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OceanFirst Financial
OCFC

194 hedge funds and large institutions have $779M invested in OceanFirst Financial in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

22,675% more call options, than puts

Call options by funds: $911K | Put options by funds: $4K

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $675M → $779M (+$104M)

6% more funds holding

Funds holding: 183 → 194 (+11)

5% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 64

0.7% less ownership

Funds ownership: 72.37% → 71.67% (-0.7%)

Holders
194
Holders Change
+11
Holders Change %
+6.01%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
67
Reduced
64
Closed
15
Calls
$911K
Puts
$4K
Net Calls
+$907K
Net Calls Change
-$18K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$15.9M
2
MIIM
Mesirow Institutional Investment Management
Illinois
+$8.91M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.84M
4
RA
Royce & Associates
New York
+$3.83M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.71M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$13.4M
2
Boston Partners
Boston Partners
Massachusetts
-$10.8M
3
N
Nuveen
North Carolina
-$7.12M
4
BlackRock
BlackRock
New York
-$6.48M
5
Millennium Management
Millennium Management
New York
-$4.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$147M -$6.48M -377,506 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$64.5M -$1.09M -63,226 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59M -$141K -8,212 -0.3%
State Street
4
State Street
Massachusetts
$31.2M -$967K -56,274 -3%
Invesco
5
Invesco
Georgia
$29.9M +$754K +43,891 +3%
GKIM
6
GW&K Investment Management
Massachusetts
$27.9M -$1.17M -68,276 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$26.4M +$474K +27,579 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$23.1M +$2.71M +157,711 +15%
American Century Companies
9
American Century Companies
Missouri
$20.2M +$2.24M +130,557 +14%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$20.1M +$15.9M +925,283 +587%
SFM
11
Systematic Financial Management
New Jersey
$17M +$1.53M +89,099 +11%
N
12
Nuveen
North Carolina
$16.2M -$7.12M -414,472 -32%
ECA
13
Endeavour Capital Advisors
Connecticut
$14.9M +$2.24M +130,210 +19%
AQR Capital Management
14
AQR Capital Management
Connecticut
$14.6M -$408K -23,738 -3%
Charles Schwab
15
Charles Schwab
California
$14.3M -$1.3M -75,550 -9%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$14M -$1.07M -62,500 -8%
RA
17
Royce & Associates
New York
$13.6M +$3.83M +223,203 +44%
Boston Partners
18
Boston Partners
Massachusetts
$13.1M -$10.8M -631,617 -47%
Ameriprise
19
Ameriprise
Minnesota
$12.6M -$50.7K -2,951 -0.4%
Northern Trust
20
Northern Trust
Illinois
$9.77M -$768K -44,694 -8%
MIIM
21
Mesirow Institutional Investment Management
Illinois
$9.65M +$8.91M +519,027 New
LSV Asset Management
22
LSV Asset Management
Illinois
$9.13M – – –
Goldman Sachs
23
Goldman Sachs
New York
$8.83M -$13.4M -782,765 -62%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$8.4M -$795K -46,266 -9%
Morgan Stanley
25
Morgan Stanley
New York
$6.9M +$986K +57,403 +18%
1
2 3 4 5

OCFC Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2024, worth a combined $779M — up 15% from $675M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OCFC positions and 15 closed out — a net gain of 11 holders — while 67 added to existing stakes and 64 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.9M. The largest seller was Goldman Sachs, cutting an estimated $13.4M.

  • 194 institutional investors held OceanFirst Financial (OCFC) as of Q3 2024, up from 183 in Q2 2024.
  • Funds reported $779M of OceanFirst Financial stock for Q3 2024, up 15% quarter-over-quarter.
  • 26 funds opened new OceanFirst Financial positions in Q3 2024 and 15 closed out, a net change of +11 holders.
  • The largest OceanFirst Financial buyer in Q3 2024 was Wellington Management Group, an estimated $15.9M added.
  • The largest OceanFirst Financial seller in Q3 2024 was Goldman Sachs, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2024.