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 | |
|---|---|---|---|---|---|---|
1426
PUT
Genuine Parts
GPC
$18.7B
| $1.12M | 0.01% |
+13,000
| New | +$1.14M |
|
1427
CALL
Elevance Health
ELV
$87.3B
| $1.12M | 0.01% |
+8,000
| New | +$1.1M |
|
|
RDC
1428
DELISTED
Rowan Companies Plc
RDC
| $1.11M | 0.01% |
+65,721
| New | +$1.26M |
|
|
VIAB
1429
PUT
DELISTED
Viacom Inc. Class B
VIAB
| $1.11M | 0.01% |
+27,000
| New | +$1.27M |
|
1430
Amkor Technology
AMKR
$11.9B
| $1.11M | 0.01% |
+182,592
| New | +$1.11M |
|
1431
PUT
Core Laboratories
CLB
$553M
| $1.11M | 0.01% |
10,200
+1,200
| +13% | +$137K |
|
1432
State Street
STT
$52.4B
| $1.11M | 0.01% |
+16,695
| New | +$1.16M |
|
1433
Banner Corp
BANR
$2.41B
| $1.11M | 0.01% |
+24,128
| New | +$1.19M |
|
1434
CALL
Bread Financial
BFH
$4.04B
| $1.11M | 0.01% |
5,012
-2,506
| -33% | -$567K |
|
1435
CALL
Masco
MAS
$14.4B
| $1.1M | 0.01% |
+39,000
| New | +$1.11M |
|
1436
PUT
Truist Financial
TFC
$62.1B
| $1.1M | 0.01% |
29,000
+4,000
| +16% | +$150K |
|
|
NSU
1437
DELISTED
Nevsun Resources Ltd.
NSU
| $1.1M | 0.01% |
404,345
-277,491
| -41% | -$790K |
|
1438
CALL
Union Pacific
UNP
$184B
| $1.09M | 0.01% |
14,000
+2,000
| +17% | +$172K |
|
1439
CALL
Intuitive Surgical
ISRG
$132B
| $1.09M | 0.01% |
+18,000
| New | +$1.01M |
|
|
1440
PUT
Intuitive Surgical
ISRG
$132B
| $1.09M | 0.01% |
+18,000
| New | +$1.01M |
|
|
SCS
1441
DELISTED
Steelcase
SCS
| $1.09M | 0.01% |
73,255
+33,776
| +86% | +$636K |
|
|
SBR
1442
Sabine Royalty Trust
SBR
$1.06B
| $1.09M | 0.01% |
41,557
+14,629
| +54% | +$457K |
|
1443
CALL
Target
TGT
$77.2B
| $1.09M | 0.01% |
15,000
+9,000
| +150% | +$672K |
|
1444
CALL
Regeneron Pharmaceuticals
REGN
$85.3B
| $1.09M | 0.01% |
2,000
-1,000
| -33% | -$542K |
|
1445
Wolfspeed
WOLF
$1.29B
| $1.09M | 0.01% |
+40,705
| New | +$1.05M |
|
|
MON
1446
CALL
DELISTED
Monsanto Co
MON
| $1.08M | 0.01% |
+11,000
| New | +$1.03M |
|
1447
Norwegian Cruise Line
NCLH
$7.91B
| $1.08M | 0.01% |
+18,447
| New | +$1.09M |
|
1448
WaFd
WAFD
$2.69B
| $1.08M | 0.01% |
+45,360
| New | +$1.12M |
|
1449
PUT
Eastman Chemical
EMN
$8.31B
| $1.08M | 0.01% |
16,000
+7,000
| +78% | +$490K |
|
1450
EnerSys
ENS
$6.76B
| $1.08M | 0.01% |
+19,300
| New | +$1.17M |
|
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.