Top Stock Picks Of John Overdeck And David Siegel’s Two Sigma Advisors


In 2001, John Overdeck and David Siegel co-founded Two Sigma Advisors. The hedge fund, situated in New York, has a $38.5 billion portfolio. The healthcare, banking, information technology, consumer discretionary, and communications industries make up the majority of the investment portfolio. John Overdeck graduated from Stanford University with a bachelor’s degree in mathematics and a master’s degree in statistics. Siegel holds a doctorate in computer science from the Massachusetts Institute of Technology.

Here is Insider Monkey’s list of top 10 stock picks of John Overdeck and David Siegel’s Two Sigma Advisors. On October 29, Charter Communications, Inc. released its third-quarter results. Earnings for the quarter totaled $6.50, above expectations by $0.71. The $13.15 billion sales also exceeded expectations by about $200 million. On October 25, Meta Platforms, Inc. released its third-quarter earnings. The company’s quarterly earnings per share came in at $3.22, which was $0.04 higher than analysts’ expectations. In the previous quarter, 266 funds were positive on the technology behemoth. One of the top companies in Two Sigma Advisors’ Q3 portfolio is Apple Inc. As of September, the hedge fund had 3.12 million shares worth $442.1 million, accounting for 1.14 percent of all 13F securities. Intel Corporation is a global technology company that makes semiconductors, integrated graphics, microprocessors, and consumer electronics, among other things. Two Sigma Advisors, led by John Overdeck and David Siegel, owned 8.33 million shares in Intel worth $444 million as of September this year. As of Q3, Two Sigma Advisors, John Overdeck, and David Siegel owned about 2 million shares of Eli Lilly and Company, valued at nearly $468 million, accounting for 1.21 percent of the firm’s stock portfolio. GQG Partners is one of the company’s largest shareholders, with a stake worth about $377 million. For more details, click Top 10 Stock Picks Of John Overdeck And David Siegel’s Two Sigma Advisors.