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 |
CMA
Comerica
CMA
|
+$221M |
| 2 |
RSPP
RSP Permian, Inc.
RSPP
|
+$166M |
| 3 |
Vulcan Materials
VMC
|
+$165M |
| 4 |
ANDV
Andeavor
ANDV
|
+$165M |
| 5 |
Apple
AAPL
|
+$156M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BNY
Bank of New York Mellon
BNY
|
+$251M |
| 2 |
Bank of America
BAC
|
+$225M |
| 3 |
WOOF
VCA Inc.
WOOF
|
+$214M |
| 4 |
K
Kellanova
K
|
+$188M |
| 5 |
Occidental Petroleum
OXY
|
+$171M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 12.61% |
| 2 | Technology | 11.6% |
| 3 | Healthcare | 11.38% |
| 4 | Energy | 10.68% |
| 5 | Industrials | 10.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
OMED
1976
DELISTED
OncoMed Pharmaceuticals, Inc.
OMED
| $2.12M | ﹤0.01% |
229,807
-85,912
| -27% | -$754K |
|
1977
Radware
RDWR
$1.2B
| $2.11M | ﹤0.01% |
+130,658
| New | +$2.01M |
|
|
HSII
1978
DELISTED
Heidrick & Struggles
HSII
| $2.11M | ﹤0.01% |
80,075
+67,912
| +558% | +$1.6M |
|
|
HK
1979
DELISTED
Halcon Resources Corporation
HK
| $2.1M | ﹤0.01% |
273,355
+203,106
| +289% | +$1.71M |
|
|
KMG
1980
DELISTED
KMG Chemicals Inc
KMG
| $2.1M | ﹤0.01% |
45,639
-11,174
| -20% | -$436K |
|
|
AUTO
1981
DELISTED
AutoWeb, Inc. Common Stock
AUTO
| $2.1M | ﹤0.01% |
167,629
+85,452
| +104% | +$1.12M |
|
1982
CALL
Axalta
AXTA
$7.84B
| $2.09M | ﹤0.01% |
+65,000
| New | +$1.93M |
|
1983
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.04B
| $2.08M | ﹤0.01% |
244,558
+154,234
| +171% | +$1.31M |
|
1984
CALL
Wheaton Precious Metals
WPM
$70.9B
| $2.08M | ﹤0.01% |
+100,000
| New | +$2.08M |
|
|
AVH
1985
DELISTED
AVIANCA HOLDINGS S.A.
AVH
| $2.08M | ﹤0.01% |
270,157
+97,775
| +57% | +$798K |
|
1986
iShares US Telecommunications ETF
IYZ
$1.3B
| $2.08M | ﹤0.01% |
64,289
+29,094
| +83% | +$989K |
|
1987
Kforce
KFRC
$1.02B
| $2.07M | ﹤0.01% |
87,233
+77,999
| +845% | +$1.86M |
|
|
NSR
1988
DELISTED
Neustar Inc
NSR
| $2.07M | ﹤0.01% |
62,439
+40,917
| +190% | +$1.36M |
|
1989
Unum
UNM
$14.5B
| $2.07M | ﹤0.01% |
44,103
-928,144
| -95% | -$43.5M |
|
1990
Hanmi Financial
HAFC
$921M
| $2.06M | ﹤0.01% |
67,168
+18,740
| +39% | +$618K |
|
|
CHW
1991
Calamos Global Dynamic Income Fund
CHW
$545M
| $2.06M | ﹤0.01% |
264,329
+226,164
| +593% | +$1.7M |
|
|
HIMX
1992
Himax Technologies
HIMX
$2.41B
| $2.06M | ﹤0.01% |
226,115
-712,729
| -76% | -$4.83M |
|
1993
NN Inc
NNBR
$292M
| $2.06M | ﹤0.01% |
+81,792
| New | +$1.71M |
|
|
GOGL
1994
DELISTED
Golden Ocean Group
GOGL
| $2.06M | ﹤0.01% |
+268,910
| New | +$1.68M |
|
1995
Globalstar
GSAT
$10.6B
| $2.05M | ﹤0.01% |
85,568
+2,515
| +3% | +$56.4K |
|
1996
Matsons
MATX
$6.63B
| $2.05M | ﹤0.01% |
+64,669
| New | +$2.22M |
|
|
KTWO
1997
CALL
DELISTED
K2M Group Holdings, Inc
KTWO
| $2.05M | ﹤0.01% |
+100,000
| New | +$2.05M |
|
1998
Donnelley Financial Solutions
DFIN
$1.17B
| $2.04M | ﹤0.01% |
105,616
+81,670
| +341% | +$1.84M |
|
1999
Seres Therapeutics
MCRB
$47.8M
| $2.04M | ﹤0.01% |
9,033
-2,213
| -20% | -$449K |
|
|
VIA
2000
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
| $2.04M | ﹤0.01% |
+25,494
| New | +$1.79M |
|
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Israel Englander's Q1 2017 Portfolio in Review
As of Q1 2017, Israel Englander held 4,184 positions worth $54.6B, up 14% from $47.8B the previous quarter. Its ten largest holdings account for 5.7% of the portfolio.
Israel Englander deployed $4.44B of net new capital in Q1 2017, opening 894 new positions and adding to 1,327 existing holdings. Its largest new stake was Mondelez International: 3,261,215 shares worth $140M.
By sector, the portfolio is most concentrated in Financials at 13% of assets, up from 12% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Bank of New York Mellon, an estimated $251M trimmed.
- Israel Englander's largest Q1 2017 buy was Mondelez International: 3,261,215 shares worth $140M.
- Israel Englander added most to Comerica in Q1 2017, an estimated $221M increase.
- Israel Englander's biggest Q1 2017 reduction was Bank of New York Mellon, cutting an estimated $251M.
- Israel Englander fully exited Occidental Petroleum in Q1 2017, selling an estimated $171M.
- Israel Englander's ten largest holdings make up 5.7% of its $54.6B portfolio in Q1 2017.
- Israel Englander opened 894 new positions and closed 743 in Q1 2017.
- Israel Englander's portfolio value rose 14% quarter-over-quarter to $54.6B.
Based on Millennium Management's 13F filing for Q1 2017, filed 15 May 2017.