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 |
NRG Energy
NRG
|
+$151M |
| 2 |
BHI
Baker Hughes
BHI
|
+$149M |
| 3 |
PPL
PPL Corp
PPL
|
+$144M |
| 4 |
Duke Energy
DUK
|
+$140M |
| 5 |
NextEra Energy
NEE
|
+$140M |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 9.38% |
| 2 | Healthcare | 6.72% |
| 3 | Financials | 6.52% |
| 4 | Consumer Discretionary | 6.5% |
| 5 | Utilities | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
H&R Block
HRB
$6.62B
| $19.3M | 0.06% |
+694,580
| New | +$19.8M |
|
327
Rio Tinto
RIO
$171B
| $19.3M | 0.06% |
+469,177
| New | +$20.9M |
|
|
SIRO
328
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
| $19.1M | 0.06% |
+290,009
| New | +$20.5M |
|
|
COV
329
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
| $19.1M | 0.06% |
+342,609
| New | +$19.8M |
|
330
CALL
United Airlines
UAL
$36.7B
| $19.1M | 0.06% |
+609,500
| New | +$19.4M |
|
|
WWAV.B
331
DELISTED
THE WHITEWAVE FOODS COMPANY CLASS B COM STK
WWAV.B
| $19M | 0.06% |
+1,249,486
| New | +$20.5M |
|
332
CNA Financial
CNA
$13.3B
| $19M | 0.06% |
+581,143
| New | +$19.3M |
|
|
PX
333
DELISTED
Praxair Inc
PX
| $18.9M | 0.06% |
+164,214
| New | +$18.7M |
|
|
JAH
334
DELISTED
JARDEN CORPORATION
JAH
| $18.9M | 0.06% |
+648,293
| New | +$19.5M |
|
335
Home Depot
HD
$335B
| $18.8M | 0.06% |
+242,748
| New | +$18.2M |
|
336
Charter Communications
CHTR
$17.9B
| $18.8M | 0.06% |
+151,638
| New | +$16.7M |
|
337
Williams Companies
WMB
$86.2B
| $18.6M | 0.06% |
+572,933
| New | +$20.6M |
|
|
STI
338
DELISTED
SunTrust Banks, Inc.
STI
| $18.6M | 0.06% |
+588,549
| New | +$17.8M |
|
|
PACD
339
DELISTED
Pacific Drilling S A
PACD
| $18.5M | 0.06% |
+189,475
| New | +$18.5M |
|
|
LUFK
340
DELISTED
LUFKIN IND INC
LUFK
| $18.5M | 0.06% |
+209,083
| New | +$18.1M |
|
341
Mettler-Toledo International
MTD
$28B
| $18.5M | 0.06% |
+91,922
| New | +$19.6M |
|
|
PMT
342
PennyMac Mortgage Investment
PMT
$815M
| $18.3M | 0.06% |
+870,201
| New | +$20.3M |
|
343
PUT
ResMed
RMD
$33.4B
| $18.3M | 0.06% |
+405,200
| New | +$19.2M |
|
344
CALL
Energy Transfer Partners
ET
$73B
| $18.3M | 0.06% |
+1,220,800
| New | +$17.8M |
|
|
TGNA
345
DELISTED
TEGNA Inc
TGNA
| $18.1M | 0.06% |
+1,418,237
| New | +$16M |
|
346
Best Buy
BBY
$18.1B
| $18M | 0.06% |
+658,564
| New | +$17M |
|
347
Tenet Healthcare
THC
$22.6B
| $18M | 0.06% |
+389,513
| New | +$17.4M |
|
|
RAD
348
DELISTED
Rite Aid Corporation
RAD
| $17.9M | 0.06% |
+313,599
| New | +$16.4M |
|
|
ARMH
349
DELISTED
ARM HOLDINGS PLC ADS
ARMH
| $17.9M | 0.06% |
+494,976
| New | +$21.3M |
|
350
TE Connectivity
TEL
$58.9B
| $17.8M | 0.05% |
+391,620
| New | +$17.1M |
|
Similar funds
Israel Englander's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Israel Englander, which disclosed 2,944 positions worth $32.6B. Its ten largest holdings account for 33% of the portfolio.
Its largest position is NRG Energy: 5,629,282 shares worth $150M.
By sector, the portfolio is most concentrated in Energy at 9.4% of assets, followed by Healthcare and Financials.
- Israel Englander's largest Q2 2013 buy was NRG Energy: 5,629,282 shares worth $150M.
- Israel Englander's ten largest holdings make up 33% of its $32.6B portfolio in Q2 2013.
- Israel Englander disclosed 2,944 positions in Q2 2013, its first 13F filing on record.
Based on Millennium Management's 13F filing for Q2 2013, filed 14 Aug 2013.