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 | |
|---|---|---|---|---|---|---|
501
Commault Systems
CVLT
$5.55B
| $11M | 0.03% |
174,689
+146,991
| +531% | +$9.12M |
|
502
Hartford Financial Services
HIG
$36.9B
| $11M | 0.03% |
144,754
-211,619
| -59% | -$15.2M |
|
|
HAPN
503
Happen Inc
HAPN
$2.13B
| $11M | 0.03% |
1,247,283
-24,453
| -2% | -$252K |
|
|
GTLS.PRB
504
DELISTED
Chart Industries 6.75% Series B Preferred Stock
GTLS.PRB
| $10.9M | 0.03% |
+216,000
| New | +$10.7M |
|
505
Sylvamo
SLVM
$1.46B
| $10.9M | 0.03% |
224,208
+164,599
| +276% | +$7.9M |
|
|
PXD
506
DELISTED
Pioneer Natural Resource Co.
PXD
| $10.9M | 0.03% |
+47,687
| New | +$11.6M |
|
507
Elanco Animal Health
ELAN
$12B
| $10.9M | 0.03% |
889,758
+699,810
| +368% | +$8.72M |
|
|
PACW
508
DELISTED
PacWest Bancorp
PACW
| $10.8M | 0.03% |
472,301
-38,259
| -7% | -$928K |
|
509
Bio-Rad Laboratories Class A
BIO
$10.2B
| $10.8M | 0.03% |
25,772
-2,314
| -8% | -$934K |
|
510
Air Products & Chemicals
APD
$67.9B
| $10.8M | 0.03% |
35,148
-105,011
| -75% | -$29.6M |
|
511
Federated Hermes
FHI
$4.76B
| $10.8M | 0.03% |
298,361
+195,259
| +189% | +$6.85M |
|
|
HOLX
512
DELISTED
Hologic
HOLX
| $10.8M | 0.03% |
+144,746
| New | +$10.3M |
|
513
Helen of Troy
HELE
$677M
| $10.8M | 0.03% |
97,444
+13,268
| +16% | +$1.29M |
|
514
Theravance Biopharma
TBPH
$883M
| $10.8M | 0.03% |
962,826
+309,956
| +47% | +$3.26M |
|
515
Carvana
CVNA
$76.9B
| $10.8M | 0.03% |
+11,384,250
| New | +$24M |
|
516
PUT
Shake Shack
SHAK
$3.06B
| $10.8M | 0.03% |
259,300
+209,300
| +419% | +$10.2M |
|
517
Oaktree Specialty Lending
OCSL
$1.14B
| $10.7M | 0.03% |
519,216
-13,015
| -2% | -$262K |
|
518
Otis Worldwide
OTIS
$27.2B
| $10.6M | 0.03% |
135,775
+5,227
| +4% | +$386K |
|
519
TripAdvisor
TRIP
$1.17B
| $10.6M | 0.03% |
589,994
-331,261
| -36% | -$6.92M |
|
520
Abbott
ABT
$202B
| $10.5M | 0.03% |
95,962
-1,560,560
| -94% | -$162M |
|
521
Sally Beauty Holdings
SBH
$1.55B
| $10.5M | 0.03% |
840,339
+781,166
| +1,320% | +$9.59M |
|
|
CFLT
522
DELISTED
Confluent
CFLT
| $10.5M | 0.03% |
471,864
+342,702
| +265% | +$7.94M |
|
523
Novavax
NVAX
$1.47B
| $10.4M | 0.03% |
+1,010,992
| New | +$17.8M |
|
524
Kornit Digital
KRNT
$721M
| $10.3M | 0.03% |
449,240
-261,067
| -37% | -$6.52M |
|
525
Bentley Systems
BSY
$11.2B
| $10.3M | 0.03% |
278,948
+78,922
| +39% | +$2.86M |
|
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.