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 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$976M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$219M |
| 3 |
Humana
HUM
|
+$215M |
| 4 |
Pinterest
PINS
|
+$214M |
| 5 |
Snowflake
SNOW
|
+$204M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Palantir
PLTR
|
+$301M |
| 2 |
Tesla
TSLA
|
+$254M |
| 3 |
Nike
NKE
|
+$248M |
| 4 |
Procter & Gamble
PG
|
+$233M |
| 5 |
Pfizer
PFE
|
+$232M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.09% |
| 2 | Financials | 10.23% |
| 3 | Consumer Discretionary | 10.17% |
| 4 | Healthcare | 10.17% |
| 5 | Industrials | 8.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Emergent Biosolutions
EBS
$305M
| $2.49M | 0.01% |
1,038,600
+2,624
| +0.3% | +$6.17K |
|
|
LAND
1327
Gladstone Land Corp
LAND
$381M
| $2.49M | 0.01% |
172,290
+43,817
| +34% | +$624K |
|
|
PDM
1328
Piedmont Realty Trust
PDM
$1.24B
| $2.48M | 0.01% |
349,043
-235,300
| -40% | -$1.42M |
|
1329
Marvell Technology
MRVL
$218B
| $2.48M | 0.01% |
41,100
-269,500
| -87% | -$14.6M |
|
1330
Vishay Precision Group
VPG
$858M
| $2.48M | 0.01% |
72,719
+18,439
| +34% | +$578K |
|
1331
Navigator Holdings
NVGS
$1.32B
| $2.48M | 0.01% |
170,208
+100,422
| +144% | +$1.44M |
|
1332
i3 Verticals
IIIV
$306M
| $2.47M | 0.01% |
116,891
+31,793
| +37% | +$638K |
|
1333
Wingstop
WING
$3.12B
| $2.46M | 0.01% |
9,600
-25,540
| -73% | -$5.52M |
|
1334
InterDigital
IDCC
$8.96B
| $2.46M | 0.01% |
22,691
-29,512
| -57% | -$2.73M |
|
1335
Ducommun
DCO
$2.81B
| $2.46M | 0.01% |
47,288
-2,044
| -4% | -$99.8K |
|
1336
Axos Financial
AX
$5.58B
| $2.46M | 0.01% |
45,045
-80,753
| -64% | -$3.37M |
|
1337
Future Fuel
FF
$236M
| $2.46M | 0.01% |
404,354
+209,563
| +108% | +$1.34M |
|
1338
Diageo
DEO
$52.2B
| $2.46M | 0.01% |
+16,876
| New | +$2.49M |
|
|
GPMT
1339
Granite Point Mortgage Trust
GPMT
$49.6M
| $2.44M | 0.01% |
411,582
-9,639
| -2% | -$48.5K |
|
1340
iHeartMedia
IHRT
$418M
| $2.44M | 0.01% |
915,573
+37,751
| +4% | +$95.5K |
|
1341
Rocket Companies
RKT
$39.7B
| $2.44M | 0.01% |
168,745
+58,045
| +52% | +$556K |
|
1342
APi Group
APG
$17.8B
| $2.44M | 0.01% |
105,900
-57,035
| -35% | -$1.1M |
|
|
HTBK
1343
DELISTED
Heritage Commerce
HTBK
| $2.44M | 0.01% |
246,212
-98,494
| -29% | -$868K |
|
1344
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.05B
| $2.44M | 0.01% |
29,280
-19,900
| -40% | -$1.47M |
|
1345
Phathom Pharmaceuticals
PHAT
$710M
| $2.44M | 0.01% |
266,857
+182,794
| +217% | +$1.57M |
|
1346
Lindblad Expeditions
LIND
$2.06B
| $2.43M | 0.01% |
215,634
+32,145
| +18% | +$249K |
|
|
HIVE
1347
HIVE Digital Technologies
HIVE
$793M
| $2.43M | 0.01% |
+535,859
| New | +$1.83M |
|
|
CTO
1348
CTO Realty Growth
CTO
$817M
| $2.42M | 0.01% |
139,866
+34,062
| +32% | +$567K |
|
1349
Resources Connection
RGP
$144M
| $2.41M | 0.01% |
170,117
+47,183
| +38% | +$660K |
|
1350
United Rentals
URI
$65.5B
| $2.41M | 0.01% |
4,200
| – | – |
|
Similar funds
John Overdeck's Q4 2023 Portfolio in Review
As of Q4 2023, John Overdeck held 3,484 positions worth $43.5B, up 17% from $37.2B the previous quarter. Its ten largest holdings account for 9.3% of the portfolio.
John Overdeck's Q4 2023 filing shows 550 new, 1,237 increased, 1,116 reduced and 366 closed positions. Its largest new stake was Becton Dickinson: 732,254 shares worth $179M. The largest sale was Palantir, an estimated $301M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Consumer Discretionary.
- John Overdeck's largest Q4 2023 buy was Becton Dickinson: 732,254 shares worth $179M.
- John Overdeck added most to State Street SPDR S&P 500 ETF Trust in Q4 2023, an estimated $976M increase.
- John Overdeck's biggest Q4 2023 reduction was Palantir, cutting an estimated $301M.
- John Overdeck fully exited Tesla in Q4 2023, selling an estimated $254M.
- John Overdeck's ten largest holdings make up 9.3% of its $43.5B portfolio in Q4 2023.
- John Overdeck opened 550 new positions and closed 366 in Q4 2023.
- John Overdeck's portfolio value rose 17% quarter-over-quarter to $43.5B.
Based on Two Sigma Investments's 13F filing for Q4 2023, filed 14 Feb 2024.