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 | |
|---|---|---|---|---|---|---|
1001
Black Hills Corp
BKH
$5.49B
| $9.81M | 0.02% |
185,039
-70,995
| -28% | -$3.74M |
|
|
INFA
1002
CALL
DELISTED
INFORMATICA CORP
INFA
| $9.79M | 0.02% |
256,600
+6,600
| +3% | +$237K |
|
|
LPNT
1003
DELISTED
LifePoint Health, Inc.
LPNT
| $9.78M | 0.02% |
136,018
-116,634
| -46% | -$8.08M |
|
|
INFA
1004
DELISTED
INFORMATICA CORP
INFA
| $9.78M | 0.02% |
256,400
+28,854
| +13% | +$1.04M |
|
|
ULTI
1005
DELISTED
Ultimate Software Group Inc
ULTI
| $9.76M | 0.02% |
+66,475
| New | +$9.64M |
|
1006
Incyte
INCY
$25.9B
| $9.71M | 0.02% |
132,849
+79,950
| +151% | +$5.22M |
|
1007
Cboe Global Markets
CBOE
$32.2B
| $9.7M | 0.02% |
152,913
-181,273
| -54% | -$10.8M |
|
|
SUNE
1008
DELISTED
SUNEDISON, INC COM
SUNE
| $9.64M | 0.02% |
494,144
-569,603
| -54% | -$10.8M |
|
|
NBIS
1009
Nebius Group N.V.
NBIS
$57.3B
| $9.6M | 0.02% |
534,650
+107,836
| +25% | +$2.6M |
|
|
GRMN
1010
Garmin
GRMN
$56.2B
| $9.59M | 0.02% |
181,548
+61,343
| +51% | +$3.33M |
|
1011
Omnicom Group
OMC
$24.4B
| $9.58M | 0.02% |
123,603
+98,534
| +393% | +$7.19M |
|
|
CVG
1012
DELISTED
Convergys
CVG
| $9.56M | 0.02% |
469,360
-350,701
| -43% | -$6.96M |
|
1013
MPLX
MPLX
$59.3B
| $9.55M | 0.02% |
+130,000
| New | +$8.28M |
|
1014
Annaly Capital Management
NLY
$17.5B
| $9.53M | 0.02% |
220,427
+209,303
| +1,882% | +$9.46M |
|
|
VIVO
1015
DELISTED
Meridian Bioscience Inc
VIVO
| $9.52M | 0.02% |
578,583
+270,217
| +88% | +$4.64M |
|
|
CUB
1016
DELISTED
Cubic Corporation
CUB
| $9.48M | 0.02% |
180,185
+174,606
| +3,130% | +$8.58M |
|
1017
SPX Corp
SPXC
$10.1B
| $9.48M | 0.02% |
437,989
+159,816
| +57% | +$3.57M |
|
|
CHS
1018
DELISTED
Chicos FAS, Inc.
CHS
| $9.47M | 0.02% |
584,471
-945,576
| -62% | -$14.5M |
|
|
LHO
1019
DELISTED
LaSalle Hotel Properties
LHO
| $9.46M | 0.02% |
233,720
+205,165
| +718% | +$7.88M |
|
|
BBL
1020
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
| $9.45M | 0.02% |
219,694
+85,533
| +64% | +$4.24M |
|
|
IDTI
1021
DELISTED
Integrated Device Technology I
IDTI
| $9.43M | 0.02% |
+481,173
| New | +$8.28M |
|
1022
Constellation Brands
STZ
$23.5B
| $9.4M | 0.02% |
95,797
+22,158
| +30% | +$2.03M |
|
|
GLOG
1023
DELISTED
GASLOG LTD
GLOG
| $9.39M | 0.02% |
461,205
-120,674
| -21% | -$2.37M |
|
|
SE
1024
DELISTED
Spectra Energy Corp Wi
SE
| $9.38M | 0.02% |
258,432
-82,222
| -24% | -$3.09M |
|
|
SGNT
1025
DELISTED
SAGENT PHARMACEUTICALS INC COM STK (DE)
SGNT
| $9.37M | 0.02% |
373,058
+166,095
| +80% | +$4.87M |
|
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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.