We are live on ! Find out more
OCFC icon

OceanFirst Financial

143 hedge funds and large institutions have $939M invested in OceanFirst Financial in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

12% more capital invested

Capital invested by funds: $841M → $939M (+$98.2M)

6% more funds holding

Funds holding: 135143 (+8)

3.31% more ownership

Funds ownership: 69.7%73.01% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
143
Holders Change
+8
Holders Change %
+5.93%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
58
Reduced
42
Closed
7
Calls
$697K
Puts
Net Calls
+$697K
Net Calls Change
+$524K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$8.61M +$740K +30,764 +10%
PCMF
27
Private Capital Management (Florida)
Florida
$7.61M -$351K -14,605 -5%
WC
28
Walthausen & Co
New York
$7.44M -$1.49M -61,740 -17%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$7.38M
PCM
30
Peregrine Capital Management
Minnesota
$7.21M -$15.7K -651 -0.2%
BCM
31
Bridgeway Capital Management
Texas
$6.74M +$337K +14,000 +6%
Marshall Wace
32
Marshall Wace
United Kingdom
$6.11M +$2.32M +96,337 +67%
MAM
33
Martingale Asset Management
Massachusetts
$6.08M -$152K -6,301 -3%
Federated Hermes
34
Federated Hermes
Pennsylvania
$5.32M +$832K +34,603 +20%
Prudential Financial
35
Prudential Financial
New Jersey
$5.11M -$234K -9,743 -5%
PP
36
Prospector Partners
Connecticut
$4.41M +$2.16M +89,900 +109%
JP Morgan Chase
37
JP Morgan Chase
New York
$3.84M +$761K +31,629 +27%
HAI
38
Hennessy Advisors Inc
California
$3.77M -$421K -17,500 -11%
BGIM
39
Brandywine Global Investment Management
Pennsylvania
$3.75M -$193K -8,028 -5%
UBS Group
40
UBS Group
Switzerland
$3.71M +$26.3K +1,092 +0.8%
M&T Bank
41
M&T Bank
New York
$3.68M
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$3.62M +$514K +21,380 +18%
Citadel Advisors
43
Citadel Advisors
Florida
$3.35M +$792K +32,936 +33%
DCM
44
Driehaus Capital Management
Illinois
$3.3M -$5.08M -211,211 -62%
Bessemer Group
45
Bessemer Group
New Jersey
$3.19M
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$3.01M +$318K +13,200 +13%
Swiss National Bank
47
Swiss National Bank
Switzerland
$2.81M +$332K +13,800 +14%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$2.79M +$1.25M +51,912 +91%
State of New Jersey Common Pension Fund D
49
State of New Jersey Common Pension Fund D
New Jersey
$2.76M -$1.51M -62,709 -37%
Barclays
50
Barclays
United Kingdom
$2.71M +$1.12M +46,524 +78%

OCFC Hedge Fund Activity: Q4 2019 in Review

143 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2019, worth a combined $939M — up 12% from $841M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OCFC positions and 7 closed out — a net gain of 9 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $21.2M. The largest seller was Millennium Management, exiting entirely with an estimated $7.81M sold.

  • 143 institutional investors held OceanFirst Financial (OCFC) as of Q4 2019, up from 135 in Q3 2019.
  • Funds reported $939M of OceanFirst Financial stock for Q4 2019, up 12% quarter-over-quarter.
  • 16 funds opened new OceanFirst Financial positions in Q4 2019 and 7 closed out, a net change of +9 holders.
  • The largest OceanFirst Financial buyer in Q4 2019 was Wellington Management Group, an estimated $21.2M added.
  • The largest OceanFirst Financial seller in Q4 2019 was Millennium Management, an estimated $7.81M sold.

Based on aggregated 13F filings for Q4 2019.