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 | |
|---|---|---|---|---|---|---|
1076
Fidelity National Financial
FNF
$12.7B
| $8.78M | 0.02% |
367,180
+332,361
| +955% | +$7.06M |
|
|
PSB
1077
DELISTED
PS Business Parks, Inc.
PSB
| $8.77M | 0.02% |
110,198
-19,459
| -15% | -$1.57M |
|
1078
CALL
AstraZeneca
AZN
$259B
| $8.76M | 0.02% |
124,500
-28,300
| -19% | -$2.03M |
|
1079
J.M. Smucker
SJM
$13.5B
| $8.76M | 0.02% |
86,762
+50,744
| +141% | +$5.14M |
|
1080
Rexford Industrial Realty
REXR
$8.4B
| $8.74M | 0.02% |
556,477
+231,111
| +71% | +$3.48M |
|
|
SPLK
1081
DELISTED
Splunk Inc
SPLK
| $8.74M | 0.02% |
148,223
+99,569
| +205% | +$6.11M |
|
1082
Cheesecake Factory
CAKE
$5.7B
| $8.72M | 0.02% |
+173,354
| New | +$8.19M |
|
1083
Northern Trust
NTRS
$34.2B
| $8.7M | 0.02% |
129,038
-248,000
| -66% | -$16.5M |
|
1084
Crocs
CROX
$6.03B
| $8.69M | 0.02% |
695,590
-40,643
| -6% | -$503K |
|
1085
Cenovus Energy
CVE
$59.3B
| $8.69M | 0.02% |
421,317
-214,299
| -34% | -$4.94M |
|
|
HMSY
1086
DELISTED
HMS Holdings Corp.
HMSY
| $8.65M | 0.02% |
409,134
-375,502
| -48% | -$7.86M |
|
1087
California Water Service
CWT
$3.14B
| $8.59M | 0.02% |
348,823
+317,199
| +1,003% | +$7.77M |
|
1088
QuidelOrtho
QDEL
$994M
| $8.58M | 0.02% |
+296,828
| New | +$8.04M |
|
|
CCC
1089
DELISTED
Calgon Carbon Corp
CCC
| $8.55M | 0.02% |
411,527
+202,235
| +97% | +$4.1M |
|
1090
Evertec
EVTC
$1.77B
| $8.55M | 0.02% |
386,368
+17,457
| +5% | +$383K |
|
1091
Aecom
ACM
$8.36B
| $8.54M | 0.02% |
281,377
+207,929
| +283% | +$6.49M |
|
|
PCH
1092
DELISTED
PotlatchDeltic
PCH
| $8.53M | 0.02% |
203,790
+144,691
| +245% | +$6.09M |
|
1093
Regency Centers
REG
$14B
| $8.5M | 0.02% |
133,341
+68,862
| +107% | +$4.16M |
|
|
COR
1094
DELISTED
Coresite Realty Corporation
COR
| $8.48M | 0.02% |
217,215
+45,160
| +26% | +$1.67M |
|
1095
CALL
Coca-Cola
KO
$396B
| $8.46M | 0.02% |
200,400
-44,200
| -18% | -$1.89M |
|
|
NUVA
1096
DELISTED
NuVasive, Inc.
NUVA
| $8.46M | 0.02% |
179,314
-83,824
| -32% | -$3.49M |
|
1097
Maximus
MMS
$3.05B
| $8.43M | 0.02% |
153,710
-110,685
| -42% | -$5.38M |
|
|
1098
CALL
AbbVie
ABBV
$467B
| $8.4M | 0.02% |
200,000
+133,900
| +203% | +$8.44M |
|
1099
First Industrial Realty Trust
FR
$8.41B
| $8.39M | 0.02% |
408,181
-423,433
| -51% | -$8.15M |
|
1100
Walmart Inc
WMT
$847B
| $8.39M | 0.02% |
293,100
+237,528
| +427% | +$6.42M |
|
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.