Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OCEANFIRST FINL CORP (OCFC)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — OCFC

Based on 177 hedge funds · latest filing: 2025 Q4 · 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.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
177 funds currently hold this stock — 89% of the 3.0-year high of 198 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold OCFC compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 45% buying

74 buying92 selling
Last quarter: 92 funds reduced or exited vs 74 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new OCFC position: 26 → 12 → 14 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

72% of holders stayed for 2+ years

72% conviction (2yr+) 17% medium 11% new
127 out of 177 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.
➡️

Steady discovery — ~22 new funds/quarter

17 → 26 → 12 → 14 → 22 new funds/Q
New funds entering each quarter: 26 → 12 → 14 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 11% 1-2yr 16% new
Of 178 current holders: 129 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
35 of 177 holders are among the 100 largest funds by AUM, controlling 51% 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 0 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: OCFC
2026 Q1 Stats Unlock in 20 days 178 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 178 177 0.56%
13F Shares 44M 43M 2.93%
Total Value $789M $750M 5.18%
New Positions 22 14 +8
Increased Positions 52 53 -1
Closed Positions 21 19 +2
Reduced Positions 73 76 -3
Total Calls 1 1 -
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: OCFC

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

178 + investors

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

Top 25 institutional holders of OCFC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 STRATEGIC VALUE BANK PARTNERS LLC 6.08% 627,333 $11.3M
2 Addison Capital Co 0.53% 165,173 $3.0M
3 EAGLE WEALTH STRATEGIES LLC 0.21% 26,581 $480K
4 Ledgewood Wealth Advisors, LLC 0.19% 18,890 $341K
5 MQS Management LLC 0.19% 15,447 $279K
6 CORBYN INVESTMENT MANAGEMENT INC/MD 0.18% 29,137 $526K
7 SYKON CAPITAL LLC 0.15% 25,521 $460K
8 HENNESSY ADVISORS INC 0.13% 195,000 $3.5M
9 Byrne Asset Management LLC 0.09% 8,630 $156K
10 GREENWOOD CAPITAL ASSOCIATES LLC 0.05% 26,928 $486K
11 WEDGE CAPITAL MANAGEMENT L L P/NC 0.04% 128,451 $2.3M
12 HARBOR CAPITAL ADVISORS, INC. 0.03% 17,339
13 CWA Asset Management Group, LLC 0.01% 12,500 $226K
14 World Investment Advisors 0.01% 21,298 $384K
15 North Star Investment Management Corp. 0.01% 4,794 $86K
16 NVWM, LLC 0.00% 1,147 $21K
17 STRS OHIO 0.00% 38,800 $700K
18 Versant Capital Management, Inc 0.00% 1,475 $27K
19 Police & Firemen's Retirement System of New Jersey 0.00% 15,841 $286K
20 KLP KAPITALFORVALTNING AS 0.00% 32,000 $577K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 82,496 $1.5M
22 TOMPKINS FINANCIAL CORP 0.00% 1,200 $22K
23 Farther Finance Advisors, LLC 0.00% 10,119 $183K
24 Janney Montgomery Scott LLC 0.00% 18,254
25 SG Americas Securities, LLC 0.00% 38,136
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?

More sellers than buyers — 45% buying: Last quarter: 92 funds reduced or exited vs 74 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OCFC holders?

Elite ownership — 51% AUM from top-100 funds: 35 of 177 holders are among the 100 largest funds by AUM, controlling 51% 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?

72% of holders stayed for 2+ years: 127 out of 177 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.

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.