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OceanFirst Financial

183 hedge funds and large institutions have $770M invested in OceanFirst Financial in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% more ownership

Funds ownership: 69.82%69.83% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $792M → $770M (-$22.1M)

4% less funds holding

Funds holding: 191183 (-8)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

Holders
183
Holders Change
-8
Holders Change %
-4.19%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
59
Reduced
70
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$118M +$9.15M +457,554 +8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$61.9M +$3.29M +164,427 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.5M -$1.43M -71,326 -2%
GKIM
4
GW&K Investment Management
Massachusetts
$31.9M -$3.23M -161,443 -9%
JP Morgan Chase
5
JP Morgan Chase
New York
$30.3M +$3.93M +196,654 +14%
State Street
6
State Street
Massachusetts
$29M -$1.04M -52,194 -3%
HRCM
7
Hood River Capital Management
Florida
$28.1M +$587K +29,358 +2%
ECA
8
Endeavour Capital Advisors
Connecticut
$26M -$5.99M -299,538 -18%
Goldman Sachs
9
Goldman Sachs
New York
$24.8M -$3M -149,897 -10%
N
10
Nuveen
North Carolina
$24.2M +$9.93M +496,857 +62%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20.4M +$570K +28,498 +3%
Invesco
12
Invesco
Georgia
$20.4M -$467K -23,353 -2%
Ameriprise
13
Ameriprise
Minnesota
$16.5M -$1.28M -64,263 -7%
SFM
14
Systematic Financial Management
New Jersey
$15.6M +$115K +5,743 +0.7%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$14.1M -$443K -22,159 -3%
Charles Schwab
16
Charles Schwab
California
$11.6M +$963K +48,186 +8%
KCM
17
Kennedy Capital Management
Missouri
$11.4M -$96.4K -4,825 -0.8%
Northern Trust
18
Northern Trust
Illinois
$10.5M -$302K -15,133 -3%
PCM
19
Peregrine Capital Management
Minnesota
$9.79M -$1.82M -90,951 -15%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$9.09M -$4.43M -221,528 -31%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$8.33M +$150K +7,522 +2%
BCM
22
Bridgeway Capital Management
Texas
$7.06M
FL
23
Fourthstone LLC
Missouri
$6.65M +$2.05M +102,392 +40%
WCM
24
Wedge Capital Management
North Carolina
$6.4M -$236K -11,832 -3%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$6.39M -$3.13M -156,580 -31%

OCFC Hedge Fund Activity: Q3 2022 in Review

183 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2022, worth a combined $770M — down 2.8% from $792M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of OCFC and 14 opened new positions — a net loss of 8 holders — while 70 trimmed existing stakes and 59 added.

The largest buyer was Nuveen, adding an estimated $9.93M. The largest seller was Endeavour Capital Advisors, cutting an estimated $5.99M.

  • 183 institutional investors held OceanFirst Financial (OCFC) as of Q3 2022, down from 191 in Q2 2022.
  • Funds reported $770M of OceanFirst Financial stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 14 funds opened new OceanFirst Financial positions in Q3 2022 and 22 closed out, a net change of -8 holders.
  • The largest OceanFirst Financial buyer in Q3 2022 was Nuveen, an estimated $9.93M added.
  • The largest OceanFirst Financial seller in Q3 2022 was Endeavour Capital Advisors, an estimated $5.99M sold.

Based on aggregated 13F filings for Q3 2022.