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 | |
|---|---|---|---|---|---|---|
2101
Telecom Argentina
TEO
$5.66B
| – | – |
-148,974
| Closed | -$2.22M |
|
|
TGI
2102
DELISTED
Triumph Group
TGI
| – | – |
-3,800
| Closed | -$301K |
|
2103
Tenet Healthcare
THC
$22.6B
| – | – |
-77,305
| Closed | -$3.56M |
|
|
THM
2104
International Tower Hill Mines
THM
$735M
| – | – |
-12,774
| Closed | -$8K |
|
|
THS
2105
DELISTED
Treehouse Foods
THS
| – | – |
-3,500
| Closed | -$229K |
|
|
TMHC
2106
DELISTED
Taylor Morrison
TMHC
| – | – |
-115,293
| Closed | -$2.81M |
|
2107
Towne Bank
TOWN
$3.49B
| – | – |
-17,374
| Closed | -$256K |
|
2108
Tejon Ranch
TRC
$444M
| – | – |
-20,391
| Closed | -$548K |
|
2109
Trustmark
TRMK
$2.7B
| – | – |
-35,841
| Closed | -$881K |
|
2110
Tronox
TROX
$888M
| – | – |
-114,341
| Closed | -$2.3M |
|
2111
TC Energy
TRP
$64.6B
| – | – |
-108,540
| Closed | -$4.68M |
|
|
TRST
2112
Trustco Bank Corp NY
TRST
$968M
| – | – |
-54,075
| Closed | -$1.47M |
|
2113
Tenaris
TS
$26.6B
| – | – |
-15,041
| Closed | -$606K |
|
2114
Tesla
TSLA
$1.43T
| – | – |
-8,262,855
| Closed | -$59.2M |
|
2115
TechTarget
TTGT
$276M
| – | – |
-16,018
| Closed | -$72K |
|
2116
Telus
TU
$15.6B
| – | – |
-95,084
| Closed | -$1.39M |
|
2117
Televisa
TV
$1.47B
| – | – |
-40,165
| Closed | -$998K |
|
2118
Texas Roadhouse
TXRH
$13.4B
| – | – |
-162,553
| Closed | -$4.07M |
|
2119
Textron
TXT
$14.3B
| – | – |
-631,151
| Closed | -$16.4M |
|
2120
Ubiquiti
UI
$33.8B
| – | – |
-45,629
| Closed | -$800K |
|
2121
Usana Health Sciences
USNA
$250M
| – | – |
-73,648
| Closed | -$2.67M |
|
2122
Vale
VALE
$62.1B
| – | – |
-45,183
| Closed | -$594K |
|
2123
VEON
VEON
$4.09B
| – | – |
-2,313
| Closed | -$582K |
|
2124
VF Corp
VFC
$5.65B
| – | – |
-28,695
| Closed | -$1.3M |
|
2125
Telefônica Brasil
VIV
$18.3B
| – | – |
-499,010
| Closed | -$11.4M |
|
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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.