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 |
American Electric Power
AEP
|
+$300M |
| 2 |
NBL
Noble Energy, Inc.
NBL
|
+$274M |
| 3 |
DTE Energy
DTE
|
+$243M |
| 4 |
Teva Pharmaceuticals
TEVA
|
+$215M |
| 5 |
Ameren
AEE
|
+$214M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$231M |
| 2 |
Dominion Energy
D
|
+$185M |
| 3 |
Hilton Worldwide
HLT
|
+$157M |
| 4 |
Microsoft
MSFT
|
+$155M |
| 5 |
CSX Corp
CSX
|
+$135M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 15.88% |
| 2 | Energy | 11.87% |
| 3 | Financials | 9.18% |
| 4 | Consumer Discretionary | 8.98% |
| 5 | Industrials | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1351
Lincoln National
LNC
$8.16B
| $5.61M | 0.01% |
97,621
-240,132
| -71% | -$13.4M |
|
1352
BHP
BHP
$251B
| $5.61M | 0.01% |
142,651
-548,679
| -79% | -$22.3M |
|
|
FOE
1353
DELISTED
Ferro Corporation
FOE
| $5.57M | 0.01% |
443,839
+184,385
| +71% | +$2.26M |
|
1354
Enbridge
ENB
$109B
| $5.57M | 0.01% |
+114,819
| New | +$5.52M |
|
1355
Rithm Capital
RITM
$5.68B
| $5.57M | 0.01% |
370,458
-202,650
| -35% | -$2.8M |
|
|
SYKE
1356
DELISTED
SYKES Enterprises Inc
SYKE
| $5.56M | 0.01% |
223,696
+120,026
| +116% | +$2.82M |
|
|
CAVM
1357
DELISTED
Cavium, Inc.
CAVM
| $5.56M | 0.01% |
78,457
-138,856
| -64% | -$9.01M |
|
|
CDK
1358
DELISTED
CDK Global, Inc.
CDK
| $5.55M | 0.01% |
118,611
-22,672
| -16% | -$1.03M |
|
|
IM
1359
DELISTED
Ingram Micro
IM
| $5.53M | 0.01% |
220,194
-291,916
| -57% | -$7.43M |
|
|
MR
1360
DELISTED
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
| $5.52M | 0.01% |
201,973
-204,899
| -50% | -$5.64M |
|
1361
W&T Offshore
WTI
$543M
| $5.51M | 0.01% |
1,079,072
+777,405
| +258% | +$4.51M |
|
1362
Vince Holding Corp
VNCE
$78.8M
| $5.5M | 0.01% |
29,652
+10,191
| +52% | +$2.28M |
|
1363
Huntington Ingalls Industries
HII
$11.5B
| $5.5M | 0.01% |
39,208
-63,599
| -62% | -$8.19M |
|
|
SPIL
1364
DELISTED
Siliconware Precision Industries Co Ltd
SPIL
| $5.48M | 0.01% |
+669,710
| New | +$5.67M |
|
|
HW
1365
DELISTED
Headwaters Inc
HW
| $5.48M | 0.01% |
298,564
+9,808
| +3% | +$154K |
|
|
SRNE
1366
DELISTED
Sorrento Therapeutics, Inc.
SRNE
| $5.46M | 0.01% |
472,684
+443,723
| +1,532% | +$5.13M |
|
|
TE
1367
DELISTED
TECO ENERGY INC
TE
| $5.44M | 0.01% |
280,371
-789,214
| -74% | -$15.9M |
|
|
TUES
1368
DELISTED
Tuesday Morning Corp
TUES
| $5.42M | 0.01% |
+336,975
| New | +$6.36M |
|
|
ESPR
1369
DELISTED
Esperion Therapeutics
ESPR
| $5.41M | 0.01% |
58,444
+49,582
| +559% | +$3.2M |
|
|
SJI
1370
DELISTED
South Jersey Industries, Inc.
SJI
| $5.41M | 0.01% |
199,308
+86,956
| +77% | +$2.48M |
|
|
BPL
1371
CALL
DELISTED
Buckeye Partners, L.P.
BPL
| $5.41M | 0.01% |
71,600
-194,800
| -73% | -$14.6M |
|
|
UNIS
1372
DELISTED
Unilife Corporation
UNIS
| $5.4M | 0.01% |
+134,684
| New | +$5.39M |
|
1373
CALL
Cenovus Energy
CVE
$56.7B
| $5.39M | 0.01% |
319,100
-124,100
| -28% | -$2.29M |
|
|
UAM
1374
DELISTED
Universal American Corp
UAM
| $5.38M | 0.01% |
503,679
+127,935
| +34% | +$1.2M |
|
|
HIMX
1375
Himax Technologies
HIMX
$2.38B
| $5.35M | 0.01% |
844,667
+384,617
| +84% | +$2.93M |
|
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Israel Englander's Q1 2015 Portfolio in Review
As of Q1 2015, Israel Englander held 4,613 positions worth $53.7B, up 14% from $47.2B the previous quarter. Its ten largest holdings account for 11% of the portfolio.
Israel Englander deployed $5.19B of net new capital in Q1 2015, opening 744 new positions and adding to 1,445 existing holdings. Its largest new stake was DTE Energy: 3,384,348 shares worth $232M.
By sector, the portfolio is most concentrated in Healthcare at 16% of assets, up from 15% a quarter earlier, followed by Energy and Financials.
On the sell side, the largest reduction was Pioneer Natural Resource Co., an estimated $231M trimmed.
- Israel Englander's largest Q1 2015 buy was DTE Energy: 3,384,348 shares worth $232M.
- Israel Englander added most to American Electric Power in Q1 2015, an estimated $300M increase.
- Israel Englander's biggest Q1 2015 reduction was Pioneer Natural Resource Co., cutting an estimated $231M.
- Israel Englander fully exited Seadrill Limited Common Stock in Q1 2015, selling an estimated $110M.
- Israel Englander's ten largest holdings make up 11% of its $53.7B portfolio in Q1 2015.
- Israel Englander opened 744 new positions and closed 1,104 in Q1 2015.
- Israel Englander's portfolio value rose 14% quarter-over-quarter to $53.7B.
Based on Millennium Management's 13F filing for Q1 2015, filed 15 May 2015.