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 | |
|---|---|---|---|---|---|---|
1926
Global Indemnity Group
GBLI
$399M
| – | – |
-10,943
| Closed | -$258K |
|
1927
Genesco
GCO
$400M
| – | – |
-16,184
| Closed | -$1.08M |
|
1928
The GEO Group
GEO
$4.31B
| – | – |
-236,120
| Closed | -$5.34M |
|
1929
Gerdau
GGB
$8.69B
| – | – |
-1,176,112
| Closed | -$5.33M |
|
1930
Galicia Financial Group
GGAL
$6.67B
| – | – |
-51,559
| Closed | -$265K |
|
1931
Graco
GGG
$13.2B
| – | – |
-41,706
| Closed | -$879K |
|
1932
Global Industrial
GIC
$1.5B
| – | – |
-11,257
| Closed | -$106K |
|
1933
Gildan
GIL
$10.4B
| – | – |
-68,080
| Closed | -$1.38M |
|
1934
G-III Apparel Group
GIII
$1.43B
| – | – |
-114,108
| Closed | -$2.75M |
|
1935
General Mills
GIS
$21.8B
| – | – |
-307,319
| Closed | -$14.9M |
|
1936
Golar LNG
GLNG
$5.33B
| – | – |
-89,437
| Closed | -$2.85M |
|
1937
Globus Medical
GMED
$11.6B
| – | – |
-11,800
| Closed | -$199K |
|
1938
Generac Holdings
GNRC
$12B
| – | – |
-111,846
| Closed | -$4.14M |
|
1939
Great Southern Bancorp
GSBC
$862M
| – | – |
-15,561
| Closed | -$420K |
|
1940
FerroAtlántica
GSM
$764M
| – | – |
-166,151
| Closed | -$1.81M |
|
1941
Hasbro
HAS
$13.2B
| – | – |
-27,802
| Closed | -$1.25M |
|
1942
Huntington Bancshares
HBAN
$34.7B
| – | – |
-5,247,284
| Closed | -$41.3M |
|
1943
HEICO Corp
HEI
$49.4B
| – | – |
-18,112
| Closed | -$299K |
|
|
HIMX
1944
Himax Technologies
HIMX
$2.32B
| – | – |
-1,151,699
| Closed | -$6.01M |
|
1945
Highwoods Properties
HIW
$3.48B
| – | – |
-191,341
| Closed | -$6.81M |
|
1946
Honda
HMC
$42.5B
| – | – |
-16,383
| Closed | -$610K |
|
1947
Harley-Davidson
HOG
$2.92B
| – | – |
-100,860
| Closed | -$5.53M |
|
1948
Home BancShares
HOMB
$6.08B
| – | – |
-36,248
| Closed | -$471K |
|
1949
Helmerich & Payne
HP
$4.32B
| – | – |
-120,975
| Closed | -$7.55M |
|
1950
HP
HPQ
$27B
| – | – |
-1,301,248
| Closed | -$14.7M |
|
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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.