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 |
Johnson & Johnson
JNJ
|
+$166M |
| 2 |
General Motors
GM
|
+$156M |
| 3 |
Union Pacific
UNP
|
+$154M |
| 4 |
Pfizer
PFE
|
+$124M |
| 5 |
McDonald's
MCD
|
+$124M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBM
IBM
|
+$132M |
| 2 |
EMC
EMC CORPORATION
EMC
|
+$124M |
| 3 |
Liberty Global Class A
LBTYA
|
+$120M |
| 4 |
Freeport-McMoran
FCX
|
+$110M |
| 5 |
Vodafone
VOD
|
+$80.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 15.69% |
| 2 | Healthcare | 12.24% |
| 3 | Technology | 11.21% |
| 4 | Energy | 10.78% |
| 5 | Financials | 10.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
APC
26
DELISTED
Anadarko Petroleum
APC
| $99M | 0.63% |
+1,064,562
| New | +$96.8M |
|
27
Booking.com
BKNG
$158B
| $98.8M | 0.63% |
2,443,375
+1,701,000
| +229% | +$63.6M |
|
28
Eli Lilly
LLY
$1.12T
| $96.7M | 0.62% |
1,921,405
+331,423
| +21% | +$17.4M |
|
29
Abbott
ABT
$202B
| $96.1M | 0.61% |
2,894,071
+312,785
| +12% | +$11M |
|
30
MGM Resorts International
MGM
$11B
| $94.7M | 0.6% |
4,631,873
-1,991,046
| -30% | -$34.7M |
|
|
GAP
31
The Gap Inc
GAP
$7.13B
| $94.1M | 0.6% |
2,335,772
+1,561,602
| +202% | +$67.4M |
|
|
LIFE
32
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
| $94M | 0.6% |
1,256,783
+855,886
| +213% | +$63.9M |
|
33
Qualcomm
QCOM
$169B
| $93.4M | 0.6% |
1,386,113
+747,375
| +117% | +$49M |
|
|
MRO
34
DELISTED
Marathon Oil Corporation
MRO
| $89.2M | 0.57% |
2,557,678
+8,159
| +0.3% | +$290K |
|
35
HCA Healthcare
HCA
$92.9B
| $87.9M | 0.56% |
2,055,912
-363,127
| -15% | -$14.2M |
|
36
Ford
F
$57.5B
| $86.6M | 0.55% |
+5,135,398
| New | +$86.7M |
|
|
QIHU
37
DELISTED
QIHOO 360 TECHNOLOGY CO LTD ADS RPSTG 3 CL A SHS
QIHU
| $84.1M | 0.54% |
1,010,672
+1,004,149
| +15,394% | +$70.6M |
|
38
AbbVie
ABBV
$468B
| $83.4M | 0.53% |
1,863,671
+1,426,368
| +326% | +$63.2M |
|
39
General Dynamics
GD
$104B
| $82M | 0.52% |
936,654
+550,851
| +143% | +$46.8M |
|
40
Invesco QQQ Trust
QQQ
$486B
| $80.4M | 0.51% |
1,019,100
+1,008,720
| +9,718% | +$76.8M |
|
41
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.4B
| $80.2M | 0.51% |
+531,234
| New | +$81.1M |
|
42
State Street SPDR S&P 500 ETF Trust
SPY
$809B
| $80.2M | 0.51% |
+476,900
| New | +$79.9M |
|
43
Baxter International
BAX
$13.6B
| $80.1M | 0.51% |
2,244,494
-118,980
| -5% | -$4.62M |
|
44
GE Aerospace
GE
$361B
| $79.7M | 0.51% |
+696,516
| New | +$79.9M |
|
45
Accenture
ACN
$113B
| $79.4M | 0.51% |
1,077,639
+853,457
| +381% | +$63.2M |
|
46
Chipotle Mexican Grill
CMG
$46.7B
| $78M | 0.5% |
9,099,100
+5,727,950
| +170% | +$46.3M |
|
47
Microsoft
MSFT
$3.59T
| $77.8M | 0.5% |
2,336,314
+126,846
| +6% | +$4.17M |
|
48
Merck
MRK
$376B
| $76.9M | 0.49% |
+1,692,383
| New | +$77.3M |
|
49
Comcast
CMCSA
$95.3B
| $76.8M | 0.49% |
3,402,156
+744,676
| +28% | +$16.2M |
|
50
LyondellBasell Industries
LYB
$21.8B
| $76.1M | 0.48% |
1,038,817
-252,061
| -20% | -$17.6M |
|
Similar funds
John Overdeck's Q3 2013 Portfolio in Review
As of Q3 2013, John Overdeck held 2,423 positions worth $15.7B, up 9.6% from $14.3B the previous quarter. Its ten largest holdings account for 9.4% of the portfolio.
John Overdeck deployed $511M of net new capital in Q3 2013, opening 482 new positions and adding to 549 existing holdings. Its largest new stake was Johnson & Johnson: 1,855,436 shares worth $161M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 16% of assets, up from 12% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was EMC CORPORATION, an estimated $124M trimmed.
- John Overdeck's largest Q3 2013 buy was Johnson & Johnson: 1,855,436 shares worth $161M.
- John Overdeck added most to Alphabet (Google) Class C in Q3 2013, an estimated $100M increase.
- John Overdeck's biggest Q3 2013 reduction was EMC CORPORATION, cutting an estimated $124M.
- John Overdeck fully exited IBM in Q3 2013, selling an estimated $132M.
- John Overdeck's ten largest holdings make up 9.4% of its $15.7B portfolio in Q3 2013.
- John Overdeck opened 482 new positions and closed 621 in Q3 2013.
- John Overdeck's portfolio value rose 9.6% quarter-over-quarter to $15.7B.
Based on Two Sigma Investments's 13F filing for Q3 2013, filed 14 Nov 2013.