We are live on ! Find out more
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
-3.07%
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
$46.8B
AUM Growth
+$933M
Cap. Flow
+$2.08B
Cap. Flow %
4.45%
Top 10 Hldgs %
8.13%
Holding
3,617
New
458
Increased
1,225
Reduced
1,321
Closed
452

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$510M
2
AVGO icon
Broadcom
AVGO
+$318M
3
MRVL icon
Marvell Technology
MRVL
+$290M
4
CRM icon
Salesforce
CRM
+$263M
5
AMD icon
Advanced Micro Devices
AMD
+$250M

Top Sells

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$255M
2
PGR icon
Progressive
PGR
+$244M
3
V icon
Visa
V
+$238M
4
LRCX icon
Lam Research
LRCX
+$201M
5
ELV icon
Elevance Health
ELV
+$190M

Sector Composition

Rank Sector Weight
1 Technology 17.88%
2 Healthcare 13.28%
3 Financials 10.32%
4 Industrials 9.79%
5 Consumer Discretionary 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HASI icon
2276
PUT
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.09B
$731K ﹤0.01%
+25,000
New +$708K
DXJ icon
2277
WisdomTree Japan Hedged Equity Fund
DXJ
$7.27B
$727K ﹤0.01%
6,600
-32,700
-83% -$3.6M
CWS icon
2278
AdvisorShares Focused Equity ETF
CWS
$133M
$727K ﹤0.01%
+11,100
New +$735K
ETD icon
2279
Ethan Allen Interiors
ETD
$605M
$726K ﹤0.01%
26,194
-38,490
-60% -$1.1M
VEL icon
2280
Velocity Financial
VEL
$716M
$722K ﹤0.01%
+38,600
New +$726K
FTXN icon
2281
First Trust Nasdaq Oil & Gas ETF
FTXN
$163M
$721K ﹤0.01%
+23,800
New +$709K
LZ icon
2282
LegalZoom.com
LZ
$1.01B
$719K ﹤0.01%
83,560
-219,681
-72% -$1.97M
PFIS icon
2283
Peoples Financial Services
PFIS
$699M
$719K ﹤0.01%
+16,170
New +$790K
QVAL icon
2284
Alpha Architect US Quantitative Value ETF
QVAL
$632M
$714K ﹤0.01%
+16,744
New +$745K
PRAX icon
2285
Praxis Precision Medicines
PRAX
$10.3B
$712K ﹤0.01%
18,808
-1,258
-6% -$78.6K
SMBC icon
2286
Southern Missouri Bancorp
SMBC
$815M
$712K ﹤0.01%
13,680
-1,537
-10% -$86.8K
HCM icon
2287
HUTCHMED
HCM
$2.13B
$711K ﹤0.01%
47,262
-11,254
-19% -$166K
FRPH icon
2288
FRP Holdings
FRPH
$438M
$710K ﹤0.01%
24,855
+9,307
+60% +$279K
AVB
2289
DELISTED
AvalonBay Communities
AVB
$710K ﹤0.01%
3,308
-3,204
-49% -$696K
XAR icon
2290
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.03B
$707K ﹤0.01%
4,400
-97,600
-96% -$16.4M
CINF icon
2291
Cincinnati Financial
CINF
$26.3B
$706K ﹤0.01%
4,782
-3,267
-41% -$460K
BV icon
2292
BrightView Holdings
BV
$1.03B
$706K ﹤0.01%
54,975
-51,688
-48% -$740K
RXT icon
2293
Rackspace Technology
RXT
$867M
$704K ﹤0.01%
416,841
+10,220
+3% +$24.3K
VLN icon
2294
Valens Semiconductor
VLN
$196M
$704K ﹤0.01%
345,143
-48,009
-12% -$119K
MAPS
2295
DELISTED
WM TECHNOLOGY INC A
MAPS
$704K ﹤0.01%
622,690
+6,731
+1% +$8.97K
LII icon
2296
Lennox International
LII
$13.4B
$701K ﹤0.01%
+1,250
New +$757K
MTA
2297
Metalla Royalty & Streaming
MTA
$1.06B
$699K ﹤0.01%
244,467
+12,058
+5% +$34.9K
GPK icon
2298
Graphic Packaging
GPK
$3.38B
$699K ﹤0.01%
+26,925
New +$720K
GNOM icon
2299
Global X Genomics & Biotechnology ETF
GNOM
$96.7M
$696K ﹤0.01%
21,875
+500
+2% +$19K
XSHD icon
2300
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$71.9M
$693K ﹤0.01%
49,910
+31,000
+164% +$444K
90 91
92
93 94

Similar funds

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Asset Management
Vanguard Asset Management London, Ec4n 8af $148B AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

John Overdeck's Q1 2025 Portfolio in Review

As of Q1 2025, John Overdeck held 3,617 positions worth $46.8B, up 2% from $45.9B the previous quarter. Its ten largest holdings account for 8.1% of the portfolio.

John Overdeck deployed $2.08B of net new capital in Q1 2025, opening 458 new positions and adding to 1,225 existing holdings. Its largest new stake was Advanced Micro Devices: 2,246,952 shares worth $231M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 16% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Eli Lilly, an estimated $255M trimmed.

  • John Overdeck's largest Q1 2025 buy was Advanced Micro Devices: 2,246,952 shares worth $231M.
  • John Overdeck added most to State Street SPDR S&P 500 ETF Trust in Q1 2025, an estimated $510M increase.
  • John Overdeck's biggest Q1 2025 reduction was Eli Lilly, cutting an estimated $255M.
  • John Overdeck fully exited Coinbase in Q1 2025, selling an estimated $45M.
  • John Overdeck's ten largest holdings make up 8.1% of its $46.8B portfolio in Q1 2025.
  • John Overdeck opened 458 new positions and closed 452 in Q1 2025.
  • John Overdeck's portfolio value rose 2% quarter-over-quarter to $46.8B.

Based on Two Sigma Investments's 13F filing for Q1 2025, filed 15 May 2025.