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 | |
|---|---|---|---|---|---|---|
|
CIO
3701
DELISTED
City Office REIT
CIO
| $151K | ﹤0.01% |
+11,800
| New | +$154K |
|
|
BLDP
3702
Ballard Power Systems
BLDP
$690M
| $150K | ﹤0.01% |
75,884
+65,347
| +620% | +$160K |
|
|
CUTR
3703
DELISTED
Cutera, Inc.
CUTR
| $150K | ﹤0.01% |
+14,056
| New | +$143K |
|
3704
Western New England Bancorp
WNEB
$278M
| $149K | ﹤0.01% |
20,234
+2,727
| +16% | +$19.6K |
|
3705
PUT
KLA
KLAC
$237B
| $148K | ﹤0.01% |
+21,000
| New | +$155K |
|
|
JMEI
3706
DELISTED
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
| $146K | ﹤0.01% |
+1,070
| New | +$218K |
|
|
REN
3707
DELISTED
Resolute Energy Corporaton
REN
| $145K | ﹤0.01% |
+21,922
| New | +$313K |
|
3708
Agilysys
AGYS
$3.21B
| $144K | ﹤0.01% |
11,465
-7,605
| -40% | -$88.5K |
|
3709
Alphatec Holdings
ATEC
$1.43B
| $144K | ﹤0.01% |
8,511
+1,919
| +29% | +$32.7K |
|
3710
Perion Network
PERI
$385M
| $144K | ﹤0.01% |
10,919
-5,457
| -33% | -$86.9K |
|
|
TSC
3711
DELISTED
TriState Capital Holdings, Inc.
TSC
| $144K | ﹤0.01% |
14,022
-33,952
| -71% | -$336K |
|
3712
PUT
Boston Scientific
BSX
$71B
| $142K | ﹤0.01% |
+10,700
| New | +$137K |
|
3713
Adecoagro
AGRO
$1.62B
| $140K | ﹤0.01% |
17,464
-115,229
| -87% | -$999K |
|
3714
CBIZ
CBZ
$2.96B
| $139K | ﹤0.01% |
16,187
-8,342
| -34% | -$72K |
|
3715
StealthGas
GASS
$358M
| $139K | ﹤0.01% |
+21,996
| New | +$162K |
|
|
SNMX
3716
DELISTED
Senomyx, Inc.
SNMX
| $139K | ﹤0.01% |
23,154
-9,000
| -28% | -$57.8K |
|
|
PRKR
3717
DELISTED
Parkervision Inc
PRKR
| $137K | ﹤0.01% |
+15,061
| New | +$160K |
|
3718
LifeVantage
LFVN
$86.3M
| $136K | ﹤0.01% |
14,976
+2,272
| +18% | +$20.8K |
|
|
TBCH
3719
Turtle Beach Corp
TBCH
$225M
| $135K | ﹤0.01% |
+10,551
| New | +$202K |
|
3720
PUT
Nabors Industries
NBR
$1.31B
| $134K | ﹤0.01% |
+206
| New | +$163K |
|
3721
Lakeland Industries
LAKE
$112M
| $133K | ﹤0.01% |
+14,235
| New | +$176K |
|
|
MFA
3722
MFA Financial
MFA
$904M
| $132K | ﹤0.01% |
4,125
-14,815
| -78% | -$488K |
|
|
APP
3723
DELISTED
AMERICAN APPAREL INC COM
APP
| $132K | ﹤0.01% |
127,883
+29,507
| +30% | +$21.2K |
|
3724
China Automotive Systems
CAAS
$143M
| $131K | ﹤0.01% |
+18,518
| New | +$154K |
|
|
ZAIS
3725
DELISTED
ZAIS Group Holdings, Inc.
ZAIS
| $131K | ﹤0.01% |
+12,585
| New | +$131K |
|
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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 $7.43B 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.