David A. Siegel Reduced Holdings in Q4 2024

Two Sigma Advisers, LP

  • $41.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PPG
Ppg Industries Inc

Basic Materials
-123K
- 85.39%
$119.09 - $131.37 $14.6M - $16.1M
21K $2.51M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
-74.3K
- 7.52%
$42.07 - $57.72 $3.13M - $4.29M
914K $38.4M
BBD
Bank Bradesco

Financial Services
-1.54M
- 9.12%
$1.87 - $2.77 $2.88M - $4.26M
15.3M $29.2M
GOGL
Golden Ocean Group LTD

Industrials
-377K
- 13.69%
$8.62 - $13.16 $3.25M - $4.96M
2.37M $21.3M
AER
Aer Cap Holdings N.V.

Industrials
-166K
- 30.31%
$91.85 - $100.3 $15.3M - $16.7M
382K $36.6M
SE
Sea LTD

Consumer Cyclical
-208K
- 35.33%
$93.56 - $117.41 $19.5M - $24.5M
381K $40.5M
MDU
Mdu Resources Group Inc

Industrials
-421K
- 56.41%
$15.1 - $30.28 $6.35M - $12.7M
325K $5.85M
SNA
Snap On Inc

Industrials
-51K
- 87.93%
$285.44 - $371.35 $14.6M - $18.9M
7K $2.38M
MO
Altria Group, Inc.

Consumer Defensive
-282K
- 62.27%
$49.06 - $57.74 $13.8M - $16.3M
171K $8.94M
BP
Bp PLC

Energy
-315K
- 12.47%
$28.16 - $33.14 $8.87M - $10.4M
2.21M $65.4M
ZM
Zoom Video Communications, Inc.

Technology
-377K
- 26.02%
$67.21 - $89.03 $25.3M - $33.6M
1.07M $87.5M
BECN
Beacon Roofing Supply Inc

Industrials
-165K
- 71.32%
$84.82 - $113.77 $14M - $18.8M
66.3K $6.73M
AYI
Acuity Brands Inc

Industrials
-50K
- 61.2%
$292.13 - $333.45 $14.6M - $16.7M
31.7K $9.26M
NEP
Nextera Energy Partners, LP

Utilities
-428K
- 77.27%
$15.87 - $26.96 $6.8M - $11.5M
126K $2.24M
EXLS
Exl Service Holdings, Inc.

Technology
-407K
- 47.53%
$38.1 - $47.02 $15.5M - $19.2M
450K $20M
PAYC
Paycom Software, Inc.

Technology
-115K
- 40.71%
$159.94 - $240.25 $18.4M - $27.6M
167K $34.3M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-494K
- 98.25%
$24.08 - $48.71 $11.9M - $24.1M
8.8K $364K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-26.2K
- 89.12%
$396.64 - $516.74 $10.4M - $13.5M
3.2K $1.29M
ALLE
Allegion PLC

Industrials
-63.9K
- 28.65%
$130.63 - $153.36 $8.35M - $9.8M
159K $20.8M
IT
Gartner Inc

Technology
-16.6K
- 10.17%
$481.22 - $551.8 $7.99M - $9.16M
147K $71.1M
MT
Arcelor Mittal

Basic Materials
-195K
- 8.56%
$22.93 - $26.51 $4.48M - $5.18M
2.09M $48.3M
WEN
Wendy'S CO

Consumer Cyclical
-620K
- 59.35%
$16.26 - $20.42 $10.1M - $12.7M
425K $6.92M
DT
Dynatrace, Inc.

Technology
-207K
- 83.6%
$51.09 - $59.6 $10.6M - $12.4M
40.7K $2.21M
MMSI
Merit Medical Systems Inc

Healthcare
-105K
- 23.52%
$93.76 - $105.52 $9.83M - $11.1M
341K $33M
ZS
Zscaler, Inc.

