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 | |
|---|---|---|---|---|---|---|
2201
Essential Properties Realty Trust
EPRT
$6.68B
| $737K | ﹤0.01% |
28,820
-28,500
| -50% | -$661K |
|
|
AFCG
2202
AFC Gamma
AFCG
$76.6M
| $736K | ﹤0.01% |
89,400
-45,669
| -34% | -$360K |
|
2203
Bristow Group
VTOL
$1.35B
| $735K | ﹤0.01% |
+26,001
| New | +$703K |
|
2204
Costamare
CMRE
$1.84B
| $734K | ﹤0.01% |
+70,543
| New | +$673K |
|
2205
FedEx
FDX
$79.9B
| $734K | ﹤0.01% |
2,900
| – | – |
|
2206
Wolverine World Wide
WWW
$1.68B
| $731K | ﹤0.01% |
82,212
-36,276
| -31% | -$308K |
|
2207
Peapack-Gladstone Financial
PGC
$803M
| $730K | ﹤0.01% |
24,472
-6,383
| -21% | -$166K |
|
2208
GFL Environmental
GFL
$14.9B
| $728K | ﹤0.01% |
21,105
-26,900
| -56% | -$819K |
|
2209
Babcock & Wilcox
BW
$1.16B
| $727K | ﹤0.01% |
498,114
+384,417
| +338% | +$819K |
|
2210
Ichor Holdings
ICHR
$2.15B
| $727K | ﹤0.01% |
21,608
-17,565
| -45% | -$486K |
|
2211
Cognyte Software
CGNT
$622M
| $727K | ﹤0.01% |
112,987
+68,587
| +154% | +$343K |
|
2212
NeoGenomics
NEO
$2.17B
| $726K | ﹤0.01% |
44,900
-54
| -0.1% | -$884 |
|
2213
Forum Energy Technologies
FET
$846M
| $725K | ﹤0.01% |
32,719
-8,900
| -21% | -$200K |
|
2214
iShares Core S&P Small-Cap ETF
IJR
$111B
| $725K | ﹤0.01% |
6,700
+4,500
| +205% | +$434K |
|
2215
Equity Bancshares
EQBK
$1.02B
| $724K | ﹤0.01% |
21,351
-2,260
| -10% | -$61.9K |
|
2216
WisdomTree US SmallCap Earnings Fund
EES
$719M
| $722K | ﹤0.01% |
14,500
+8,200
| +130% | +$363K |
|
2217
Pacific Biosciences
PACB
$472M
| $722K | ﹤0.01% |
73,573
-289,084
| -80% | -$2.36M |
|
2218
Public Service Enterprise Group
PEG
$37B
| $722K | ﹤0.01% |
11,800
-12,800
| -52% | -$787K |
|
2219
Quanex
NX
$918M
| $720K | ﹤0.01% |
23,537
-10,811
| -31% | -$319K |
|
|
MREO
2220
Mereo BioPharma
MREO
$44.9M
| $719K | ﹤0.01% |
311,060
+168,458
| +118% | +$322K |
|
2221
Phreesia
PHR
$712M
| $718K | ﹤0.01% |
31,015
+17,514
| +130% | +$302K |
|
2222
Cerus
CERS
$554M
| $717K | ﹤0.01% |
331,790
+198,454
| +149% | +$327K |
|
2223
MaxCyte
MXCT
$137M
| $716K | ﹤0.01% |
+152,360
| New | +$593K |
|
2224
Colony Bankcorp
CBAN
$447M
| $716K | ﹤0.01% |
53,822
-29,833
| -36% | -$323K |
|
2225
Myriad Genetics
MYGN
$300M
| $712K | ﹤0.01% |
37,200
+2,800
| +8% | +$48.4K |
|
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.