2017.