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OceanFirst Financial

123 hedge funds and large institutions have $635M invested in OceanFirst Financial in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

81,633% more call options, than puts

Call options by funds: $2.45M | Put options by funds: $3K

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

8% more funds holding

Funds holding: 114123 (+9)

6% more capital invested

Capital invested by funds: $597M → $635M (+$38.6M)

3.43% more ownership

Funds ownership: 67.76%71.19% (+3.4%)

Holders
123
Holders Change
+9
Holders Change %
+7.89%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
45
Reduced
37
Closed
6
Calls
$2.45M
Puts
$3K
Net Calls
+$2.45M
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$61.2M +$1.22M +46,913 +2%
BlackRock
2
BlackRock
New York
$56.5M +$397K +15,225 +0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$39.6M +$2.55M +97,697 +7%
Renaissance Technologies
4
Renaissance Technologies
New York
$39.3M +$2.57M +98,573 +7%
Goldman Sachs
5
Goldman Sachs
New York
$37.4M +$12M +459,467 +51%
Vanguard Group
6
Vanguard Group
Pennsylvania
$34.4M +$1.1M +42,368 +4%
Brown Advisory
7
Brown Advisory
Maryland
$23.3M -$2.46M -94,573 -10%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$18.7M -$37.6K -1,442 -0.2%
Northern Trust
9
Northern Trust
Illinois
$18.4M +$14.9K +571 +0.1%
FCM
10
FJ Capital Management
Virginia
$17.4M -$328K -12,600 -2%
State Street
11
State Street
Massachusetts
$16.5M +$533K +20,445 +4%
KTA
12
Keeley-Teton Advisors
Illinois
$15.3M -$2.96M -113,656 -17%
MCA
13
Mendon Capital Advisors
Florida
$15.3M -$595K -22,824 -4%
O
14
OppenheimerFunds
New York
$13.5M -$314K -12,043 -2%
SAM
15
Skyline Asset Management
Illinois
$13.3M +$839K +32,200 +7%
WCM
16
Wedge Capital Management
North Carolina
$13.1M -$675K -25,906 -5%
KCM
17
Kennedy Capital Management
Missouri
$12.8M -$165K -6,321 -1%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$11M +$2.64M +101,166 +34%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$10.6M -$366K -14,026 -4%
PCMF
20
Private Capital Management (Florida)
Florida
$10.5M -$487K -18,675 -5%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$10.1M -$154K -5,890 -2%
CWAM
22
Columbia Wanger Asset Management
Illinois
$9.89M +$9.38M +359,853 New
DCM
23
Driehaus Capital Management
Illinois
$9.48M +$3.55M +136,116 +65%
FIM
24
Foresters Investment Management
New York
$7.89M +$91.2K +3,500 +1%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$7.8M +$206K +7,915 +3%

OCFC Hedge Fund Activity: Q3 2017 in Review

123 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2017, worth a combined $635M — up 6.5% from $597M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OCFC positions and 6 closed out — a net gain of 9 holders — while 45 added to existing stakes and 37 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12M. The largest seller was EJF Capital, cutting an estimated $9.03M.

  • 123 institutional investors held OceanFirst Financial (OCFC) as of Q3 2017, up from 114 in Q2 2017.
  • Funds reported $635M of OceanFirst Financial stock for Q3 2017, up 6.5% quarter-over-quarter.
  • 15 funds opened new OceanFirst Financial positions in Q3 2017 and 6 closed out, a net change of +9 holders.
  • The largest OceanFirst Financial buyer in Q3 2017 was Goldman Sachs, an estimated $12M added.
  • The largest OceanFirst Financial seller in Q3 2017 was EJF Capital, an estimated $9.03M sold.

Based on aggregated 13F filings for Q3 2017.