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 |
Boston Scientific
BSX
|
+$240M |
| 2 |
eBay
EBAY
|
+$231M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$216M |
| 4 |
Ameren
AEE
|
+$196M |
| 5 |
Kohl's
KSS
|
+$182M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$552M |
| 2 |
Micron Technology
MU
|
+$425M |
| 3 |
Visa
V
|
+$225M |
| 4 |
Marathon Petroleum
MPC
|
+$225M |
| 5 |
ESRX
Express Scripts Holding Company
ESRX
|
+$218M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.17% |
| 2 | Healthcare | 12.72% |
| 3 | Technology | 12.27% |
| 4 | Industrials | 11.44% |
| 5 | Consumer Discretionary | 11.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1901
Walmart Inc
WMT
$843B
| $4.21M | 0.01% |
141,876
-2,025,117
| -93% | -$65.1M |
|
|
PDM
1902
Piedmont Realty Trust
PDM
$1.23B
| $4.2M | 0.01% |
238,767
-848,369
| -78% | -$15.7M |
|
|
TTSH
1903
DELISTED
Tile Shop Holdings
TTSH
| $4.2M | 0.01% |
699,496
-829,856
| -54% | -$6.43M |
|
|
XHR
1904
Xenia Hotels & Resorts
XHR
$1.79B
| $4.18M | 0.01% |
212,078
+116,841
| +123% | +$2.42M |
|
1905
Senseonics Holdings Inc
SENS
$492M
| $4.16M | 0.01% |
69,378
+21,018
| +43% | +$1.21M |
|
1906
Alpha and Omega Semiconductor
AOSL
$810M
| $4.14M | 0.01% |
268,172
+21,309
| +9% | +$345K |
|
|
NBRV
1907
DELISTED
Nabriva Therapeutics plc Ordinary Shares Ireland
NBRV
| $4.14M | 0.01% |
3,292
-178
| -5% | -$263K |
|
1908
iShares MSCI Emerging Markets ETF
EEM
$31.3B
| $4.13M | 0.01% |
85,648
-559,852
| -87% | -$27.4M |
|
|
TELL
1909
DELISTED
Tellurian Inc.
TELL
| $4.13M | 0.01% |
573,138
+163,829
| +40% | +$1.57M |
|
|
QHC
1910
DELISTED
Quorum Health Corporation
QHC
| $4.13M | 0.01% |
504,552
+206,942
| +70% | +$1.36M |
|
|
FG
1911
DELISTED
FGL Holdings Ordinary Shares
FG
| $4.12M | 0.01% |
405,999
+234,395
| +137% | +$2.3M |
|
1912
iShares Core US Aggregate Bond ETF
AGG
$139B
| $4.12M | 0.01% |
38,392
-31,375
| -45% | -$3.37M |
|
1913
United Microelectronic
UMC
$48.5B
| $4.12M | 0.01% |
1,589,339
+1,253,697
| +374% | +$3.11M |
|
1914
Transocean
RIG
$6.34B
| $4.11M | 0.01% |
414,696
-2,214,069
| -84% | -$22.8M |
|
1915
Virtus Investment Partners
VRTS
$1.1B
| $4.1M | 0.01% |
33,082
-51,628
| -61% | -$6.53M |
|
1916
SITE Centers
SITC
$156M
| $4.09M | 0.01% |
433,034
-1,808,512
| -81% | -$18.2M |
|
1917
MidCap Financial Investment
MFIC
$796M
| $4.09M | 0.01% |
261,057
-440,701
| -63% | -$7.32M |
|
|
BOJA
1918
DELISTED
Bojangles', Inc. Common Stock
BOJA
| $4.07M | 0.01% |
+293,923
| New | +$3.78M |
|
1919
Roku
ROKU
$23.7B
| $4.06M | 0.01% |
130,637
+125,454
| +2,420% | +$5.16M |
|
|
SUP
1920
DELISTED
Superior Industries International
SUP
| $4.06M | 0.01% |
305,396
+49,581
| +19% | +$778K |
|
1921
Vanguard Information Technology ETF
VGT
$144B
| $4.06M | 0.01% |
189,992
+128,120
| +207% | +$2.8M |
|
|
OMN
1922
DELISTED
OMNOVA Solutions Inc.
OMN
| $4.06M | 0.01% |
386,351
-361,545
| -48% | -$3.78M |
|
|
ZVO
1923
DELISTED
Zovio Inc. Common Stock
ZVO
| $4.05M | 0.01% |
601,222
-198,187
| -25% | -$1.47M |
|
1924
Bridgewater Bancshares
BWB
$590M
| $4.05M | 0.01% |
+309,550
| New | +$3.99M |
|
1925
Wingstop
WING
$3.06B
| $4.04M | 0.01% |
+85,465
| New | +$3.92M |
|
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Israel Englander's Q1 2018 Portfolio in Review
As of Q1 2018, Israel Englander held 4,417 positions worth $74.9B, up 3.4% from $72.5B the previous quarter. Its ten largest holdings account for 6.3% of the portfolio.
Israel Englander deployed $3.29B of net new capital in Q1 2018, opening 664 new positions and adding to 1,466 existing holdings. Its largest new stake was Tiffany & Co.: 1,078,847 shares worth $105M.
By sector, the portfolio is most concentrated in Financials at 14% of assets, down from 14% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $552M trimmed.
- Israel Englander's largest Q1 2018 buy was Tiffany & Co.: 1,078,847 shares worth $105M.
- Israel Englander added most to Boston Scientific in Q1 2018, an estimated $240M increase.
- Israel Englander's biggest Q1 2018 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $552M.
- Israel Englander fully exited Equinix in Q1 2018, selling an estimated $152M.
- Israel Englander's ten largest holdings make up 6.3% of its $74.9B portfolio in Q1 2018.
- Israel Englander opened 664 new positions and closed 833 in Q1 2018.
- Israel Englander's portfolio value rose 3.4% quarter-over-quarter to $74.9B.
Based on Millennium Management's 13F filing for Q1 2018, filed 15 May 2018.