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 | |
|---|---|---|---|---|---|---|
|
NXH
1826
Neighborhood Intelligence Inc
NXH
$383M
| $2.52M | 0.01% |
138,491
+95,395
| +221% | +$1.61M |
|
1827
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.9B
| $2.52M | 0.01% |
+14,183
| New | +$2.46M |
|
1828
Flowers Foods
FLO
$1.52B
| $2.51M | 0.01% |
130,796
+74,956
| +134% | +$1.42M |
|
1829
CALL
Edwards Lifesciences
EW
$52.3B
| $2.51M | 0.01% |
118,200
-18,000
| -13% | -$362K |
|
|
TPCO
1830
DELISTED
Tribune Publishing Company Common Stock
TPCO
| $2.51M | 0.01% |
109,440
+59,872
| +121% | +$1.21M |
|
1831
Standex International
SXI
$3.7B
| $2.5M | 0.01% |
32,401
+5,117
| +19% | +$390K |
|
1832
Heron Therapeutics
HRTX
$59.3M
| $2.5M | 0.01% |
248,357
+47,888
| +24% | +$391K |
|
|
CHSP
1833
DELISTED
Chesapeake Lodging Trust
CHSP
| $2.5M | 0.01% |
67,098
+12,970
| +24% | +$431K |
|
1834
John Wiley & Sons Class A
WLY
$2.7B
| $2.49M | 0.01% |
42,080
-50,481
| -55% | -$2.9M |
|
|
JBTM
1835
JBT Marel
JBTM
$6.22B
| $2.49M | 0.01% |
75,754
+63,850
| +536% | +$1.96M |
|
1836
G-III Apparel Group
GIII
$1.41B
| $2.49M | 0.01% |
+49,240
| New | +$2.11M |
|
1837
Lockheed Martin
LMT
$131B
| $2.47M | 0.01% |
12,828
-54,480
| -81% | -$10.1M |
|
|
BLCM
1838
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
| $2.47M | 0.01% |
+10,716
| New | +$2.3M |
|
|
SBY
1839
DELISTED
Silver Bay Realty Trust Corp.
SBY
| $2.46M | 0.01% |
148,861
+122,604
| +467% | +$2.03M |
|
1840
iShares MSCI BIC ETF
BKF
$75.2M
| $2.46M | 0.01% |
+70,241
| New | +$2.57M |
|
1841
WaFd
WAFD
$2.68B
| $2.46M | 0.01% |
111,009
+16,853
| +18% | +$361K |
|
1842
Vera Bradley
VRA
$95.3M
| $2.45M | 0.01% |
120,336
+85,280
| +243% | +$1.83M |
|
|
AMWD
1843
DELISTED
American Woodmark
AMWD
| $2.45M | 0.01% |
60,535
+31,544
| +109% | +$1.24M |
|
1844
PVH
PVH
$3.62B
| $2.45M | 0.01% |
19,084
-541,105
| -97% | -$64.9M |
|
|
AMTG
1845
DELISTED
APOLLO RESIDENTIAL MTG INC COM STK
AMTG
| $2.44M | 0.01% |
154,654
+105,470
| +214% | +$1.71M |
|
|
SYKE
1846
DELISTED
SYKES Enterprises Inc
SYKE
| $2.43M | 0.01% |
+103,670
| New | +$2.32M |
|
1847
Puma Biotechnology
PBYI
$473M
| $2.42M | 0.01% |
+12,814
| New | +$2.84M |
|
1848
B2Gold
BTG
$7.58B
| $2.42M | 0.01% |
+1,492,286
| New | +$2.71M |
|
1849
Comcast
CMCSA
$96.5B
| $2.42M | 0.01% |
83,340
-271,554
| -77% | -$7.44M |
|
|
CIVI
1850
DELISTED
Civitas Solutions, Inc.
CIVI
| $2.41M | 0.01% |
141,698
-143,173
| -50% | -$2.26M |
|
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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.