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OceanFirst Financial
OCFC

197 hedge funds and large institutions have $778M invested in OceanFirst Financial in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 61

1.81% more ownership

Funds ownership: 71.67% → 73.48% (+1.8%)

2% more funds holding

Funds holding: 194 → 197 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $779M → $778M (-$1.48M)

Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
76
Reduced
61
Closed
16
Calls
$888K
Puts
–
Net Calls
+$888K
Net Calls Change
-$19K

Top Buyers

1
FP
Foundry Partners
Minnesota
+$5.52M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$5.02M
3
MIIM
Mesirow Institutional Investment Management
Illinois
+$3.41M
4
BCM
Basswood Capital Management
New York
+$2.84M
5
Goldman Sachs
Goldman Sachs
New York
+$2.84M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$3.6M
2
LSV Asset Management
LSV Asset Management
Illinois
-$3.29M
3
ECA
Endeavour Capital Advisors
Connecticut
-$2.83M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.96M
5
N
Nuveen
North Carolina
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$2.07M – – –
Tudor Investment Corp
52
Tudor Investment Corp
Connecticut
$1.94M +$744K +38,987 +57%
Jacobs Levy Equity Management
53
Jacobs Levy Equity Management
New Jersey
$1.88M +$1.66M +87,152 +518%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$1.71M +$35.6K +1,863 +2%
Franklin Resources
55
Franklin Resources
California
$1.7M +$276K +14,436 +18%
Citadel Advisors
56
Citadel Advisors
Florida
$1.5M -$289K -15,130 -15%
Connor, Clark & Lunn Investment Management (CC&L)
57
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.5M +$372K +19,478 +31%
Citigroup
58
Citigroup
New York
$1.47M +$41.2K +2,159 +3%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$1.36M +$562K +29,450 +64%
AllianceBernstein
60
AllianceBernstein
Tennessee
$1.23M – – –
CSS
61
Cubist Systematic Strategies
Connecticut
$1.2M +$965K +50,535 +321%
Mariner
62
Mariner
Kansas
$1.2M -$26.8K -1,406 -2%
KOCAA
63
Knights of Columbus Asset Advisors
Connecticut
$1.18M +$3.07K +161 +0.2%
Legal & General Group
64
Legal & General Group
United Kingdom
$1.17M +$48.1K +2,522 +4%
Comerica Bank
65
Comerica Bank
Texas
$1.15M -$16.1K -845 -1%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$1.13M +$530K +27,784 +80%
SEI Investments
67
SEI Investments
Pennsylvania
$1.13M -$545K -28,565 -31%
TAM
68
Third Avenue Management
New York
$1.1M +$1.16M +60,859 New
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$989K -$14.2K -742 -1%
GCP
70
GSA Capital Partners
United Kingdom
$965K +$735K +38,476 +259%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$956K -$1.24K -65 -0.1%
Rafferty Asset Management
72
Rafferty Asset Management
New York
$943K -$291K -15,225 -23%
First Trust Advisors
73
First Trust Advisors
Illinois
$938K -$3.6M -188,737 -78%
PH
74
Pinnacle Holdings
Oklahoma
$927K -$3.67K -192 -0.4%
SC
75
Sykon Capital
New York
$918K – – –
1 2
3
4 5

OCFC Hedge Fund Activity: Q4 2024 in Review

197 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2024, worth a combined $778M — down 0.19% from $779M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OCFC positions and 16 closed out — a net gain of 5 holders — while 76 added to existing stakes and 61 trimmed.

The largest buyer was Foundry Partners, adding an estimated $5.52M. The largest seller was First Trust Advisors, cutting an estimated $3.6M.

  • 197 institutional investors held OceanFirst Financial (OCFC) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $778M of OceanFirst Financial stock for Q4 2024, down 0.19% quarter-over-quarter.
  • 21 funds opened new OceanFirst Financial positions in Q4 2024 and 16 closed out, a net change of +5 holders.
  • The largest OceanFirst Financial buyer in Q4 2024 was Foundry Partners, an estimated $5.52M added.
  • The largest OceanFirst Financial seller in Q4 2024 was First Trust Advisors, an estimated $3.6M sold.

Based on aggregated 13F filings for Q4 2024.