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 |
Amazon
AMZN
|
+$278M |
| 2 |
Charter Communications
CHTR
|
+$218M |
| 3 |
Exelon
EXC
|
+$197M |
| 4 |
Halliburton
HAL
|
+$192M |
| 5 |
AET
Aetna Inc
AET
|
+$173M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
YHOO
Yahoo Inc
YHOO
|
+$241M |
| 2 |
DISH
DISH Network Corp.
DISH
|
+$235M |
| 3 |
Expedia Group
EXPE
|
+$188M |
| 4 |
AT&T
T
|
+$181M |
| 5 |
WR
Westar Energy Inc
WR
|
+$172M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 13.7% |
| 2 | Energy | 10.37% |
| 3 | Financials | 9.65% |
| 4 | Technology | 8.63% |
| 5 | Industrials | 8.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Community Health Systems
CYH
$413M
| $1.33M | ﹤0.01% |
110,000
-114,403
| -51% | -$1.68M |
|
2002
CGI
GIB
$15B
| $1.33M | ﹤0.01% |
31,057
+23,309
| +301% | +$1.08M |
|
|
HNP
2003
DELISTED
Huaneng Power Intl, Inc.
HNP
| $1.32M | ﹤0.01% |
53,077
+27,016
| +104% | +$787K |
|
2004
Cigna
CI
$74.8B
| $1.32M | ﹤0.01% |
10,347
-9,083
| -47% | -$1.2M |
|
2005
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.75B
| $1.32M | ﹤0.01% |
9,489
-978
| -9% | -$134K |
|
|
BOJA
2006
DELISTED
Bojangles', Inc. Common Stock
BOJA
| $1.32M | ﹤0.01% |
77,894
-38,915
| -33% | -$680K |
|
|
VSA
2007
VisionSys AI
VSA
$9.86M
| $1.31M | ﹤0.01% |
51
-53
| -51% | -$1.41M |
|
2008
Natera
NTRA
$48.8B
| $1.31M | ﹤0.01% |
108,913
+74,118
| +213% | +$825K |
|
2009
Weyerhaeuser
WY
$17.5B
| $1.31M | ﹤0.01% |
43,991
-705,710
| -94% | -$21.7M |
|
|
CYBR
2010
DELISTED
CyberArk
CYBR
| $1.31M | ﹤0.01% |
+26,894
| New | +$1.16M |
|
2011
Otter Tail
OTTR
$3.87B
| $1.31M | ﹤0.01% |
39,022
-25,067
| -39% | -$753K |
|
2012
RBC Bearings
RBC
$16.2B
| $1.31M | ﹤0.01% |
+18,011
| New | +$1.32M |
|
2013
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
| $1.3M | ﹤0.01% |
22,302
+14,170
| +174% | +$813K |
|
2014
Universal Corp
UVV
$1.16B
| $1.3M | ﹤0.01% |
22,484
+12,346
| +122% | +$680K |
|
2015
First Trust Health Care AlphaDEX Fund
FXH
$1.17B
| $1.29M | ﹤0.01% |
21,838
+15,392
| +239% | +$892K |
|
2016
Casella Waste Systems
CWST
$5.93B
| $1.28M | ﹤0.01% |
163,682
-55,203
| -25% | -$396K |
|
2017
Independent Bank
INDB
$3.93B
| $1.28M | ﹤0.01% |
27,950
-9,845
| -26% | -$459K |
|
2018
Preferred Bank
PFBC
$1.23B
| $1.28M | ﹤0.01% |
44,201
-14,790
| -25% | -$460K |
|
|
ZIXI
2019
DELISTED
Zix Corporation
ZIXI
| $1.28M | ﹤0.01% |
340,379
-451,350
| -57% | -$1.76M |
|
2020
Phibro Animal Health
PAHC
$1.47B
| $1.27M | ﹤0.01% |
+68,336
| New | +$1.43M |
|
2021
Future Fuel
FF
$232M
| $1.27M | ﹤0.01% |
116,393
+39,919
| +52% | +$437K |
|
|
HBI
2022
PUT
DELISTED
Hanesbrands
HBI
| $1.26M | ﹤0.01% |
+50,000
| New | +$1.36M |
|
2023
OraSure Technologies
OSUR
$257M
| $1.26M | ﹤0.01% |
212,452
-243,329
| -53% | -$1.73M |
|
2024
Luxfer Holdings
LXFR
$459M
| $1.25M | ﹤0.01% |
104,231
+82,837
| +387% | +$1.02M |
|
|
FOMX
2025
DELISTED
Foamix Pharmaceuticals Ltd. Ordinary Shares
FOMX
| $1.25M | ﹤0.01% |
197,508
+82,934
| +72% | +$550K |
|
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Israel Englander's Q2 2016 Portfolio in Review
As of Q2 2016, Israel Englander held 3,988 positions worth $43.7B, up 9.2% from $40B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Israel Englander deployed $1.99B of net new capital in Q2 2016, opening 776 new positions and adding to 1,172 existing holdings. Its largest new stake was Amazon: 8,232,420 shares worth $295M.
By sector, the portfolio is most concentrated in Healthcare at 14% of assets, up from 13% a quarter earlier, followed by Energy and Financials.
On the sell side, the largest reduction was Yahoo Inc, an estimated $241M trimmed.
- Israel Englander's largest Q2 2016 buy was Amazon: 8,232,420 shares worth $295M.
- Israel Englander added most to Charter Communications in Q2 2016, an estimated $218M increase.
- Israel Englander's biggest Q2 2016 reduction was Yahoo Inc, cutting an estimated $241M.
- Israel Englander fully exited TIME WARNER CABLE INC NEW COM STK in Q2 2016, selling an estimated $108M.
- Israel Englander's ten largest holdings make up 11% of its $43.7B portfolio in Q2 2016.
- Israel Englander opened 776 new positions and closed 860 in Q2 2016.
- Israel Englander's portfolio value rose 9.2% quarter-over-quarter to $43.7B.
Based on Millennium Management's 13F filing for Q2 2016, filed 15 Aug 2016.