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 | Miscellaneous | 24.69% |
| 2 | Healthcare | 12.31% |
| 3 | Energy | 11.61% |
| 4 | Utilities | 8.18% |
| 5 | Financials | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HSP
2076
DELISTED
HOSPIRA INC
HSP
| $1.35M | ﹤0.01% |
32,802
-272,467
| -89% | -$11M |
|
2077
CALL
Newmont
NEM
$141B
| $1.35M | ﹤0.01% |
58,700
-80,100
| -58% | -$2.06M |
|
2078
Acadia Realty Trust
AKR
$2.88B
| $1.35M | ﹤0.01% |
+54,413
| New | +$1.41M |
|
2079
CALL
O'Reilly Automotive
ORLY
$71.1B
| $1.35M | ﹤0.01% |
157,500
+7,500
| +5% | +$63.2K |
|
2080
iShares Russell 2000 Value ETF
IWN
$14.7B
| $1.35M | ﹤0.01% |
13,553
+125
| +0.9% | +$11.9K |
|
2081
WisdomTree
WT
$3.85B
| $1.34M | ﹤0.01% |
75,904
-341,084
| -82% | -$4.85M |
|
2082
Brixmor Property Group
BRX
$8.97B
| $1.34M | ﹤0.01% |
+66,048
| New | +$1.33M |
|
2083
Boston Properties
BXP
$11.2B
| $1.34M | ﹤0.01% |
13,372
-1,328
| -9% | -$137K |
|
|
ARRS
2084
DELISTED
ARRIS International plc Ordinary Shares
ARRS
| $1.34M | ﹤0.01% |
54,991
-69,166
| -56% | -$1.32M |
|
|
DGIT
2085
DELISTED
DIGITAL GENERATION INC COM STK (DE)
DGIT
| $1.33M | ﹤0.01% |
104,693
-74,527
| -42% | -$919K |
|
2086
Primoris Services
PRIM
$4.13B
| $1.33M | ﹤0.01% |
42,754
+29,454
| +221% | +$807K |
|
2087
AngloGold Ashanti
AU
$60.2B
| $1.33M | ﹤0.01% |
113,313
-78,973
| -41% | -$1.08M |
|
|
BLUE
2088
DELISTED
bluebird bio
BLUE
| $1.33M | ﹤0.01% |
4,884
-134
| -3% | -$37.4K |
|
|
JIVE
2089
DELISTED
Jive Software, Inc.
JIVE
| $1.32M | ﹤0.01% |
117,812
+4,985
| +4% | +$56.2K |
|
|
DNB
2090
DELISTED
Dun & Bradstreet
DNB
| $1.32M | ﹤0.01% |
+10,785
| New | +$1.21M |
|
|
SYKE
2091
DELISTED
SYKES Enterprises Inc
SYKE
| $1.32M | ﹤0.01% |
+60,502
| New | +$1.21M |
|
2092
Ribbon Communications
RBBN
$363M
| $1.32M | ﹤0.01% |
83,630
-38,363
| -31% | -$592K |
|
2093
Kforce
KFRC
$1.02B
| $1.32M | ﹤0.01% |
+64,300
| New | +$1.24M |
|
|
SNDK
2094
DELISTED
SANDISK CORP
SNDK
| $1.31M | ﹤0.01% |
18,629
-13,671
| -42% | -$921K |
|
2095
Hilton Worldwide
HLT
$73.8B
| $1.31M | ﹤0.01% |
+19,666
| New | +$1.29M |
|
2096
Haverty Furniture Companies
HVT
$428M
| $1.31M | ﹤0.01% |
41,909
-11,302
| -21% | -$312K |
|
|
ANDX
2097
DELISTED
Andeavor Logistics LP
ANDX
| $1.31M | ﹤0.01% |
+25,000
| New | +$1.33M |
|
|
FIO
2098
CALL
DELISTED
FUSION-IO INC COM
FIO
| $1.31M | ﹤0.01% |
146,700
-100
| -0.1% | -$1.08K |
|
2099
AMERISAFE
AMSF
$482M
| $1.31M | ﹤0.01% |
+30,930
| New | +$1.24M |
|
2100
Insight Enterprises
NSIT
$4.55B
| $1.3M | ﹤0.01% |
57,326
+15,328
| +36% | +$336K |
|
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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 deployed $1.28B of net new capital in Q4 2013, opening 937 new positions and adding to 1,261 existing holdings. Its largest new stake was Crown Holdings: 1,441,595 shares worth $64.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 25% of assets, down from 34% a quarter earlier, followed by Healthcare and Energy.
On the sell side, the largest reduction was Dominion Energy, an estimated $125M trimmed.
- 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.