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 |
AbbVie
ABBV
|
+$187M |
| 2 |
Walmart Inc
WMT
|
+$173M |
| 3 |
Dollar General
DG
|
+$171M |
| 4 |
Bristol-Myers Squibb
BMY
|
+$164M |
| 5 |
Amazon
AMZN
|
+$162M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Netflix
NFLX
|
+$243M |
| 2 |
Boeing
BA
|
+$202M |
| 3 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$187M |
| 4 |
Carnival Corporation Ltd
CCL
|
+$161M |
| 5 |
Philip Morris
PM
|
+$160M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 16.5% |
| 2 | Technology | 14.07% |
| 3 | Healthcare | 12.37% |
| 4 | Industrials | 9.06% |
| 5 | Financials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Magna International
MGA
$19.5B
| $40.5M | 0.13% |
831,349
+680,053
| +449% | +$34.3M |
|
202
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$809B
| $40.3M | 0.13% |
142,700
+41,300
| +41% | +$11.2M |
|
|
203
State Street SPDR S&P 500 ETF Trust
SPY
$809B
| $39.9M | 0.13% |
141,416
-45,629
| -24% | -$12.4M |
|
204
Vodafone
VOD
$36.9B
| $39.3M | 0.13% |
2,161,788
+1,582,906
| +273% | +$29.4M |
|
205
CALL
Microsoft
MSFT
$3.59T
| $39.2M | 0.13% |
332,100
+179,200
| +117% | +$19.6M |
|
206
Iron Mountain
IRM
$36.3B
| $39.1M | 0.13% |
1,103,624
+1,077,997
| +4,206% | +$38.1M |
|
207
Consolidated Edison
ED
$39.3B
| $38.9M | 0.13% |
458,504
+25,088
| +6% | +$2M |
|
208
Trade Desk
TTD
$6.19B
| $38.8M | 0.13% |
1,959,230
+1,792,110
| +1,072% | +$29.4M |
|
209
Thor Industries
THO
$4.14B
| $38.8M | 0.13% |
621,743
+252,576
| +68% | +$16M |
|
|
MNDT
210
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $38.7M | 0.13% |
2,306,494
-1,059,524
| -31% | -$17.8M |
|
211
Sun Life Financial
SLF
$44B
| $38.7M | 0.13% |
+1,007,250
| New | +$37M |
|
212
Las Vegas Sands
LVS
$30.5B
| $38.6M | 0.13% |
632,777
+89,869
| +17% | +$5.29M |
|
213
Allegion
ALLE
$13.8B
| $38.6M | 0.13% |
+425,110
| New | +$37M |
|
214
Huntsman Corp
HUN
$1.75B
| $38.4M | 0.12% |
1,706,028
-1,033,556
| -38% | -$23.3M |
|
|
SGI
215
Somnigroup International
SGI
$13.6B
| $38M | 0.12% |
+2,636,800
| New | +$35.7M |
|
216
PG&E
PCG
$38.8B
| $38M | 0.12% |
2,133,942
-613,409
| -22% | -$9.91M |
|
217
BorgWarner
BWA
$13.8B
| $38M | 0.12% |
1,122,536
-84,235
| -7% | -$2.91M |
|
218
Hartford Financial Services
HIG
$36.9B
| $37.9M | 0.12% |
762,223
-12,504
| -2% | -$594K |
|
219
Yum China
YUMC
$16.9B
| $37.5M | 0.12% |
834,431
-192,781
| -19% | -$7.59M |
|
220
Lockheed Martin
LMT
$130B
| $37.5M | 0.12% |
124,801
-120,757
| -49% | -$35.4M |
|
|
ATH
221
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
| $37.3M | 0.12% |
914,308
+487,590
| +114% | +$20.9M |
|
222
CALL
IBM
IBM
$222B
| $37M | 0.12% |
274,261
+190,581
| +228% | +$24.3M |
|
|
JNPR
223
DELISTED
Juniper Networks
JNPR
| $36.8M | 0.12% |
1,391,488
+863,438
| +164% | +$23.3M |
|
224
Crocs
CROX
$5.85B
| $36.4M | 0.12% |
1,414,294
+397,494
| +39% | +$10.9M |
|
225
Ingredion
INGR
$6.74B
| $36.1M | 0.12% |
381,193
+306,884
| +413% | +$29M |
|
Similar funds
John Overdeck's Q1 2019 Portfolio in Review
As of Q1 2019, John Overdeck held 3,708 positions worth $30.8B, up 21% from $25.5B the previous quarter. Its ten largest holdings account for 6.1% of the portfolio.
John Overdeck deployed $1.39B of net new capital in Q1 2019, opening 800 new positions and adding to 1,115 existing holdings. Its largest new stake was Dollar General: 1,470,962 shares worth $175M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 17% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was Netflix, an estimated $243M trimmed.
- John Overdeck's largest Q1 2019 buy was Dollar General: 1,470,962 shares worth $175M.
- John Overdeck added most to AbbVie in Q1 2019, an estimated $187M increase.
- John Overdeck's biggest Q1 2019 reduction was Netflix, cutting an estimated $243M.
- John Overdeck fully exited Boeing in Q1 2019, selling an estimated $202M.
- John Overdeck's ten largest holdings make up 6.1% of its $30.8B portfolio in Q1 2019.
- John Overdeck opened 800 new positions and closed 741 in Q1 2019.
- John Overdeck's portfolio value rose 21% quarter-over-quarter to $30.8B.
Based on Two Sigma Investments's 13F filing for Q1 2019, filed 15 May 2019.