Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Oceanfirst Finl Corp (OCFC)

200 + Investors. Track Smart Money conviction in OCFC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — OCFC

Based on 203 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OCFC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
203 hedge funds hold OCFC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OCFC is almost the same as a year ago (-2 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

106 buying80 selling
Last quarter: 106 funds bought or added vs 80 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new OCFC position: 13 → 17 → 22 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
130 out of 203 hedge funds have held OCFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

28 → 13 → 17 → 22 → 38 new funds/Q
New funds entering each quarter: 13 → 17 → 22 → 38. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 68% veterans vs 23% newcomers

■ 68% veterans ■ 9% 1-2yr ■ 23% new
Entry-cohort mix of 204 holders: 138 (68%) are 2+ year veterans, 19 entered 1–2 years ago, and 47 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
48 of 203 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in OCFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OCFC

In 2026 Q1, 106 hedge funds were net buyers of OCFC (38 opened a new position, 68 added to an existing one), while 80 reduced or exited (60 trimmed, 20 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 45% of total institutional value in OCFC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 203.

Hedge Fund Ownership: OCFC

How many hedge funds hold OCFC — quarterly history vs. share price
Quarterly hedge fund ownership of OCFC vs. share price

Market Analysis: OCFC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OCFC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Oceanfirst Finl Corp (OCFC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OCFC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
OCFC
nan%
XLF
+9.5%

OCFC outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
OCFC
nan%
XLF
+5.8%

Since the filing became public, OCFC outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: OCFC
200 + Investors

Track Smart Money conviction in OCFC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 200 185 8.11%
13F Shares 49M 44M 11.91%
Total Value $808M $790M 2.3%
New Positions 36 22 +14
Increased Positions 68 55 +13
Closed Positions 21 23 -2
Reduced Positions 58 72 -14
Total Calls 1 1 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: OCFC

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

200 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OCFC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OCFC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Value Bank Partners LLC 6.08% 627,333 $11.3M
2 Endeavour Capital Advisors Inc 4.62% 1,128,352 $20.4M
3 Canyon Capital Advisors LLC 1.43% 613,230 $11.1M
4 Mirabella Financial Services LLP 1.36% 798,906 $14.4M
5 Third Avenue Management LLC 0.72% 246,662 $4.4M
6 Glendon Capital Management LP 0.62% 275,500 $5.0M
7 Systematic Financial Management LP 0.57% 1,383,588 $25.0M
8 Addison Capital Co 0.53% 165,173 $3.0M
9 Nierenberg Investment Management Company, LLC 0.35% 39,555 $714K
10 Pinnacle Holdings, LLC 0.28% 47,839 $863K
11 Eagle Wealth Strategies LLC 0.21% 26,581 $480K
12 Ledgewood Wealth Advisors, LLC 0.19% 18,890 $341K
13 MQS Management LLC 0.19% 15,447 $279K
14 Corbyn Investment Management Inc/Md 0.18% 29,137 $526K
15 Aigen Investment Management, LP 0.16% 34,165 $616K
16 Sykon Capital LLC 0.15% 25,521 $460K
17 Mendon Capital Advisors Corp 0.14% 20,000 $361K
18 Hennessy Advisors Inc 0.13% 195,000 $3.5M
19 Bridgeway Capital Management, LLC 0.12% 322,843 $5.8M
20 Byrne Asset Management LLC 0.09% 8,630 $156K
21 Royce & Associates LP 0.09% 484,530 $8.7M
22 MetLife Investment Management, LLC 0.07% 718,008 $13.0M
23 Wbi Investments, LLC 0.06% 12,162 $219K
24 John G Ullman & Associates Inc 0.06% 25,300 $456K
25 Greenwood Capital Associates LLC 0.05% 26,928 $486K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Oceanfirst Finl Corp (OCFC)

What does the Smart Money Trend signal show for OCFC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OCFC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OCFC?

Slight buying edge — 57% buying: Last quarter: 106 funds bought or added vs 80 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OCFC holders?

Elite ownership — 45% AUM from top-100 funds: 48 of 203 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in OCFC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OCFC?

64% of holders stayed for 2+ years: 130 out of 203 hedge funds have held OCFC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Oceanfirst Finl Corp (OCFC) following the 2026 Q1 hedge fund 13F filings?

As of today, OCFC has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), OCFC has gained nan% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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