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 | |
|---|---|---|---|---|---|---|
1351
Triumph Financial Inc
TFIN
$1.76B
| $8.38M | 0.01% |
259,842
+3,197
| +1% | +$89.6K |
|
1352
CALL
Golar LNG
GLNG
$5.31B
| $8.37M | 0.01% |
370,000
-280,000
| -43% | -$6.15M |
|
1353
Dick's Sporting Goods
DKS
$11.1B
| $8.36M | 0.01% |
309,501
+135,966
| +78% | +$4.32M |
|
1354
Travelers Companies
TRV
$77.1B
| $8.34M | 0.01% |
68,081
+4,858
| +8% | +$607K |
|
1355
CALL
iShares MSCI Brazil ETF
EWZ
$8.23B
| $8.34M | 0.01% |
+200,000
| New | +$7.82M |
|
1356
CALL
Transocean
RIG
$6.42B
| $8.34M | 0.01% |
+800,000
| New | +$6.89M |
|
|
CVGW
1357
DELISTED
Calavo Growers
CVGW
| $8.33M | 0.01% |
113,814
-104,644
| -48% | -$7.41M |
|
1358
Commerce Bancshares
CBSH
$8.35B
| $8.29M | 0.01% |
222,536
+202,957
| +1,037% | +$7.36M |
|
1359
Horace Mann Educators
HMN
$2.07B
| $8.28M | 0.01% |
210,504
+202,894
| +2,666% | +$7.48M |
|
1360
Banner Corp
BANR
$2.39B
| $8.28M | 0.01% |
135,136
-36,958
| -21% | -$2.09M |
|
|
EXTN
1361
DELISTED
Exterran Corporation
EXTN
| $8.28M | 0.01% |
261,857
-40,379
| -13% | -$1.12M |
|
|
CMD
1362
DELISTED
Cantel Medical Corporation
CMD
| $8.25M | 0.01% |
87,583
-22,066
| -20% | -$1.74M |
|
1363
SK Telecom
SKM
$15.2B
| $8.24M | 0.01% |
+203,428
| New | +$8.59M |
|
1364
Ally Financial
ALLY
$13B
| $8.24M | 0.01% |
339,543
+67,651
| +25% | +$1.51M |
|
1365
iShares Russell 1000 Value ETF
IWD
$84.2B
| $8.23M | 0.01% |
69,434
+13,232
| +24% | +$1.54M |
|
1366
Mativ Holdings
MATV
$682M
| $8.23M | 0.01% |
198,473
+107,503
| +118% | +$4.13M |
|
|
FCE.A
1367
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $8.23M | 0.01% |
322,514
-17,899
| -5% | -$438K |
|
1368
Invesco QQQ Trust
QQQ
$486B
| $8.22M | 0.01% |
56,543
+26,176
| +86% | +$3.75M |
|
1369
Sunrun
RUN
$2.21B
| $8.2M | 0.01% |
1,477,365
+429,674
| +41% | +$2.93M |
|
|
CAMP
1370
DELISTED
CalAmp Corp.
CAMP
| $8.19M | 0.01% |
15,319
-325
| -2% | -$144K |
|
1371
La-Z-Boy
LZB
$1.28B
| $8.16M | 0.01% |
303,453
-393,064
| -56% | -$11.5M |
|
|
DOC
1372
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $8.16M | 0.01% |
460,115
-3,327,567
| -88% | -$61.4M |
|
1373
CALL
Globus Medical
GMED
$11.1B
| $8.15M | 0.01% |
+274,400
| New | +$8.38M |
|
1374
Marcus Corp
MCS
$930M
| $8.13M | 0.01% |
293,510
+189,624
| +183% | +$5.09M |
|
1375
Crocs
CROX
$5.89B
| $8.12M | 0.01% |
837,041
+451,915
| +117% | +$3.87M |
|
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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.