Technology
-99.4K
- 13.56%
$166.99 - $211.99 $16.6M - $21.1M
634K $114M
DASH
Door Dash, Inc.

Communication Services
-583K
- 16.81%
$141.93 - $180.48 $82.7M - $105M
2.88M $484M
LPG
Dorian Lpg Ltd.

Energy
-223K
- 41.29%
$22.69 - $36.35 $5.05M - $8.09M
317K $7.71M
MDT
Medtronic PLC

Healthcare
-92.2K
- 27.67%
$79.61 - $92.24 $7.34M - $8.5M
241K $19.3M
STX
Seagate Technology Holdings PLC

Technology
-75.8K
- 44.3%
$86.31 - $112.64 $6.54M - $8.54M
95.3K $8.23M
SWKS
Skyworks Solutions, Inc.

Technology
-85.7K
- 29.9%
$83.18 - $99.15 $7.13M - $8.5M
201K $17.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
-147K
- 35.34%
$69.93 - $77.36 $10.3M - $11.4M
269K $20.4M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-117K
- 63.32%
$97.09 - $120.01 $11.4M - $14.1M
68K $7.35M
LPI
Laredo Petroleum, Inc.

Energy
-215K
- 52.91%
N/A
191K $9.29M
CYH
Community Health Systems Inc

Healthcare
-681K
- 25.46%
$2.99 - $5.99 $2.04M - $4.08M
1.99M $5.96M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-24.3K
- 23.57%
$232.27 - $300.43 $5.64M - $7.3M
78.8K $18.5M
DKNG
Draft Kings Inc.

Consumer Cyclical
-246K
- 91.28%
$35.32 - $44.84 $8.69M - $11M
23.5K $873K
MGY
Magnolia Oil & Gas Corp

Energy
-349K
- 24.21%
$22.89 - $28.79 $7.98M - $10M
1.09M $25.5M
VRSK
Verisk Analytics, Inc.

Industrials
-51.7K
- 8.41%
$262.86 - $294.75 $13.6M - $15.2M
563K $155M
WOLF
Wolfspeed, Inc.

Technology
-315K
- 12.82%
$6.44 - $16.2 $2.03M - $5.1M
2.14M $14.3M
WST
West Pharmaceutical Services Inc

Healthcare
-32.4K
- 82.86%
$285.69 - $344.0 $9.26M - $11.1M
6.7K $2.19M
GTES
Gates Industrial Corp PLC

Industrials
-748K
- 38.15%
$17.3 - $22.93 $12.9M - $17.2M
1.21M $25M
UNM
Unum Group

Financial Services
-258K
- 36.74%
$58.88 - $77.07 $15.2M - $19.9M
444K $32.4M
LOGI
Logitech International S.A.

Technology
-67.8K
- 14.13%
$77.08 - $91.82 $5.23M - $6.23M
412K $33.9M
ZION
Zions Bancorporation, National Association

Financial Services
-278K
- 32.55%
$45.62 - $61.73 $12.7M - $17.1M
576K $31.2M
SMTC
Semtech Corp

Technology
-263K
- 59.14%
$40.58 - $69.1 $10.7M - $18.2M
182K $11.2M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-218K
- 27.5%
$34.01 - $41.29 $7.42M - $9.01M
576K $19.7M
SLGN
Silgan Holdings Inc

Consumer Cyclical
-160K
- 64.58%
$50.6 - $57.53 $8.1M - $9.21M
87.8K $4.57M
DOV
Dover Corp

Industrials
-40.6K
- 22.03%
$184.72 - $206.51 $7.5M - $8.38M
144K $27M
VITL
Vital Farms, Inc.

Consumer Defensive
-243K
- 80.76%
$28.13 - $40.91 $6.84M - $9.94M
57.9K $2.18M
Activity Summary
Buys All Purchases 1330 New Holdings 347 Increased Positions 983 Sells All Sells 975 Reductions 975 Sold out 0 Options Calls 0 Puts 0
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