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 | |
|---|---|---|---|---|---|---|
2001
CALL
Intuitive Surgical
ISRG
$131B
| $1.36M | ﹤0.01% |
29,700
-33,300
| -53% | -$1.47M |
|
2002
Achieve Life Sciences
ACHV
$851M
| $1.36M | ﹤0.01% |
165
+129
| +358% | +$1.58M |
|
2003
DNOW Inc
DNOW
$2.89B
| $1.35M | ﹤0.01% |
+37,247
| New | +$1.28M |
|
2004
Hecla Mining
HL
$13.9B
| $1.35M | ﹤0.01% |
390,024
+297,876
| +323% | +$914K |
|
|
SGYP
2005
DELISTED
Synergy Pharmaceuticals, Inc Common Stock
SGYP
| $1.35M | ﹤0.01% |
330,690
+246,685
| +294% | +$1.05M |
|
2006
Atlantic Union Bankshares
AUB
$5.81B
| $1.34M | ﹤0.01% |
52,427
+35,981
| +219% | +$912K |
|
2007
Gran Tierra Energy
GTE
$357M
| $1.34M | ﹤0.01% |
16,513
+14,683
| +802% | +$1.08M |
|
|
TNGO
2008
DELISTED
Tangoe, Inc.
TNGO
| $1.33M | ﹤0.01% |
88,670
+63,670
| +255% | +$986K |
|
2009
Federated Hermes
FHI
$4.86B
| $1.33M | ﹤0.01% |
42,870
-267,189
| -86% | -$7.77M |
|
|
BRSL
2010
Brightstar Lottery PLC
BRSL
$2.1B
| $1.33M | ﹤0.01% |
+83,346
| New | +$1.13M |
|
|
ZEN
2011
DELISTED
ZENDESK INC
ZEN
| $1.32M | ﹤0.01% |
+76,194
| New | +$1.28M |
|
2012
Universal Corp
UVV
$1.16B
| $1.32M | ﹤0.01% |
23,879
-9,020
| -27% | -$491K |
|
|
RUTH
2013
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $1.32M | ﹤0.01% |
107,023
-79,566
| -43% | -$978K |
|
2014
TriMas Corp
TRS
$1.44B
| $1.32M | ﹤0.01% |
43,481
-444
| -1% | -$12.4K |
|
|
AUQ
2015
DELISTED
AURICO GOLD INC COM
AUQ
| $1.32M | ﹤0.01% |
310,200
+293,483
| +1,756% | +$1.19M |
|
2016
BlackRock TCP Capital
TCPC
$347M
| $1.32M | ﹤0.01% |
72,264
-375,873
| -84% | -$6.32M |
|
2017
PUT
Cooper Companies
COO
$14.2B
| $1.31M | ﹤0.01% |
38,800
+25,600
| +194% | +$846K |
|
2018
Genuine Parts
GPC
$19.2B
| $1.31M | ﹤0.01% |
14,876
+6,476
| +77% | +$557K |
|
2019
Quaker Houghton
KWR
$2.83B
| $1.31M | ﹤0.01% |
17,006
+11,012
| +184% | +$837K |
|
2020
Patrick Industries
PATK
$2.69B
| $1.31M | ﹤0.01% |
+94,611
| New | +$1.14M |
|
2021
PUT
Target
TGT
$74.5B
| $1.3M | ﹤0.01% |
22,500
-104,500
| -82% | -$6.15M |
|
|
EJ
2022
DELISTED
E HOUSE (CHINA) HOLDINGS LIMITED
EJ
| $1.3M | ﹤0.01% |
162,398
+8,711
| +6% | +$76.5K |
|
|
IDIX
2023
DELISTED
IDENIX PHARMACEUTICALS INC
IDIX
| $1.3M | ﹤0.01% |
+54,100
| New | +$564K |
|
|
N
2024
DELISTED
Netsuite Inc
N
| $1.3M | ﹤0.01% |
15,000
-33,754
| -69% | -$2.72M |
|
2025
iShares MSCI EAFE ETF
EFA
$80B
| $1.3M | ﹤0.01% |
19,023
+2,745
| +17% | +$188K |
|
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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.