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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
BlackRock
1
BlackRock
New York
$114M +$1.83M +83,760 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.1M -$1.02M -46,843 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$62.1M -$2.7M -123,662 -4%
Goldman Sachs
4
Goldman Sachs
New York
$46M +$3.2M +146,982 +8%
GKIM
5
GW&K Investment Management
Massachusetts
$39.6M -$325K -14,919 -0.8%
ECA
6
Endeavour Capital Advisors
Connecticut
$38.1M +$945K +43,346 +3%
State Street
7
State Street
Massachusetts
$37.6M +$1.56M +71,632 +4%
Invesco
8
Invesco
Georgia
$24M -$2.15M -98,838 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$23.4M -$7.63K -350 -0%
EA
10
Emerald Advisers
Pennsylvania
$22.9M -$406K -18,626 -2%
Ameriprise
11
Ameriprise
Minnesota
$20.4M +$5.81M +266,571 +41%
SFM
12
Systematic Financial Management
New Jersey
$18.1M +$423K +19,397 +2%
HRCM
13
Hood River Capital Management
Florida
$17.8M +$17.5M +802,957 New
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$16.7M +$1.2M +54,941 +8%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$16.1M -$1.18M -54,247 -7%
JP Morgan Chase
16
JP Morgan Chase
New York
$15.8M +$5.68M +260,575 +58%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$15.1M +$3.1M +142,001 +26%
KCM
18
Kennedy Capital Management
Missouri
$13.9M +$1.14M +52,427 +9%
N
19
Nuveen
North Carolina
$13.6M -$79.3K -3,639 -0.6%
Northern Trust
20
Northern Trust
Illinois
$13.4M -$461K -21,164 -3%
PCM
21
Peregrine Capital Management
Minnesota
$12.6M -$2.28M -104,785 -16%
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
$11.2M -$2.88M -131,945 -21%
Charles Schwab
23
Charles Schwab
California
$10.5M +$1.29M +59,157 +14%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$10.4M -$1.22M -55,955 -11%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$9.95M +$2.86M +131,080 +41%
1
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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.