John Overdeck Two Sigma Investments
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Delta Air Lines
DAL
|
+$101M |
| 2 |
Boeing
BA
|
+$95.9M |
| 3 |
COLE
COLE REAL ESTATE INVESTMENTS, INC COM
COLE
|
+$92.9M |
| 4 |
NetApp
NTAP
|
+$88.2M |
| 5 |
Citigroup
C
|
+$80.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Union Pacific
UNP
|
+$151M |
| 2 |
Meta Platforms (Facebook)
META
|
+$139M |
| 3 |
Coca-Cola
KO
|
+$136M |
| 4 |
Wynn Resorts
WYNN
|
+$136M |
| 5 |
General Motors
GM
|
+$134M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.71% |
| 2 | Energy | 12.45% |
| 3 | Financials | 11.69% |
| 4 | Industrials | 11.45% |
| 5 | Consumer Discretionary | 10.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
VR
301
DELISTED
Validus Hold Ltd
VR
| $15.5M | 0.09% |
384,017
+333,392
| +659% | +$13M |
|
302
Rockwell Automation
ROK
$48.5B
| $15.4M | 0.09% |
130,753
+98,598
| +307% | +$11M |
|
303
KLA
KLAC
$240B
| $15.4M | 0.09% |
2,394,060
-3,429,840
| -59% | -$21.6M |
|
304
Gold Fields
GFI
$42.8B
| $15.4M | 0.09% |
4,816,996
+3,647,496
| +312% | +$14.9M |
|
305
Edgewell Personal Care
EPC
$1.32B
| $15.3M | 0.08% |
191,033
+173,461
| +987% | +$13.2M |
|
306
Archrock
AROC
$5.58B
| $15.3M | 0.08% |
446,676
+385,526
| +630% | +$11.9M |
|
307
United Therapeutics
UTHR
$22B
| $15.3M | 0.08% |
135,014
+120,581
| +835% | +$10.9M |
|
|
FWLT
308
DELISTED
FOSTER WHEELER AG (SWITZERLAND)
FWLT
| $15.2M | 0.08% |
461,263
+23,734
| +5% | +$694K |
|
309
Lowe's Companies
LOW
$121B
| $15.2M | 0.08% |
307,363
+228,452
| +290% | +$11.1M |
|
310
Regal Rexnord
RRX
$11.1B
| $15.2M | 0.08% |
205,955
+184,941
| +880% | +$13.4M |
|
|
USG
311
DELISTED
Usg
USG
| $15.2M | 0.08% |
533,839
+252,617
| +90% | +$6.84M |
|
312
Workday
WDAY
$49.4B
| $15.1M | 0.08% |
+181,313
| New | +$14.3M |
|
|
DST
313
DELISTED
DST Systems Inc.
DST
| $14.9M | 0.08% |
329,470
+220,130
| +201% | +$9.35M |
|
314
CNO Financial Group
CNO
$4.95B
| $14.9M | 0.08% |
844,332
+238,611
| +39% | +$3.82M |
|
315
Sunstone Hotel Investors
SHO
$2.1B
| $14.9M | 0.08% |
1,111,913
+508,228
| +84% | +$6.69M |
|
316
Old Republic International
ORI
$10B
| $14.9M | 0.08% |
+862,214
| New | +$14.2M |
|
|
SVC
317
Service Properties Trust
SVC
$1.05B
| $14.9M | 0.08% |
110,773
+104,739
| +1,736% | +$14.6M |
|
|
MCRS
318
DELISTED
MICROS SYSTEMS INC
MCRS
| $14.6M | 0.08% |
255,316
+180,191
| +240% | +$9.6M |
|
|
HTSI
319
DELISTED
HARRIS TEETER SUPERMARKETS INC COM STK (NC)
HTSI
| $14.6M | 0.08% |
296,384
+155,838
| +111% | +$7.69M |
|
320
Diamondback Energy
FANG
$59B
| $14.6M | 0.08% |
275,908
-3,272
| -1% | -$163K |
|
321
Brookdale Senior Living
BKD
$2.82B
| $14.5M | 0.08% |
+534,944
| New | +$14.8M |
|
|
AWAY
322
DELISTED
HOMEAWAY INC COM
AWAY
| $14.4M | 0.08% |
+353,393
| New | +$12M |
|
323
Hexcel
HXL
$7.1B
| $14.4M | 0.08% |
322,988
+34,921
| +12% | +$1.48M |
|
324
Gerdau
GGB
$8.5B
| $14.4M | 0.08% |
+2,315,487
| New | +$14.5M |
|
325
Allstate
ALL
$64.2B
| $14.4M | 0.08% |
264,069
-303,254
| -53% | -$16.2M |
|
Similar funds
John Overdeck's Q4 2013 Portfolio in Review
As of Q4 2013, John Overdeck held 2,602 positions worth $18.1B, up 15% from $15.7B the previous quarter. Its ten largest holdings account for 8.2% of the portfolio.
John Overdeck deployed $1.18B of net new capital in Q4 2013, opening 799 new positions and adding to 840 existing holdings. Its largest new stake was Delta Air Lines: 3,749,562 shares worth $103M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 11% a quarter earlier, followed by Energy and Financials.
On the sell side, the largest reduction was Coca-Cola, an estimated $136M trimmed.
- John Overdeck's largest Q4 2013 buy was Delta Air Lines: 3,749,562 shares worth $103M.
- John Overdeck added most to Boeing in Q4 2013, an estimated $95.9M increase.
- John Overdeck's biggest Q4 2013 reduction was Coca-Cola, cutting an estimated $136M.
- John Overdeck fully exited Union Pacific in Q4 2013, selling an estimated $151M.
- John Overdeck's ten largest holdings make up 8.2% of its $18.1B portfolio in Q4 2013.
- John Overdeck opened 799 new positions and closed 456 in Q4 2013.
- John Overdeck's portfolio value rose 15% quarter-over-quarter to $18.1B.
Based on Two Sigma Investments's 13F filing for Q4 2013, filed 14 Feb 2014.