Oceanfirst Finl Corp (OCFC) Hedge Fund Ownership (Q2 2026)

Oceanfirst Finl Corp (OCFC)

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

Smart Money Signals — OCFC

Based on 231 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak

231 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.

🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q

+42 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 72% buying

167 buying66 selling

Last quarter: 167 funds were net buyers (52 opened a brand new position + 115 added to an existing one). Only 66 were sellers (41 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter

Funds opening a new OCFC position: 17 → 22 → 38 → 52. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 17% medium ■ 24% new

137 out of 231 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.

💰

Value +88% but shares only +64% — price-driven

Value

+87%

+64%

Last quarter: the total dollar value of institutional holdings rose +88%, but actual share count only changed +64%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

14 → 17 → 22 → 38 → 52 new funds/Q

New funds entering each quarter: 17 → 22 → 38 → 52. 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 — 64% veterans vs 25% newcomers

■ 64% veterans ■ 11% 1-2yr ■ 25% new

Entry-cohort mix of 233 holders: 149 (64%) are 2+ year veterans, 25 entered 1–2 years ago, and 59 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds

52 of 230 holders are among the 100 largest funds by AUM, controlling 60% 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.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	228	204	11.76%
13F Shares	80M	50M	60.5%
Total Value	$1.45B	$819M	76.7%
New Positions	52	38	+14
Increased Positions	113	68	+45
Closed Positions	27	20	+7
Reduced Positions	39	59	-20
Total Calls	2	1	100.0%
Total Puts	1	0	100%
PUT/CALL Ratio	0.5	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

228

204

11.76%

13F Shares

80M

50M

60.5%

Total Value

$1.45B

$819M

76.7%

New Positions

+14

Increased Positions

113

+45

Closed Positions

Reduced Positions

-20

Total Calls

100.0%

Total Puts

100%

PUT/CALL Ratio

0.5

0.0

Bullish

Institutional Holders (2026 Q2)

228 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 OCFC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Warburg Pincus LLC	100.00%	9,574,639	$187.0M
2	Strategic Value Bank Partners LLC	8.58%	627,333	$12.3M
3	Endeavour Capital Advisors Inc	5.40%	1,347,421	$26.3M
4	Mirabella Financial Services LLP	2.41%	1,292,641	$25.2M
5	Mendon Capital Advisors Corp	1.75%	253,424	$4.9M
6	Glendon Capital Management LP	1.36%	539,542	$10.5M
7	Teton Advisors, LLC	0.86%	76,500	$1.5M
8	Third Avenue Management LLC	0.77%	246,662	$4.8M
9	Systematic Financial Management LP	0.59%	1,517,701	$29.6M
10	Addison Capital Co	0.53%	164,883	$3.2M
11	MQS Management LLC	0.29%	12,244	$239K
12	Pinnacle Holdings, LLC	0.29%	47,749	$933K
13	Dana Investment Advisors, Inc.	0.22%	425,718	$8.3M
14	Eagle Wealth Strategies LLC	0.20%	26,581	$519K
15	Ledgewood Wealth Advisors, LLC	0.20%	18,890	$369K
16	Bridgeway Capital Management, LLC	0.19%	555,727	$10.9M
17	Corbyn Investment Management Inc/Md	0.16%	29,137	$569K
18	Sykon Capital LLC	0.15%	25,521	$498K
19	Gamco Investors, INC. Et Al	0.15%	863,433	$16.9M
20	Hennessy Advisors Inc	0.12%	195,000	$3.8M
21	Royce & Associates LP	0.10%	622,226	$12.2M
22	Byrne Asset Management LLC	0.10%	9,230	$180K
23	Dark Forest Capital Management LP	0.08%	66,978	$1.3M
24	Hotchkis & Wiley Capital Management LLC	0.07%	1,295,618	$25.3M
25	Atom Investors LP	0.07%	41,566	$812K

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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 72% buying: Last quarter: 167 funds were net buyers (52 opened a brand new position + 115 added to an existing one). Only 66 were sellers (41 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OCFC holders?

Elite ownership — 60% AUM from top-100 funds: 52 of 230 holders are among the 100 largest funds by AUM, controlling 60% 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?

59% of holders stayed for 2+ years: 137 out of 231 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.

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.

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Oceanfirst Finl Corp (OCFC)

Smart Money Signals — OCFC

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +22% more funds vs a year ago

More buyers than sellers — 72% buying

More new buyers each quarter (+14 vs last Q)

59% of holders stayed for 2+ years

Value +88% but shares only +64% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 64% veterans vs 25% newcomers

Elite ownership — 60% AUM from top-100 funds

Institutional Sentiment Summary — OCFC

Hedge Fund Ownership: OCFC

Market Analysis: OCFC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OCFC

Hedge Fund Positioning: OCFC

Statistics: OCFC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Oceanfirst Finl Corp (OCFC)

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