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 |
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
|
+$294M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$293M |
| 3 |
WLL
Whiting Petroleum Corporation
WLL
|
+$213M |
| 4 |
Xcel Energy
XEL
|
+$178M |
| 5 |
McDonald's
MCD
|
+$173M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BHI
Baker Hughes
BHI
|
+$255M |
| 2 |
Exelon
EXC
|
+$209M |
| 3 |
AbbVie
ABBV
|
+$199M |
| 4 |
CenterPoint Energy
CNP
|
+$130M |
| 5 |
American Electric Power
AEP
|
+$124M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 14.56% |
| 2 | Miscellaneous | 13.34% |
| 3 | Energy | 13.05% |
| 4 | Financials | 9.97% |
| 5 | Industrials | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2576
Veeco
VECO
$2.87B
| $874K | ﹤0.01% |
+25,067
| New | +$876K |
|
2577
VanEck Morningstar Wide Moat ETF
MOAT
$12.6B
| $873K | ﹤0.01% |
+28,099
| New | +$880K |
|
2578
CALL
Realty Income
O
$58.5B
| $873K | ﹤0.01% |
+18,886
| New | +$837K |
|
|
BFX
2579
DELISTED
BowFlex Inc.
BFX
| $873K | ﹤0.01% |
57,487
-18,135
| -24% | -$242K |
|
2580
Analog Devices
ADI
$181B
| $872K | ﹤0.01% |
15,700
-43,631
| -74% | -$2.23M |
|
2581
LivePerson
LPSN
$34.4M
| $872K | ﹤0.01% |
4,122
+1,149
| +39% | +$236K |
|
2582
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
| $869K | ﹤0.01% |
+9,555
| New | +$837K |
|
2583
Essential Utilities
WTRG
$11.5B
| $869K | ﹤0.01% |
32,561
-121,578
| -79% | -$3.12M |
|
2584
PUT
Deere & Co
DE
$168B
| $867K | ﹤0.01% |
9,800
+7,300
| +292% | +$631K |
|
2585
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
| $866K | ﹤0.01% |
7,893
+4,701
| +147% | +$529K |
|
|
CBI
2586
CALL
DELISTED
Chicago Bridge & Iron Nv
CBI
| $865K | ﹤0.01% |
20,600
+14,700
| +249% | +$725K |
|
|
KRFT
2587
PUT
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $865K | ﹤0.01% |
+13,800
| New | +$808K |
|
2588
Arcturus Therapeutics
ARCT
$459M
| $863K | ﹤0.01% |
33,043
+18,230
| +123% | +$580K |
|
2589
iShares US Energy ETF
IYE
$1.82B
| $863K | ﹤0.01% |
19,250
+12,892
| +203% | +$608K |
|
2590
Pearson
PSO
$10B
| $862K | ﹤0.01% |
+46,708
| New | +$876K |
|
|
ANV
2591
DELISTED
Allied Nevada Gold Corp
ANV
| $861K | ﹤0.01% |
+990,186
| New | +$1.64M |
|
2592
Commercial Vehicle Group
CVGI
$129M
| $859K | ﹤0.01% |
128,919
+97,516
| +311% | +$627K |
|
2593
PUT
Factset
FDS
$10.8B
| $859K | ﹤0.01% |
6,100
-7,900
| -56% | -$1.05M |
|
2594
GameStop
GME
$8.18B
| $859K | ﹤0.01% |
101,652
-233,940
| -70% | -$2.26M |
|
|
VCRA
2595
DELISTED
VOCERA COMMUNICATIONS, INC.
VCRA
| $859K | ﹤0.01% |
+82,469
| New | +$784K |
|
2596
CALL
Prothena Corp
PRTA
$466M
| $858K | ﹤0.01% |
50,000
-263,100
| -84% | -$5.49M |
|
2597
Grupo Aeroportuario Centro Norte
OMAB
$4.96B
| $857K | ﹤0.01% |
+23,582
| New | +$871K |
|
2598
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.78B
| $855K | ﹤0.01% |
8,477
+2,358
| +39% | +$243K |
|
2599
Coca-Cola Consolidated
COKE
$13B
| $853K | ﹤0.01% |
96,850
+21,600
| +29% | +$186K |
|
2600
iShares Russell 1000 ETF
IWB
$49.3B
| $853K | ﹤0.01% |
+7,437
| New | +$834K |
|
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Israel Englander's Q4 2014 Portfolio in Review
As of Q4 2014, Israel Englander held 4,655 positions worth $47.2B, up 19% from $39.5B the previous quarter. Its ten largest holdings account for 9.1% of the portfolio.
Israel Englander deployed $7.42B of net new capital in Q4 2014, opening 1,009 new positions and adding to 1,528 existing holdings. Its largest new stake was Coca-Cola: 2,223,712 shares worth $93.9M.
By sector, the portfolio is most concentrated in Healthcare at 15% of assets, up from 13% a quarter earlier, followed by Miscellaneous and Energy.
On the sell side, the largest reduction was Baker Hughes, an estimated $255M trimmed.
- Israel Englander's largest Q4 2014 buy was Coca-Cola: 2,223,712 shares worth $93.9M.
- Israel Englander added most to CAMERON INTERNATIONAL CORPORATION in Q4 2014, an estimated $294M increase.
- Israel Englander's biggest Q4 2014 reduction was Baker Hughes, cutting an estimated $255M.
- Israel Englander fully exited COVIDIEN PLC COM SHS NEW (IRELAND) in Q4 2014, selling an estimated $69M.
- Israel Englander's ten largest holdings make up 9.1% of its $47.2B portfolio in Q4 2014.
- Israel Englander opened 1,009 new positions and closed 792 in Q4 2014.
- Israel Englander's portfolio value rose 19% quarter-over-quarter to $47.2B.
Based on Millennium Management's 13F filing for Q4 2014, filed 17 Feb 2015.