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OceanFirst Financial
OCFC

161 hedge funds and large institutions have $979M invested in OceanFirst Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

182% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $412K

29% more capital invested

Capital invested by funds: $756M → $979M (+$222M)

14% more funds holding

Funds holding: 141 → 161 (+20)

2% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 54

1% more ownership

Funds ownership: 67.29% → 68.28% (+1%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
161
Holders Change
+20
Holders Change %
+14.18%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
30
Increased
55
Reduced
54
Closed
9
Calls
$1.16M
Puts
$412K
Net Calls
+$749K
Net Calls Change
+$787K

Top Buyers

1
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$13.9M
2
BlackRock
BlackRock
New York
+$13.1M
3
PCM
Peregrine Capital Management
Minnesota
+$12.7M
4
GKIM
GW&K Investment Management
Massachusetts
+$11.6M
5
EA
Emerald Advisers
Pennsylvania
+$10.9M

Top Sellers

1
FCM
FJ Capital Management
Virginia
-$21.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.4M
3
Northern Trust
Northern Trust
Illinois
-$6.55M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.74M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$135M +$13.1M +609,245 +12%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$76.2M -$856K -39,811 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$73M +$1.53M +71,152 +2%
Goldman Sachs
4
Goldman Sachs
New York
$45.3M -$171K -7,934 -0.4%
ECA
5
Endeavour Capital Advisors
Connecticut
$44.5M -$2.19M -101,656 -5%
GKIM
6
GW&K Investment Management
Massachusetts
$43M +$11.6M +537,982 +43%
FCM
7
FJ Capital Management
Virginia
$42.1M -$21.1M -981,600 -36%
State Street
8
State Street
Massachusetts
$38.9M +$5.1M +236,933 +17%
Invesco
9
Invesco
Georgia
$29.4M +$822K +38,211 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$24.3M +$1.8M +83,808 +9%
EA
11
Emerald Advisers
Pennsylvania
$21.8M +$10.9M +505,074 +125%
Northern Trust
12
Northern Trust
Illinois
$21.3M -$6.55M -304,441 -26%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$19.2M +$1.27M +59,166 +8%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$17.5M -$20.4M -949,012 -56%
JP Morgan Chase
15
JP Morgan Chase
New York
$16.1M -$1.12M -51,921 -7%
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$15.5M +$13.9M +648,298 New
PCM
17
Peregrine Capital Management
Minnesota
$14.1M +$12.7M +589,023 New
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$13.9M -$227K -10,575 -2%
N
19
Nuveen
North Carolina
$13.6M +$733K +34,073 +6%
Ameriprise
20
Ameriprise
Minnesota
$13.5M -$1.23M -57,009 -9%
KCM
21
Kennedy Capital Management
Missouri
$13.3M +$2.12M +98,673 +22%
Renaissance Technologies
22
Renaissance Technologies
New York
$13.1M -$4.74M -220,600 -29%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$12.7M +$146K +6,790 +1%
RA
24
Royce & Associates
New York
$11.1M -$3.72M -172,938 -27%
SFM
25
Systematic Financial Management
New Jersey
$10.8M +$521K +24,234 +6%
1
2 3 4 5

OCFC Hedge Fund Activity: Q1 2021 in Review

161 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2021, worth a combined $979M — up 29% from $756M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new OCFC positions and 9 closed out — a net gain of 21 holders — while 55 added to existing stakes and 54 trimmed.

The largest buyer was Emerald Mutual Fund Advisers Trust, opening a new position worth an estimated $13.9M. The largest seller was FJ Capital Management, cutting an estimated $21.1M.

  • 161 institutional investors held OceanFirst Financial (OCFC) as of Q1 2021, up from 141 in Q4 2020.
  • Funds reported $979M of OceanFirst Financial stock for Q1 2021, up 29% quarter-over-quarter.
  • 30 funds opened new OceanFirst Financial positions in Q1 2021 and 9 closed out, a net change of +21 holders.
  • The largest OceanFirst Financial buyer in Q1 2021 was Emerald Mutual Fund Advisers Trust, an estimated $13.9M added.
  • The largest OceanFirst Financial seller in Q1 2021 was FJ Capital Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2021.