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 | |
|---|---|---|---|---|---|---|
476
Avient
AVNT
$4.1B
| $26.4M | 0.06% |
696,199
+181,285
| +35% | +$6.62M |
|
|
RPAI
477
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
| $26.4M | 0.06% |
1,581,395
+878,195
| +125% | +$13.8M |
|
|
LLL
478
DELISTED
L3 Technologies, Inc.
LLL
| $26.4M | 0.06% |
208,802
+116,145
| +125% | +$13.9M |
|
|
QVCGA
479
DELISTED
QVC Group Inc Series A
QVCGA
| $26.3M | 0.06% |
18,402
-22,386
| -55% | -$29.4M |
|
|
INSY
480
DELISTED
Insys Therapeutics, Inc.
INSY
| $26.2M | 0.06% |
1,242,700
-303,092
| -20% | -$5.99M |
|
481
The GEO Group
GEO
$4.31B
| $26.1M | 0.06% |
971,834
+871,233
| +866% | +$22.7M |
|
|
CST
482
DELISTED
CST Brands, Inc.
CST
| $26.1M | 0.06% |
598,051
+29,262
| +5% | +$1.18M |
|
483
Service Corp International
SCI
$11.4B
| $25.9M | 0.06% |
1,142,780
+879,510
| +334% | +$19.3M |
|
484
Masco
MAS
$14.5B
| $25.9M | 0.06% |
1,171,335
-765,690
| -40% | -$15.8M |
|
485
Terex
TEX
$7.6B
| $25.9M | 0.05% |
929,427
+743,579
| +400% | +$21.3M |
|
486
MGM Resorts International
MGM
$11B
| $25.9M | 0.05% |
1,211,557
+367,405
| +44% | +$7.98M |
|
487
Portland General Electric
POR
$5.83B
| $25.9M | 0.05% |
683,867
-224,976
| -25% | -$8.14M |
|
488
Columbia Banking Systems
COLB
$8.72B
| $25.8M | 0.05% |
933,080
+916,977
| +5,694% | +$24.7M |
|
|
SGEN
489
DELISTED
Seagen Inc. Common Stock
SGEN
| $25.7M | 0.05% |
800,479
+689,673
| +622% | +$24M |
|
|
KND
490
DELISTED
Kindred Healthcare
KND
| $25.7M | 0.05% |
1,414,519
+931,711
| +193% | +$18.4M |
|
|
COL
491
DELISTED
Rockwell Collins
COL
| $25.7M | 0.05% |
304,190
+120,146
| +65% | +$9.86M |
|
492
Equity Lifestyle Properties
ELS
$12.7B
| $25.7M | 0.05% |
995,984
-237,920
| -19% | -$5.72M |
|
493
CALL
SM Energy
SM
$8.85B
| $25.6M | 0.05% |
+664,800
| New | +$33.3M |
|
|
SNDK
494
DELISTED
SANDISK CORP
SNDK
| $25.6M | 0.05% |
261,210
+118,043
| +82% | +$11.3M |
|
|
WR
495
DELISTED
Westar Energy Inc
WR
| $25.6M | 0.05% |
620,327
+219,363
| +55% | +$8.37M |
|
|
DST
496
DELISTED
DST Systems Inc.
DST
| $25.5M | 0.05% |
542,354
-186,140
| -26% | -$8.71M |
|
497
Crane NXT
CXT
$2.89B
| $25.5M | 0.05% |
1,249,391
+423,121
| +51% | +$8.77M |
|
|
NYRT
498
DELISTED
New York REIT, Inc.
NYRT
| $25.4M | 0.05% |
+239,923
| New | +$26.1M |
|
|
MJN
499
DELISTED
Mead Johnson Nutrition Company
MJN
| $25.4M | 0.05% |
252,705
+5,472
| +2% | +$545K |
|
|
CVC
500
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
| $25.3M | 0.05% |
1,223,928
+558,938
| +84% | +$10.7M |
|
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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.