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 |
American Electric Power
AEP
|
+$119M |
| 2 |
PPL
PPL Corp
PPL
|
+$104M |
| 3 |
CMS Energy
CMS
|
+$101M |
| 4 |
Johnson & Johnson
JNJ
|
+$75M |
| 5 |
Home Depot
HD
|
+$71.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Duke Energy
DUK
|
+$125M |
| 2 |
Ameren
AEE
|
+$85.8M |
| 3 |
TWX
Time Warner Inc
TWX
|
+$76.1M |
| 4 |
Starwood Property Trust
STWD
|
+$72.3M |
| 5 |
DFS
Discover Financial Services
DFS
|
+$69.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 33.61% |
| 2 | Energy | 11.48% |
| 3 | Healthcare | 8.5% |
| 4 | Consumer Discretionary | 7.28% |
| 5 | Utilities | 6.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HA
2026
DELISTED
Hawaiian Holdings, Inc.
HA
| $1.12M | ﹤0.01% |
+150,214
| New | +$1.07M |
|
2027
PUT
Workday
WDAY
$48.1B
| $1.12M | ﹤0.01% |
+13,800
| New | +$1.01M |
|
|
SGI
2028
Somnigroup International
SGI
$13.1B
| $1.12M | ﹤0.01% |
101,600
-98,664
| -49% | -$1.02M |
|
2029
First Merchants
FRME
$2.62B
| $1.11M | ﹤0.01% |
64,302
+44,295
| +221% | +$795K |
|
|
AUO
2030
DELISTED
AU Optronics Corp
AUO
| $1.11M | ﹤0.01% |
304,889
+68,265
| +29% | +$250K |
|
|
UTEK
2031
DELISTED
Ultratech Inc.
UTEK
| $1.11M | ﹤0.01% |
+36,697
| New | +$1.12M |
|
2032
Mistras Group
MG
$614M
| $1.11M | ﹤0.01% |
+65,331
| New | +$1.14M |
|
|
EXAM
2033
DELISTED
EXAMWORKS GROUP INC COM STK (DE)
EXAM
| $1.11M | ﹤0.01% |
42,670
-19,639
| -32% | -$460K |
|
2034
PUT
Public Storage
PSA
$58.2B
| $1.11M | ﹤0.01% |
+6,900
| New | +$1.09M |
|
|
XONE
2035
DELISTED
The ExOne Company
XONE
| $1.11M | ﹤0.01% |
+25,985
| New | +$1.63M |
|
2036
Strategic Education
STRA
$1.9B
| $1.1M | ﹤0.01% |
26,604
-1,811
| -6% | -$80.5K |
|
2037
LKQ Corp
LKQ
$6.43B
| $1.1M | ﹤0.01% |
34,634
+5,203
| +18% | +$150K |
|
|
SHLM
2038
DELISTED
Schulman (A.) Inc
SHLM
| $1.1M | ﹤0.01% |
37,434
-3,496
| -9% | -$97.2K |
|
|
CPN
2039
DELISTED
Calpine Corporation
CPN
| $1.1M | ﹤0.01% |
56,761
-235,443
| -81% | -$4.67M |
|
2040
CALL
Five Below
FIVE
$13.7B
| $1.1M | ﹤0.01% |
25,200
+6,200
| +33% | +$249K |
|
|
QIWI
2041
DELISTED
QIWI PLC
QIWI
| $1.1M | ﹤0.01% |
+35,122
| New | +$1.03M |
|
|
ORBK
2042
DELISTED
Orbotech Ltd
ORBK
| $1.1M | ﹤0.01% |
+91,454
| New | +$1.12M |
|
|
PL
2043
DELISTED
PROTECTIVE LIFE CORP
PL
| $1.1M | ﹤0.01% |
25,776
-256,131
| -91% | -$10.9M |
|
|
LNCO
2044
DELISTED
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
| $1.1M | ﹤0.01% |
+37,590
| New | +$1.09M |
|
2045
Magnachip Semiconductor
MX
$118M
| $1.09M | ﹤0.01% |
50,868
+23,664
| +87% | +$476K |
|
2046
PUT
Factset
FDS
$10.9B
| $1.09M | ﹤0.01% |
+10,000
| New | +$1.08M |
|
|
LOGM
2047
DELISTED
LogMein, Inc.
LOGM
| $1.09M | ﹤0.01% |
35,125
-6,462
| -16% | -$191K |
|
|
ESND
2048
DELISTED
Essendant Inc.
ESND
| $1.09M | ﹤0.01% |
25,116
+1,373
| +6% | +$55.9K |
|
|
IIP
2049
DELISTED
INTERNAP NETWORK SERVICES CORPORATION
IIP
| $1.09M | ﹤0.01% |
+156,938
| New | +$1.09M |
|
|
JOYY
2050
JOYY Inc
JOYY
$3.66B
| $1.09M | ﹤0.01% |
+23,290
| New | +$939K |
|
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Israel Englander's Q3 2013 Portfolio in Review
As of Q3 2013, Israel Englander held 3,899 positions worth $31.1B, down 4.8% from $32.6B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Israel Englander's Q3 2013 filing shows 955 new, 1,173 increased, 1,073 reduced and 642 closed positions. Its largest new stake was Johnson & Johnson: 836,108 shares worth $72.5M. The largest sale was Duke Energy, an estimated $125M.
By sector, the portfolio is most concentrated in Miscellaneous at 34% of assets, down from 42% a quarter earlier, followed by Energy and Healthcare.
- Israel Englander's largest Q3 2013 buy was Johnson & Johnson: 836,108 shares worth $72.5M.
- Israel Englander added most to American Electric Power in Q3 2013, an estimated $119M increase.
- Israel Englander's biggest Q3 2013 reduction was Duke Energy, cutting an estimated $125M.
- Israel Englander fully exited BMC SOFTWARE, INC in Q3 2013, selling an estimated $60.2M.
- Israel Englander's ten largest holdings make up 22% of its $31.1B portfolio in Q3 2013.
- Israel Englander opened 955 new positions and closed 642 in Q3 2013.
- Israel Englander's portfolio value fell 4.8% quarter-over-quarter to $31.1B.
Based on Millennium Management's 13F filing for Q3 2013, filed 14 Nov 2013.