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John Overdeck Two Sigma Investments
AUM
$138B
Turnover
29.02%
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
+3.24%
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
$14.3B
AUM Growth
–
Cap. Flow
+$14.4B
Cap. Flow % of AUM
Cap. Flow %
100.51%
Top 10 Holdings %
Top 10 Hldgs %
8.82%
Holding
1,941
New
1,940
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marathon Petroleum
MPC
|
+$179M |
| 2 |
EMC CORPORATION
EMC
|
+$160M |
| 3 |
Liberty Global Class A
LBTYA
|
+$150M |
| 4 |
IBM
IBM
|
+$140M |
| 5 |
Coca-Cola
KO
|
+$131M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.51% |
| 2 | Consumer Discretionary | 12.02% |
| 3 | Financials | 11.49% |
| 4 | Energy | 11.4% |
| 5 | Healthcare | 10.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
DELISTED
EMC CORPORATION
EMC
| $160M | 1.12% |
+6,772,729
| New | +$160M |
2013 Q2
0 quarters
|
|
|
2
Marathon Petroleum
MPC
$134B
| $159M | 1.11% |
+4,474,850
| New | +$179M |
2013 Q2
0 quarters
|
|
|
3
Liberty Global Class A
LBTYA
$2.66B
| $150M | 1.05% |
+4,895,383
| New | +$150M |
2013 Q2
0 quarters
|
|
|
4
IBM
IBM
$219B
| $132M | 0.92% |
+720,181
| New | +$140M |
2013 Q2
0 quarters
|
|
5
Wells Fargo
WFC
$252B
| $128M | 0.89% |
+3,094,182
| New | +$121M |
2013 Q2
0 quarters
|
|
|
6
Coca-Cola
KO
$404B
| $127M | 0.88% |
+3,156,498
| New | +$131M |
2013 Q2
0 quarters
|
|
7
Simon Property Group
SPG
$66.5B
| $109M | 0.76% |
+731,668
| New | +$117M |
2013 Q2
0 quarters
|
|
8
Wynn Resorts
WYNN
$7.78B
| $103M | 0.72% |
+802,076
| New | +$107M |
2013 Q2
0 quarters
|
|
9
Freeport-McMoran
FCX
$100B
| $99.3M | 0.69% |
+3,595,173
| New | +$110M |
2013 Q2
0 quarters
|
|
10
MGM Resorts International
MGM
$7.2B
| $97.9M | 0.68% |
+6,622,919
| New | +$93.6M |
2013 Q2
0 quarters
|
|
11
Macy's
M
$6.27B
| $94.7M | 0.66% |
+1,973,114
| New | +$91.6M |
2013 Q2
0 quarters
|
|
12
Altria Group
MO
$125B
| $93.2M | 0.65% |
+2,662,740
| New | +$95.6M |
2013 Q2
0 quarters
|
|
13
Abbott
ABT
$181B
| $90M | 0.63% |
+2,581,286
| New | +$94.7M |
2013 Q2
0 quarters
|
|
14
Baxter International
BAX
$13.1B
| $88.9M | 0.62% |
+2,363,474
| New | +$90.5M |
2013 Q2
0 quarters
|
|
|
RDS.A
15
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $88.9M | 0.62% |
+1,491,653
| New | +$92.2M |
2013 Q2
0 quarters
|
|
16
DELISTED
Marathon Oil Corporation
MRO
| $88.2M | 0.62% |
+2,549,519
| New | +$86.2M |
2013 Q2
0 quarters
|
|
17
Occidental Petroleum
OXY
$62.4B
| $87.8M | 0.61% |
+1,027,481
| New | +$86.8M |
2013 Q2
0 quarters
|
|
18
HCA Healthcare
HCA
$99.3B
| $87.2M | 0.61% |
+2,419,039
| New | +$93.6M |
2013 Q2
0 quarters
|
|
19
Biogen
BIIB
$34.4B
| $86.5M | 0.6% |
+401,726
| New | +$85.8M |
2013 Q2
0 quarters
|
|
20
LyondellBasell Industries
LYB
$20.7B
| $85.5M | 0.6% |
+1,290,878
| New | +$81.6M |
2013 Q2
0 quarters
|
|
21
BP
BP
$129B
| $85.1M | 0.59% |
+2,492,660
| New | +$86.8M |
2013 Q2
0 quarters
|
|
22
Vodafone
VOD
$37.3B
| $84.9M | 0.59% |
+2,898,210
| New | +$86.5M |
2013 Q2
0 quarters
|
|
23
DELISTED
Coterra Energy
CTRA
| $82.1M | 0.57% |
+2,311,416
| New | +$79.6M |
2013 Q2
0 quarters
|
|
24
Equinix
EQIX
$97.3B
| $80.4M | 0.56% |
+435,256
| New | +$90.5M |
2013 Q2
0 quarters
|
|
25
Eli Lilly
LLY
$1.12T
| $78.1M | 0.55% |
+1,589,982
| New | +$86.5M |
2013 Q2
0 quarters
|
|
Similar funds
John Overdeck's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for John Overdeck, which disclosed 1,941 positions worth $14.3B. Its ten largest holdings account for 8.8% of the portfolio.
Its largest position is Marathon Petroleum: 4,474,850 shares worth $159M.
By sector, the portfolio is most concentrated in Technology at 13% of assets, followed by Consumer Discretionary and Financials.
- John Overdeck's largest Q2 2013 buy was Marathon Petroleum: 4,474,850 shares worth $159M.
- John Overdeck's ten largest holdings make up 8.8% of its $14.3B portfolio in Q2 2013.
- John Overdeck disclosed 1,941 positions in Q2 2013, its first 13F filing on record.
Based on Two Sigma Investments's 13F filing for Q2 2013, filed 14 Aug 2013.