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JO

John Overdeck Two Sigma Investments

AUM $138B
1-Year Est. Return 41.87%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+5.37%
1 Year Est. Return
+41.87%
3 Year Est. Return
+122.61%
5 Year Est. Return
+129.48%
10 Year Est. Return
+649.67%
AUM
$18.7B
AUM Growth
+$581M
Cap. Flow
+$56.1M
Cap. Flow %
0.3%
Top 10 Hldgs %
8.4%
Holding
2,608
New
461
Increased
635
Reduced
825
Closed
664

Top Buys

Rank Stock Value
1
CMCSA icon
Comcast
CMCSA
+$170M
2
WYNN icon
Wynn Resorts
WYNN
+$169M
3
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$162M
4
META icon
Meta Platforms (Facebook)
META
+$143M
5
DTV
DIRECTV COM STK (DE)
DTV
+$127M

Top Sells

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$157M
2
QCOM icon
Qualcomm
QCOM
+$149M
3
LYB icon
LyondellBasell Industries
LYB
+$147M
4
APC
Anadarko Petroleum
APC
+$125M
5
LLY icon
Eli Lilly
LLY
+$121M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 13.88%
2 Energy 13.19%
3 Industrials 13.15%
4 Healthcare 11.99%
5 Technology 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCJ icon
2001
Cameco
CCJ
$44.2B
– –
-853,498
Closed -$17.7M
CCRN
2002
DELISTED
Cross Country Healthcare
CCRN
– –
-258,481
Closed -$2.58M
CDXS icon
2003
Codexis
CDXS
$181M
– –
-53,345
Closed -$75K
CFFN icon
2004
Capitol Federal Financial
CFFN
$1.05B
– –
-370,013
Closed -$4.48M
CHDN icon
2005
Churchill Downs
CHDN
$6.57B
– –
-48,918
Closed -$731K
CHGG icon
2006
Chegg
CHGG
$90.7M
– –
-66,889
Closed -$570K
CHT icon
2007
Chunghwa Telecom
CHT
$33.5B
– –
-60,652
Closed -$1.88M
CIB icon
2008
Grupo Cibest SA
CIB
$23.9B
– –
-85,800
Closed -$4.21M
CL icon
2009
Colgate-Palmolive
CL
$73.3B
– –
-285,806
Closed -$18.6M
CLDT
2010
Chatham Lodging
CLDT
$633M
– –
-18,513
Closed -$379K
CLF icon
2011
Cleveland-Cliffs
CLF
$6.93B
– –
-712,803
Closed -$18.7M
CLW icon
2012
Clearwater Paper
CLW
$352M
– –
-86,334
Closed -$4.53M
CM icon
2013
Canadian Imperial Bank of Commerce
CM
$105B
– –
-68,028
Closed -$2.85M
CMC icon
2014
Commercial Metals
CMC
$7.56B
– –
-62,136
Closed -$1.26M
CMG icon
2015
Chipotle Mexican Grill
CMG
$47.1B
– –
-4,757,200
Closed -$50.7M
CMRE icon
2016
Costamare
CMRE
$1.89B
– –
-110,071
Closed -$2.01M
CNC icon
2017
Centene
CNC
$32.4B
– –
-237,720
Closed -$3.5M
CNK icon
2018
Cinemark Holdings
CNK
$4.37B
– –
-12,733
Closed -$424K
CNXN icon
2019
PC Connection
CNXN
$1.93B
– –
-14,057
Closed -$350K
COF icon
2020
Capital One
COF
$135B
– –
-7,117
Closed -$545K
COKE icon
2021
Coca-Cola Consolidated
COKE
$12.8B
– –
-96,510
Closed -$707K
COP icon
2022
ConocoPhillips
COP
$162B
– –
-694,651
Closed -$49.1M
CPF icon
2023
Central Pacific Financial
CPF
$966M
– –
-116,463
Closed -$2.34M
CPIX icon
2024
Cumberland Pharmaceuticals
CPIX
$115M
– –
-38,485
Closed -$197K
CPSS icon
2025
Consumer Portfolio Services
CPSS
$200M
– –
-66,593
Closed -$625K
79 80
81
82 83

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John Overdeck's Q1 2014 Portfolio in Review

As of Q1 2014, John Overdeck held 2,608 positions worth $18.7B, up 3.2% from $18.1B the previous quarter. Its ten largest holdings account for 8.4% of the portfolio.

John Overdeck's Q1 2014 filing shows 461 new, 635 increased, 825 reduced and 664 closed positions. Its largest new stake was Comcast: 6,522,876 shares worth $163M. The largest sale was McDonald's, an estimated $157M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 14% of assets, up from 11% a quarter earlier, followed by Energy and Industrials.

  • John Overdeck's largest Q1 2014 buy was Comcast: 6,522,876 shares worth $163M.
  • John Overdeck added most to Wynn Resorts in Q1 2014, an estimated $169M increase.
  • John Overdeck's biggest Q1 2014 reduction was Qualcomm, cutting an estimated $149M.
  • John Overdeck fully exited McDonald's in Q1 2014, selling an estimated $157M.
  • John Overdeck's ten largest holdings make up 8.4% of its $18.7B portfolio in Q1 2014.
  • John Overdeck opened 461 new positions and closed 664 in Q1 2014.
  • John Overdeck's portfolio value rose 3.2% quarter-over-quarter to $18.7B.

Based on Two Sigma Investments's 13F filing for Q1 2014, filed 15 May 2014.