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 | |
|---|---|---|---|---|---|---|
101
CALL
Bristol-Myers Squibb
BMY
$137B
| $56M | 0.18% |
1,052,700
+810,900
| +335% | +$41.3M |
|
102
Chevron
CVX
$403B
| $55.3M | 0.17% |
442,945
+222,705
| +101% | +$26.9M |
|
|
EGN
103
CALL
DELISTED
Energen
EGN
| $55.3M | 0.17% |
+781,600
| New | +$58.8M |
|
104
Viatris
VTRS
$18.7B
| $55.2M | 0.17% |
1,272,213
-815,993
| -39% | -$33.5M |
|
105
Flowers Foods
FLO
$1.47B
| $55.1M | 0.17% |
2,567,508
+305,704
| +14% | +$6.9M |
|
106
Zimmer Biomet
ZBH
$19.3B
| $55M | 0.17% |
608,278
+96,896
| +19% | +$8.38M |
|
|
SLCA
107
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $54.9M | 0.17% |
1,609,265
+585,752
| +57% | +$19.2M |
|
|
WNR
108
DELISTED
Western Refining Inc
WNR
| $53.8M | 0.17% |
1,268,516
-148,537
| -10% | -$5.33M |
|
|
INVX
109
Innovex International
INVX
$2.05B
| $53.5M | 0.17% |
486,770
+4,868
| +1% | +$550K |
|
110
Moody's
MCO
$87.2B
| $53.5M | 0.17% |
681,832
+401,124
| +143% | +$29.4M |
|
111
Church & Dwight Co
CHD
$23.4B
| $52.8M | 0.17% |
1,594,562
+675,764
| +74% | +$21.8M |
|
|
112
Cheniere Energy
LNG
$57.3B
| $52.3M | 0.17% |
1,212,691
-1,815,803
| -60% | -$72.3M |
|
113
Devon Energy
DVN
$54B
| $51.8M | 0.16% |
837,821
+386,984
| +86% | +$23.7M |
|
114
Delta Air Lines
DAL
$54.2B
| $51.7M | 0.16% |
1,882,208
+1,470,137
| +357% | +$39.5M |
|
|
FDO
115
DELISTED
FAMILY DOLLAR STORES
FDO
| $51.7M | 0.16% |
795,160
+39,461
| +5% | +$2.7M |
|
116
CALL
Marathon Petroleum
MPC
$101B
| $51.5M | 0.16% |
+1,122,800
| New | +$43.2M |
|
117
Comcast
CMCSA
$95.3B
| $50.4M | 0.16% |
1,938,726
-832,722
| -30% | -$20.1M |
|
118
Mohawk Industries
MHK
$9.23B
| $50.1M | 0.16% |
336,423
+208,584
| +163% | +$28.5M |
|
119
Baidu
BIDU
$31.6B
| $50M | 0.16% |
281,038
+241,159
| +605% | +$39M |
|
120
PUT
Meta Platforms (Facebook)
META
$1.4T
| $49M | 0.15% |
897,400
-7,500
| -0.8% | -$377K |
|
|
TEG
121
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
| $48.4M | 0.15% |
890,351
+275,031
| +45% | +$15.4M |
|
122
PUT
Cleveland-Cliffs
CLF
$6.43B
| $47.9M | 0.15% |
1,827,100
-233,600
| -11% | -$5.76M |
|
|
SGY
123
DELISTED
Stone Energy
SGY
| $47.4M | 0.15% |
24,111
+2,647
| +12% | +$5.07M |
|
|
STI
124
DELISTED
SunTrust Banks, Inc.
STI
| $47.3M | 0.15% |
+1,286,228
| New | +$44.8M |
|
|
MHR
125
DELISTED
MAGNUM HUNTER RESOURCES CORP (DEL)
MHR
| $47M | 0.15% |
6,427,670
+427,608
| +7% | +$3.02M |
|
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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.