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 | Miscellaneous | 11.89% |
| 3 | Energy | 11.87% |
| 4 | Financials | 9.18% |
| 5 | Consumer Discretionary | 8.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2126
ProShares Ultra S&P500
SSO
$8.53B
| $1.47M | ﹤0.01% |
+181,472
| New | +$1.46M |
|
|
NOR
2127
DELISTED
NORANDA ALUM HLDG CORP COM NEW
NOR
| $1.47M | ﹤0.01% |
70,566
+11,403
| +19% | +$255K |
|
2128
Cohu
COHU
$2.44B
| $1.47M | ﹤0.01% |
134,000
+32,319
| +32% | +$366K |
|
2129
TriplePoint Venture Growth BDC
TPVG
$217M
| $1.47M | ﹤0.01% |
103,827
+29,937
| +41% | +$436K |
|
2130
Eversource Energy
ES
$26.7B
| $1.46M | ﹤0.01% |
+28,956
| New | +$1.52M |
|
|
NORW
2131
DELISTED
Global X MSCI Norway ETF
NORW
| $1.46M | ﹤0.01% |
125,389
-38,041
| -23% | -$457K |
|
|
LHCG
2132
DELISTED
LHC Group LLC
LHCG
| $1.46M | ﹤0.01% |
+44,218
| New | +$1.38M |
|
|
PEI
2133
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
| $1.46M | ﹤0.01% |
4,190
+826
| +25% | +$294K |
|
|
JMBA
2134
DELISTED
Jamba, Inc.
JMBA
| $1.46M | ﹤0.01% |
99,121
-12,474
| -11% | -$191K |
|
2135
Huron Consulting
HURN
$2.54B
| $1.46M | ﹤0.01% |
22,022
-155,380
| -88% | -$10.9M |
|
2136
Townsquare Media
TSQ
$106M
| $1.45M | ﹤0.01% |
113,113
-42,255
| -27% | -$551K |
|
2137
CALL
Target
TGT
$75.2B
| $1.45M | ﹤0.01% |
+17,700
| New | +$1.37M |
|
|
ALTR
2138
DELISTED
Altera Corp
ALTR
| $1.45M | ﹤0.01% |
33,831
+14,353
| +74% | +$513K |
|
|
SSRI
2139
DELISTED
Silver Standard Resources
SSRI
| $1.45M | ﹤0.01% |
320,502
+95,002
| +42% | +$528K |
|
2140
British American Tobacco
BTI
$121B
| $1.45M | ﹤0.01% |
27,972
+20,266
| +263% | +$1.12M |
|
|
YOKU
2141
DELISTED
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
| $1.45M | ﹤0.01% |
115,763
-733,372
| -86% | -$12M |
|
2142
Vanguard Materials ETF
VAW
$3.12B
| $1.45M | ﹤0.01% |
+13,323
| New | +$1.45M |
|
2143
Westwood Holdings Group
WHG
$189M
| $1.45M | ﹤0.01% |
23,956
+12,817
| +115% | +$779K |
|
|
HSII
2144
DELISTED
Heidrick & Struggles
HSII
| $1.44M | ﹤0.01% |
58,767
+29,031
| +98% | +$681K |
|
|
BOBE
2145
DELISTED
Bob Evans Farms, Inc.
BOBE
| $1.44M | ﹤0.01% |
+31,058
| New | +$1.65M |
|
2146
Haverty Furniture Companies
HVT
$426M
| $1.44M | ﹤0.01% |
57,725
-81,925
| -59% | -$1.99M |
|
2147
Invesco Pharmaceuticals ETF
PJP
$528M
| $1.44M | ﹤0.01% |
18,790
+14,217
| +311% | +$1.04M |
|
|
EGRX
2148
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $1.44M | ﹤0.01% |
+34,251
| New | +$972K |
|
2149
Lloyds Banking Group
LYG
$85.9B
| $1.43M | ﹤0.01% |
306,801
-75,755
| -20% | -$353K |
|
2150
State Street SPDR Dow Jones REIT ETF
RWR
$1.85B
| $1.43M | ﹤0.01% |
15,127
+5,572
| +58% | +$530K |
|
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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 $5.22B 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 Miscellaneous and Energy.
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.