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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
SKYY icon
3276
First Trust Cloud Computing ETF
SKYY
$3.29B
– –
-13,300
Closed -$1.27M
SLRN
3277
DELISTED
ACELYRIN
SLRN
– –
-123,470
Closed -$545K
SMHI icon
3278
SEACOR Marine Holdings
SMHI
$270M
– –
-17,310
Closed -$234K
SNTI icon
3279
Senti Biosciences Holdings
SNTI
$12.1M
– –
-6,975
Closed -$19.3K
SPMO icon
3280
Invesco S&P 500 Momentum ETF
SPMO
$21.8B
– –
-146,600
Closed -$12.8M
SPRC icon
3281
SciSparc
SPRC
$3.84M
– –
-64
Closed -$9.74K
SRPT icon
3282
CALL
Sarepta Therapeutics
SRPT
$1.98B
– –
-2,100
Closed -$332K
SSD icon
3283
Simpson Manufacturing
SSD
$7.74B
– –
-7,206
Closed -$1.21M
STBA icon
3284
S&T Bancorp
STBA
$1.78B
– –
-18,435
Closed -$616K
SYBT icon
3285
Stock Yards Bancorp
SYBT
$2.55B
– –
-17,979
Closed -$893K
TAC icon
3286
TransAlta
TAC
$3.86B
– –
-104,272
Closed -$738K
TBPH icon
3287
Theravance Biopharma
TBPH
$883M
– –
-49,523
Closed -$420K
TIL icon
3288
Instil Bio
TIL
$51.4M
– –
-23,790
Closed -$245K
TKC icon
3289
Turkcell
TKC
$4.75B
– –
-24,024
Closed -$182K
TLYS icon
3290
Tilly's
TLYS
$120M
– –
-16,944
Closed -$102K
TMFC icon
3291
Motley Fool 100 Index ETF
TMFC
$2.08B
– –
-14,300
Closed -$770K
TOL icon
3292
Toll Brothers
TOL
$13.7B
– –
-16,239
Closed -$1.87M
TRMK icon
3293
Trustmark
TRMK
$2.7B
– –
-10,833
Closed -$325K
TRU icon
3294
TransUnion
TRU
$16.2B
– –
-38,293
Closed -$2.84M
TYL icon
3295
Tyler Technologies
TYL
$14.4B
– –
-10,869
Closed -$5.46M
U icon
3296
Unity
U
$20.7B
– –
-1,501,677
Closed -$24.4M
UBSI icon
3297
United Bankshares
UBSI
$6.51B
– –
-16,563
Closed -$537K
UMH
3298
UMH Properties
UMH
$1.41B
– –
-51,391
Closed -$822K
URI icon
3299
United Rentals
URI
$68.4B
– –
-13,919
Closed -$9M
UTZ icon
3300
Utz Brands
UTZ
$1.24B
– –
-83,657
Closed -$1.39M
130 131
132
133 134

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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.