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OceanFirst Financial

194 hedge funds and large institutions have $763M invested in OceanFirst Financial in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $290K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

2% more funds holding

Funds holding: 191194 (+3)

9% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 67

0.91% less ownership

Funds ownership: 70.81%69.91% (-0.91%)

7% less capital invested

Capital invested by funds: $819M → $763M (-$55.5M)

Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
73
Reduced
67
Closed
17
Calls
$1.63M
Puts
$290K
Net Calls
+$1.34M
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
51
GAMCO Investors
Connecticut
$1.89M -$57.6K -2,600 -2%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$1.73M +$61.7K +2,784 +3%
Marshall Wace
53
Marshall Wace
United Kingdom
$1.67M +$2M +90,134 New
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$1.64M +$662K +29,893 +51%
EMFAT
55
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.63M +$1.96M +88,395 New
NSIM
56
North Star Investment Management
Illinois
$1.55M -$153K -6,907 -8%
Federated Hermes
57
Federated Hermes
Pennsylvania
$1.53M +$446K +20,113 +32%
UBS AM
58
UBS AM
Illinois
$1.43M +$98.8K +4,461 +6%
Prudential Financial
59
Prudential Financial
New Jersey
$1.43M -$239K -10,765 -12%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$1.36M -$24.1K -1,088 -1%
CS
61
Credit Suisse
Switzerland
$1.35M +$89.8K +4,053 +6%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$1.33M -$2.34M -105,622 -59%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$1.32M +$170K +7,668 +12%
AllianceBernstein
64
AllianceBernstein
Tennessee
$1.31M
Mariner
65
Mariner
Kansas
$1.27M -$838K -37,833 -36%
HF
66
HRT Financial
New York
$1.24M +$1.21M +54,611 +443%
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$1.21M -$767K -34,597 -35%
EC
68
EJF Capital
Virginia
$1.19M -$564K -25,451 -28%
Stifel Financial
69
Stifel Financial
Missouri
$1.16M -$193K -8,690 -12%
DA
70
Denali Advisors
California
$1.09M +$875K +39,500 +203%
CIC
71
Cornercap Investment Counsel
Georgia
$1.04M +$13.7K +619 +1%
Cerity Partners
72
Cerity Partners
New York
$1.04M -$75.3K -3,396 -6%
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$1.03M -$91.4K -4,125 -7%
Two Sigma Investments
74
Two Sigma Investments
New York
$1.01M -$1.03M -46,683 -46%
Millennium Management
75
Millennium Management
New York
$983K +$156K +7,048 +15%

OCFC Hedge Fund Activity: Q1 2023 in Review

194 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2023, worth a combined $763M — down 6.8% from $819M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new OCFC positions and 17 closed out — a net gain of 5 holders — while 73 added to existing stakes and 67 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.83M. The largest seller was Hood River Capital Management, exiting entirely with an estimated $32.9M sold.

  • 194 institutional investors held OceanFirst Financial (OCFC) as of Q1 2023, up from 191 in Q4 2022.
  • Funds reported $763M of OceanFirst Financial stock for Q1 2023, down 6.8% quarter-over-quarter.
  • 22 funds opened new OceanFirst Financial positions in Q1 2023 and 17 closed out, a net change of +5 holders.
  • The largest OceanFirst Financial buyer in Q1 2023 was JP Morgan Chase, an estimated $6.83M added.
  • The largest OceanFirst Financial seller in Q1 2023 was Hood River Capital Management, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2023.