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 | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class C
GOOG
$4.18T
| $63.5M | 0.19% |
+2,894,368
| New | +$61.2M |
|
52
ConocoPhillips
COP
$162B
| $62.2M | 0.19% |
+1,027,793
| New | +$62.5M |
|
53
Eli Lilly
LLY
$1.12T
| $61.9M | 0.19% |
+1,260,476
| New | +$68.6M |
|
54
Merck
MRK
$376B
| $61.9M | 0.19% |
+1,395,525
| New | +$62.3M |
|
|
RDC
55
DELISTED
Rowan Companies Plc
RDC
| $60.3M | 0.18% |
+1,769,390
| New | +$59.4M |
|
|
BMC
56
DELISTED
BMC SOFTWARE, INC
BMC
| $60.2M | 0.18% |
+1,334,109
| New | +$60.2M |
|
57
CALL
SPDR Gold Trust
GLD
$152B
| $59.6M | 0.18% |
+500,000
| New | +$68.5M |
|
58
Bread Financial
BFH
$4.07B
| $59.2M | 0.18% |
+410,083
| New | +$56.1M |
|
59
Invesco
IVZ
$14.1B
| $58.7M | 0.18% |
+1,844,967
| New | +$59M |
|
60
AbbVie
ABBV
$468B
| $56.3M | 0.17% |
+1,362,605
| New | +$59.6M |
|
|
SEMG
61
DELISTED
SEMGROUP CORPORATION
SEMG
| $56.3M | 0.17% |
+1,044,395
| New | +$55.4M |
|
|
WLL
62
DELISTED
Whiting Petroleum Corporation
WLL
| $55.3M | 0.17% |
+4,002
| New | +$55.8M |
|
63
Abbott
ABT
$202B
| $54.9M | 0.17% |
+1,574,329
| New | +$57.7M |
|
|
EGN
64
DELISTED
Energen
EGN
| $54.7M | 0.17% |
+1,046,530
| New | +$53.6M |
|
65
Capri Holdings
CPRI
$1.55B
| $54.2M | 0.17% |
+874,090
| New | +$51.2M |
|
66
Eversource Energy
ES
$26.4B
| $54.2M | 0.17% |
+1,289,765
| New | +$55.8M |
|
|
ALXN
67
DELISTED
Alexion Pharmaceuticals
ALXN
| $54.1M | 0.17% |
+586,735
| New | +$56.5M |
|
68
CNX Resources
CNX
$5.38B
| $53.6M | 0.16% |
+2,372,084
| New | +$65.3M |
|
|
FRX
69
DELISTED
FOREST LABORATORIES INC
FRX
| $53.1M | 0.16% |
+1,296,331
| New | +$50.1M |
|
|
GRFS
70
Grifois
GRFS
$5.44B
| $52.4M | 0.16% |
+3,679,876
| New | +$51.7M |
|
|
MON
71
DELISTED
Monsanto Co
MON
| $52.1M | 0.16% |
+526,979
| New | +$55.2M |
|
|
NFX
72
DELISTED
Newfield Exploration
NFX
| $51.5M | 0.16% |
+2,155,664
| New | +$49.3M |
|
|
SGY
73
DELISTED
Stone Energy
SGY
| $50.6M | 0.16% |
+40,417
| New | +$49.1M |
|
|
PHH
74
DELISTED
PHH Corporation
PHH
| $50.4M | 0.15% |
+2,472,590
| New | +$50.7M |
|
75
PepsiCo
PEP
$196B
| $49.1M | 0.15% |
+599,716
| New | +$49M |
|
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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.