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 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$593M |
| 2 |
Abbott
ABT
|
+$259M |
| 3 |
AutoZone
AZO
|
+$204M |
| 4 |
AABA
Altaba Inc
AABA
|
+$186M |
| 5 |
D.R. Horton
DHI
|
+$178M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Honeywell
HON
|
+$215M |
| 2 |
Public Service Enterprise Group
PEG
|
+$211M |
| 3 |
Applied Materials
AMAT
|
+$203M |
| 4 |
Intuitive Surgical
ISRG
|
+$194M |
| 5 |
ConocoPhillips
COP
|
+$192M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 14.49% |
| 2 | Technology | 12.13% |
| 3 | Healthcare | 11.89% |
| 4 | Consumer Discretionary | 11.58% |
| 5 | Industrials | 10.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2151
CALL
Boston Scientific
BSX
$67.6B
| $2.48M | ﹤0.01% |
+100,000
| New | +$2.76M |
|
|
MOFG
2152
DELISTED
MidWestOne Financial Group
MOFG
| $2.48M | ﹤0.01% |
73,948
+5,552
| +8% | +$196K |
|
|
WEB
2153
DELISTED
Web.com Group, Inc.
WEB
| $2.47M | ﹤0.01% |
113,249
-437,833
| -79% | -$10.3M |
|
2154
Darden Restaurants
DRI
$24B
| $2.47M | ﹤0.01% |
25,689
-71,985
| -74% | -$6.08M |
|
|
MDSO
2155
DELISTED
Medidata Solutions, Inc.
MDSO
| $2.47M | ﹤0.01% |
+38,932
| New | +$2.77M |
|
2156
CALL
iShares MSCI Mexico ETF
EWW
$1.79B
| $2.46M | ﹤0.01% |
+50,000
| New | +$2.54M |
|
|
SYKE
2157
DELISTED
SYKES Enterprises Inc
SYKE
| $2.46M | ﹤0.01% |
+78,236
| New | +$2.36M |
|
2158
Graham Holdings Company
GHC
$4.84B
| $2.46M | ﹤0.01% |
+4,402
| New | +$2.49M |
|
2159
OneMain Financial
OMF
$7.35B
| $2.45M | ﹤0.01% |
94,358
-47,073
| -33% | -$1.3M |
|
2160
CALL
Opko Health
OPK
$1.12B
| $2.45M | ﹤0.01% |
+500,000
| New | +$2.9M |
|
2161
CALL
Cinemark Holdings
CNK
$4.24B
| $2.44M | ﹤0.01% |
+70,000
| New | +$2.48M |
|
|
INFI
2162
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
| $2.43M | ﹤0.01% |
1,198,854
+614,806
| +105% | +$1.28M |
|
2163
Lennar Class B
LEN.B
$20.1B
| $2.43M | ﹤0.01% |
49,525
+43,990
| +795% | +$2.03M |
|
|
AT
2164
DELISTED
Atlantic Power Corporation
AT
| $2.43M | ﹤0.01% |
1,034,059
+182,458
| +21% | +$448K |
|
|
SRGA
2165
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
| $2.43M | ﹤0.01% |
19,722
+9,951
| +102% | +$1.37M |
|
|
FBNK
2166
DELISTED
First Connecticut Bancorp, Inc
FBNK
| $2.42M | ﹤0.01% |
92,626
-28,578
| -24% | -$756K |
|
2167
Caesarstone
CSTE
$111M
| $2.42M | ﹤0.01% |
109,860
+11,752
| +12% | +$302K |
|
2168
Vanguard Morningstar Large-Cap ETF
VV
$54.4B
| $2.42M | ﹤0.01% |
19,700
+13,736
| +230% | +$1.64M |
|
2169
PUT
Zimmer Biomet
ZBH
$19B
| $2.41M | ﹤0.01% |
+20,600
| New | +$2.33M |
|
|
EGC
2170
DELISTED
Energy XXI Gulf Coast, Inc. Common Stock
EGC
| $2.41M | ﹤0.01% |
419,525
+264,049
| +170% | +$1.86M |
|
|
WMGI
2171
DELISTED
Wright Medical Group Inc
WMGI
| $2.4M | ﹤0.01% |
108,108
-130,107
| -55% | -$3.21M |
|
2172
La-Z-Boy
LZB
$1.31B
| $2.4M | ﹤0.01% |
76,851
-226,602
| -75% | -$6.54M |
|
|
MOBL
2173
DELISTED
MobileIron, Inc.
MOBL
| $2.4M | ﹤0.01% |
614,291
-83,559
| -12% | -$323K |
|
|
EHIC
2174
DELISTED
eHi Car Services Limited
EHIC
| $2.39M | ﹤0.01% |
206,494
+146,840
| +246% | +$1.64M |
|
|
SAFE
2175
Safehold
SAFE
$1.09B
| $2.38M | ﹤0.01% |
43,349
-322,285
| -88% | -$18.2M |
|
Similar funds
Israel Englander's Q4 2017 Portfolio in Review
As of Q4 2017, Israel Englander held 4,357 positions worth $72.5B, up 10% from $65.6B the previous quarter. Its ten largest holdings account for 6.7% of the portfolio.
Israel Englander deployed $4.49B of net new capital in Q4 2017, opening 897 new positions and adding to 1,473 existing holdings. Its largest new stake was Viatris: 2,905,317 shares worth $123M.
By sector, the portfolio is most concentrated in Financials at 14% of assets, up from 14% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Honeywell, an estimated $215M trimmed.
- Israel Englander's largest Q4 2017 buy was Viatris: 2,905,317 shares worth $123M.
- Israel Englander added most to State Street SPDR S&P 500 ETF Trust in Q4 2017, an estimated $593M increase.
- Israel Englander's biggest Q4 2017 reduction was Honeywell, cutting an estimated $215M.
- Israel Englander fully exited Paychex in Q4 2017, selling an estimated $66.4M.
- Israel Englander's ten largest holdings make up 6.7% of its $72.5B portfolio in Q4 2017.
- Israel Englander opened 897 new positions and closed 601 in Q4 2017.
- Israel Englander's portfolio value rose 10% quarter-over-quarter to $72.5B.
Based on Millennium Management's 13F filing for Q4 2017, filed 14 Feb 2018.