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 | |
|---|---|---|---|---|---|---|
176
Netflix
NFLX
$331B
| $29.7M | 0.09% |
+9,850,750
| New | +$29.3M |
|
|
VR
177
DELISTED
Validus Hold Ltd
VR
| $29.6M | 0.09% |
+818,505
| New | +$30.3M |
|
178
General Mills
GIS
$21.4B
| $29.6M | 0.09% |
+609,098
| New | +$30M |
|
|
SCG
179
DELISTED
Scana
SCG
| $29.4M | 0.09% |
+597,967
| New | +$30.8M |
|
180
Altria Group
MO
$110B
| $29.2M | 0.09% |
+834,836
| New | +$30M |
|
181
IBM
IBM
$222B
| $29.1M | 0.09% |
+159,486
| New | +$31.1M |
|
182
Geospace Technologies
GEOS
$71.3M
| $29.1M | 0.09% |
+421,623
| New | +$35.2M |
|
183
Lam Research
LRCX
$393B
| $29.1M | 0.09% |
+6,565,160
| New | +$29.7M |
|
184
Boeing
BA
$169B
| $29M | 0.09% |
+283,151
| New | +$26.9M |
|
|
DISH
185
DELISTED
DISH Network Corp.
DISH
| $29M | 0.09% |
+681,876
| New | +$26.6M |
|
186
Liberty Global Class C
LBTYK
$3.55B
| $28.9M | 0.09% |
+1,053,698
| New | +$29.5M |
|
187
American Tower
AMT
$81.9B
| $28.8M | 0.09% |
+394,051
| New | +$31.4M |
|
188
PENN Entertainment
PENN
$2.5B
| $28.8M | 0.09% |
+2,407,408
| New | +$30.5M |
|
189
PUT
Biogen
BIIB
$32B
| $28.6M | 0.09% |
+133,100
| New | +$28.4M |
|
|
CVA
190
DELISTED
Covanta Holding Corporation
CVA
| $28.6M | 0.09% |
+1,427,065
| New | +$28.5M |
|
|
EMC
191
DELISTED
EMC CORPORATION
EMC
| $28.6M | 0.09% |
+1,209,466
| New | +$28.5M |
|
|
GWR
192
DELISTED
Genesee & Wyoming Inc.
GWR
| $28.5M | 0.09% |
+336,279
| New | +$29.4M |
|
|
CFN
193
DELISTED
CAREFUSION CORPORATION
CFN
| $28.4M | 0.09% |
+770,944
| New | +$27.3M |
|
|
SWFT
194
DELISTED
Swift Transportation Company
SWFT
| $28.3M | 0.09% |
+1,710,044
| New | +$26.2M |
|
195
Humana
HUM
$45.5B
| $28.2M | 0.09% |
+334,194
| New | +$26.4M |
|
196
Tyson Foods
TSN
$20.6B
| $28.2M | 0.09% |
+1,096,498
| New | +$27.2M |
|
197
CALL
HP
HPQ
$27.2B
| $28.1M | 0.09% |
+2,495,527
| New | +$25.5M |
|
198
Designer Brands
DBI
$292M
| $28.1M | 0.09% |
+764,914
| New | +$26.4M |
|
199
Tanger
SKT
$4.39B
| $27.8M | 0.09% |
+829,971
| New | +$29.9M |
|
200
CALL
Pfizer
PFE
$160B
| $27.7M | 0.09% |
+1,043,249
| New | +$28.8M |
|
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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.