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 |
AGN
Allergan plc
AGN
|
+$153M |
| 2 |
LNKD
LinkedIn Corporation
LNKD
|
+$130M |
| 3 |
Cummins
CMI
|
+$121M |
| 4 |
Lowe's Companies
LOW
|
+$104M |
| 5 |
American Express
AXP
|
+$101M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$445M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$200M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$165M |
| 4 |
Gilead Sciences
GILD
|
+$158M |
| 5 |
Microsoft
MSFT
|
+$153M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.25% |
| 2 | Healthcare | 12.59% |
| 3 | Industrials | 11.99% |
| 4 | Financials | 10.09% |
| 5 | Consumer Discretionary | 9.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
926
STMicroelectronics
STM
$44B
| $2.73M | 0.01% |
410,379
+59,432
| +17% | +$420K |
|
|
HW
927
DELISTED
Headwaters Inc
HW
| $2.73M | 0.01% |
161,949
-18,526
| -10% | -$349K |
|
|
AJRD
928
DELISTED
Aerojet Rocketdyne Holdings
AJRD
| $2.72M | 0.01% |
173,896
+67,541
| +64% | +$1.13M |
|
929
MillerKnoll
MLKN
$1.58B
| $2.72M | 0.01% |
94,763
-80,243
| -46% | -$2.47M |
|
930
PUT
Regeneron Pharmaceuticals
REGN
$85.3B
| $2.71M | 0.01% |
5,000
+2,000
| +67% | +$1.08M |
|
931
Chevron
CVX
$398B
| $2.71M | 0.01% |
30,160
-1,308,870
| -98% | -$118M |
|
|
ANH
932
DELISTED
Anworth Mortgage Asset Corporation
ANH
| $2.71M | 0.01% |
+621,745
| New | +$2.94M |
|
933
Axos Financial
AX
$5.5B
| $2.7M | 0.01% |
128,332
+101,492
| +378% | +$2.39M |
|
934
Quanex
NX
$916M
| $2.7M | 0.01% |
129,535
+52,803
| +69% | +$1.02M |
|
|
LPT
935
DELISTED
Liberty Property Trust
LPT
| $2.7M | 0.01% |
86,934
-42,525
| -33% | -$1.41M |
|
936
SouthState Bank Corp
SSB
$10.4B
| $2.7M | 0.01% |
+37,496
| New | +$2.85M |
|
937
NCR Voyix
VYX
$1.1B
| $2.69M | 0.01% |
+179,569
| New | +$2.86M |
|
938
CALL
Medtronic
MDT
$119B
| $2.69M | 0.01% |
+35,000
| New | +$2.63M |
|
|
BSFT
939
DELISTED
BroadSoft, Inc.
BSFT
| $2.69M | 0.01% |
76,052
+64,474
| +557% | +$2.28M |
|
940
Yum! Brands
YUM
$42.9B
| $2.69M | 0.01% |
51,144
-208,625
| -80% | -$10.9M |
|
|
JMEI
941
DELISTED
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
| $2.69M | 0.01% |
+29,647
| New | +$2.85M |
|
942
Post Holdings
POST
$3.73B
| $2.69M | 0.01% |
66,488
-35,940
| -35% | -$1.49M |
|
943
PUT
Alibaba
BABA
$284B
| $2.68M | 0.01% |
33,000
+3,000
| +10% | +$235K |
|
944
Lloyds Banking Group
LYG
$87.6B
| $2.67M | 0.01% |
612,629
+314,278
| +105% | +$1.42M |
|
|
CHL
945
DELISTED
China Mobile Limited
CHL
| $2.66M | 0.01% |
+47,212
| New | +$2.79M |
|
946
Ovintiv
OVV
$18.2B
| $2.66M | 0.01% |
+104,530
| New | +$3.82M |
|
947
SunCoke Energy
SXC
$816M
| $2.66M | 0.01% |
765,359
+506,690
| +196% | +$2.43M |
|
948
Vermilion Energy
VET
$1.92B
| $2.66M | 0.01% |
+97,667
| New | +$3.07M |
|
|
KLXI
949
DELISTED
KLX Inc.
KLXI
| $2.65M | 0.01% |
+102,084
| New | +$3.01M |
|
950
ConocoPhillips
COP
$160B
| $2.65M | 0.01% |
56,720
+28,230
| +99% | +$1.48M |
|
Similar funds
John Overdeck's Q4 2015 Portfolio in Review
As of Q4 2015, John Overdeck held 3,233 positions worth $20.9B, up 6.8% from $19.5B the previous quarter. Its ten largest holdings account for 8% of the portfolio.
John Overdeck deployed $631M of net new capital in Q4 2015, opening 1,109 new positions and adding to 884 existing holdings. Its largest new stake was American Express: 1,381,273 shares worth $96.1M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Healthcare and Industrials.
On the sell side, the largest reduction was Gilead Sciences, an estimated $158M trimmed.
- John Overdeck's largest Q4 2015 buy was American Express: 1,381,273 shares worth $96.1M.
- John Overdeck added most to Allergan plc in Q4 2015, an estimated $153M increase.
- John Overdeck's biggest Q4 2015 reduction was Gilead Sciences, cutting an estimated $158M.
- John Overdeck fully exited State Street SPDR S&P 500 ETF Trust in Q4 2015, selling an estimated $445M.
- John Overdeck's ten largest holdings make up 8% of its $20.9B portfolio in Q4 2015.
- John Overdeck opened 1,109 new positions and closed 598 in Q4 2015.
- John Overdeck's portfolio value rose 6.8% quarter-over-quarter to $20.9B.
Based on Two Sigma Investments's 13F filing for Q4 2015, filed 16 Feb 2016.