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 | |
|---|---|---|---|---|---|---|
2276
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
| $2.03M | ﹤0.01% |
25,637
+21,198
| +478% | +$1.69M |
|
2277
Waterstone Financial
WSBF
$379M
| $2.03M | ﹤0.01% |
119,128
-60,059
| -34% | -$1.13M |
|
2278
CGI
GIB
$15.4B
| $2.03M | ﹤0.01% |
37,366
-158,081
| -81% | -$8.41M |
|
|
NE
2279
DELISTED
Noble Corporation
NE
| $2.03M | ﹤0.01% |
449,044
+426,243
| +1,869% | +$1.77M |
|
2280
AerCap
AER
$23.3B
| $2.03M | ﹤0.01% |
38,557
+16,789
| +77% | +$874K |
|
2281
Moody's
MCO
$88.2B
| $2.02M | ﹤0.01% |
+13,674
| New | +$2M |
|
2282
STRATTEC Security
STRT
$280M
| $2.02M | ﹤0.01% |
46,340
-1,846
| -4% | -$80.5K |
|
|
DCOM
2283
DELISTED
Dime Community Bancshares
DCOM
| $2.02M | ﹤0.01% |
96,252
+26,235
| +37% | +$561K |
|
|
CCI.PRA
2284
DELISTED
Crown Castle International Corp. 6.875% Mandatory Convertible Preferred Stock, Series A
CCI.PRA
| $2.02M | ﹤0.01% |
1,779
-155
| -8% | -$172K |
|
2285
EnerSys
ENS
$6.89B
| $2.01M | ﹤0.01% |
28,899
-21,320
| -42% | -$1.46M |
|
|
ANSS
2286
DELISTED
Ansys
ANSS
| $2.01M | ﹤0.01% |
13,606
-24,738
| -65% | -$3.5M |
|
|
B
2287
DELISTED
Barnes Group Inc.
B
| $2M | ﹤0.01% |
31,607
+23,354
| +283% | +$1.55M |
|
2288
Lamar Advertising Co
LAMR
$15.3B
| $1.98M | ﹤0.01% |
26,708
-7,513
| -22% | -$548K |
|
|
SFLY
2289
DELISTED
Shutterfly, Inc.
SFLY
| $1.98M | ﹤0.01% |
39,857
+31,199
| +360% | +$1.41M |
|
2290
Coty
COTY
$2.43B
| $1.98M | ﹤0.01% |
99,649
-1,504,346
| -94% | -$25.7M |
|
2291
IDEX
IEX
$17.2B
| $1.98M | ﹤0.01% |
15,007
-131,673
| -90% | -$16.9M |
|
|
FBC
2292
DELISTED
Flagstar Bancorp, Inc. New
FBC
| $1.98M | ﹤0.01% |
+52,880
| New | +$1.94M |
|
2293
CALL
Nektar Therapeutics
NKTR
$2.55B
| $1.97M | ﹤0.01% |
+2,200
| New | +$1.3M |
|
|
CHMI
2294
Cherry Hill Mortgage Investment Corp
CHMI
$108M
| $1.97M | ﹤0.01% |
109,339
-49,128
| -31% | -$900K |
|
2295
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.83B
| $1.96M | ﹤0.01% |
+27,210
| New | +$1.96M |
|
|
RRD
2296
DELISTED
RR Donnelley & Sons Co.
RRD
| $1.96M | ﹤0.01% |
210,422
+2,089
| +1% | +$19.1K |
|
|
ACC
2297
DELISTED
American Campus Communities, Inc.
ACC
| $1.95M | ﹤0.01% |
47,422
-298,744
| -86% | -$12.8M |
|
2298
Hackett Group
HCKT
$278M
| $1.95M | ﹤0.01% |
123,785
+31,913
| +35% | +$495K |
|
2299
PUT
AT&T
T
$174B
| $1.94M | ﹤0.01% |
+66,200
| New | +$1.81M |
|
|
KND
2300
CALL
DELISTED
Kindred Healthcare
KND
| $1.94M | ﹤0.01% |
200,000
+100,000
| +100% | +$744K |
|
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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.