OceanFirst Financial

OCFC and OCFCP • NASDAQ

OceanFirst Financial is a banks - regional company in the financial services sector on NASDAQ, led by Patrick S. Barrett, with a market cap of $1.2B. As of Q3 2025, 76% of shares are held by 188 institutional investors, with BlackRock, Inc. as the largest holder at 13.18%.

CEOPatrick S. Barrett

Market Cap$1.2B

Banks - Regional

Financial Services

Employees920.0

Websiteoceanfirst.com

Country

United States of America

Overview

Overview of institutional ownership in OCFC and OCFCP as of Q3 2025 with a market cap of $1.0B

All Institutions

Institutions: 188
Value Held: $765.5M
Shares Held: 43.6M
Avg Position: $4.1M
Median Position: $470.7K

Hedge Funds

Hedge Funds: 21
Value Held: $42.4M
Shares Held: 2.4M
Avg Position: $2.0M
Median Position: $596.1K

Ownership Breakdown

Institutional (non-HF)

71.72%

$723.1M

Hedge Funds

4.2%

$42.4M

Retail & Other

24.08%

$242.7M

Based on market cap of $1.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in OCFC and OCFCP as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$132.9M 0.00% of portfolio	13.18% 7.6M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$59.7M 0.00% of portfolio	5.92% 3.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$56.8M 0.01% of portfolio	5.64% 3.2M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$42.0M 0.01% of portfolio	4.16% 2.4M shares	Q2 2023 Held for 2y 5m	$571.21B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$32.9M 0.01% of portfolio	3.27% 1.9M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$31.5M 0.00% of portfolio	3.12% 1.8M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
R ROYCE & ASSOCIATES LLC Institution	-	$29.2M 0.29% of portfolio	2.90% 1.7M shares	Q2 2024 Held for 1y 5m	$10.0B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$25.5M 0.00% of portfolio	2.53% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
A AMERICAN CENTURY COMPANIES INC Institution	-	$23.2M 0.01% of portfolio	2.30% 1.3M shares	Q2 2022 Held for 3y 5m	$195.93B
GANNETT WELSH & KOTLER Long Only Manager	Thomas F X Powers CEO	$22.5M 0.20% of portfolio	2.23% 1.3M shares	Q4 2018 Held for 6y 11m	$11.2B

Net Capital Flow

Institutional buying and selling activity for OCFC and OCFCP in Q3 2025

Traded: +$8.7M
Buyers: 71
Sellers: 93
Total Bought: +$49.0M
Total Sold: −$40.2M
Avg Position: $3.8M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$20.8M +1.2M shares	$42.0M 2.4M shares
KESTREL INVESTMENT MANAGEMENT CORP Hedge Fund•Event Driven	+$3.6M +204.2K shares	$3.6M 204.2K shares
R ROYCE & ASSOCIATES LLC Institution	+$3.4M +191.4K shares	$29.2M 1.7M shares
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	+$2.5M +141.5K shares	$15.8M 897.1K shares
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	+$2.2M +123.2K shares	$19.4M 1.1M shares
R Russell Investments Group, Ltd. RIA/Wealth	+$2.2M +123.2K shares	$6.9M 394.4K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$1.9M +109.7K shares	$13.5M 766.6K shares
STATE STREET CORP Institution	+$1.3M +74.3K shares	$31.5M 1.8M shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	+$1.0M +58.6K shares	$8.0M 452.9K shares
Invesco Ltd. ETF Provider	+$1.0M +57.2K shares	$32.9M 1.9M shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$5.7M −323.1K shares	$132.9M 7.6M shares
BARCLAYS PLC Institution	−$3.6M −203.8K shares	$2.7M 152.1K shares
AMERIPRISE FINANCIAL INC Institution	−$2.4M −135.1K shares	$10.5M 595.1K shares
VANGUARD GROUP INC Institution	−$1.9M −109.8K shares	$59.7M 3.4M shares
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	−$1.7M −99.1K shares	Sold Off 0 shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$1.6M −91.3K shares	$1.9M 107.8K shares
Trexquant Investment LP Hedge Fund•Quant	−$1.5M −88.2K shares	$329.1K 18.7K shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$1.5M −82.7K shares	$1.3M 72.1K shares
Fourthstone LLC Hedge Fund•Long/Short	−$1.4M −79.2K shares	$596.1K 33.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$1.3M −76.8K shares	$290.5K 16.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited OCFC and OCFCP in Q3 2025

