We are live on ! Find out more
OCFC icon

OceanFirst Financial
OCFC

140 hedge funds and large institutions have $617M invested in OceanFirst Financial in 2020 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 40

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

2% less funds holding

Funds holding: 143 → 140 (-3)

8.6% less ownership

Funds ownership: 73.01% → 64.4% (-8.6%)

34% less capital invested

Capital invested by funds: $939M → $617M (-$322M)

Holders
140
Holders Change
-3
Holders Change %
-2.1%
% of All Funds
3.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
60
Reduced
40
Closed
24
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
-$485K

Top Buyers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
+$14.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$10.8M
3
JP Morgan Chase
JP Morgan Chase
New York
+$8.84M
4
ECA
Endeavour Capital Advisors
Connecticut
+$7.16M
5
SFM
Systematic Financial Management
New Jersey
+$6.92M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$8.08M
2
PCM
Peregrine Capital Management
Minnesota
-$7.21M
3
Marshall Wace
Marshall Wace
United Kingdom
-$6.11M
4
DCM
Driehaus Capital Management
Illinois
-$3.3M
5
UBS Group
UBS Group
Switzerland
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
151
Alpine Global Management
New York
– -$452K -17,680 Closed
BS
152
Boenning & Scattergood
Pennsylvania
– -$446K -17,444 Closed
ARTA
153
A.R.T. Advisors
New York
– -$429K -16,787 Closed
Principal Financial Group
154
Principal Financial Group
Iowa
– -$399K -15,625 Closed
AQR Capital Management
155
AQR Capital Management
Connecticut
– -$303K -11,856 Closed
SCC
156
Second Curve Capital
Pennsylvania
– -$255K -10,000 Closed
ET
157
Equitable Trust
Tennessee
– -$239K -9,343 Closed
Man Group
158
Man Group
United Kingdom
– -$236K -9,249 Closed
CSS
159
Cubist Systematic Strategies
Connecticut
– -$210K -8,229 Closed
AB
160
Amalgamated Bank
New York
– -$203K -7,935 Closed
QCMNJ
161
Quantum Capital Management (New Jersey)
New Jersey
– -$202K -7,897 Closed
MWNA
162
Marshall Wace North America
New York
– -$15K -587 Closed
PA
163
Parallel Advisors
California
– -$5K -180 Closed
CAW
164
Cornerstone Advisors (Washington)
Washington
– -$3K -113 Closed
3 4 5 6
7

OCFC Hedge Fund Activity: Q1 2020 in Review

140 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2020, worth a combined $617M — down 34% from $939M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of OCFC and 23 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 60 added.

The largest buyer was FJ Capital Management, adding an estimated $14.9M. The largest seller was BlackRock, cutting an estimated $8.08M.

  • 140 institutional investors held OceanFirst Financial (OCFC) as of Q1 2020, down from 143 in Q4 2019.
  • Funds reported $617M of OceanFirst Financial stock for Q1 2020, down 34% quarter-over-quarter.
  • 23 funds opened new OceanFirst Financial positions in Q1 2020 and 24 closed out, a net change of -1 holder.
  • The largest OceanFirst Financial buyer in Q1 2020 was FJ Capital Management, an estimated $14.9M added.
  • The largest OceanFirst Financial seller in Q1 2020 was BlackRock, an estimated $8.08M sold.

Based on aggregated 13F filings for Q1 2020.