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 | |
|---|---|---|---|---|---|---|
2026
Maximus
MMS
$3.09B
| $1.3M | ﹤0.01% |
30,206
-222,722
| -88% | -$9.57M |
|
2027
Eagle Bancorp
EGBN
$842M
| $1.3M | ﹤0.01% |
+38,474
| New | +$1.29M |
|
2028
Comfort Systems
FIX
$56.9B
| $1.3M | ﹤0.01% |
81,999
-145,591
| -64% | -$2.28M |
|
|
DCM
2029
DELISTED
NTT DOCOMO, Inc.
DCM
| $1.29M | ﹤0.01% |
75,548
+17,832
| +31% | +$290K |
|
2030
Bright Horizons
BFAM
$3.62B
| $1.29M | ﹤0.01% |
+30,035
| New | +$1.22M |
|
2031
New Oriental
EDU
$9.19B
| $1.29M | ﹤0.01% |
+48,543
| New | +$1.25M |
|
2032
Sixth Street Specialty
TSLX
$1.79B
| $1.29M | ﹤0.01% |
+59,077
| New | +$1.12M |
|
2033
Applied Industrial Technologies
AIT
$12.6B
| $1.29M | ﹤0.01% |
25,399
-10,612
| -29% | -$513K |
|
|
ALEX
2034
DELISTED
Alexander & Baldwin
ALEX
| $1.29M | ﹤0.01% |
+31,055
| New | +$1.22M |
|
2035
Extra Space Storage
EXR
$30.4B
| $1.28M | ﹤0.01% |
24,129
-4,459
| -16% | -$230K |
|
2036
PUT
Merck
MRK
$378B
| $1.28M | ﹤0.01% |
+23,266
| New | +$1.27M |
|
2037
Alnylam Pharmaceuticals
ALNY
$32B
| $1.28M | ﹤0.01% |
20,313
-107,042
| -84% | -$6.36M |
|
|
OME
2038
DELISTED
Omega Protein
OME
| $1.28M | ﹤0.01% |
93,624
+8,927
| +11% | +$117K |
|
|
IPHI
2039
DELISTED
INPHI CORPORATION
IPHI
| $1.28M | ﹤0.01% |
87,134
-6,113
| -7% | -$91.9K |
|
|
POM
2040
DELISTED
PEPCO HOLDINGS, INC.
POM
| $1.28M | ﹤0.01% |
46,450
-70,617
| -60% | -$1.8M |
|
2041
PUT
Factset
FDS
$10.5B
| $1.27M | ﹤0.01% |
10,600
+5,000
| +89% | +$543K |
|
|
ARIA
2042
CALL
DELISTED
Ariad Pharmaceuticals Inc
ARIA
| $1.27M | ﹤0.01% |
+200,000
| New | +$1.38M |
|
2043
Acadia Realty Trust
AKR
$2.89B
| $1.27M | ﹤0.01% |
45,207
-93,320
| -67% | -$2.56M |
|
|
BRSL
2044
PUT
Brightstar Lottery PLC
BRSL
$2.1B
| $1.27M | ﹤0.01% |
+79,700
| New | +$1.08M |
|
2045
Regional Management Corp
RM
$301M
| $1.27M | ﹤0.01% |
81,974
+53,520
| +188% | +$918K |
|
2046
Acacia Research
ACTG
$438M
| $1.27M | ﹤0.01% |
71,339
-111,473
| -61% | -$1.81M |
|
|
CMO
2047
DELISTED
Capstead Mortgage Corp.
CMO
| $1.27M | ﹤0.01% |
96,250
+79,050
| +460% | +$1.03M |
|
2048
Commercial Metals
CMC
$7.57B
| $1.26M | ﹤0.01% |
73,000
-229,330
| -76% | -$4.26M |
|
|
NOR
2049
DELISTED
NORANDA ALUM HLDG CORP COM NEW
NOR
| $1.26M | ﹤0.01% |
51,136
+19,835
| +63% | +$496K |
|
|
CSFL
2050
DELISTED
CenterState Bank Corporation Common Stock
CSFL
| $1.26M | ﹤0.01% |
112,734
+93,625
| +490% | +$1.02M |
|
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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.