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OceanFirst Financial
OCFC

178 hedge funds and large institutions have $914M invested in OceanFirst Financial in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 63 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

11% more call options, than puts

Call options by funds: $246K | Put options by funds: $222K

2% more funds holding

Funds holding: 174 → 178 (+4)

1.12% more ownership

Funds ownership: 68.24% → 69.36% (+1.1%)

5% more capital invested

Capital invested by funds: $874M → $914M (+$40M)

6% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 63

Holders
178
Holders Change
+4
Holders Change %
+2.3%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
59
Reduced
63
Closed
21
Calls
$246K
Puts
$222K
Net Calls
+$24K
Net Calls Change
+$223K

Top Buyers

1
HRCM
Hood River Capital Management
Florida
+$17.5M
2
RIP
Rhino Investment Partners
Pennsylvania
+$6.34M
3
Ameriprise
Ameriprise
Minnesota
+$5.81M
4
JP Morgan Chase
JP Morgan Chase
New York
+$5.68M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.1M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13.3M
2
Millennium Management
Millennium Management
New York
-$10.5M
3
JAM
Jacobs Asset Management
New York
-$6.28M
4
Wells Fargo
Wells Fargo
California
-$6.24M
5
RA
Royce & Associates
New York
-$4.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
176
Manchester Capital Management
Vermont
$1K +$698 +32 New
AAP
177
Arax Advisory Partners
Colorado
$1K +$1K +46 New
Manulife (Manufacturers Life Insurance)
178
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$657 -$20.2K -927 -3%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
– -$13.3M -619,305 Closed
JAM
180
Jacobs Asset Management
New York
– -$6.28M -293,300 Closed
Wellington Management Group
181
Wellington Management Group
Massachusetts
– -$4.31M -201,243 Closed
HVIA
182
Hudson Valley Investment Advisors
New York
– -$3M -140,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
183
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.3M -60,600 Closed
Norges Bank
184
Norges Bank
Norway
– -$1.3M -60,600 Closed
SG Americas Securities
185
SG Americas Securities
New York
– -$813K -37,981 Closed
BS
186
Boenning & Scattergood
Pennsylvania
– -$566K -26,437 Closed
HF
187
HRT Financial
New York
– -$499K -23,334 Closed
Verition Fund Management
188
Verition Fund Management
Connecticut
– -$354K -16,556 Closed
QCMNJ
189
Quantum Capital Management (New Jersey)
New Jersey
– -$352K -16,434 Closed
Squarepoint
190
Squarepoint
New York
– -$304K -14,218 Closed
TI
191
Trexquant Investment
Connecticut
– -$273K -12,730 Closed
AIM
192
Aigen Investment Management
New York
– -$244K -11,416 Closed
E
193
Ergoteles
New York
– -$240K -11,200 Closed
AA
194
ALPS Advisors
Colorado
– -$215K -10,031 Closed
EM
195
ELCO Management
New York
– -$205K -9,575 Closed
QT
196
Quantbot Technologies
New York
– -$144K -6,746 Closed
CA
197
Clearstead Advisors
Ohio
– -$17K -789 Closed
Simplex Trading
198
Simplex Trading
Illinois
– -$7.04K -323 Closed
Fidelity Investments
199
Fidelity Investments
Massachusetts
– -$1K -50 Closed
4 5 6 7
8

OCFC Hedge Fund Activity: Q4 2021 in Review

178 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2021, worth a combined $914M — up 4.6% from $874M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OCFC positions and 21 closed out — a net gain of 6 holders — while 59 added to existing stakes and 63 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $17.5M. The largest seller was Bank of Montreal, exiting entirely with an estimated $13.3M sold.

  • 178 institutional investors held OceanFirst Financial (OCFC) as of Q4 2021, up from 174 in Q3 2021.
  • Funds reported $914M of OceanFirst Financial stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 27 funds opened new OceanFirst Financial positions in Q4 2021 and 21 closed out, a net change of +6 holders.
  • The largest OceanFirst Financial buyer in Q4 2021 was Hood River Capital Management, an estimated $17.5M added.
  • The largest OceanFirst Financial seller in Q4 2021 was Bank of Montreal, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2021.