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OceanFirst Financial
OCFC

191 hedge funds and large institutions have $819M invested in OceanFirst Financial in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,886% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $72K

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

6% more capital invested

Capital invested by funds: $770M → $819M (+$48.5M)

4% more funds holding

Funds holding: 183 → 191 (+8)

0.98% more ownership

Funds ownership: 69.83% → 70.81% (+0.98%)

14% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 69

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
191
Holders Change
+8
Holders Change %
+4.37%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
59
Reduced
69
Closed
13
Calls
$1.43M
Puts
$72K
Net Calls
+$1.36M
Net Calls Change
+$1.36M

Top Buyers

1
BlackRock
BlackRock
New York
+$21.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$15.8M
3
Boston Partners
Boston Partners
Massachusetts
+$10.4M
4
LSV Asset Management
LSV Asset Management
Illinois
+$3.83M
5
American Century Companies
American Century Companies
Missouri
+$3.64M

Top Sellers

1
ECA
Endeavour Capital Advisors
Connecticut
-$10.3M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$9.09M
3
FL
Fourthstone LLC
Missouri
-$6.65M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$3.92M
5
Millennium Management
Millennium Management
New York
-$3.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$156M +$21.7M +993,519 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$67.8M +$3.55M +162,592 +5%
JP Morgan Chase
3
JP Morgan Chase
New York
$50M +$15.8M +724,377 +44%
GKIM
4
GW&K Investment Management
Massachusetts
$36M -$405K -18,533 -1%
State Street
5
State Street
Massachusetts
$33.7M +$643K +29,459 +2%
HRCM
6
Hood River Capital Management
Florida
$32.9M +$853K +39,086 +3%
N
7
Nuveen
North Carolina
$27.9M +$332K +15,224 +1%
Goldman Sachs
8
Goldman Sachs
New York
$26.1M -$2.18M -99,994 -8%
Invesco
9
Invesco
Georgia
$24.3M +$1.08M +49,696 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$23.9M +$681K +31,206 +3%
ECA
11
Endeavour Capital Advisors
Connecticut
$19.6M -$10.3M -473,230 -34%
Ameriprise
12
Ameriprise
Minnesota
$17.9M -$942K -43,142 -5%
SFM
13
Systematic Financial Management
New Jersey
$17.3M -$534K -24,440 -3%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$15.7M -$411K -18,811 -2%
Charles Schwab
15
Charles Schwab
California
$13.3M +$149K +6,827 +1%
Northern Trust
16
Northern Trust
Illinois
$12.1M +$192K +8,773 +2%
PCM
17
Peregrine Capital Management
Minnesota
$11M -$123K -5,642 -1%
KCM
18
Kennedy Capital Management
Missouri
$11M -$2.08M -95,503 -16%
Boston Partners
19
Boston Partners
Massachusetts
$10.4M +$10.4M +475,237 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.27M -$230K -10,551 -2%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$8.97M +$1.73M +79,470 +23%
BCM
22
Bridgeway Capital Management
Texas
$8.05M – – –
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$7.33M +$507K +23,208 +7%
American Century Companies
24
American Century Companies
Missouri
$7.26M +$3.64M +166,642 +95%
WCM
25
Wedge Capital Management
North Carolina
$6.95M -$355K -16,277 -5%
1
2 3 4 5

OCFC Hedge Fund Activity: Q4 2022 in Review

191 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2022, worth a combined $819M — up 6.3% from $770M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new OCFC positions and 13 closed out — a net gain of 11 holders — while 59 added to existing stakes and 69 trimmed.

The largest buyer was BlackRock, adding an estimated $21.7M. The largest seller was Endeavour Capital Advisors, cutting an estimated $10.3M.

  • 191 institutional investors held OceanFirst Financial (OCFC) as of Q4 2022, up from 183 in Q3 2022.
  • Funds reported $819M of OceanFirst Financial stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 24 funds opened new OceanFirst Financial positions in Q4 2022 and 13 closed out, a net change of +11 holders.
  • The largest OceanFirst Financial buyer in Q4 2022 was BlackRock, an estimated $21.7M added.
  • The largest OceanFirst Financial seller in Q4 2022 was Endeavour Capital Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2022.