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 |
BNY
Bank of New York Mellon
BNY
|
+$190M |
| 2 |
Lowe's Companies
LOW
|
+$183M |
| 3 |
Target
TGT
|
+$175M |
| 4 |
American Electric Power
AEP
|
+$174M |
| 5 |
NextEra Energy
NEE
|
+$152M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Procter & Gamble
PG
|
+$6.19B |
| 2 |
Coty
COTY
|
+$1.11B |
| 3 |
Apple
AAPL
|
+$294M |
| 4 |
Meta Platforms (Facebook)
META
|
+$229M |
| 5 |
Microsoft
MSFT
|
+$192M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 13.41% |
| 2 | Financials | 12.33% |
| 3 | Energy | 10.93% |
| 4 | Industrials | 10.41% |
| 5 | Technology | 9.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MDSO
1626
DELISTED
Medidata Solutions, Inc.
MDSO
| $3.13M | 0.01% |
63,052
+31,991
| +103% | +$1.66M |
|
1627
Veracyte
VCYT
$3.56B
| $3.13M | 0.01% |
404,127
+154,634
| +62% | +$1.16M |
|
|
INVN
1628
DELISTED
Invensense Inc
INVN
| $3.13M | 0.01% |
244,534
-64,571
| -21% | -$552K |
|
1629
Brookfield
BN
$93B
| $3.13M | 0.01% |
265,514
+22,335
| +9% | +$272K |
|
|
ARIA
1630
DELISTED
Ariad Pharmaceuticals Inc
ARIA
| $3.12M | 0.01% |
+250,925
| New | +$3.02M |
|
|
HTD
1631
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$901M
| $3.11M | 0.01% |
+134,811
| New | +$3.06M |
|
|
DYNC
1632
DELISTED
Vistra Energy Corp.
DYNC
| $3.11M | 0.01% |
50,000
| – | – |
|
|
INSY
1633
DELISTED
Insys Therapeutics, Inc.
INSY
| $3.1M | 0.01% |
337,217
+115,012
| +52% | +$1.3M |
|
|
FOMX
1634
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
| $3.1M | 0.01% |
279,391
+204,054
| +271% | +$1.92M |
|
1635
CALL
Neurocrine Biosciences
NBIX
$15.9B
| $3.1M | 0.01% |
80,000
+30,000
| +60% | +$1.36M |
|
1636
State Street SPDR S&P Regional Banking ETF
KRE
$4.05B
| $3.09M | 0.01% |
55,636
+38,325
| +221% | +$1.88M |
|
|
ORIT
1637
DELISTED
Oritani Financial Corp. New
ORIT
| $3.08M | 0.01% |
164,532
-204,381
| -55% | -$3.45M |
|
1638
MYR Group
MYRG
$4.87B
| $3.07M | 0.01% |
81,522
+36,548
| +81% | +$1.26M |
|
1639
Trane Technologies
TT
$102B
| $3.06M | 0.01% |
40,839
-402,162
| -91% | -$29M |
|
1640
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
| $3.05M | 0.01% |
63,711
-36,785
| -37% | -$1.78M |
|
1641
Amdocs
DOX
$6.5B
| $3.05M | 0.01% |
52,334
-668,499
| -93% | -$39.4M |
|
|
ONC
1642
BeOne Medicines Ltd
ONC
$42.5B
| $3.04M | 0.01% |
+100,229
| New | +$3.15M |
|
1643
Enel Chile
ENIC
$6.18B
| $3.02M | 0.01% |
664,274
+243,416
| +58% | +$1.17M |
|
1644
Civeo
CVEO
$345M
| $3.02M | 0.01% |
114,394
+24,375
| +27% | +$496K |
|
|
NP
1645
DELISTED
Neenah, Inc. Common Stock
NP
| $3.02M | 0.01% |
+35,396
| New | +$2.93M |
|
|
ISCA
1646
DELISTED
International Speedway Corp
ISCA
| $3.01M | 0.01% |
81,895
-5,174
| -6% | -$182K |
|
|
ELOS
1647
DELISTED
Syneron Medical Ltd
ELOS
| $3M | 0.01% |
357,523
+4,148
| +1% | +$32.5K |
|
1648
Citizens Financial Group
CFG
$29.7B
| $2.98M | 0.01% |
83,598
-2,327,658
| -97% | -$70.5M |
|
1649
New York Times
NYT
$11B
| $2.98M | 0.01% |
223,935
-289,453
| -56% | -$3.58M |
|
1650
PUT
Nucor
NUE
$57.4B
| $2.98M | 0.01% |
+50,000
| New | +$2.8M |
|
Similar funds
Israel Englander's Q4 2016 Portfolio in Review
As of Q4 2016, Israel Englander held 4,092 positions worth $47.8B, down 20% from $59.6B the previous quarter. Its ten largest holdings account for 6.4% of the portfolio.
Israel Englander withdrew a net $13B in Q4 2016, closing 801 positions and reducing 1,159 holdings. Its most notable exit was Procter & Gamble, an estimated $6.19B position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 13% of assets, up from 11% a quarter earlier, followed by Financials and Energy.
Against the trend, Israel Englander opened a new position in Target worth $175M.
- Israel Englander's largest Q4 2016 buy was Target: 2,422,329 shares worth $175M.
- Israel Englander added most to Bank of New York Mellon in Q4 2016, an estimated $190M increase.
- Israel Englander's biggest Q4 2016 reduction was Coty, cutting an estimated $1.11B.
- Israel Englander fully exited Procter & Gamble in Q4 2016, selling an estimated $6.19B.
- Israel Englander's ten largest holdings make up 6.4% of its $47.8B portfolio in Q4 2016.
- Israel Englander opened 858 new positions and closed 801 in Q4 2016.
- Israel Englander's portfolio value fell 20% quarter-over-quarter to $47.8B.
Based on Millennium Management's 13F filing for Q4 2016, filed 14 Feb 2017.