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 | |
|---|---|---|---|---|---|---|
1076
Trimble
TRMB
$13.9B
| $14.8M | 0.02% |
363,542
-463,733
| -56% | -$19M |
|
1077
Clean Harbors
CLH
$16.5B
| $14.8M | 0.02% |
272,552
+129,781
| +91% | +$7.03M |
|
|
TTSH
1078
DELISTED
Tile Shop Holdings
TTSH
| $14.7M | 0.02% |
1,529,352
+645,782
| +73% | +$5.7M |
|
1079
PUT
Halliburton
HAL
$28.3B
| $14.7M | 0.02% |
+300,000
| New | +$13.2M |
|
1080
RH
RH
$2.68B
| $14.7M | 0.02% |
169,985
-1,080,899
| -86% | -$97.7M |
|
1081
DuPont de Nemours
DD
$18.4B
| $14.6M | 0.02% |
81,141
-379,658
| -82% | -$68.4M |
|
1082
FormFactor
FORM
$8.42B
| $14.6M | 0.02% |
934,536
-555,956
| -37% | -$9.3M |
|
1083
Evertec
EVTC
$1.78B
| $14.6M | 0.02% |
1,070,729
-334,003
| -24% | -$4.73M |
|
|
AAT
1084
American Assets Trust
AAT
$1.42B
| $14.6M | 0.02% |
381,837
+227,654
| +148% | +$8.95M |
|
|
CHL
1085
DELISTED
China Mobile Limited
CHL
| $14.6M | 0.02% |
288,762
-134,551
| -32% | -$6.77M |
|
1086
Xerox
XRX
$376M
| $14.6M | 0.02% |
500,554
+276,630
| +124% | +$8.4M |
|
|
REVG
1087
DELISTED
REV Group
REVG
| $14.6M | 0.02% |
+448,349
| New | +$12.3M |
|
1088
Copa Holdings
CPA
$5.99B
| $14.6M | 0.02% |
108,775
+90,161
| +484% | +$11.7M |
|
|
BXG
1089
DELISTED
Bluegreen Vacations Corporation Common Stock
BXG
| $14.6M | 0.02% |
+797,889
| New | +$12.6M |
|
1090
New Oriental
EDU
$9.07B
| $14.5M | 0.02% |
154,735
-243,163
| -61% | -$21.6M |
|
1091
Designer Brands
DBI
$282M
| $14.5M | 0.02% |
679,042
-141,644
| -17% | -$2.91M |
|
1092
CoStar Group
CSGP
$13.2B
| $14.5M | 0.02% |
488,920
+275,930
| +130% | +$8.08M |
|
1093
CALL
AbbVie
ABBV
$470B
| $14.5M | 0.02% |
150,000
-150,000
| -50% | -$14.1M |
|
1094
Community Bank
CBU
$3.31B
| $14.5M | 0.02% |
+269,021
| New | +$14.6M |
|
|
OPB
1095
DELISTED
Opus Bank Common Stock
OPB
| $14.4M | 0.02% |
526,271
-23,632
| -4% | -$613K |
|
|
GRUB
1096
PUT
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $14.4M | 0.02% |
+100,000
| New | +$12.6M |
|
|
JOBS
1097
DELISTED
51job Inc
JOBS
| $14.3M | 0.02% |
235,829
+39,622
| +20% | +$2.42M |
|
|
BSMX
1098
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
| $14.3M | 0.02% |
1,960,506
-249,714
| -11% | -$2.08M |
|
1099
Santander
BSBR
$43.1B
| $14.3M | 0.02% |
1,543,354
-167,917
| -10% | -$1.49M |
|
1100
Autohome
ATHM
$2.51B
| $14.2M | 0.02% |
220,221
-318,123
| -59% | -$19.2M |
|
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.