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 |
Amazon
AMZN
|
+$272M |
| 2 |
PayPal
PYPL
|
+$237M |
| 3 |
Tesla
TSLA
|
+$223M |
| 4 |
Advanced Micro Devices
AMD
|
+$169M |
| 5 |
Cencora
COR
|
+$165M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$293M |
| 2 |
JPMorgan Chase
JPM
|
+$226M |
| 3 |
GSK
GSK
|
+$219M |
| 4 |
Procter & Gamble
PG
|
+$202M |
| 5 |
Accenture
ACN
|
+$192M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.55% |
| 2 | Healthcare | 16.09% |
| 3 | Financials | 11.42% |
| 4 | Industrials | 10.25% |
| 5 | Consumer Discretionary | 10.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Enphase Energy
ENPH
$5.1B
| $195M | 0.61% |
736,076
-112,257
| -13% | -$32.7M |
|
|
27
Cencora
COR
$60.7B
| $186M | 0.58% |
1,120,819
+1,046,829
| +1,415% | +$165M |
|
28
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.4B
| $185M | 0.58% |
558,600
+141,500
| +34% | +$46M |
|
|
29
Tesla
TSLA
$1.43T
| $185M | 0.58% |
1,502,225
+1,178,765
| +364% | +$223M |
|
30
Salesforce
CRM
$171B
| $182M | 0.57% |
1,374,868
+1,013,787
| +281% | +$148M |
|
31
Baxter International
BAX
$13.6B
| $175M | 0.55% |
3,434,622
+2,936,599
| +590% | +$158M |
|
32
Autodesk
ADSK
$53.6B
| $170M | 0.53% |
908,571
+239,504
| +36% | +$48.1M |
|
33
Snap
SNAP
$8.86B
| $167M | 0.52% |
18,618,123
+2,478,397
| +15% | +$24.4M |
|
34
Linde
LIN
$225B
| $159M | 0.5% |
488,990
-73,511
| -13% | -$23M |
|
35
BP
BP
$115B
| $158M | 0.5% |
4,524,628
+1,175,024
| +35% | +$39.1M |
|
36
State Street Health Care Select Sector SPDR ETF
XLV
$45.5B
| $157M | 0.49% |
1,154,100
+668,100
| +137% | +$88.5M |
|
37
Palo Alto Networks
PANW
$292B
| $156M | 0.49% |
2,238,700
+843,626
| +60% | +$67.7M |
|
38
Cardinal Health
CAH
$53.4B
| $153M | 0.48% |
1,990,385
+551,614
| +38% | +$41.9M |
|
39
Yum! Brands
YUM
$41.8B
| $152M | 0.48% |
+1,187,068
| New | +$144M |
|
40
Verizon
VZ
$205B
| $148M | 0.47% |
3,758,616
+1,196,258
| +47% | +$45.1M |
|
41
Pinterest
PINS
$13.3B
| $147M | 0.46% |
6,053,967
+637,468
| +12% | +$15.2M |
|
42
Intel
INTC
$476B
| $145M | 0.45% |
5,473,631
-3,658,983
| -40% | -$102M |
|
43
TSMC
TSM
$2.17T
| $145M | 0.45% |
1,941,413
-1,361,886
| -41% | -$98.5M |
|
44
Cheniere Energy
LNG
$57.3B
| $144M | 0.45% |
958,727
+759,361
| +381% | +$127M |
|
45
PepsiCo
PEP
$196B
| $143M | 0.45% |
793,346
-237,066
| -23% | -$42.3M |
|
46
iShares 20+ Year Treasury Bond ETF
TLT
$45.5B
| $139M | 0.44% |
+1,400,000
| New | +$141M |
|
47
Emerson Electric
EMR
$87.7B
| $136M | 0.43% |
1,419,437
+291,569
| +26% | +$26.2M |
|
48
Marathon Petroleum
MPC
$101B
| $132M | 0.41% |
1,131,790
-206,225
| -15% | -$23.5M |
|
49
Carnival Corporation Ltd
CCL
$35.2B
| $129M | 0.41% |
+16,056,858
| New | +$138M |
|
50
Johnson Controls International
JCI
$86.7B
| $129M | 0.41% |
2,018,554
+1,604,823
| +388% | +$98.2M |
|
Similar funds
John Overdeck's Q4 2022 Portfolio in Review
As of Q4 2022, John Overdeck held 3,245 positions worth $31.9B, up 8.2% from $29.4B the previous quarter. Its ten largest holdings account for 7.9% of the portfolio.
John Overdeck's Q4 2022 filing shows 801 new, 908 increased, 911 reduced and 472 closed positions. Its largest new stake was Yum! Brands: 1,187,068 shares worth $152M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $293M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 22% a quarter earlier, followed by Healthcare and Financials.
- John Overdeck's largest Q4 2022 buy was Yum! Brands: 1,187,068 shares worth $152M.
- John Overdeck added most to Amazon in Q4 2022, an estimated $272M increase.
- John Overdeck's biggest Q4 2022 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $293M.
- John Overdeck fully exited JPMorgan Chase in Q4 2022, selling an estimated $226M.
- John Overdeck's ten largest holdings make up 7.9% of its $31.9B portfolio in Q4 2022.
- John Overdeck opened 801 new positions and closed 472 in Q4 2022.
- John Overdeck's portfolio value rose 8.2% quarter-over-quarter to $31.9B.
Based on Two Sigma Investments's 13F filing for Q4 2022, filed 14 Feb 2023.