New Positions: 6
New Value: $4.0M
Exited Positions: 16
Exited Value: $5.5M

New Positions

Institution	Position Value
KESTREL INVESTMENT MANAGEMENT CORP Hedge Fund•Event Driven	$3.6M 204.2K shares
L Ledyard National Bank Institution	$209.6K 11.9K shares
Beacon Pointe Advisors, LLC RIA/Wealth	$193.3K 11.0K shares
S State of Alaska, Department of Revenue Institution	$40.9K 2.3K shares
O Optiver Holding B.V. Institution	$5.0K 282.0 shares
Sunbelt Securities, Inc. RIA/Wealth	$2.2K 125.0 shares

Exited Positions

Institution	Previous Position
JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant	$1.7M 99.1K shares
Knights of Columbus Asset Advisors LLC Long Only Manager	$1.1M 64.9K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$462.8K 26.3K shares
BAILARD, INC. RIA/Wealth	$405.0K 23.0K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$333.5K 18.9K shares
M MQS Management LLC Hedge Fund•Global Macro	$281.9K 16.0K shares
H HSBC HOLDINGS PLC Institution	$248.6K 14.0K shares
Centiva Capital, LP Hedge Fund•Multi-Strategy	$241.8K 13.7K shares
AIGEN INVESTMENT MANAGEMENT, LP Hedge Fund•Long/Short	$221.9K 12.6K shares
P ProShare Advisors LLC Institution	$206.5K 11.7K shares

Options Activity

Institutions with the largest Call and Put options positions in OCFC and OCFCP as of Q3 2025

Call Positions: 1
Call Value: $205.6K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$205.6K 117.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with OCFC and OCFCP as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	Aaron Samuel Richmond Managing Partner	4.75% $15.8M	1.56% 897.1K shares	Q4 2017 Held for 7y 11m	$331.5M
KESTREL INVESTMENT MANAGEMENT CORP Hedge Fund•Event Driven	David J. Steirman President	2.02% $3.6M	0.36% 204.2K shares	Q3 2025 Held for 2 months	$177.4M
Addison Capital Co RIA/Wealth	Michael Alan Church CEO	0.70% $2.4M	0.24% 135.3K shares	Q4 2017 Held for 7y 11m	$338.9M
THIRD AVENUE MANAGEMENT LLC Long Only Manager	Michael Anthony Buono CFO	0.53% $2.8M	0.28% 162.3K shares	Q4 2024 Held for 11 months	$532.7M
SYSTEMATIC FINANCIAL MANAGEMENT LP Long Only Manager	Kenneth Burgess CIO	0.47% $19.4M	1.93% 1.1M shares	Q4 2019 Held for 5y 11m	$4.1B
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	Anton Villars Schutz President	0.40% $878.5K	0.09% 50.0K shares	Q4 2023 Held for 1y 11m	$221.8M
Pinnacle Holdings, LLC RIA/Wealth	David Monroe Poarch Managing Partner	0.37% $900.3K	0.09% 51.2K shares	Q1 2020 Held for 5y 8m	$246.2M
R ROYCE & ASSOCIATES LLC Institution	-	0.29% $29.2M	2.90% 1.7M shares	Q2 2024 Held for 1y 5m	$10.0B
CORBYN INVESTMENT MANAGEMENT INC/MD Long Only Manager	William Earle White President	0.24% $527.3K	0.05% 30.0K shares	≤ Q2 2013 Held for 12y 5m+	$220.0M
EAGLE WEALTH STRATEGIES LLC RIA/Wealth	Christopher Thomas Tully President	0.23% $467.0K	0.05% 26.6K shares	Q4 2023 Held for 1y 11m	$201.0M

Hedge Fund Spotlight

Discover hedge funds investing in OCFC and OCFCP

Engineers Gate Manager LP

Hedge Fund • Quant

Portfolio ManagerRobert Gregory Eisner

Portfolio Value: $8.8B
Positions: 2,112
Last Reported: Q3 2025

Sector Allocation

Position in OceanFirst Financial

OCFC and OCFCP

Market Value: $7.1M
Shares Held: 388.2K
Portfolio Weight: 0.20%
Owned Since: 2019-Q1

Top Holding	Sector	Market Value	Weight
1 Invesco QQQ Trust QQQ	ETF ETF	$155.2M	1.77%
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$115.3M	1.32%
3 Sabra Healthcare SBRA	REIT - Healthcare Facilities Real Estate	$112.9M	1.29%