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OceanFirst Financial
OCFC

Overview Fund Activity

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
Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
2.62%
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
$5.5M
2
Verition Fund Management
Verition Fund Management
Connecticut
$4.76M
3
MIIM
Mesirow Institutional Investment Management
Illinois
$12.6M
4
BCM
Basswood Capital Management
New York
$2.69M
5
Goldman Sachs
Goldman Sachs
New York
$11.3M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$938K
2
LSV Asset Management
LSV Asset Management
Illinois
$5.77M
3
ECA
Endeavour Capital Advisors
Connecticut
$11.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.6M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$7.58K +$3.1K +171 +69%
TWD
177
True Wealth Design
Ohio
$6.93K – – –
LC
178
Lindbrook Capital
California
$6.82K +$326 +18 +5%
CSB
179
City State Bank
Iowa
$5.43K – – –
NA
180
NewEdge Advisors
Louisiana
$4.83K – – –
EWA
181
EverSource Wealth Advisors
Alabama
$4.34K +$2.37K +131 +120%
JFGIW
182
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.93K -$1.06K -59 -21%
PS
183
Principal Securities
Iowa
$3.55K – – –
KFI
184
Key Financial Inc
Pennsylvania
$3.26K – – –
C
185
Covestor
United Kingdom
$2K -$24 -1 -1%
S
186
SignatureFD
Georgia
$1.99K +$1.34K +74 +206%
PA
187
Parallel Advisors
California
$1.79K – – –
GEA
188
Glen Eagle Advisors
New Jersey
$1.54K – – –
RIL
189
Rothschild Investment LLC
Illinois
$1.36K +$272 +15 +25%
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$1.12K +$1.12K +62 New
Bessemer Group
191
Bessemer Group
New Jersey
$1K – – –
AAP
192
Arax Advisory Partners
Colorado
$489 – – –
HNB
193
Huntington National Bank
Ohio
$471 +$471 +26 New
SAM
194
Smartleaf Asset Management
Massachusetts
$463 – – –
BGAI
195
Bruce G. Allen Investments
Colorado
$398 – – –
SS
196
SBI Securities
Japan
$36 +$36 +2 New
IA
197
IFP Advisors
Florida
$18 +$18 +1 New
BGIM
198
Brandywine Global Investment Management
Pennsylvania
– -$1.25M -67,670 Closed
ECM
199
ExodusPoint Capital Management
New York
– -$794K -42,688 Closed
AG
200
Algert Global
California
– -$776K -41,722 Closed
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