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 | |
|---|---|---|---|---|---|---|
|
REFI
1451
Chicago Atlantic Real Estate Finance
REFI
$274M
| $2.12M | ﹤0.01% |
131,153
-31,035
| -19% | -$473K |
|
1452
Universal Technical Institute
UTI
$1.22B
| $2.12M | ﹤0.01% |
169,300
+153,573
| +976% | +$1.56M |
|
1453
Zillow
ZG
$8.09B
| $2.12M | ﹤0.01% |
37,307
+4,107
| +12% | +$176K |
|
1454
American Tower
AMT
$81.9B
| $2.12M | ﹤0.01% |
9,800
-284,585
| -97% | -$53.8M |
|
|
VRE
1455
DELISTED
Veris Residential
VRE
| $2.12M | ﹤0.01% |
134,472
+94,583
| +237% | +$1.41M |
|
1456
Carpenter Technology
CRS
$24B
| $2.11M | ﹤0.01% |
+29,820
| New | +$2.01M |
|
1457
Crown Castle
CCI
$32.1B
| $2.11M | ﹤0.01% |
18,300
-1,462,918
| -99% | -$150M |
|
1458
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$591M
| $2.11M | ﹤0.01% |
+47,600
| New | +$1.97M |
|
1459
Mobileye
MBLY
$7.26B
| $2.11M | ﹤0.01% |
48,600
| – | – |
|
1460
BRC Group Holdings
RILY
$285M
| $2.11M | ﹤0.01% |
100,287
+64,095
| +177% | +$1.87M |
|
1461
Dick's Sporting Goods
DKS
$11.6B
| $2.1M | ﹤0.01% |
14,300
| – | – |
|
1462
ICICI Bank
IBN
$108B
| $2.1M | ﹤0.01% |
87,977
-16,831
| -16% | -$388K |
|
1463
lululemon athletica
LULU
$13.2B
| $2.1M | ﹤0.01% |
4,100
| – | – |
|
1464
TechTarget
TTGT
$281M
| $2.09M | ﹤0.01% |
59,923
-61,106
| -50% | -$1.81M |
|
|
EXK
1465
Endeavour Silver
EXK
$3.23B
| $2.09M | ﹤0.01% |
1,059,707
+814,510
| +332% | +$1.77M |
|
1466
Allison Transmission
ALSN
$10.6B
| $2.09M | ﹤0.01% |
35,900
| – | – |
|
|
ROVR
1467
DELISTED
Rover Group, Inc. Class A Common Stock
ROVR
| $2.08M | ﹤0.01% |
190,741
-66,817
| -26% | -$565K |
|
1468
Repay Holdings
RPAY
$312M
| $2.07M | ﹤0.01% |
+242,384
| New | +$1.71M |
|
1469
Evercore
EVR
$11.2B
| $2.07M | ﹤0.01% |
12,100
| – | – |
|
1470
Regenxbio
RGNX
$619M
| $2.07M | ﹤0.01% |
115,071
+84,859
| +281% | +$1.49M |
|
1471
Simmons First National
SFNC
$3.29B
| $2.06M | ﹤0.01% |
104,018
-50,757
| -33% | -$849K |
|
1472
Grupo Cibest SA
CIB
$23.9B
| $2.06M | ﹤0.01% |
66,990
+36,359
| +119% | +$988K |
|
1473
East-West Bancorp
EWBC
$17.9B
| $2.06M | ﹤0.01% |
28,600
-115,924
| -80% | -$6.98M |
|
1474
Rogers Corp
ROG
$2.25B
| $2.05M | ﹤0.01% |
15,528
-272
| -2% | -$34.8K |
|
1475
Intrepid Potash
IPI
$503M
| $2.05M | ﹤0.01% |
85,635
+9,392
| +12% | +$198K |
|
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.