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 | |
|---|---|---|---|---|---|---|
1776
Lakeland Financial Corp
LKFN
$1.48B
| $4.59M | 0.01% |
94,682
-32,409
| -26% | -$1.59M |
|
1777
Angi Inc
ANGI
$197M
| $4.58M | 0.01% |
+43,809
| New | +$5.07M |
|
1778
Mitek Systems
MITK
$801M
| $4.58M | 0.01% |
511,721
-165,853
| -24% | -$1.51M |
|
1779
Voyager Therapeutics
VYGR
$213M
| $4.58M | 0.01% |
+275,873
| New | +$4.73M |
|
1780
Ryanair
RYAAY
$29.4B
| $4.57M | 0.01% |
109,668
+77,370
| +240% | +$3.44M |
|
1781
iShares MSCI EAFE Value ETF
EFV
$31.8B
| $4.57M | 0.01% |
+82,759
| New | +$4.54M |
|
|
SRRA
1782
DELISTED
Sierra Oncology, Inc. Common Stock
SRRA
| $4.56M | 0.01% |
30,546
+6,746
| +28% | +$648K |
|
|
COWN
1783
DELISTED
Cowen Inc. Class A Common Stock
COWN
| $4.56M | 0.01% |
333,872
-390,173
| -54% | -$5.86M |
|
1784
Lesaka Technologies
LSAK
$390M
| $4.54M | 0.01% |
381,749
-154,300
| -29% | -$1.57M |
|
|
SGMO
1785
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
| $4.54M | 0.01% |
276,791
-665,306
| -71% | -$9.9M |
|
|
MNK
1786
DELISTED
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
| $4.53M | 0.01% |
200,882
+62,725
| +45% | +$1.68M |
|
|
PVG
1787
DELISTED
PRETIUM RESOURCES INC.
PVG
| $4.53M | 0.01% |
397,040
-68,449
| -15% | -$745K |
|
1788
Syndax Pharmaceuticals
SNDX
$1.79B
| $4.53M | 0.01% |
516,500
+82,256
| +19% | +$814K |
|
|
STML
1789
DELISTED
Stemline Therapeutics, Inc.
STML
| $4.52M | 0.01% |
290,005
+256,665
| +770% | +$3.43M |
|
1790
Old Second Bancorp
OSBC
$1.28B
| $4.51M | 0.01% |
330,778
+85,576
| +35% | +$1.14M |
|
1791
Teleflex
TFX
$5.88B
| $4.5M | 0.01% |
18,098
-62,018
| -77% | -$15.6M |
|
1792
Saic
SAIC
$5.39B
| $4.5M | 0.01% |
+58,759
| New | +$4.25M |
|
|
STEL
1793
DELISTED
Stellar Bancorp
STEL
| $4.48M | 0.01% |
+150,988
| New | +$4.36M |
|
|
FOMX
1794
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
| $4.47M | 0.01% |
743,668
+33,893
| +5% | +$204K |
|
|
BLD
1795
DELISTED
TopBuild
BLD
| $4.46M | 0.01% |
58,886
+7,817
| +15% | +$518K |
|
|
WW
1796
CALL
DELISTED
WW International
WW
| $4.43M | 0.01% |
+100,000
| New | +$4.55M |
|
1797
Koppers
KOP
$876M
| $4.42M | 0.01% |
86,877
-57,071
| -40% | -$2.78M |
|
1798
iShares S&P 100 ETF
OEF
$20.3B
| $4.42M | 0.01% |
37,267
+15,765
| +73% | +$1.82M |
|
1799
Daktronics
DAKT
$942M
| $4.42M | 0.01% |
483,998
-57,935
| -11% | -$572K |
|
1800
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
| $4.41M | 0.01% |
84,340
+25,844
| +44% | +$1.36M |
|
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.