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 | |
|---|---|---|---|---|---|---|
|
WNS
1976
DELISTED
WNS Holdings
WNS
| $1.97M | ﹤0.01% |
+95,463
| New | +$1.99M |
|
|
AUY
1977
DELISTED
Yamana Gold, Inc.
AUY
| $1.97M | ﹤0.01% |
489,605
+27,487
| +6% | +$124K |
|
|
BHR
1978
Braemar Hotels & Resorts
BHR
$141M
| $1.97M | ﹤0.01% |
+115,782
| New | +$1.93M |
|
1979
LG Display
LPL
$3.34B
| $1.97M | ﹤0.01% |
+129,710
| New | +$2M |
|
1980
NetEase
NTES
$79B
| $1.96M | ﹤0.01% |
+99,000
| New | +$1.89M |
|
1981
American Public Education
APEI
$842M
| $1.96M | ﹤0.01% |
+53,184
| New | +$1.73M |
|
1982
VanEck Semiconductor ETF
SMH
$65.9B
| $1.96M | ﹤0.01% |
71,732
-1,930
| -3% | -$50.2K |
|
|
ALIM
1983
DELISTED
Alimera Sciences
ALIM
| $1.96M | ﹤0.01% |
23,573
+13,883
| +143% | +$1.13M |
|
|
SEE
1984
DELISTED
Sealed Air
SEE
| $1.95M | ﹤0.01% |
+46,008
| New | +$1.73M |
|
|
MXWL
1985
DELISTED
Maxwell Technologies Inc
MXWL
| $1.95M | ﹤0.01% |
214,004
+42,509
| +25% | +$415K |
|
|
DD
1986
DELISTED
Du Pont De Nemours E I
DD
| $1.95M | ﹤0.01% |
+27,799
| New | +$1.86M |
|
|
NORW
1987
DELISTED
Global X MSCI Norway ETF
NORW
| $1.95M | ﹤0.01% |
+163,430
| New | +$2.32M |
|
|
SHLM
1988
DELISTED
Schulman (A.) Inc
SHLM
| $1.95M | ﹤0.01% |
48,079
-31,879
| -40% | -$1.15M |
|
|
ABCO
1989
DELISTED
Advisory Board Co
ABCO
| $1.95M | ﹤0.01% |
39,792
-69,464
| -64% | -$3.27M |
|
|
HK
1990
DELISTED
Halcon Resources Corporation
HK
| $1.95M | ﹤0.01% |
6,352
-11,862
| -65% | -$5.49M |
|
1991
American Homes 4 Rent
AMH
$12.3B
| $1.95M | ﹤0.01% |
114,305
-78,624
| -41% | -$1.34M |
|
1992
Casey's General Stores
CASY
$29.9B
| $1.95M | ﹤0.01% |
21,547
-23,989
| -53% | -$1.97M |
|
1993
First Interstate BancSystem
FIBK
$3.55B
| $1.94M | ﹤0.01% |
69,851
-159,500
| -70% | -$4.44M |
|
1994
Canadian Imperial Bank of Commerce
CM
$108B
| $1.94M | ﹤0.01% |
45,622
+9,606
| +27% | +$425K |
|
|
CALD
1995
DELISTED
Callidus Software, Inc.
CALD
| $1.94M | ﹤0.01% |
118,733
+48,484
| +69% | +$711K |
|
1996
PUT
LyondellBasell Industries
LYB
$20.2B
| $1.94M | ﹤0.01% |
24,400
+21,400
| +713% | +$1.86M |
|
|
CLMS
1997
DELISTED
Calamos Asset Management, Inc.
CLMS
| $1.92M | ﹤0.01% |
144,161
+69,338
| +93% | +$899K |
|
|
CLD
1998
DELISTED
Cloud Peak Energy Inc
CLD
| $1.92M | ﹤0.01% |
208,922
-275,089
| -57% | -$3.05M |
|
1999
Liberty Media Series C
FWONK
$25.9B
| $1.92M | ﹤0.01% |
77,255
-969,717
| -93% | -$23.8M |
|
2000
Gentex
GNTX
$5.03B
| $1.92M | ﹤0.01% |
105,994
-185,488
| -64% | -$3.08M |
|
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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.