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 | |
|---|---|---|---|---|---|---|
2001
CALL
Cemex
CX
$15.8B
| $1.61M | ﹤0.01% |
208,000
| – | – |
|
2002
Ethan Allen Interiors
ETD
$601M
| $1.61M | ﹤0.01% |
43,585
-30,451
| -41% | -$1.02M |
|
|
SOHU
2003
Sohu.com
SOHU
$369M
| $1.61M | ﹤0.01% |
47,387
-16,209
| -25% | -$606K |
|
2004
PUT
DaVita
DVA
$11.5B
| $1.6M | ﹤0.01% |
25,000
| – | – |
|
2005
BlackRock Corporate High Yield Fund
HYT
$1.35B
| $1.6M | ﹤0.01% |
148,098
+133,359
| +905% | +$1.4M |
|
|
DISCK
2006
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $1.6M | ﹤0.01% |
59,847
-108,696
| -64% | -$2.87M |
|
|
BOLD
2007
DELISTED
Audentes Therapeutics, Inc
BOLD
| $1.6M | ﹤0.01% |
+87,755
| New | +$1.52M |
|
2008
Mitek Systems
MITK
$801M
| $1.6M | ﹤0.01% |
+260,491
| New | +$1.7M |
|
2009
Vanguard Dividend Appreciation ETF
VIG
$114B
| $1.6M | ﹤0.01% |
18,802
+13,920
| +285% | +$1.17M |
|
2010
Comtech Telecommunications
CMTL
$52.7M
| $1.6M | ﹤0.01% |
135,144
+122,357
| +957% | +$1.37M |
|
2011
Pricesmart
PSMT
$5.41B
| $1.59M | ﹤0.01% |
+19,093
| New | +$1.68M |
|
|
CYBR
2012
DELISTED
CyberArk
CYBR
| $1.59M | ﹤0.01% |
34,877
-30,360
| -47% | -$1.48M |
|
|
ANCX
2013
DELISTED
Access National Corp
ANCX
| $1.58M | ﹤0.01% |
+57,111
| New | +$1.5M |
|
2014
CALL
Semtech
SMTC
$13.1B
| $1.58M | ﹤0.01% |
+50,000
| New | +$1.4M |
|
2015
PUT
CF Industries
CF
$19B
| $1.57M | ﹤0.01% |
+50,000
| New | +$1.35M |
|
2016
Scotiabank
BNS
$114B
| $1.56M | ﹤0.01% |
+28,113
| New | +$1.53M |
|
2017
Planet Fitness
PLNT
$4.03B
| $1.56M | ﹤0.01% |
77,796
-39,810
| -34% | -$826K |
|
2018
Johnson & Johnson
JNJ
$651B
| $1.55M | ﹤0.01% |
13,500
-654,061
| -98% | -$75.6M |
|
|
FSD
2019
DELISTED
FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
| $1.55M | ﹤0.01% |
+96,642
| New | +$1.51M |
|
2020
Heritage Insurance Holdings
HRTG
$1.02B
| $1.55M | ﹤0.01% |
99,121
-33,575
| -25% | -$468K |
|
2021
iShares MSCI Hong Kong ETF
EWH
$1.26B
| $1.55M | ﹤0.01% |
+79,647
| New | +$1.67M |
|
|
PRMW
2022
DELISTED
Primo Water Corporation
PRMW
| $1.55M | ﹤0.01% |
126,413
+28,536
| +29% | +$367K |
|
2023
Willdan Group
WLDN
$1.31B
| $1.55M | ﹤0.01% |
68,468
+57,265
| +511% | +$1.16M |
|
|
CTT
2024
DELISTED
CATCHMARK TIMBER TRUST, INC.
CTT
| $1.54M | ﹤0.01% |
136,723
+111,834
| +449% | +$1.22M |
|
|
SHYF
2025
DELISTED
The Shyft Group
SHYF
| $1.52M | ﹤0.01% |
164,794
-1,423
| -0.9% | -$12.8K |
|
Similar funds
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.