OCFC β€” OCEANFIRST FINL CORP

Ownership history in Man Group plc  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Man Group plc reported a position in OCEANFIRST FINL CORP (OCFC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Man Group plc Γ— OCFC AI Analytics

πŸ“‰ Man Group plc underperformed the S&P 500 by –105.3% annually on this OCFC position. Timing score: 25% (1/4 decisions correct). Average cost basis: $17.07. Maximum drawdown during holding period: –24.0%.

πŸ“ˆ Position Alpha vs SPY
-105.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 105.3% ann.
4 quarters analyzed

⏱️ Timing Score
25%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct

πŸ’° Entry Quality
$17.07
+0.7% vs current ($17.19)

Best entry: $15.63 (2023 Q4)  Β·  Worst: $19.66 (2019 Q4)

πŸ›‘οΈ Drawdown Resilience
–24.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
60%
buy-side decisions

3 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    OCFC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 41,136 +30,959 +304.2% 0.00% $723K $17.19
2024 Q3 REDUCED 10,177 -16,605 -62.0% 0.00% $189K $17.37
2024 Q1 REDUCED 26,782 -1,685 -5.9% 0.00% $439K $14.95
2023 Q4 ADDED 28,467 +19,218 +207.8% 0.00% $494K $15.63
2019 Q4 INITIATED 9,249 β€” β€” 0.00% $236K $19.66
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