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 |
Johnson & Johnson
JNJ
|
+$166M |
| 2 |
General Motors
GM
|
+$156M |
| 3 |
Union Pacific
UNP
|
+$154M |
| 4 |
Pfizer
PFE
|
+$124M |
| 5 |
McDonald's
MCD
|
+$124M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
IBM
IBM
|
+$132M |
| 2 |
EMC
EMC CORPORATION
EMC
|
+$124M |
| 3 |
Liberty Global Class A
LBTYA
|
+$120M |
| 4 |
Freeport-McMoran
FCX
|
+$110M |
| 5 |
Vodafone
VOD
|
+$80.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 15.69% |
| 2 | Healthcare | 12.24% |
| 3 | Technology | 11.21% |
| 4 | Energy | 10.78% |
| 5 | Financials | 10.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1801
Alcoa
AA
$13B
| – | – |
-1,099,958
| Closed | -$20.7M |
|
|
AAT
1802
American Assets Trust
AAT
$1.41B
| – | – |
-115,395
| Closed | -$3.56M |
|
1803
Acadia Healthcare
ACHC
$2.67B
| – | – |
-6,772
| Closed | -$224K |
|
1804
Aecom
ACM
$8.36B
| – | – |
-328,364
| Closed | -$10.4M |
|
|
ACRE
1805
Ares Commercial Real Estate
ACRE
$262M
| – | – |
-91,020
| Closed | -$1.17M |
|
1806
Agree Realty
ADC
$9.28B
| – | – |
-11,431
| Closed | -$337K |
|
1807
Aegon
AEG
$13.6B
| – | – |
-92,309
| Closed | -$424K |
|
1808
American Eagle Outfitters
AEO
$2.83B
| – | – |
-280,163
| Closed | -$5.12M |
|
1809
AAR Corp
AIR
$5.42B
| – | – |
-45,390
| Closed | -$997K |
|
|
AIV
1810
Aimco
AIV
$378M
| – | – |
-5,448,318
| Closed | -$21.8M |
|
1811
Allegiant Air
ALGT
$2.23B
| – | – |
-13,523
| Closed | -$1.43M |
|
1812
Alkermes
ALKS
$8.2B
| – | – |
-244,032
| Closed | -$7M |
|
1813
Alnylam Pharmaceuticals
ALNY
$31.6B
| – | – |
-16,190
| Closed | -$502K |
|
1814
Amkor Technology
AMKR
$11.9B
| – | – |
-73,842
| Closed | -$311K |
|
1815
Abercrombie & Fitch
ANF
$4.99B
| – | – |
-38,252
| Closed | -$1.73M |
|
1816
A.O. Smith
AOS
$8.52B
| – | – |
-422,790
| Closed | -$7.67M |
|
1817
Grupo Aeroportuario del Sureste
ASR
$7.82B
| – | – |
-18,822
| Closed | -$2.09M |
|
1818
ASE Group
ASX
$94.4B
| – | – |
-15,181
| Closed | -$62K |
|
1819
Atmos Energy
ATO
$28.4B
| – | – |
-151,986
| Closed | -$6.24M |
|
1820
AngloGold Ashanti
AU
$60.9B
| – | – |
-194,157
| Closed | -$2.78M |
|
1821
Avista
AVA
$3.18B
| – | – |
-99,913
| Closed | -$2.7M |
|
1822
AeroVironment
AVAV
$7.53B
| – | – |
-142,547
| Closed | -$2.88M |
|
1823
American Vanguard Corp
AVD
$64M
| – | – |
-68,919
| Closed | -$1.61M |
|
1824
AZZ Inc
AZZ
$4.23B
| – | – |
-46,928
| Closed | -$1.81M |
|
1825
Credicorp
BAP
$30.2B
| – | – |
-136,798
| Closed | -$16.8M |
|
Similar funds
John Overdeck's Q3 2013 Portfolio in Review
As of Q3 2013, John Overdeck held 2,423 positions worth $15.7B, up 9.6% from $14.3B the previous quarter. Its ten largest holdings account for 9.4% of the portfolio.
John Overdeck deployed $511M of net new capital in Q3 2013, opening 482 new positions and adding to 549 existing holdings. Its largest new stake was Johnson & Johnson: 1,855,436 shares worth $161M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 16% of assets, up from 12% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was EMC CORPORATION, an estimated $124M trimmed.
- John Overdeck's largest Q3 2013 buy was Johnson & Johnson: 1,855,436 shares worth $161M.
- John Overdeck added most to Alphabet (Google) Class C in Q3 2013, an estimated $100M increase.
- John Overdeck's biggest Q3 2013 reduction was EMC CORPORATION, cutting an estimated $124M.
- John Overdeck fully exited IBM in Q3 2013, selling an estimated $132M.
- John Overdeck's ten largest holdings make up 9.4% of its $15.7B portfolio in Q3 2013.
- John Overdeck opened 482 new positions and closed 621 in Q3 2013.
- John Overdeck's portfolio value rose 9.6% quarter-over-quarter to $15.7B.
Based on Two Sigma Investments's 13F filing for Q3 2013, filed 14 Nov 2013.