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OceanFirst Financial

182 hedge funds and large institutions have $600M invested in OceanFirst Financial in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 62 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,939% more call options, than puts

Call options by funds: $3.74M | Put options by funds: $62K

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

6% more funds holding

Funds holding: 171182 (+11)

6% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 62

0.49% less ownership

Funds ownership: 70.33%69.84% (-0.49%)

8% less capital invested

Capital invested by funds: $655M → $600M (-$54.6M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
182
Holders Change
+11
Holders Change %
+6.43%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
66
Reduced
62
Closed
10
Calls
$3.74M
Puts
$62K
Net Calls
+$3.68M
Net Calls Change
+$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$1.53M +$1.59M +94,534 +841%
Wells Fargo
52
Wells Fargo
California
$1.52M +$986K +58,560 +126%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.43M +$130K +7,724 +8%
SEI Investments
54
SEI Investments
Pennsylvania
$1.42M -$1.33M -78,863 -45%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$1.37M -$3.05K -181 -0.2%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$1.26M +$139K +8,257 +10%
Prudential Financial
57
Prudential Financial
New Jersey
$1.2M +$129K +7,670 +10%
HPCM
58
Hunter Perkins Capital Management
Illinois
$1.18M -$2.16M -128,225 -61%
UBS AM
59
UBS AM
Illinois
$1.12M
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$1.09M +$16.8K +1,001 +1%
AllianceBernstein
61
AllianceBernstein
Tennessee
$1.03M
GCP
62
GSA Capital Partners
United Kingdom
$1.01M +$1.18M +70,159 New
IA
63
Icon Advisers
Colorado
$1M -$804K -47,800 -41%
Mariner
64
Mariner
Kansas
$983K +$1.77K +105 +0.2%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$947K -$74.6K -4,435 -6%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$936K -$99.2K -5,894 -8%
Legal & General Group
67
Legal & General Group
United Kingdom
$896K +$290K +17,214 +39%
Comerica Bank
68
Comerica Bank
Texas
$878K +$1.02M +60,650 New
Two Sigma Investments
69
Two Sigma Investments
New York
$833K +$969K +57,601 New
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
$828K -$8.89K -528 -0.9%
CS
71
Credit Suisse
Switzerland
$827K -$53.2K -3,163 -5%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$801K +$596K +35,409 +178%
PH
73
Pinnacle Holdings
Oklahoma
$753K
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$737K +$58.7K +3,490 +7%
IAA
75
Independent Advisor Alliance
North Carolina
$651K

OCFC Hedge Fund Activity: Q3 2023 in Review

182 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2023, worth a combined $600M — down 8.3% from $655M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new OCFC positions and 10 closed out — a net gain of 12 holders — while 66 added to existing stakes and 62 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $5.97M. The largest seller was BlackRock, cutting an estimated $7.33M.

  • 182 institutional investors held OceanFirst Financial (OCFC) as of Q3 2023, up from 171 in Q2 2023.
  • Funds reported $600M of OceanFirst Financial stock for Q3 2023, down 8.3% quarter-over-quarter.
  • 22 funds opened new OceanFirst Financial positions in Q3 2023 and 10 closed out, a net change of +12 holders.
  • The largest OceanFirst Financial buyer in Q3 2023 was FJ Capital Management, an estimated $5.97M added.
  • The largest OceanFirst Financial seller in Q3 2023 was BlackRock, an estimated $7.33M sold.

Based on aggregated 13F filings for Q3 2023.