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 | |
|---|---|---|---|---|---|---|
2001
Haverty Furniture Companies
HVT
$425M
| $2.03M | ﹤0.01% |
83,422
+29,087
| +54% | +$667K |
|
2002
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.7B
| $2.03M | ﹤0.01% |
6,500
+5,000
| +333% | +$1.55M |
|
2003
PUT
United Therapeutics
UTHR
$22.2B
| $2.03M | ﹤0.01% |
+15,000
| New | +$2.27M |
|
|
CHUY
2004
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $2.03M | ﹤0.01% |
+68,051
| New | +$1.99M |
|
2005
Kite Realty
KRG
$5.26B
| $2.02M | ﹤0.01% |
94,107
-366,225
| -80% | -$8.32M |
|
|
CHUBK
2006
DELISTED
CommerceHub, Inc. Series C Common Stock
CHUBK
| $2.02M | ﹤0.01% |
130,044
+62,117
| +91% | +$961K |
|
|
MZTI
2007
The Marzetti Company
MZTI
$3.1B
| $2.02M | ﹤0.01% |
15,672
+7,030
| +81% | +$943K |
|
|
HDSN
2008
Hudson Technologies
HDSN
$223M
| $2.02M | ﹤0.01% |
305,604
+233,977
| +327% | +$1.7M |
|
2009
iShares Preferred and Income Securities ETF
PFF
$13.1B
| $2.02M | ﹤0.01% |
+52,125
| New | +$1.99M |
|
2010
Viavi Solutions
VIAV
$9.57B
| $2.02M | ﹤0.01% |
188,155
-382,176
| -67% | -$3.71M |
|
2011
Brady Corp
BRC
$4.43B
| $2.02M | ﹤0.01% |
52,124
-172,454
| -77% | -$6.49M |
|
|
IXYS
2012
DELISTED
IXYS Corp
IXYS
| $2.01M | ﹤0.01% |
138,054
+40,796
| +42% | +$520K |
|
2013
iShares Russell 1000 ETF
IWB
$48.9B
| $2.01M | ﹤0.01% |
15,291
-11,738
| -43% | -$1.52M |
|
2014
Telkom Indonesia
TLK
$14.5B
| $2.01M | ﹤0.01% |
64,366
+24,561
| +62% | +$726K |
|
2015
Ambev
ABEV
$44.7B
| $2M | ﹤0.01% |
+347,967
| New | +$1.91M |
|
2016
National Fuel Gas
NFG
$7.94B
| $2M | ﹤0.01% |
33,613
-250,376
| -88% | -$14.7M |
|
2017
CAE Inc
CAE
$8.13B
| $2M | ﹤0.01% |
130,520
+104,068
| +393% | +$1.52M |
|
2018
iShares TIPS Bond ETF
TIP
$15.1B
| $2M | ﹤0.01% |
+17,397
| New | +$1.98M |
|
2019
Old Second Bancorp
OSBC
$1.28B
| $1.99M | ﹤0.01% |
177,156
+50,171
| +40% | +$540K |
|
2020
Park-Ohio Holdings
PKOH
$666M
| $1.99M | ﹤0.01% |
55,396
+44,740
| +420% | +$1.85M |
|
|
EXTN
2021
DELISTED
Exterran Corporation
EXTN
| $1.99M | ﹤0.01% |
+63,206
| New | +$1.89M |
|
|
EGLE
2022
DELISTED
Eagle Bulk Shipping Inc.
EGLE
| $1.99M | ﹤0.01% |
+49,883
| New | +$2.05M |
|
2023
ICU Medical
ICUI
$4.49B
| $1.98M | ﹤0.01% |
+12,959
| New | +$1.89M |
|
2024
Helmerich & Payne
HP
$4.14B
| $1.98M | ﹤0.01% |
29,705
-244,922
| -89% | -$17.4M |
|
2025
QCR Holdings
QCRH
$1.65B
| $1.98M | ﹤0.01% |
46,682
+35,481
| +317% | +$1.52M |
|
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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.