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 | |
|---|---|---|---|---|---|---|
|
CXO
1701
PUT
DELISTED
CONCHO RESOURCES INC.
CXO
| $2.96M | 0.01% |
+29,700
| New | +$3.12M |
|
1702
Ribbon Communications
RBBN
$368M
| $2.96M | 0.01% |
149,232
+66,328
| +80% | +$1.17M |
|
1703
LXP Industrial Trust
LXP
$3.6B
| $2.95M | 0.01% |
53,660
-866,179
| -94% | -$46.6M |
|
1704
Microchip Technology
MCHP
$39.9B
| $2.94M | 0.01% |
130,448
-910,838
| -87% | -$19.8M |
|
|
HTWR
1705
DELISTED
HEARTWARE INTERNATIONAL INC COM STK (DE)
HTWR
| $2.94M | 0.01% |
40,000
+7,167
| +22% | +$544K |
|
1706
PUT
eBay
EBAY
$47.2B
| $2.94M | 0.01% |
124,265
-7,603
| -6% | -$173K |
|
1707
CALL
Meta Platforms (Facebook)
META
$1.45T
| $2.93M | 0.01% |
37,600
-100
| -0.3% | -$7.64K |
|
|
YDLE
1708
DELISTED
YODLEE INC COMMON STOCK
YDLE
| $2.93M | 0.01% |
+240,450
| New | +$3.11M |
|
|
EVRI
1709
DELISTED
Everi Holdings
EVRI
| $2.93M | 0.01% |
409,489
+9,358
| +2% | +$65.8K |
|
1710
CALL
Las Vegas Sands
LVS
$30.6B
| $2.91M | 0.01% |
50,000
| – | – |
|
1711
American Water Works
AWK
$27.3B
| $2.9M | 0.01% |
54,447
+36,957
| +211% | +$1.91M |
|
|
STBZ
1712
DELISTED
State Bank Financial Corporation. Common Stock
STBZ
| $2.9M | 0.01% |
145,260
+61,931
| +74% | +$1.14M |
|
1713
PUT
Five Below
FIVE
$14.3B
| $2.9M | 0.01% |
71,000
-1,800
| -2% | -$72.9K |
|
1714
Citi Trends
CTRN
$581M
| $2.9M | 0.01% |
114,748
+22,400
| +24% | +$512K |
|
|
VIAB
1715
DELISTED
Viacom Inc. Class B
VIAB
| $2.89M | 0.01% |
38,415
-495,034
| -93% | -$36.2M |
|
|
BITA
1716
DELISTED
Bitauto Holdings Limited
BITA
| $2.88M | 0.01% |
40,970
+35,023
| +589% | +$2.69M |
|
|
LITS
1717
Lite Strategy Inc
LITS
$35.7M
| $2.88M | 0.01% |
33,720
+32,793
| +3,538% | +$4.32M |
|
1718
Tapestry
TPR
$25.9B
| $2.88M | 0.01% |
76,578
+60,157
| +366% | +$2.12M |
|
1719
Provident Financial Services
PFS
$3.06B
| $2.87M | 0.01% |
158,991
-411,307
| -72% | -$7.19M |
|
1720
Winnebago Industries
WGO
$901M
| $2.87M | 0.01% |
131,943
-82,933
| -39% | -$1.9M |
|
1721
Leggett & Platt
LEG
$1.27B
| $2.87M | 0.01% |
+67,306
| New | +$2.65M |
|
1722
Super Micro Computer
SMCI
$24.9B
| $2.87M | 0.01% |
+821,790
| New | +$2.57M |
|
|
SHOS
1723
DELISTED
Sears Hometown and Outlet Stores, Inc.
SHOS
| $2.87M | 0.01% |
217,916
+182,173
| +510% | +$2.52M |
|
|
NILE
1724
DELISTED
Blue Nile, Inc.
NILE
| $2.86M | 0.01% |
79,530
+60,439
| +317% | +$2M |
|
1725
CALL
RH
RH
$2.67B
| $2.86M | 0.01% |
29,800
-7,100
| -19% | -$595K |
|
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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.