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 |
NextEra Energy
NEE
|
+$122M |
| 2 |
Gilead Sciences
GILD
|
+$122M |
| 3 |
DTE Energy
DTE
|
+$121M |
| 4 |
Ameren
AEE
|
+$118M |
| 5 |
AGN
Allergan plc
AGN
|
+$107M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dominion Energy
D
|
+$125M |
| 2 |
HES
Hess
HES
|
+$101M |
| 3 |
BHI
Baker Hughes
BHI
|
+$84M |
| 4 |
ELN
ELAN CORP ADS(RP1 ORD4IRISH PN
ELN
|
+$79.9M |
| 5 |
Cheniere Energy
LNG
|
+$72.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 12.31% |
| 2 | Energy | 11.61% |
| 3 | Utilities | 8.18% |
| 4 | Financials | 7.58% |
| 5 | Consumer Discretionary | 7.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BKS
2801
DELISTED
Barnes & Noble
BKS
| $431K | ﹤0.01% |
44,017
-297,459
| -87% | -$2.87M |
|
|
FRM
2802
DELISTED
FURMANITE CORPORATION COM
FRM
| $430K | ﹤0.01% |
+40,500
| New | +$429K |
|
2803
CALL
Healthpeak Properties
DOC
$14.9B
| $429K | ﹤0.01% |
12,956
+3,403
| +36% | +$121K |
|
|
CPHD
2804
DELISTED
Cepheid Inc
CPHD
| $429K | ﹤0.01% |
+9,200
| New | +$390K |
|
|
DS
2805
DELISTED
Drive Shack Inc.
DS
| $427K | ﹤0.01% |
82,265
-523,867
| -86% | -$2.63M |
|
2806
News Corp Class B
NWS
$18.8B
| $426K | ﹤0.01% |
23,913
-516,244
| -96% | -$9.01M |
|
2807
Patrick Industries
PATK
$2.69B
| $426K | ﹤0.01% |
49,650
+26,953
| +119% | +$238K |
|
2808
Thermo Fisher Scientific
TMO
$232B
| $426K | ﹤0.01% |
+3,828
| New | +$381K |
|
|
UHT
2809
Universal Health Realty Income Trust
UHT
$580M
| $426K | ﹤0.01% |
+10,638
| New | +$450K |
|
|
HNP
2810
DELISTED
Huaneng Power Intl, Inc.
HNP
| $426K | ﹤0.01% |
11,746
-1,246
| -10% | -$49.3K |
|
|
OKSB
2811
DELISTED
Southwest Bancorp Inc/OK
OKSB
| $426K | ﹤0.01% |
26,754
+3,953
| +17% | +$62.4K |
|
2812
Bright Horizons
BFAM
$3.58B
| $425K | ﹤0.01% |
+11,562
| New | +$415K |
|
2813
iShares Silver Trust
SLV
$33.2B
| $425K | ﹤0.01% |
22,700
-58,394
| -72% | -$1.17M |
|
|
YGE
2814
DELISTED
Yingli Green Energy Holding Comp
YGE
| $425K | ﹤0.01% |
8,410
-84,674
| -91% | -$5.17M |
|
2815
Diageo
DEO
$52.7B
| $424K | ﹤0.01% |
3,200
-21,484
| -87% | -$2.74M |
|
|
BIN
2816
DELISTED
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
| $424K | ﹤0.01% |
17,137
-104,061
| -86% | -$2.69M |
|
2817
PUT
GE Aerospace
GE
$359B
| $423K | ﹤0.01% |
+3,151
| New | +$397K |
|
2818
NETSCOUT
NTCT
$2.77B
| $423K | ﹤0.01% |
14,293
-21,694
| -60% | -$614K |
|
|
AD
2819
Array Digital Infrastructure
AD
$3.1B
| $423K | ﹤0.01% |
+10,109
| New | +$450K |
|
|
ICA
2820
DELISTED
EMPRESAS ICA, S.A. DE C.V. ADS (EA REPTG 4 ORD PART CERT)
ICA
| $423K | ﹤0.01% |
50,116
-8,691
| -15% | -$69K |
|
2821
Clean Energy Fuels
CLNE
$355M
| $421K | ﹤0.01% |
32,709
-11,352
| -26% | -$138K |
|
2822
LendingTree
TREE
$435M
| $421K | ﹤0.01% |
12,825
+3,101
| +32% | +$92.8K |
|
2823
Cavco Industries
CVCO
$4.49B
| $419K | ﹤0.01% |
6,096
-6,198
| -50% | -$378K |
|
2824
PUT
NetApp
NTAP
$36.8B
| $416K | ﹤0.01% |
10,100
-69,800
| -87% | -$2.83M |
|
2825
CALL
SM Energy
SM
$8.54B
| $416K | ﹤0.01% |
+5,000
| New | +$426K |
|
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Israel Englander's Q4 2013 Portfolio in Review
As of Q4 2013, Israel Englander held 4,194 positions worth $31.7B, up 2% from $31.1B the previous quarter. Its ten largest holdings account for 14% of the portfolio.
Israel Englander withdrew a net $1.71B in Q4 2013, closing 788 positions and reducing 1,165 holdings. Its most notable exit was ELAN CORP ADS(RP1 ORD4IRISH PN, an estimated $79.9M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 12% of assets, up from 8.5% a quarter earlier, followed by Energy and Utilities.
Against the trend, Israel Englander opened a new position in Crown Holdings worth $64.3M.
- Israel Englander's largest Q4 2013 buy was Crown Holdings: 1,441,595 shares worth $64.3M.
- Israel Englander added most to NextEra Energy in Q4 2013, an estimated $122M increase.
- Israel Englander's biggest Q4 2013 reduction was Dominion Energy, cutting an estimated $125M.
- Israel Englander fully exited ELAN CORP ADS(RP1 ORD4IRISH PN in Q4 2013, selling an estimated $79.9M.
- Israel Englander's ten largest holdings make up 14% of its $31.7B portfolio in Q4 2013.
- Israel Englander opened 937 new positions and closed 788 in Q4 2013.
- Israel Englander's portfolio value rose 2% quarter-over-quarter to $31.7B.
Based on Millennium Management's 13F filing for Q4 2013, filed 14 Feb 2014.