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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$915K +$901K +47,187 +1,414%
EGM
77
Engineers Gate Manager
New York
$906K +$609K +31,888 +176%
CRC
78
Curi RMB Capital
Illinois
$905K – – –
MCA
79
Mendon Capital Advisors
Florida
$905K – – –
Creative Planning
80
Creative Planning
Kansas
$895K +$149K +7,803 +19%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$885K -$44.9K -2,354 -5%
LPL Financial
82
LPL Financial
California
$819K +$67.1K +3,513 +8%
IAA
83
Independent Advisor Alliance
North Carolina
$815K – – –
B
84
Bailard
California
$803K +$42K +2,200 +5%
Deutsche Bank
85
Deutsche Bank
Germany
$783K +$308K +16,110 +59%
A
86
AlphaQuest
New York
$780K +$379K +19,827 +85%
Jane Street
87
Jane Street
New York
$773K -$550K -28,824 -40%
Squarepoint
88
Squarepoint
New York
$758K +$318K +16,643 +66%
Cerity Partners
89
Cerity Partners
New York
$701K -$63.6K -3,329 -8%
SO
90
STRS Ohio
Ohio
$684K – – –
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$684K -$565K -29,589 -44%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$657K -$144K -7,555 -17%
MIM
93
MetLife Investment Management
New Jersey
$633K +$45.7K +2,395 +7%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$619K -$32.9K -1,724 -5%
Mirae Asset Global ETFs Holdings
95
Mirae Asset Global ETFs Holdings
Hong Kong
$592K +$21.8K +1,141 +4%
AF
96
Allworth Financial
California
$575K +$578K +30,286 New
Prudential Financial
97
Prudential Financial
New Jersey
$545K -$390K -20,430 -40%
EWS
98
Eagle Wealth Strategies
New Jersey
$543K +$630 +33 +0.1%
CIM
99
Corbyn Investment Management
Maryland
$543K – – –
KK
100
KLP Kapitalforvaltning
Norway
$539K +$569K +29,800 New
2 3
4
5 6

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.