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Mesirow Institutional Investment Management’s OceanFirst Financial OCFC Stock Holding History

Mesirow Institutional Investment Management’s Portfolio OCFC Stock Details OCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$12.6M Buy
697,788
+178,761
+34% +$3.41M 0.97% 62
2024
Q3 		$9.65M Buy
+519,027
New +$8.91M 0.74% 80

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mesirow Institutional Investment Management's OCFC Position: Q4 2024 in Review

Mesirow Institutional Investment Management increased its OceanFirst Financial (OCFC) stake by 34% in Q4 2024, buying an estimated $3.41M and bringing the position to 697,788 shares worth $12.6M. The position accounts for 0.97% of the portfolio, ranked #62.

Mesirow Institutional Investment Management first reported a position in OCFC in Q3 2024 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold OCFC as of Q4 2024.

  • Mesirow Institutional Investment Management held 697,788 shares of OceanFirst Financial worth $12.6M as of Q4 2024.
  • Mesirow Institutional Investment Management bought 178,761 OceanFirst Financial shares in Q4 2024, an estimated $3.41M.
  • OceanFirst Financial made up 0.97% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #62 holding.
  • Mesirow Institutional Investment Management first reported a position in OceanFirst Financial in Q3 2024 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held OceanFirst Financial as of Q4 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.