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 | |
|---|---|---|---|---|---|---|
1226
Marvell Technology
MRVL
$218B
| $11.7M | 0.02% |
546,524
-312,537
| -36% | -$6.37M |
|
1227
Weibo
WB
$1.74B
| $11.7M | 0.02% |
113,038
-158,453
| -58% | -$16.4M |
|
|
HT
1228
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $11.7M | 0.02% |
671,966
-301,750
| -31% | -$5.4M |
|
|
CEO
1229
DELISTED
CNOOC Limited
CEO
| $11.7M | 0.02% |
81,376
-5,861
| -7% | -$794K |
|
1230
Materion
MTRN
$4.82B
| $11.6M | 0.02% |
238,581
+231,192
| +3,129% | +$11M |
|
1231
MongoDB
MDB
$33.1B
| $11.6M | 0.02% |
+390,142
| New | +$11.4M |
|
1232
Nexstar Media Group
NXST
$5.67B
| $11.5M | 0.02% |
147,516
-90,011
| -38% | -$6.05M |
|
|
ONDK
1233
DELISTED
On Deck Capital, Inc.
ONDK
| $11.5M | 0.02% |
2,004,630
-69,262
| -3% | -$355K |
|
|
HZN
1234
DELISTED
Horizon Global Corporation
HZN
| $11.5M | 0.02% |
817,279
+600,388
| +277% | +$9.1M |
|
|
PINC
1235
DELISTED
Premier
PINC
| $11.4M | 0.02% |
391,578
-118,994
| -23% | -$3.67M |
|
|
AUD
1236
DELISTED
Audacy, Inc.
AUD
| $11.4M | 0.02% |
1,056,017
+950,017
| +896% | +$10.8M |
|
1237
Bath & Body Works
BBWI
$3.73B
| $11.4M | 0.02% |
234,225
+161,708
| +223% | +$6.54M |
|
|
BBBY
1238
DELISTED
Bed Bath & Beyond Inc
BBBY
| $11.4M | 0.02% |
518,568
+490,112
| +1,722% | +$10.6M |
|
1239
CALL
Bunge Global
BG
$20.6B
| $11.4M | 0.02% |
169,900
+101,500
| +148% | +$6.9M |
|
1240
Tetra Tech
TTEK
$9.4B
| $11.4M | 0.02% |
1,182,790
+1,056,025
| +833% | +$10.2M |
|
1241
Federal Signal
FSS
$7.29B
| $11.4M | 0.02% |
565,139
+358,080
| +173% | +$7.51M |
|
1242
Marcus & Millichap
MMI
$1.22B
| $11.3M | 0.02% |
347,862
+273,022
| +365% | +$8.13M |
|
1243
Pilgrim's Pride
PPC
$7.54B
| $11.3M | 0.02% |
365,015
-784,423
| -68% | -$25.6M |
|
|
CUB
1244
DELISTED
Cubic Corporation
CUB
| $11.3M | 0.02% |
+191,929
| New | +$10.8M |
|
1245
Coca-Cola Europacific Partners
CCEP
$48.5B
| $11.3M | 0.02% |
283,872
+6,768
| +2% | +$271K |
|
1246
CALL
Cheniere Energy
LNG
$57.7B
| $11.2M | 0.02% |
208,900
-350,000
| -63% | -$16.9M |
|
1247
Hercules Capital
HTGC
$3.27B
| $11.2M | 0.02% |
855,039
+512,576
| +150% | +$6.7M |
|
1248
Pool Corp
POOL
$6.72B
| $11.2M | 0.02% |
86,509
-49,685
| -36% | -$6.04M |
|
|
PRMW
1249
DELISTED
Primo Water Corporation
PRMW
| $11.2M | 0.02% |
891,838
+617,077
| +225% | +$7.39M |
|
1250
Royal Caribbean
RCL
$78.2B
| $11.2M | 0.02% |
+93,892
| New | +$11.6M |
|
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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.