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 | |
|---|---|---|---|---|---|---|
|
CSGS
1526
DELISTED
CSG Systems International
CSGS
| $4.09M | 0.01% |
163,330
+119,475
| +272% | +$3.06M |
|
|
LTM
1527
DELISTED
LIFE TIME FITNESS INC
LTM
| $4.09M | 0.01% |
+72,317
| New | +$3.87M |
|
1528
BWX Technologies
BWXT
$13.7B
| $4.09M | 0.01% |
188,501
-18,667
| -9% | -$391K |
|
1529
CALL
Boston Scientific
BSX
$72.3B
| $4.08M | 0.01% |
+308,300
| New | +$3.94M |
|
|
HI
1530
DELISTED
Hillenbrand
HI
| $4.07M | 0.01% |
117,853
-55,359
| -32% | -$1.8M |
|
1531
Upbound Group
UPBD
$1.13B
| $4.06M | 0.01% |
+111,823
| New | +$3.6M |
|
1532
Tower Semiconductor
TSEM
$24B
| $4.06M | 0.01% |
304,595
+189,968
| +166% | +$2.13M |
|
|
TEN
1533
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $4.05M | 0.01% |
71,639
-318,830
| -82% | -$17.1M |
|
|
SONC
1534
DELISTED
Sonic Corp
SONC
| $4.05M | 0.01% |
148,821
+73,620
| +98% | +$1.87M |
|
1535
Regis Corp
RGS
$66.8M
| $4.04M | 0.01% |
12,052
+5,384
| +81% | +$1.77M |
|
1536
Sprouts Farmers Market
SFM
$8.01B
| $4.02M | 0.01% |
118,377
-158,065
| -57% | -$4.82M |
|
1537
FS KKR Capital
FSK
$3.33B
| $4.01M | 0.01% |
101,093
+21,733
| +27% | +$900K |
|
1538
PUT
Polaris
PII
$3.62B
| $3.99M | 0.01% |
26,400
+1,200
| +5% | +$180K |
|
1539
Sumitomo Mitsui Financial
SMFG
$160B
| $3.99M | 0.01% |
547,964
+435,869
| +389% | +$3.31M |
|
|
TLM
1540
DELISTED
TALISMAN ENERGY INC
TLM
| $3.98M | 0.01% |
+508,982
| New | +$3.2M |
|
|
AERI
1541
DELISTED
Aerie Pharmaceuticals
AERI
| $3.98M | 0.01% |
136,392
+57,024
| +72% | +$1.45M |
|
1542
Unifirst Corp
UNF
$5.21B
| $3.98M | 0.01% |
32,741
+16,703
| +104% | +$1.82M |
|
1543
Comtech Telecommunications
CMTL
$53M
| $3.97M | 0.01% |
126,037
+48,588
| +63% | +$1.77M |
|
|
EXXI
1544
PUT
DELISTED
ENERGY XXI LTD COM SHS
EXXI
| $3.96M | 0.01% |
1,213,400
+898,900
| +286% | +$5.48M |
|
1545
Sinclair Inc
SBGI
$1.06B
| $3.96M | 0.01% |
144,560
-89,782
| -38% | -$2.45M |
|
|
TIF
1546
DELISTED
Tiffany & Co.
TIF
| $3.95M | 0.01% |
36,947
+11,627
| +46% | +$1.16M |
|
|
HCR
1547
CALL
DELISTED
Hi-Crush Inc. Common Stock
HCR
| $3.95M | 0.01% |
127,200
| – | – |
|
|
YELL
1548
DELISTED
Yellow Corporation Common Stock
YELL
| $3.95M | 0.01% |
175,457
-650,242
| -79% | -$13.9M |
|
|
FNFV
1549
DELISTED
Fidelity Natl Financial, Inc.
FNFV
| $3.94M | 0.01% |
328,819
-395,889
| -55% | -$4.25M |
|
1550
Banco Santander Chile
BSAC
$17B
| $3.93M | 0.01% |
199,455
-170,369
| -46% | -$3.63M |
|
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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.