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 |
DuPont de Nemours
DD
|
+$1.55B |
| 2 |
Comcast
CMCSA
|
+$449M |
| 3 |
SLB Ltd
SLB
|
+$298M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$281M |
| 5 |
Qualcomm
QCOM
|
+$228M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ALXN
Alexion Pharmaceuticals
ALXN
|
+$229M |
| 2 |
Sempra
SRE
|
+$192M |
| 3 |
Bausch Health
BHC
|
+$183M |
| 4 |
BNY
Bank of New York Mellon
BNY
|
+$175M |
| 5 |
PepsiCo
PEP
|
+$173M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 12.58% |
| 2 | Miscellaneous | 12.07% |
| 3 | Energy | 11.62% |
| 4 | Consumer Discretionary | 8.89% |
| 5 | Financials | 8.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
OCRX
2001
DELISTED
Ocera Therapeutics, Inc.
OCRX
| $1.74M | ﹤0.01% |
549,045
+32,470
| +6% | +$125K |
|
2002
CALL
Opko Health
OPK
$1.12B
| $1.73M | ﹤0.01% |
206,000
-25,000
| -11% | -$331K |
|
2003
iShares Russell 1000 ETF
IWB
$49.2B
| $1.73M | ﹤0.01% |
16,133
+13,686
| +559% | +$1.55M |
|
2004
World Kinect Corp
WKC
$1.84B
| $1.73M | ﹤0.01% |
48,232
-36,998
| -43% | -$1.54M |
|
2005
Enterprise Financial Services Corp
EFSC
$2.29B
| $1.72M | ﹤0.01% |
68,375
+36,306
| +113% | +$870K |
|
2006
PUT
Steel Dynamics
STLD
$33.7B
| $1.72M | ﹤0.01% |
+100,000
| New | +$1.94M |
|
2007
Andersons Inc
ANDE
$2.18B
| $1.72M | ﹤0.01% |
50,421
-17,599
| -26% | -$631K |
|
|
VLRS
2008
Controladora Vuela Compania de Aviacion
VLRS
$791M
| $1.71M | ﹤0.01% |
114,779
+31,306
| +38% | +$430K |
|
2009
Casey's General Stores
CASY
$28.6B
| $1.71M | ﹤0.01% |
16,584
-15,772
| -49% | -$1.64M |
|
|
ENZ
2010
DELISTED
Enzo Biochem, Inc.
ENZ
| $1.7M | ﹤0.01% |
536,658
-241,026
| -31% | -$731K |
|
|
MKTO
2011
DELISTED
MARKETO INC COM STK (DE)
MKTO
| $1.7M | ﹤0.01% |
59,667
-34,870
| -37% | -$984K |
|
|
CSR
2012
Centerspace
CSR
$885M
| $1.69M | ﹤0.01% |
+21,875
| New | +$1.56M |
|
2013
CALL
Rio Tinto
RIO
$170B
| $1.69M | ﹤0.01% |
+50,000
| New | +$1.87M |
|
|
WWE
2014
PUT
DELISTED
World Wrestling Entertainment
WWE
| $1.69M | ﹤0.01% |
+100,000
| New | +$1.87M |
|
2015
Helios Technologies
HLIO
$2.46B
| $1.69M | ﹤0.01% |
+61,414
| New | +$2.01M |
|
|
SUP
2016
DELISTED
Superior Industries International
SUP
| $1.69M | ﹤0.01% |
90,219
+77,867
| +630% | +$1.43M |
|
2017
Kearny Financial
KRNY
$648M
| $1.68M | ﹤0.01% |
+146,800
| New | +$1.68M |
|
|
TRR
2018
DELISTED
Trc Companies
TRR
| $1.68M | ﹤0.01% |
141,979
+121,833
| +605% | +$1.25M |
|
|
INFO
2019
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $1.68M | ﹤0.01% |
57,750
-402,026
| -87% | -$11.2M |
|
|
HZNP
2020
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $1.68M | ﹤0.01% |
84,510
-259,701
| -75% | -$8.21M |
|
2021
Morningstar
MORN
$8.12B
| $1.67M | ﹤0.01% |
20,855
+8,332
| +67% | +$680K |
|
|
STML
2022
DELISTED
Stemline Therapeutics, Inc.
STML
| $1.67M | ﹤0.01% |
189,480
-159,500
| -46% | -$1.67M |
|
2023
CALL
State Street SPDR S&P Metals & Mining ETF
XME
$4.9B
| $1.67M | ﹤0.01% |
+100,000
| New | +$1.99M |
|
2024
Franco-Nevada
FNV
$52.3B
| $1.67M | ﹤0.01% |
+37,939
| New | +$1.63M |
|
2025
Eaton
ETN
$162B
| $1.67M | ﹤0.01% |
32,533
-351,083
| -92% | -$20.7M |
|
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Israel Englander's Q3 2015 Portfolio in Review
As of Q3 2015, Israel Englander held 4,098 positions worth $51.6B, down 2.3% from $52.9B the previous quarter. Its ten largest holdings account for 14% of the portfolio.
Israel Englander deployed $4.58B of net new capital in Q3 2015, opening 839 new positions and adding to 1,320 existing holdings. Its largest new stake was BP: 4,551,492 shares worth $117M.
By sector, the portfolio is most concentrated in Healthcare at 13% of assets, down from 15% a quarter earlier, followed by Miscellaneous and Energy.
On the sell side, the largest reduction was Alexion Pharmaceuticals, an estimated $229M trimmed.
- Israel Englander's largest Q3 2015 buy was BP: 4,551,492 shares worth $117M.
- Israel Englander added most to DuPont de Nemours in Q3 2015, an estimated $1.55B increase.
- Israel Englander's biggest Q3 2015 reduction was Alexion Pharmaceuticals, cutting an estimated $229M.
- Israel Englander fully exited PepsiCo in Q3 2015, selling an estimated $173M.
- Israel Englander's ten largest holdings make up 14% of its $51.6B portfolio in Q3 2015.
- Israel Englander opened 839 new positions and closed 681 in Q3 2015.
- Israel Englander's portfolio value fell 2.3% quarter-over-quarter to $51.6B.
Based on Millennium Management's 13F filing for Q3 2015, filed 16 Nov 2015.