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Israel Englander Millennium Management

AUM $276B
1-Year Est. Return 44.8%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+9.91%
1 Year Est. Return
+44.8%
3 Year Est. Return
+127.22%
5 Year Est. Return
+155.52%
10 Year Est. Return
+768.06%
AUM
$31.7B
AUM Growth
+$633M
Cap. Flow
-$1.71B
Cap. Flow %
-5.4%
Top 10 Hldgs %
14.3%
Holding
4,194
New
937
Increased
1,261
Reduced
1,165
Closed
788

Top Buys

Rank Stock Value
1
NEE icon
NextEra Energy
NEE
+$122M
2
GILD icon
Gilead Sciences
GILD
+$122M
3
DTE icon
DTE Energy
DTE
+$121M
4
AEE icon
Ameren
AEE
+$118M
5
AGN
Allergan plc
AGN
+$107M

Top Sells

Rank Stock Value
1
D icon
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
LNG icon
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
SKM icon
3726
SK Telecom
SKM
$15.5B
– –
-58,137
Closed -$2.17M
SLG icon
3727
SL Green Realty
SLG
$4.07B
– –
-29,490
Closed -$2.54M
SLG icon
3728
PUT
SL Green Realty
SLG
$4.07B
– –
-2,376
Closed -$204K
SNX icon
3729
CALL
TD Synnex
SNX
$20B
– –
-11,600
Closed -$356K
SNX icon
3730
PUT
TD Synnex
SNX
$20B
– –
-16,800
Closed -$516K
SO icon
3731
Southern Company
SO
$102B
– –
-83,730
Closed -$3.46M
SO icon
3732
PUT
Southern Company
SO
$102B
– –
-15,600
Closed -$642K
SOHU
3733
Sohu.com
SOHU
$372M
– –
-269,930
Closed -$21.3M
SOL
3734
DELISTED
Emeren Group
SOL
– –
-99,838
Closed -$2.49M
SON icon
3735
PUT
Sonoco
SON
$5.88B
– –
-7,800
Closed -$304K
SPB icon
3736
PUT
Spectrum Brands
SPB
$2B
– –
-3,600
Closed -$237K
SPNT icon
3737
SiriusPoint
SPNT
$2.74B
– –
-125,575
Closed -$1.82M
SRE icon
3738
CALL
Sempra
SRE
$54.2B
– –
-6,400
Closed -$274K
SRE icon
3739
PUT
Sempra
SRE
$54.2B
– –
-11,400
Closed -$488K
SRPT icon
3740
Sarepta Therapeutics
SRPT
$1.98B
– –
-138,530
Closed -$4.12M
SSNC icon
3741
SS&C Technologies
SSNC
$19.5B
– –
-57,172
Closed -$1.09M
STAA icon
3742
STAAR Surgical
STAA
$1.16B
– –
-14,721
Closed -$199K
STKL
3743
DELISTED
SunOpta
STKL
– –
-53,643
Closed -$521K
STLD icon
3744
CALL
Steel Dynamics
STLD
$32.8B
– –
-500,000
Closed -$8.36M
STM icon
3745
STMicroelectronics
STM
$45.1B
– –
-2,523
Closed -$23K
SUI icon
3746
Sun Communities
SUI
$14.8B
– –
-27,217
Closed -$1.16M
SUP
3747
DELISTED
Superior Industries International
SUP
– –
-14,399
Closed -$257K
SVRA icon
3748
Savara
SVRA
$1.15B
– –
-41,429
Closed -$1.27M
SWBI icon
3749
Smith & Wesson
SWBI
$632M
– –
-879,977
Closed -$7.43M
SWX icon
3750
Southwest Gas
SWX
$6.44B
– –
-6,487
Closed -$324K
148 149
150
151 152

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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.