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 | |
|---|---|---|---|---|---|---|
1926
CALL
Campbell Soup
CPB
$6.93B
| $1.81M | ﹤0.01% |
+30,000
| New | +$1.68M |
|
|
LTC
1927
LTC Properties
LTC
$2.18B
| $1.81M | ﹤0.01% |
+38,620
| New | +$1.83M |
|
1928
O-I Glass
OI
$1.14B
| $1.81M | ﹤0.01% |
103,734
-710,096
| -87% | -$12.9M |
|
1929
Lantheus
LNTH
$6.58B
| $1.79M | ﹤0.01% |
208,426
+182,626
| +708% | +$1.63M |
|
|
SA
1930
Seabridge Gold
SA
$3.69B
| $1.78M | ﹤0.01% |
+218,028
| New | +$2.15M |
|
|
EGOV
1931
DELISTED
NIC Inc
EGOV
| $1.78M | ﹤0.01% |
74,369
+57,495
| +341% | +$1.38M |
|
|
OB
1932
DELISTED
Onebeacon Insurance Group Ltd
OB
| $1.78M | ﹤0.01% |
110,697
-5,343
| -5% | -$80.6K |
|
1933
Anika Therapeutics
ANIK
$290M
| $1.78M | ﹤0.01% |
36,279
-149,509
| -80% | -$6.91M |
|
1934
BBVA Argentina
BBAR
$3.05B
| $1.78M | ﹤0.01% |
101,897
-81,603
| -44% | -$1.52M |
|
1935
Sportsman's Warehouse
SPWH
$45.3M
| $1.77M | ﹤0.01% |
189,031
-319,276
| -63% | -$3.03M |
|
1936
Evertec
EVTC
$1.78B
| $1.77M | ﹤0.01% |
99,864
-439,272
| -81% | -$7.27M |
|
|
CNH
1937
CNH Industrial
CNH
$18.7B
| $1.77M | ﹤0.01% |
234,270
-165,523
| -41% | -$1.16M |
|
|
FNBC
1938
DELISTED
First NBC Bank Holding Company
FNBC
| $1.77M | ﹤0.01% |
242,101
-315,884
| -57% | -$2.5M |
|
1939
Columbus McKinnon
CMCO
$519M
| $1.77M | ﹤0.01% |
65,312
+14,165
| +28% | +$318K |
|
1940
CALL
Merck
MRK
$378B
| $1.77M | ﹤0.01% |
31,440
-286,628
| -90% | -$16.8M |
|
|
PARAA
1941
DELISTED
Paramount Global Class A
PARAA
| $1.76M | ﹤0.01% |
+27,300
| New | +$1.64M |
|
1942
Nuveen Credit Strategies Income Fund
JQC
$702M
| $1.76M | ﹤0.01% |
198,704
+169,113
| +572% | +$1.44M |
|
|
STML
1943
DELISTED
Stemline Therapeutics, Inc.
STML
| $1.76M | ﹤0.01% |
164,302
+113,761
| +225% | +$1.38M |
|
1944
PUT
Methanex
MEOH
$4.4B
| $1.75M | ﹤0.01% |
+40,000
| New | +$1.6M |
|
|
ABB
1945
DELISTED
ABB Ltd
ABB
| $1.75M | ﹤0.01% |
+83,166
| New | +$1.77M |
|
|
EPZM
1946
DELISTED
Epizyme, Inc
EPZM
| $1.75M | ﹤0.01% |
144,822
-129,791
| -47% | -$1.35M |
|
|
FFNW
1947
DELISTED
First Financial Northwest, Inc
FFNW
| $1.75M | ﹤0.01% |
+88,596
| New | +$1.46M |
|
|
ICD
1948
DELISTED
Independence Contract Drilling, Inc.
ICD
| $1.75M | ﹤0.01% |
13,020
+6,105
| +88% | +$684K |
|
|
PDCO
1949
DELISTED
Patterson Companies, Inc.
PDCO
| $1.74M | ﹤0.01% |
+42,488
| New | +$1.83M |
|
|
RPXC
1950
DELISTED
RPX Corporation
RPXC
| $1.74M | ﹤0.01% |
161,185
+1,367
| +0.9% | +$14.4K |
|
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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 $7.71B 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.