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 |
CMA
Comerica
CMA
|
+$221M |
| 2 |
RSPP
RSP Permian, Inc.
RSPP
|
+$166M |
| 3 |
Vulcan Materials
VMC
|
+$165M |
| 4 |
ANDV
Andeavor
ANDV
|
+$165M |
| 5 |
Apple
AAPL
|
+$156M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BNY
Bank of New York Mellon
BNY
|
+$251M |
| 2 |
Bank of America
BAC
|
+$225M |
| 3 |
WOOF
VCA Inc.
WOOF
|
+$214M |
| 4 |
K
Kellanova
K
|
+$188M |
| 5 |
Occidental Petroleum
OXY
|
+$171M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 12.61% |
| 2 | Technology | 11.6% |
| 3 | Healthcare | 11.38% |
| 4 | Energy | 10.68% |
| 5 | Industrials | 10.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Simpson Manufacturing
SSD
$7.69B
| $8.52M | 0.02% |
197,624
-1,358
| -0.7% | -$58.9K |
|
|
EFII
1127
DELISTED
Electronics for Imaging
EFII
| $8.5M | 0.02% |
174,137
+162,987
| +1,462% | +$7.5M |
|
1128
American Water Works
AWK
$27.8B
| $8.44M | 0.02% |
108,528
-179,898
| -62% | -$13.4M |
|
|
FPRX
1129
DELISTED
Five Prime Therapeutics, Inc.
FPRX
| $8.43M | 0.02% |
+233,148
| New | +$10.3M |
|
1130
Brown & Brown
BRO
$25B
| $8.38M | 0.02% |
401,986
-897,594
| -69% | -$19.4M |
|
|
WLH
1131
DELISTED
WILLIAM LYON HOMES
WLH
| $8.38M | 0.02% |
406,613
-550,971
| -58% | -$10.3M |
|
|
CTXS
1132
CALL
DELISTED
Citrix Systems Inc
CTXS
| $8.34M | 0.02% |
+100,000
| New | +$7.8M |
|
1133
Alibaba
BABA
$284B
| $8.34M | 0.02% |
77,302
-90,613
| -54% | -$9.22M |
|
1134
John Wiley & Sons Class A
WLY
$2.7B
| $8.33M | 0.02% |
+154,772
| New | +$8.41M |
|
1135
Southwest Gas
SWX
$6.49B
| $8.32M | 0.02% |
100,302
+63,130
| +170% | +$5.15M |
|
1136
Illinois Tool Works
ITW
$80.9B
| $8.3M | 0.02% |
62,671
-254,025
| -80% | -$32.9M |
|
1137
FIVE9
FIVN
$2.45B
| $8.2M | 0.02% |
498,281
+235,078
| +89% | +$3.86M |
|
|
RRD
1138
DELISTED
RR Donnelley & Sons Co.
RRD
| $8.2M | 0.02% |
677,258
+497,975
| +278% | +$7.95M |
|
1139
Duke Energy
DUK
$95.1B
| $8.2M | 0.02% |
100,000
-451,354
| -82% | -$35.9M |
|
1140
CALL
Ovintiv
OVV
$18.2B
| $8.2M | 0.02% |
+140,000
| New | +$8.39M |
|
1141
TriNet
TNET
$3.19B
| $8.17M | 0.02% |
282,610
-33,142
| -10% | -$888K |
|
1142
Kosmos Energy
KOS
$1.7B
| $8.16M | 0.02% |
1,225,811
+172,376
| +16% | +$1.08M |
|
1143
Molina Healthcare
MOH
$10.4B
| $8.16M | 0.02% |
179,030
-87,517
| -33% | -$4.58M |
|
1144
CALL
Trane Technologies
TT
$99.7B
| $8.13M | 0.01% |
+100,000
| New | +$7.94M |
|
|
MDRX
1145
DELISTED
Veradigm Inc. Common Stock
MDRX
| $8.13M | 0.01% |
641,225
+623,963
| +3,615% | +$7.4M |
|
|
DYN
1146
DELISTED
Dynegy, Inc.
DYN
| $8.12M | 0.01% |
1,033,324
-70,331
| -6% | -$604K |
|
1147
Sociedad Química y Minera de Chile
SQM
$23.5B
| $8.11M | 0.01% |
235,965
-259,870
| -52% | -$8.46M |
|
|
ACHN
1148
DELISTED
Achillion Pharmaceuticals
ACHN
| $8.08M | 0.01% |
1,919,742
+788,819
| +70% | +$3.28M |
|
1149
PUT
Eastman Chemical
EMN
$8.31B
| $8.08M | 0.01% |
+100,000
| New | +$7.86M |
|
|
WCG
1150
DELISTED
Wellcare Health Plans, Inc.
WCG
| $8.08M | 0.01% |
57,600
+47,940
| +496% | +$6.83M |
|
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Israel Englander's Q1 2017 Portfolio in Review
As of Q1 2017, Israel Englander held 4,184 positions worth $54.6B, up 14% from $47.8B the previous quarter. Its ten largest holdings account for 5.7% of the portfolio.
Israel Englander deployed $4.44B of net new capital in Q1 2017, opening 894 new positions and adding to 1,327 existing holdings. Its largest new stake was Mondelez International: 3,261,215 shares worth $140M.
By sector, the portfolio is most concentrated in Financials at 13% of assets, up from 12% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Bank of New York Mellon, an estimated $251M trimmed.
- Israel Englander's largest Q1 2017 buy was Mondelez International: 3,261,215 shares worth $140M.
- Israel Englander added most to Comerica in Q1 2017, an estimated $221M increase.
- Israel Englander's biggest Q1 2017 reduction was Bank of New York Mellon, cutting an estimated $251M.
- Israel Englander fully exited Occidental Petroleum in Q1 2017, selling an estimated $171M.
- Israel Englander's ten largest holdings make up 5.7% of its $54.6B portfolio in Q1 2017.
- Israel Englander opened 894 new positions and closed 743 in Q1 2017.
- Israel Englander's portfolio value rose 14% quarter-over-quarter to $54.6B.
Based on Millennium Management's 13F filing for Q1 2017, filed 15 May 2017.