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 | |
|---|---|---|---|---|---|---|
526
Kaiser Aluminum
KALU
$2.49B
| $12M | 0.04% |
+194,308
| New | +$12.2M |
|
527
Fortune Brands Innovations
FBIN
$5.37B
| $12M | 0.04% |
+362,588
| New | +$12M |
|
528
SEI Investments
SEIC
$13.3B
| $11.9M | 0.04% |
+419,783
| New | +$12.2M |
|
|
TMHC
529
DELISTED
Taylor Morrison
TMHC
| $11.9M | 0.04% |
+488,989
| New | +$12.3M |
|
|
MDAS
530
DELISTED
MEDASSETS INC COM STK (DE)
MDAS
| $11.8M | 0.04% |
+666,387
| New | +$12M |
|
|
MHFI
531
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $11.8M | 0.04% |
+222,186
| New | +$11.9M |
|
|
532
CALL
NextEra Energy
NEE
$175B
| $11.8M | 0.04% |
+580,000
| New | +$11.5M |
|
|
EMC
533
PUT
DELISTED
EMC CORPORATION
EMC
| $11.8M | 0.04% |
+500,000
| New | +$11.8M |
|
|
TIF
534
DELISTED
Tiffany & Co.
TIF
| $11.7M | 0.04% |
+161,056
| New | +$12M |
|
535
Vanguard Short-Term Bond ETF
BSV
$45.6B
| $11.7M | 0.04% |
+146,000
| New | +$11.8M |
|
|
AGN
536
DELISTED
Allergan plc
AGN
| $11.7M | 0.04% |
+92,466
| New | +$10.5M |
|
|
XL
537
DELISTED
XL Group Ltd.
XL
| $11.7M | 0.04% |
+384,321
| New | +$12M |
|
|
WCC
538
WESCO International
WCC
$16.4B
| $11.6M | 0.04% |
+171,142
| New | +$12.2M |
|
|
NFP
539
DELISTED
NATIONAL FINANCIAL PARTNERS CORP
NFP
| $11.6M | 0.04% |
+457,194
| New | +$11.4M |
|
540
Nabors Industries
NBR
$1.31B
| $11.6M | 0.04% |
+15,091
| New | +$12M |
|
541
PUT
Estee Lauder
EL
$37.7B
| $11.5M | 0.04% |
+175,000
| New | +$11.9M |
|
|
APOL
542
DELISTED
Apollo Education Group Inc Class A
APOL
| $11.5M | 0.04% |
+648,858
| New | +$12.4M |
|
543
PUT
Parker-Hannifin
PH
$128B
| $11.5M | 0.04% |
+120,400
| New | +$11.3M |
|
544
CALL
Oracle
ORCL
$410B
| $11.4M | 0.04% |
+372,700
| New | +$12.4M |
|
|
SLCA
545
DELISTED
U.S. SILICA HOLDINGS, INC.
SLCA
| $11.4M | 0.03% |
+548,473
| New | +$11.8M |
|
546
CALL
Target
TGT
$77.2B
| $11.4M | 0.03% |
+165,000
| New | +$11.5M |
|
547
FirstEnergy
FE
$26.9B
| $11.3M | 0.03% |
+303,133
| New | +$12.8M |
|
548
American Financial Group
AFG
$12B
| $11.3M | 0.03% |
+231,231
| New | +$11.2M |
|
549
CALL
Halliburton
HAL
$28.9B
| $11.3M | 0.03% |
+271,100
| New | +$11.3M |
|
550
Trimble
TRMB
$14.1B
| $11.3M | 0.03% |
+433,865
| New | +$12M |
|
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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.