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 | Healthcare | 12.31% |
| 2 | Energy | 11.61% |
| 3 | Utilities | 8.18% |
| 4 | Financials | 7.58% |
| 5 | Consumer Discretionary | 7.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MACK
2251
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
| $1.04M | ﹤0.01% |
24,867
+731
| +3% | +$21.2K |
|
|
GTIV
2252
DELISTED
GENTIVA HEALTH SERVICES INC
GTIV
| $1.04M | ﹤0.01% |
83,984
-95,540
| -53% | -$1.15M |
|
2253
CALL
Oil States International
OIS
$496M
| $1.04M | ﹤0.01% |
17,850
-31,675
| -64% | -$1.9M |
|
|
SWH
2254
DELISTED
Stanley Black & Decker, Inc.
SWH
| $1.03M | ﹤0.01% |
+10,000
| New | +$1.03M |
|
|
TEN
2255
Tsakos Energy Navigation Ltd
TEN
$1.21B
| $1.03M | ﹤0.01% |
34,324
+18,215
| +113% | +$474K |
|
2256
WD-40
WDFC
$2.91B
| $1.03M | ﹤0.01% |
13,793
+9,107
| +194% | +$650K |
|
|
NES
2257
DELISTED
NUVERRA ENVIRONMENTAL INC NEW COM STK (DE)
NES
| $1.03M | ﹤0.01% |
61,338
+54,750
| +831% | +$1.05M |
|
|
JOSB
2258
CALL
DELISTED
JOS A BANK CLOTHIERS INC
JOSB
| $1.03M | ﹤0.01% |
+18,800
| New | +$964K |
|
2259
CALL
State Street SPDR S&P Homebuilders ETF
XHB
$1.42B
| $1.03M | ﹤0.01% |
30,900
-44,100
| -59% | -$1.37M |
|
2260
CALL
Cooper Companies
COO
$14.1B
| $1.03M | ﹤0.01% |
33,200
+18,400
| +124% | +$587K |
|
|
CVG
2261
DELISTED
Convergys
CVG
| $1.02M | ﹤0.01% |
48,684
-23,197
| -32% | -$462K |
|
2262
CALL
Best Buy
BBY
$18.4B
| $1.02M | ﹤0.01% |
25,600
-49,500
| -66% | -$2.03M |
|
|
SCMP
2263
DELISTED
Sucampo Pharmaceuticals, Inc.
SCMP
| $1.02M | ﹤0.01% |
108,669
+57,024
| +110% | +$407K |
|
|
WFM
2264
DELISTED
Whole Foods Market Inc
WFM
| $1.02M | ﹤0.01% |
+17,658
| New | +$1.05M |
|
2265
CALL
Pultegroup
PHM
$24.9B
| $1.02M | ﹤0.01% |
50,000
-60,000
| -55% | -$1.06M |
|
2266
MarineMax
HZO
$1.15B
| $1.02M | ﹤0.01% |
+63,225
| New | +$954K |
|
2267
Greif
GEF
$4.87B
| $1.02M | ﹤0.01% |
19,398
-38,659
| -67% | -$2.03M |
|
|
RST
2268
DELISTED
ROSETTA STONE INC
RST
| $1.02M | ﹤0.01% |
83,160
+42,748
| +106% | +$584K |
|
2269
ON Semiconductor
ON
$28.5B
| $1.01M | ﹤0.01% |
123,051
-752,253
| -86% | -$5.49M |
|
2270
Asia Pacific Wire & Cable
APWC
$58.6M
| $1.01M | ﹤0.01% |
304,161
| – | – |
|
2271
Motorola Solutions
MSI
$80.9B
| $1.01M | ﹤0.01% |
+15,000
| New | +$956K |
|
|
JCP
2272
PUT
DELISTED
J.C. Penney Company, Inc.
JCP
| $1.01M | ﹤0.01% |
110,600
| – | – |
|
2273
Stratasys
SSYS
$698M
| $1.01M | ﹤0.01% |
+7,500
| New | +$867K |
|
2274
CALL
HCA Healthcare
HCA
$92.4B
| $1.01M | ﹤0.01% |
21,100
+1,400
| +7% | +$64.7K |
|
|
WIFI
2275
DELISTED
Boingo Wireless, Inc.
WIFI
| $1.01M | ﹤0.01% |
157,143
+11,143
| +8% | +$74.3K |
|
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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 withdrew a net $1.71B in Q4 2013, closing 788 positions and reducing 1,165 holdings. Its most notable exit was ELAN CORP ADS(RP1 ORD4IRISH PN, an estimated $79.9M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 12% of assets, up from 8.5% a quarter earlier, followed by Energy and Utilities.
Against the trend, Israel Englander opened a new position in Crown Holdings worth $64.3M.
- 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.