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 | |
|---|---|---|---|---|---|---|
|
NFX
1551
DELISTED
Newfield Exploration
NFX
| $2.88M | 0.01% |
117,136
-677,521
| -85% | -$19M |
|
1552
Novartis
NVS
$304B
| $2.88M | 0.01% |
+40,012
| New | +$2.78M |
|
|
NTUS
1553
DELISTED
Natus Medical Inc
NTUS
| $2.88M | 0.01% |
127,918
+69,879
| +120% | +$1.35M |
|
1554
Kroger
KR
$35.8B
| $2.88M | 0.01% |
145,512
-1,453,314
| -91% | -$30.1M |
|
|
SWI
1555
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
| $2.88M | 0.01% |
+76,017
| New | +$2.65M |
|
1556
Domino's
DPZ
$11.6B
| $2.87M | 0.01% |
+41,257
| New | +$2.82M |
|
1557
PUT
The Mosaic Company
MOS
$7.72B
| $2.87M | 0.01% |
60,800
+38,900
| +178% | +$1.8M |
|
1558
Green Dot
GDOT
$764M
| $2.87M | 0.01% |
114,098
-15,956
| -12% | -$372K |
|
|
HI
1559
DELISTED
Hillenbrand
HI
| $2.87M | 0.01% |
+97,491
| New | +$2.78M |
|
|
LMNX
1560
DELISTED
Luminex Corp
LMNX
| $2.86M | 0.01% |
147,608
+27,573
| +23% | +$521K |
|
|
AVTA
1561
DELISTED
Avantax, Inc. Common Stock
AVTA
| $2.85M | 0.01% |
97,890
-22,096
| -18% | -$597K |
|
1562
LPL Financial
LPLA
$28.5B
| $2.85M | 0.01% |
60,596
+39,966
| +194% | +$1.68M |
|
|
ACAS
1563
DELISTED
American Capital Ltd
ACAS
| $2.85M | 0.01% |
182,259
+81,109
| +80% | +$1.17M |
|
1564
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
| $2.85M | 0.01% |
+70,133
| New | +$2.69M |
|
|
STMP
1565
DELISTED
Stamps.com, Inc.
STMP
| $2.84M | 0.01% |
+67,552
| New | +$3.02M |
|
|
SEE
1566
CALL
DELISTED
Sealed Air
SEE
| $2.84M | 0.01% |
83,500
-126,000
| -60% | -$3.84M |
|
1567
PUT
American Tower
AMT
$83.2B
| $2.84M | 0.01% |
35,600
+24,700
| +227% | +$1.92M |
|
1568
PUT
GameStop
GME
$8.12B
| $2.84M | 0.01% |
230,800
+156,000
| +209% | +$2M |
|
|
PCH
1569
DELISTED
PotlatchDeltic
PCH
| $2.84M | 0.01% |
68,086
-59,353
| -47% | -$2.4M |
|
1570
East-West Bancorp
EWBC
$17.7B
| $2.84M | 0.01% |
+81,254
| New | +$2.76M |
|
|
FRC
1571
DELISTED
First Republic Bank
FRC
| $2.84M | 0.01% |
+54,199
| New | +$2.72M |
|
|
BLT
1572
DELISTED
BLOUNT INTERNATIONAL (NEW)
BLT
| $2.84M | 0.01% |
195,985
+157,106
| +404% | +$2.09M |
|
1573
CALL
Netflix
NFLX
$342B
| $2.83M | 0.01% |
539,000
-994,000
| -65% | -$4.88M |
|
|
SPWR
1574
CALL
DELISTED
SunPower Corporation Common Stock
SPWR
| $2.83M | 0.01% |
+145,065
| New | +$2.9M |
|
|
AVNR
1575
CALL
DELISTED
AVANIR PHARMACEUTICALS, INC CL A
AVNR
| $2.83M | 0.01% |
+841,200
| New | +$3.47M |
|
Similar funds
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.