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 | |
|---|---|---|---|---|---|---|
526
CALL
Wolfspeed
WOLF
$1.29B
| $18M | 0.05% |
+360,200
| New | +$17.9M |
|
527
Netflix
NFLX
$333B
| $17.9M | 0.05% |
2,848,580
-4,219,110
| -60% | -$22.8M |
|
528
Arrowhead Research
ARWR
$12.3B
| $17.9M | 0.05% |
1,248,503
-976,672
| -44% | -$12.8M |
|
529
Pacific Biosciences
PACB
$398M
| $17.9M | 0.05% |
2,888,724
-464,812
| -14% | -$2.33M |
|
530
SunCoke Energy
SXC
$816M
| $17.8M | 0.05% |
830,135
+424,654
| +105% | +$8.92M |
|
531
Invesco
IVZ
$14.3B
| $17.8M | 0.05% |
471,616
-211,004
| -31% | -$7.63M |
|
532
Insulet
PODD
$10.1B
| $17.8M | 0.05% |
448,440
-565,939
| -56% | -$21.7M |
|
533
Edgewell Personal Care
EPC
$1.31B
| $17.8M | 0.05% |
196,653
+160,965
| +451% | +$13.2M |
|
|
ULTI
534
DELISTED
Ultimate Software Group Inc
ULTI
| $17.7M | 0.05% |
128,170
+6,482
| +5% | +$824K |
|
535
Chord Energy
CHRD
$7.91B
| $17.7M | 0.05% |
316,339
+7,986
| +3% | +$386K |
|
|
CST
536
DELISTED
CST Brands, Inc.
CST
| $17.6M | 0.05% |
511,430
+163,835
| +47% | +$5.32M |
|
|
ANSS
537
DELISTED
Ansys
ANSS
| $17.6M | 0.05% |
231,857
+137,319
| +145% | +$10.3M |
|
|
BWP
538
CALL
DELISTED
Boardwalk Pipeline Partners
BWP
| $17.6M | 0.05% |
+950,000
| New | +$15.5M |
|
|
CSC
539
DELISTED
Computer Sciences
CSC
| $17.6M | 0.05% |
659,317
-48,350
| -7% | -$1.25M |
|
|
HOUS
540
DELISTED
Anywhere Real Estate
HOUS
| $17.5M | 0.05% |
464,072
+344,328
| +288% | +$13.4M |
|
541
Coca-Cola Europacific Partners
CCEP
$48.6B
| $17.4M | 0.05% |
365,158
+345,376
| +1,746% | +$15.9M |
|
542
Jacobs Solutions
J
$17.7B
| $17.4M | 0.05% |
395,556
+383,892
| +3,291% | +$18.3M |
|
|
AYR
543
DELISTED
Aircastle Ltd
AYR
| $17.4M | 0.05% |
979,703
+877,717
| +861% | +$15.5M |
|
544
WEC Energy
WEC
$35.1B
| $17.4M | 0.05% |
+370,499
| New | +$17.2M |
|
545
Bruker
BRKR
$8.68B
| $17.3M | 0.05% |
713,509
-408,542
| -36% | -$8.87M |
|
546
Roper Technologies
ROP
$41.1B
| $17.3M | 0.05% |
118,445
-42,475
| -26% | -$5.93M |
|
547
AutoNation
AN
$6.45B
| $17.1M | 0.05% |
286,834
-78,379
| -21% | -$4.34M |
|
548
KB Home
KBH
$3.41B
| $17.1M | 0.05% |
916,142
+703,779
| +331% | +$11.8M |
|
549
Landstar System
LSTR
$6.11B
| $17.1M | 0.05% |
267,400
+170,711
| +177% | +$10.7M |
|
|
AMSG
550
DELISTED
Amsurg Corp
AMSG
| $17.1M | 0.05% |
+375,074
| New | +$17.2M |
|
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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.