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 | Energy | 13.05% |
| 3 | Financials | 9.97% |
| 4 | Industrials | 8.17% |
| 5 | Consumer Discretionary | 7.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BBRG
2951
DELISTED
Bravo Brio Restaurant Group Inc.
BBRG
| $518K | ﹤0.01% |
+37,236
| New | +$492K |
|
2952
Plains GP Holdings
PAGP
$5.38B
| $517K | ﹤0.01% |
7,559
+2,147
| +40% | +$153K |
|
2953
United Natural Foods
UNFI
$2.88B
| $517K | ﹤0.01% |
6,688
-173,956
| -96% | -$12.3M |
|
|
AEL
2954
DELISTED
American Equity Investment Life Holding Company
AEL
| $517K | ﹤0.01% |
17,700
-156,011
| -90% | -$4.06M |
|
2955
Benchmark Electronics
BHE
$2.58B
| $515K | ﹤0.01% |
20,228
-189,770
| -90% | -$4.46M |
|
2956
Silicom
SILC
$249M
| $514K | ﹤0.01% |
14,593
+2,424
| +20% | +$81K |
|
|
NMBL
2957
PUT
DELISTED
Nimble Storage, Inc.
NMBL
| $514K | ﹤0.01% |
+18,700
| New | +$497K |
|
2958
CALL
Diageo
DEO
$52.7B
| $513K | ﹤0.01% |
+4,500
| New | +$523K |
|
|
AGU
2959
DELISTED
Agrium
AGU
| $513K | ﹤0.01% |
5,421
+113
| +2% | +$10.6K |
|
|
KBAL
2960
DELISTED
Kimball International
KBAL
| $512K | ﹤0.01% |
+56,188
| New | +$605K |
|
2961
CALL
Cal-Maine
CALM
$3.93B
| $511K | ﹤0.01% |
13,100
+7,900
| +152% | +$336K |
|
2962
Vaalco Energy
EGY
$602M
| $510K | ﹤0.01% |
111,772
-26,278
| -19% | -$171K |
|
|
BPY
2963
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
| $510K | ﹤0.01% |
+22,288
| New | +$503K |
|
2964
Enanta Pharmaceuticals
ENTA
$410M
| $509K | ﹤0.01% |
10,000
-46,813
| -82% | -$2.1M |
|
2965
Thomson Reuters
TRI
$45.2B
| $509K | ﹤0.01% |
10,878
-536,413
| -98% | -$23.8M |
|
|
IRE
2966
DELISTED
GOVERNOR-BK OF IRELND ADS NEW
IRE
| $509K | ﹤0.01% |
+33,466
| New | +$520K |
|
2967
TFS Financial
TFSL
$4.99B
| $508K | ﹤0.01% |
+34,132
| New | +$504K |
|
|
ORIT
2968
DELISTED
Oritani Financial Corp. New
ORIT
| $506K | ﹤0.01% |
32,884
-105,420
| -76% | -$1.53M |
|
2969
CALL
NiSource
NI
$19.5B
| $505K | ﹤0.01% |
+30,286
| New | +$493K |
|
|
AFAM
2970
DELISTED
Almost Family Inc
AFAM
| $504K | ﹤0.01% |
+17,400
| New | +$488K |
|
2971
Inovio Pharmaceuticals
INO
$133M
| $502K | ﹤0.01% |
+4,555
| New | +$557K |
|
2972
NovaGold Resources
NG
$4.29B
| $502K | ﹤0.01% |
170,292
+102,292
| +150% | +$288K |
|
|
LOGM
2973
DELISTED
LogMein, Inc.
LOGM
| $502K | ﹤0.01% |
10,178
-54,002
| -84% | -$2.59M |
|
2974
Chemed
CHE
$7.11B
| $501K | ﹤0.01% |
+4,739
| New | +$501K |
|
|
IGTE
2975
DELISTED
IGATE CORPORATION
IGTE
| $501K | ﹤0.01% |
+12,682
| New | +$456K |
|
Similar funds
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 $7.43B 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 Energy and Financials.
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.