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 |
PepsiCo
PEP
|
+$192M |
| 2 |
Exelon
EXC
|
+$175M |
| 3 |
APC
Anadarko Petroleum
APC
|
+$152M |
| 4 |
Apple
AAPL
|
+$149M |
| 5 |
FITB
Fifth Third Bancorp
FITB
|
+$108M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Verizon
VZ
|
+$193M |
| 2 |
AGN
Allergan plc
AGN
|
+$142M |
| 3 |
Estee Lauder
EL
|
+$135M |
| 4 |
PPL
PPL Corp
PPL
|
+$119M |
| 5 |
Ralph Lauren
RL
|
+$112M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 14.7% |
| 2 | Healthcare | 12.6% |
| 3 | Utilities | 8.91% |
| 4 | Financials | 8.66% |
| 5 | Technology | 8.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3176
Clear Channel Outdoor Holdings
CCO
$1.2B
| $153K | ﹤0.01% |
18,670
-52,024
| -74% | -$429K |
|
3177
NovaGold Resources
NG
$4.1B
| $152K | ﹤0.01% |
+36,197
| New | +$128K |
|
|
STRP
3178
DELISTED
Straight Path Communications Inc.
STRP
| $152K | ﹤0.01% |
+14,902
| New | +$123K |
|
3179
Goldgroup Mining
GORO
$266M
| $151K | ﹤0.01% |
29,931
+16,706
| +126% | +$76.3K |
|
|
STV
3180
DELISTED
China Digital Tv Hldgs Co Ltd
STV
| $151K | ﹤0.01% |
38,138
-19,998
| -34% | -$59.3K |
|
|
CNH
3181
CNH Industrial
CNH
$18.9B
| $149K | ﹤0.01% |
16,802
-181,961
| -92% | -$1.74M |
|
|
AOI
3182
DELISTED
Alliance One International
AOI
| $149K | ﹤0.01% |
5,956
-2,463
| -29% | -$64.9K |
|
|
MBII
3183
DELISTED
Marrone Bio Innovations, Inc.
MBII
| $147K | ﹤0.01% |
12,635
-16,691
| -57% | -$189K |
|
3184
Calix
CALX
$2.51B
| $145K | ﹤0.01% |
17,733
-59,212
| -77% | -$484K |
|
|
HIVE
3185
DELISTED
Aerohive Networks
HIVE
| $145K | ﹤0.01% |
+17,612
| New | +$172K |
|
3186
Ameriprise Financial
AMP
$49.6B
| $144K | ﹤0.01% |
1,200
-926,849
| -100% | -$104M |
|
|
ASXC
3187
DELISTED
Asensus Surgical, Inc.
ASXC
| $144K | ﹤0.01% |
+2,190
| New | +$126K |
|
3188
Fuel Tech
FTEK
$43.1M
| $143K | ﹤0.01% |
25,396
+1,098
| +5% | +$6.17K |
|
3189
MIND Technology
MIND
$39M
| $143K | ﹤0.01% |
+1,026
| New | +$142K |
|
|
PZE
3190
DELISTED
Petrobras Argentina S A
PZE
| $143K | ﹤0.01% |
21,947
+8,717
| +66% | +$50.5K |
|
3191
Clarus
CLAR
$146M
| $142K | ﹤0.01% |
12,686
-37,838
| -75% | -$421K |
|
3192
Dawson Geophysical
DWSN
$106M
| $142K | ﹤0.01% |
+9,148
| New | +$131K |
|
3193
Green Brick Partners
GRBK
$3.13B
| $142K | ﹤0.01% |
31,624
+12,345
| +64% | +$52K |
|
|
FXEN
3194
DELISTED
FX ENERGY INC
FXEN
| $141K | ﹤0.01% |
39,182
-14,409
| -27% | -$58.6K |
|
|
NVMI
3195
Nova
NVMI
$11.5B
| $140K | ﹤0.01% |
11,693
-26,214
| -69% | -$284K |
|
|
FRGI
3196
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $140K | ﹤0.01% |
3,027
-9,523
| -76% | -$385K |
|
|
HILL
3197
DELISTED
DOT HILL SYSTEMS CORP
HILL
| $140K | ﹤0.01% |
+29,684
| New | +$122K |
|
|
YZC
3198
DELISTED
Yanzhou Coal Mining
YZC
| $140K | ﹤0.01% |
18,729
-21,025
| -53% | -$164K |
|
3199
Aegon
AEG
$13.6B
| $137K | ﹤0.01% |
+22,989
| New | +$138K |
|
3200
Compugen
CGEN
$245M
| $136K | ﹤0.01% |
+15,181
| New | +$137K |
|
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Israel Englander's Q2 2014 Portfolio in Review
As of Q2 2014, Israel Englander held 4,342 positions worth $36.1B, up 4.6% from $34.5B the previous quarter. Its ten largest holdings account for 9.6% of the portfolio.
Israel Englander's Q2 2014 filing shows 944 new, 1,153 increased, 1,195 reduced and 1,005 closed positions. Its largest new stake was PepsiCo: 2,223,276 shares worth $199M. The largest sale was Verizon, an estimated $193M.
By sector, the portfolio is most concentrated in Energy at 15% of assets, up from 13% a quarter earlier, followed by Healthcare and Utilities.
- Israel Englander's largest Q2 2014 buy was PepsiCo: 2,223,276 shares worth $199M.
- Israel Englander added most to Exelon in Q2 2014, an estimated $175M increase.
- Israel Englander's biggest Q2 2014 reduction was Verizon, cutting an estimated $193M.
- Israel Englander fully exited Home Depot in Q2 2014, selling an estimated $108M.
- Israel Englander's ten largest holdings make up 9.6% of its $36.1B portfolio in Q2 2014.
- Israel Englander opened 944 new positions and closed 1,005 in Q2 2014.
- Israel Englander's portfolio value rose 4.6% quarter-over-quarter to $36.1B.
Based on Millennium Management's 13F filing for Q2 2014, filed 14 Aug 2014.