OCFC
OCEANFIRST FINANCIAL CORPMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $14 | $18 | +27% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $15 | $18 | +26% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $15 | $18 | +26% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $15 | $18 | +26% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $15 | $18 | +26% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $15 | $18 | +26% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates | Q3 2025 | Q2 2026 | → $18 | +7% |
| Point72 Asset Management | Q3 2024 | Q1 2025 | → $17 | +18% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at OCEANFIRST FINANCIAL CORP. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 3, 2026 — the most recent Form 4 on file — not from today.
- Form 40001004702-26-000093Jun 3, 2026
- Form 40001004702-26-000089Jun 3, 2026
- Form 40001004702-26-000085Jun 3, 2026
- Form 40001004702-26-000081Jun 3, 2026
- Form 40001004702-26-000077Jun 3, 2026
- Form 40001004702-26-000072Jun 3, 2026
- Form 4/Aamend0001964754-26-000007Mar 11, 2026
- Form 40001992779-26-000004Mar 6, 2026
- Form 40001501127-26-000006Mar 6, 2026
- Form 40001577826-26-000005Mar 6, 2026
- Form 40001997904-26-000004Mar 6, 2026
- Form 40001591893-26-000004Mar 6, 2026
- Form 40001424070-26-000006Mar 6, 2026
- Form 40001343583-26-000006Mar 6, 2026
- Form 40001992779-26-000002Mar 3, 2026
Fundamentals
XBRL · OCEANFIRST FINANCIAL CORPAnnual figures sourced directly from OCEANFIRST FINANCIAL CORP's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for OCEANFIRST FINANCIAL CORP — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 8, 2026
- S-3Registration (shelf)Jun 2, 2026
- 8-KMaterial eventJun 1, 2026
- 8-KMaterial eventMay 28, 2026
- 10-QQuarterly reportMay 1, 2026
- 8-KMaterial eventMay 1, 2026
- DEF 14ADEFINITIVE PROXY STATEMENTApr 27, 2026
- 8-KMaterial eventApr 27, 2026
- 8-KMaterial eventApr 23, 2026
- 8-KMaterial eventApr 15, 2026
- 8-KMaterial eventApr 7, 2026
- 10-KAnnual reportFeb 27, 2026
- S-4/ARegistration (M&A, amended)Feb 23, 2026
- S-4Registration (M&A)Feb 6, 2026
- 8-KMaterial eventJan 29, 2026
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q2 2026 | open | $18 | $18 | +1% |
| Millennium Management | Q1 2026 | open | $20 | $18 | -5% |
| Bridgewater Associates | Q3 2025 | Q2 2026 | $17 | $18 | +7% |
| Citadel Advisors | Q3 2024 | open | $15 | $18 | +26% |
| Two Sigma Investments | Q3 2024 | open | $15 | $18 | +26% |
| D.E. Shaw | Q3 2024 | Q1 2026 | $15 | $20 | +33% |
| AQR Capital Management | Q3 2024 | open | $15 | $18 | +26% |
| Millennium Management | Q3 2024 | Q4 2025 | $15 | $18 | +20% |
| Point72 Asset Management | Q3 2024 | Q1 2025 | $15 | $17 | +18% |
| Renaissance Technologies | Q3 2024 | open | $14 | $18 | +27% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.