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OceanFirst Financial
OCFC

146 hedge funds and large institutions have $717M invested in OceanFirst Financial in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 37

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $617M → $717M (+$99.9M)

4% more funds holding

Funds holding: 140 → 146 (+6)

2.76% more ownership

Funds ownership: 64.4% → 67.16% (+2.8%)

98% less call options, than puts

Call options by funds: $10K | Put options by funds: $413K

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
2.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
19
Increased
70
Reduced
37
Closed
13
Calls
$10K
Puts
$413K
Net Calls
-$403K
Net Calls Change
-$615K

Top Buyers

1
RA
Royce & Associates
New York
+$8.31M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.63M
3
BlackRock
BlackRock
New York
+$4.34M
4
State Street
State Street
Massachusetts
+$4M
5
Northern Trust
Northern Trust
Illinois
+$3.91M

Top Sellers

1
PCMF
Private Capital Management (Florida)
Florida
-$4.25M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$3.32M
3
Brown Advisory
Brown Advisory
Maryland
-$2.99M
4
PP
Prospector Partners
Connecticut
-$2.25M
5
HAI
Hennessy Advisors Inc
California
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$77.1M +$4.34M +270,949 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$56.8M -$599K -37,418 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$52.6M +$2.36M +147,515 +5%
FCM
4
FJ Capital Management
Virginia
$47.9M -$1.36M -85,000 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$39.8M +$6.63M +414,029 +22%
Goldman Sachs
6
Goldman Sachs
New York
$35.4M -$236K -14,748 -0.7%
ECA
7
Endeavour Capital Advisors
Connecticut
$31.9M +$399K +24,924 +1%
State Street
8
State Street
Massachusetts
$25.4M +$4M +249,963 +21%
Northern Trust
9
Northern Trust
Illinois
$22M +$3.91M +244,213 +24%
Brown Advisory
10
Brown Advisory
Maryland
$17.2M -$2.99M -186,511 -16%
Renaissance Technologies
11
Renaissance Technologies
New York
$16.7M -$905K -56,500 -6%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$16.3M -$556K -34,714 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$16M +$694K +43,341 +5%
JP Morgan Chase
14
JP Morgan Chase
New York
$14.1M +$3.71M +232,044 +41%
Invesco
15
Invesco
Georgia
$13.5M +$471K +29,395 +4%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$13.4M +$1.01M +63,040 +9%
EA
17
Emerald Advisers
Pennsylvania
$13.2M +$323K +20,176 +3%
N
18
Nuveen
North Carolina
$10M +$1.53M +95,684 +20%
Ameriprise
19
Ameriprise
Minnesota
$10M -$1.21M -75,384 -12%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$9.97M +$625K +39,036 +7%
RA
21
Royce & Associates
New York
$9.15M +$8.31M +518,938 New
Wells Fargo
22
Wells Fargo
California
$8.99M +$470K +29,365 +6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$8.81M +$29.4K +1,839 +0.4%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$7.92M +$32.6K +2,034 +0.5%
WCM
25
Wedge Capital Management
North Carolina
$7.32M +$359K +22,450 +6%
1
2 3 4 5

OCFC Hedge Fund Activity: Q2 2020 in Review

146 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q2 2020, worth a combined $717M — up 16% from $617M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OCFC positions and 13 closed out — a net gain of 6 holders — while 70 added to existing stakes and 37 trimmed.

The largest buyer was Royce & Associates, opening a new position worth an estimated $8.31M. The largest seller was Private Capital Management (Florida), exiting entirely with an estimated $4.25M sold.

  • 146 institutional investors held OceanFirst Financial (OCFC) as of Q2 2020, up from 140 in Q1 2020.
  • Funds reported $717M of OceanFirst Financial stock for Q2 2020, up 16% quarter-over-quarter.
  • 19 funds opened new OceanFirst Financial positions in Q2 2020 and 13 closed out, a net change of +6 holders.
  • The largest OceanFirst Financial buyer in Q2 2020 was Royce & Associates, an estimated $8.31M added.
  • The largest OceanFirst Financial seller in Q2 2020 was Private Capital Management (Florida), an estimated $4.25M sold.

Based on aggregated 13F filings for Q2 2020.