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 | |
|---|---|---|---|---|---|---|
1351
Phibro Animal Health
PAHC
$1.43B
| $5.33M | 0.01% |
+168,992
| New | +$4.67M |
|
|
NGD
1352
DELISTED
New Gold Inc
NGD
| $5.33M | 0.01% |
1,239,196
+945,004
| +321% | +$4.04M |
|
|
CPHD
1353
DELISTED
Cepheid Inc
CPHD
| $5.33M | 0.01% |
98,359
-346,170
| -78% | -$17.5M |
|
1354
Chord Energy
CHRD
$7.91B
| $5.32M | 0.01% |
321,604
+81,791
| +34% | +$2.03M |
|
1355
MidCap Financial Investment
MFIC
$801M
| $5.32M | 0.01% |
238,855
-74,410
| -24% | -$1.78M |
|
1356
Arista Networks
ANET
$237B
| $5.32M | 0.01% |
1,399,504
+1,102,944
| +372% | +$5.12M |
|
|
GRA
1357
DELISTED
W.R. Grace & Co.
GRA
| $5.29M | 0.01% |
55,489
+28,074
| +102% | +$2.61M |
|
1358
America Movil
AMX
$71.3B
| $5.26M | 0.01% |
237,131
+157,446
| +198% | +$3.67M |
|
|
AVNR
1359
CALL
DELISTED
AVANIR PHARMACEUTICALS, INC CL A
AVNR
| $5.25M | 0.01% |
+310,000
| New | +$4.36M |
|
1360
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
| $5.23M | 0.01% |
42,772
+8,398
| +24% | +$1.03M |
|
1361
CALL
Enterprise Products Partners
EPD
$82.8B
| $5.23M | 0.01% |
+144,800
| New | +$5.35M |
|
1362
Rush Enterprises Class A
RUSHA
$8.53B
| $5.23M | 0.01% |
+367,182
| New | +$5.63M |
|
1363
Berkshire Hathaway Class B
BRK.B
$1.08T
| $5.22M | 0.01% |
34,751
+32,651
| +1,555% | +$4.71M |
|
|
VRN
1364
DELISTED
Veren
VRN
| $5.22M | 0.01% |
237,611
+186,798
| +368% | +$5.09M |
|
1365
FuelCell Energy
FCEL
$1.5B
| $5.21M | 0.01% |
783
+300
| +62% | +$2.29M |
|
1366
PUT
Alibaba
BABA
$284B
| $5.2M | 0.01% |
+50,000
| New | +$5.13M |
|
1367
Vanguard Morningstar Value ETF
VTV
$194B
| $5.19M | 0.01% |
61,420
+48,423
| +373% | +$4M |
|
|
SYA
1368
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
| $5.19M | 0.01% |
225,005
+105,416
| +88% | +$2.4M |
|
1369
UnitedHealth
UNH
$358B
| $5.18M | 0.01% |
51,200
+45,689
| +829% | +$4.33M |
|
1370
Amkor Technology
AMKR
$11.9B
| $5.16M | 0.01% |
726,647
-205,751
| -22% | -$1.43M |
|
1371
Criteo S.A.
CRTO
$837M
| $5.15M | 0.01% |
127,435
+110,142
| +637% | +$3.93M |
|
|
XOMA
1372
DELISTED
Xoma
XOMA
| $5.14M | 0.01% |
71,578
+55,477
| +345% | +$4.75M |
|
|
ALOG
1373
DELISTED
Analogic Corp
ALOG
| $5.14M | 0.01% |
60,738
-95,205
| -61% | -$7.14M |
|
|
UNTD
1374
DELISTED
UNITED ONLINE INC COM NEW
UNTD
| $5.13M | 0.01% |
352,901
-74,911
| -18% | -$942K |
|
|
RXDX
1375
DELISTED
Ignyta, Inc.
RXDX
| $5.13M | 0.01% |
748,770
-48,100
| -6% | -$327K |
|
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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.