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 | |
|---|---|---|---|---|---|---|
701
iShares Core S&P 500 ETF
IVV
$891B
| $16.7M | 0.04% |
80,665
+48,937
| +154% | +$9.91M |
|
702
MetLife
MET
$61.1B
| $16.7M | 0.04% |
345,679
+200,362
| +138% | +$9.52M |
|
703
Range Resources
RRC
$9.64B
| $16.6M | 0.04% |
310,592
-9,878
| -3% | -$638K |
|
|
NE
704
CALL
DELISTED
Noble Corporation
NE
| $16.6M | 0.04% |
100,000
| – | – |
|
705
AGCO
AGCO
$7.71B
| $16.5M | 0.04% |
365,699
+250,646
| +218% | +$11.1M |
|
|
KNGT
706
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
| $16.5M | 0.04% |
490,726
+169,463
| +53% | +$5.7M |
|
|
HAR
707
DELISTED
Harman International Industries
HAR
| $16.5M | 0.03% |
154,492
-120,246
| -44% | -$12.4M |
|
708
FMC
FMC
$1.41B
| $16.4M | 0.03% |
331,532
-581,978
| -64% | -$28.4M |
|
709
AtriCure
ATRC
$2.51B
| $16.4M | 0.03% |
821,114
+393,355
| +92% | +$6.75M |
|
710
Verizon
VZ
$208B
| $16.3M | 0.03% |
349,408
+287,045
| +460% | +$14M |
|
|
VMRK
711
Vivmark Residential
VMRK
$25.5B
| $16.3M | 0.03% |
227,509
+55,189
| +32% | +$3.82M |
|
|
BEE
712
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $16.3M | 0.03% |
+1,233,838
| New | +$15.5M |
|
|
RKT
713
DELISTED
ROCK-TENN COMPANY CL-A
RKT
| $16.3M | 0.03% |
267,593
+30,053
| +13% | +$1.63M |
|
|
INN
714
Summit Hotel Properties
INN
$662M
| $16.2M | 0.03% |
1,303,787
+349,106
| +37% | +$4.05M |
|
|
SBNY
715
DELISTED
Signature Bank
SBNY
| $16.1M | 0.03% |
128,001
-49,689
| -28% | -$5.93M |
|
|
MBLY
716
DELISTED
Mobileye N.V.
MBLY
| $16.1M | 0.03% |
397,308
+376,631
| +1,821% | +$17.7M |
|
|
DRII
717
DELISTED
DIAMOND RESORTS INTL, INC
DRII
| $16.1M | 0.03% |
577,520
+91,577
| +19% | +$2.25M |
|
|
WIBC
718
DELISTED
WILSHIRE BANCORP INC
WIBC
| $16.1M | 0.03% |
1,586,890
+640,854
| +68% | +$6.23M |
|
|
TVTY
719
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $16M | 0.03% |
806,898
+168,419
| +26% | +$2.75M |
|
|
UCB
720
United Community Banks
UCB
$4.27B
| $15.9M | 0.03% |
841,180
-390,815
| -32% | -$6.89M |
|
|
LPT
721
DELISTED
Liberty Property Trust
LPT
| $15.9M | 0.03% |
423,353
+392,402
| +1,268% | +$13.8M |
|
|
DNKN
722
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $15.9M | 0.03% |
+372,755
| New | +$17.1M |
|
723
Alibaba
BABA
$284B
| $15.8M | 0.03% |
151,863
-319,609
| -68% | -$32.8M |
|
724
Vishay Intertechnology
VSH
$4.67B
| $15.8M | 0.03% |
1,114,703
+252,872
| +29% | +$3.47M |
|
|
BTU
725
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
| $15.7M | 0.03% |
+135,068
| New | +$20.1M |
|
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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.