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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
+5.61%
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
$46.8B
AUM Growth
+$2.06B
Cap. Flow
+$1.15B
Cap. Flow %
2.46%
Top 10 Hldgs %
5.69%
Holding
5,171
New
995
Increased
1,525
Reduced
1,628
Closed
977

Top Buys

Rank Stock Value
1
NET icon
Cloudflare
NET
+$299M
2
AMD icon
Advanced Micro Devices
AMD
+$249M
3
PFE icon
Pfizer
PFE
+$227M
4
TMO icon
Thermo Fisher Scientific
TMO
+$212M
5
NVDA icon
NVIDIA
NVDA
+$210M

Top Sells

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$241M
2
CSCO icon
Cisco
CSCO
+$234M
3
ADI icon
Analog Devices
ADI
+$198M
4
MDLZ icon
Mondelez International
MDLZ
+$185M
5
PM icon
Philip Morris
PM
+$182M

Sector Composition

Rank Sector Weight
1 Technology 17.01%
2 Healthcare 15.79%
3 Consumer Discretionary 10.3%
4 Industrials 9.92%
5 Financials 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NNDM
4651
CALL
Nano Dimension
NNDM
$325M
– –
-34,100
Closed -$192K
NNDM
4652
PUT
Nano Dimension
NNDM
$325M
– –
-24,900
Closed -$140K
NNOX icon
4653
CALL
Nano X Imaging
NNOX
$67.9M
– –
-59,300
Closed -$1.33M
NNOX icon
4654
PUT
Nano X Imaging
NNOX
$67.9M
– –
-30,700
Closed -$691K
NOAH
4655
Noah Holdings
NOAH
$597M
– –
-9,924
Closed -$368K
NOK icon
4656
Nokia
NOK
$55.6B
– –
-1,788,893
Closed -$9.75M
NOTV
4657
DELISTED
Inotiv
NOTV
– –
-27,280
Closed -$798K
NOVA
4658
DELISTED
Sunnova Energy
NOVA
– –
-246,577
Closed -$8.89M
NPO icon
4659
Enpro
NPO
$6.45B
– –
-9,691
Closed -$844K
NTB icon
4660
Bank of N.T. Butterfield & Son
NTB
$2.3B
– –
-62,585
Closed -$2.22M
NTES icon
4661
CALL
NetEase
NTES
$78.7B
– –
-4,000
Closed -$342K
NTES icon
4662
NetEase
NTES
$78.7B
– –
-182,344
Closed -$15.6M
NTES icon
4663
PUT
NetEase
NTES
$78.7B
– –
-8,100
Closed -$692K
NTGR icon
4664
CALL
NETGEAR
NTGR
$563M
– –
-18,400
Closed -$587K
NTGR icon
4665
PUT
NETGEAR
NTGR
$563M
– –
-30,000
Closed -$957K
NTR icon
4666
PUT
Nutrien
NTR
$35.5B
– –
-4,000
Closed -$259K
NTRS icon
4667
Northern Trust
NTRS
$34.2B
– –
-4,966
Closed -$595K
NVCR icon
4668
CALL
NovoCure
NVCR
$1.95B
– –
-11,600
Closed -$1.35M
XMAX
4669
XMAX Inc
XMAX
$583M
– –
-6,228
Closed -$71K
NVST icon
4670
PUT
Envista
NVST
$4.39B
– –
-5,400
Closed -$226K
NWG icon
4671
NatWest
NWG
$74.4B
– –
-356,517
Closed -$2.34M
NWN icon
4672
Northwest Natural Holdings
NWN
$2.11B
– –
-49,738
Closed -$2.29M
O icon
4673
CALL
Realty Income
O
$59.8B
– –
-7,740
Closed -$486K
O icon
4674
PUT
Realty Income
O
$59.8B
– –
-13,726
Closed -$863K
OGE icon
4675
OGE Energy
OGE
$9.49B
– –
-96,708
Closed -$3.19M
185 186
187
188 189

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John Overdeck's Q4 2021 Portfolio in Review

As of Q4 2021, John Overdeck held 5,171 positions worth $46.8B, up 4.6% from $44.7B the previous quarter. Its ten largest holdings account for 5.7% of the portfolio.

John Overdeck's Q4 2021 filing shows 995 new, 1,525 increased, 1,628 reduced and 977 closed positions. Its largest new stake was Cloudflare: 1,781,661 shares worth $234M. The largest sale was Lam Research, an estimated $241M.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 16% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • John Overdeck's largest Q4 2021 buy was Cloudflare: 1,781,661 shares worth $234M.
  • John Overdeck added most to Advanced Micro Devices in Q4 2021, an estimated $249M increase.
  • John Overdeck's biggest Q4 2021 reduction was Mondelez International, cutting an estimated $185M.
  • John Overdeck fully exited Lam Research in Q4 2021, selling an estimated $241M.
  • John Overdeck's ten largest holdings make up 5.7% of its $46.8B portfolio in Q4 2021.
  • John Overdeck opened 995 new positions and closed 977 in Q4 2021.
  • John Overdeck's portfolio value rose 4.6% quarter-over-quarter to $46.8B.

Based on Two Sigma Investments's 13F filing for Q4 2021, filed 14 Feb 2022.