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JO

John Overdeck Two Sigma Investments

AUM $138B
1-Year Est. Return 41.87%
 

John Overdeck is a co-founder of Two Sigma Investments, one of the world’s leading quantitative and technology-driven investment firms. Two Sigma applies data science, machine learning, and large-scale computing to markets across asset classes. Overdeck’s firm is a central reference point in discussions of modern systematic investing.

This Fund
S&P 500
This Quarter Est. Return
+9.4%
1 Year Est. Return
+41.87%
3 Year Est. Return
+122.61%
5 Year Est. Return
+129.48%
10 Year Est. Return
+649.67%
AUM
$45.6B
AUM Growth
+$1.73B
Cap. Flow
-$1.83B
Cap. Flow %
-4.01%
Top 10 Hldgs %
6.56%
Holding
3,433
New
444
Increased
1,183
Reduced
1,306
Closed
348

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$254M
2
BAC icon
Bank of America
BAC
+$228M
3
KLAC icon
KLA
KLAC
+$205M
4
TSM icon
TSMC
TSM
+$191M
5
CVS icon
CVS Health
CVS
+$182M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.06B
2
META icon
Meta Platforms (Facebook)
META
+$254M
3
GS icon
Goldman Sachs
GS
+$237M
4
AMZN icon
Amazon
AMZN
+$229M
5
PYPL icon
PayPal
PYPL
+$212M

Sector Composition

Rank Sector Weight
1 Technology 17.63%
2 Healthcare 13.66%
3 Financials 12.92%
4 Industrials 10.81%
5 Consumer Discretionary 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRSL
3176
Brightstar Lottery PLC
BRSL
$2.21B
– –
-49,761
Closed -$1.02M
IHE icon
3177
iShares US Pharmaceuticals ETF
IHE
$1.69B
– –
-6,300
Closed -$418K
IJR icon
3178
iShares Core S&P Small-Cap ETF
IJR
$111B
– –
-1,900
Closed -$203K
IMNM icon
3179
Immunome
IMNM
$3.24B
– –
-107,846
Closed -$1.3M
INTC icon
3180
Intel
INTC
$476B
– –
-5,187,321
Closed -$161M
IQ icon
3181
iQIYI
IQ
$1.01B
– –
-341,700
Closed -$1.25M
IRDM icon
3182
Iridium Communications
IRDM
$5.19B
– –
-8,222
Closed -$219K
ITB icon
3183
iShares US Home Construction ETF
ITB
$2.27B
– –
-88,300
Closed -$8.92M
IWL icon
3184
iShares Russell Top 200 ETF
IWL
$2.24B
– –
-17,100
Closed -$2.29M
IWM icon
3185
CALL
iShares Russell 2000 ETF
IWM
$81.9B
– –
-56,100
Closed -$11.4M
IWM icon
3186
PUT
iShares Russell 2000 ETF
IWM
$81.9B
– –
-58,900
Closed -$12M
IYM icon
3187
iShares US Basic Materials ETF
IYM
$1.05B
– –
-2,200
Closed -$308K
IYR icon
3188
iShares US Real Estate ETF
IYR
$4.62B
– –
-221,636
Closed -$19.4M
JNJ icon
3189
Johnson & Johnson
JNJ
$651B
– –
-649,754
Closed -$95M
JXN icon
3190
Jackson Financial
JXN
$8.8B
– –
-3,358
Closed -$249K
KBWB icon
3191
Invesco KBW Bank ETF
KBWB
$6.75B
– –
-135,763
Closed -$7.26M
KN icon
3192
Knowles
KN
$2.85B
– –
-70,544
Closed -$1.22M
KOS icon
3193
Kosmos Energy
KOS
$1.76B
– –
-13,833
Closed -$76.6K
KRRO icon
3194
Korro Bio
KRRO
$194M
– –
-6,355
Closed -$215K
LDOS icon
3195
Leidos
LDOS
$17.7B
– –
-25,007
Closed -$3.65M
LGVN
3196
Longeveron
LGVN
$26.9M
– –
-46,041
Closed -$74.1K
LIPO
3197
DELISTED
Lipella Pharmaceuticals
LIPO
– –
-1,623
Closed -$5.84K
LNT icon
3198
Alliant Energy
LNT
$17.6B
– –
-7,842
Closed -$399K
LOB icon
3199
Live Oak Bancshares
LOB
$1.9B
– –
-16,493
Closed -$578K
CYPH
3200
Cypherpunk Technologies Inc
CYPH
$153M
– –
-23,324
Closed -$45.7K
126 127
128
129 130

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John Overdeck's Q3 2024 Portfolio in Review

As of Q3 2024, John Overdeck held 3,433 positions worth $45.6B, up 3.9% from $43.9B the previous quarter. Its ten largest holdings account for 6.6% of the portfolio.

John Overdeck withdrew a net $1.83B in Q3 2024, closing 348 positions and reducing 1,306 holdings. Its most notable exit was Intel, an estimated $161M position sold in full.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 16% a quarter earlier, followed by Healthcare and Financials.

Against the trend, John Overdeck opened a new position in Bank of America worth $226M.

  • John Overdeck's largest Q3 2024 buy was Bank of America: 5,683,991 shares worth $226M.
  • John Overdeck added most to Alphabet (Google) Class A in Q3 2024, an estimated $254M increase.
  • John Overdeck's biggest Q3 2024 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.06B.
  • John Overdeck fully exited Intel in Q3 2024, selling an estimated $161M.
  • John Overdeck's ten largest holdings make up 6.6% of its $45.6B portfolio in Q3 2024.
  • John Overdeck opened 444 new positions and closed 348 in Q3 2024.
  • John Overdeck's portfolio value rose 3.9% quarter-over-quarter to $45.6B.

Based on Two Sigma Investments's 13F filing for Q3 2024, filed 14 Nov 2024.