We are live on ! Find out more
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
+5.58%
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
$45.9B
AUM Growth
+$219M
Cap. Flow
-$1.69B
Cap. Flow %
-3.7%
Top 10 Hldgs %
7.23%
Holding
3,590
New
477
Increased
1,151
Reduced
1,388
Closed
427

Top Buys

Rank Stock Value
1
INTC icon
Intel
INTC
+$267M
2
AMZN icon
Amazon
AMZN
+$243M
3
AMAT icon
Applied Materials
AMAT
+$242M
4
ABNB icon
Airbnb
ABNB
+$221M
5
META icon
Meta Platforms (Facebook)
META
+$213M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$262M
2
BMY icon
Bristol-Myers Squibb
BMY
+$259M
3
WFC icon
Wells Fargo
WFC
+$238M
4
AVGO icon
Broadcom
AVGO
+$233M
5
APP icon
Applovin
APP
+$225M

Sector Composition

Rank Sector Weight
1 Technology 15.95%
2 Healthcare 13.56%
3 Financials 11.46%
4 Consumer Discretionary 9.22%
5 Industrials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PHO icon
3351
Invesco Water Resources ETF
PHO
$2.06B
– –
-4,800
Closed -$339K
PID icon
3352
Invesco International Dividend Achievers ETF
PID
$922M
– –
-18,600
Closed -$368K
PLXS icon
3353
Plexus
PLXS
$6.4B
– –
-3,457
Closed -$473K
PXJ icon
3354
Invesco Oil & Gas Services ETF
PXJ
$66.3M
– –
-12,780
Closed -$369K
QBTS.WS
3355
DELISTED
D-Wave Quantum Inc Warrants
QBTS.WS
– –
-31,588
Closed -$2.84K
QNST icon
3356
QuinStreet
QNST
$1.18B
– –
-14,316
Closed -$274K
QQQX icon
3357
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.49B
– –
-43,444
Closed -$1.09M
RBC icon
3358
PUT
RBC Bearings
RBC
$16B
– –
-1,400
Closed -$419K
RCI icon
3359
Rogers Communications
RCI
$19.6B
– –
-918,482
Closed -$36.9M
RDIV icon
3360
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.42B
– –
-10,300
Closed -$514K
REGL icon
3361
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.79B
– –
-20,300
Closed -$1.66M
REM icon
3362
iShares Mortgage Real Estate ETF
REM
$544M
– –
-320,350
Closed -$7.6M
REXR icon
3363
Rexford Industrial Realty
REXR
$8.3B
– –
-48,727
Closed -$2.45M
RPV icon
3364
Invesco S&P 500 Pure Value ETF
RPV
$1.76B
– –
-16,300
Closed -$1.45M
RSPS icon
3365
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$250M
– –
-10,100
Closed -$327K
RSVRW
3366
DELISTED
Reservoir Media Inc Warrant
RSVRW
– –
-32,400
Closed -$43.4K
RTX icon
3367
RTX Corp
RTX
$283B
– –
-12,600
Closed -$1.53M
RUN icon
3368
Sunrun
RUN
$2.21B
– –
-86,183
Closed -$1.56M
RVMD icon
3369
Revolution Medicines
RVMD
$44.9B
– –
-22,895
Closed -$1.04M
SBRA icon
3370
Sabra Healthcare REIT
SBRA
$5.21B
– –
-20,949
Closed -$390K
SCHD icon
3371
Schwab US Dividend Equity ETF
SCHD
$111B
– –
-3,264,000
Closed -$92M
SCI icon
3372
Service Corp International
SCI
$11.4B
– –
-7,875
Closed -$622K
SDY icon
3373
State Street SPDR S&P Dividend ETF
SDY
$22.1B
– –
-14,159
Closed -$2.01M
SEM
3374
DELISTED
Select Medical
SEM
– –
-62,044
Closed -$1.17M
SES.WS
3375
DELISTED
SES AI Corp Warrants
SES.WS
– –
-56,326
Closed -$1.82K
133 134
135
136 137

Similar funds

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

John Overdeck's Q4 2024 Portfolio in Review

As of Q4 2024, John Overdeck held 3,590 positions worth $45.9B, up 0.48% from $45.6B the previous quarter. Its ten largest holdings account for 7.2% of the portfolio.

John Overdeck withdrew a net $1.69B in Q4 2024, closing 427 positions and reducing 1,388 holdings. Its most notable exit was iShares MSCI Emerging Markets ETF, an estimated $184M position sold in full.

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

Against the trend, John Overdeck opened a new position in Intel worth $237M.

  • John Overdeck's largest Q4 2024 buy was Intel: 11,843,258 shares worth $237M.
  • John Overdeck added most to Amazon in Q4 2024, an estimated $243M increase.
  • John Overdeck's biggest Q4 2024 reduction was Micron Technology, cutting an estimated $262M.
  • John Overdeck fully exited iShares MSCI Emerging Markets ETF in Q4 2024, selling an estimated $184M.
  • John Overdeck's ten largest holdings make up 7.2% of its $45.9B portfolio in Q4 2024.
  • John Overdeck opened 477 new positions and closed 427 in Q4 2024.
  • John Overdeck's portfolio value rose 0.48% quarter-over-quarter to $45.9B.

Based on Two Sigma Investments's 13F filing for Q4 2024, filed 14 Feb 2025.