Public record / Tickers / OCFC

OCFC — OCEANFIRST FINANCIAL CORP

Both disclosure regimes on one name: who in Congress filed about OCFC, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
8
all PTR rows naming OCFC
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
05-15
filed 2024-05-15
13F holders
161
top-161 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Chris Jacobs · $15.0K–$50.0K

Purchase · traded 2022-06-21 → filed 2022-07-28. Ranked over every OCFC row by the provable lower bound, never a point estimate.

No member disclosed OCFC in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated OCFC rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING OCFC · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning OCFC
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2024-05-15Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 04-15 +30d$1K–$15K
2024-04-07Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 03-14 +24d$1K–$15K
2024-02-15Josh Gottheimer D–NJ-5Purchase · JT (jointly owned)Traded 01-11 +35d$1K–$15K
2024-01-07Josh Gottheimer D–NJ-5Sale · partial · JT (partial sale, jointly owned)Traded 2023-12-11 +27d$1K–$15K
2022-07-28Chris Jacobs R–NY-27PurchaseTraded 06-21 +37d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 8 ↗

Members active in OCFC

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed OCFC in the trailing 12 months.

Congress ↔ notable managers · OCFC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Caxton Associates $273K held
Trimming
1 Bridgewater Associates $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · OCEANFIRST FINL CORP

Merged timeline of congressional filings and notable-manager moves on OCFC
DateWhoChangeSize
2026-05-15Bridgewater Associates 13Fexit−94,255 sh
2026-05-14Caxton Associates 13Fnew+15,131 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of OCFC for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$121M1
2DIMENSIONAL FUND ADVISORS LP$61.5M1
3STATE STREET CORP$52.0M1
4WELLINGTON MANAGEMENT GROUP LLP$46.8M1
5VANGUARD CAPITAL MANAGEMENT LLC$43.8M1
6Invesco Ltd.$36.0M1
7TWO SIGMA INVESTMENTS, LP$28.4M1
8AMERICAN CENTURY COMPANIES INC$22.2M1
9ENDEAVOUR CAPITAL ADVISORS INC$20.4M1
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC$15.3M1
11MIRABELLA FINANCIAL SERVICES LLP$14.4M1
12HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$12.5M1
13Nuveen, LLC$11.2M1
14CANYON CAPITAL ADVISORS LLC$11.1M1
15VANGUARD PORTFOLIO MANAGEMENT LLC$10.3M1
16CITADEL ADVISORS LLC$9.3M1
17NORTHERN TRUST CORP$9.1M1
18BANK OF AMERICA CORP /DE/$8.9M1
19ROYCE & ASSOCIATES LP$8.7M1
20AQR CAPITAL MANAGEMENT LLC$7.3M1
21MORGAN STANLEY$7.3M1
22VANGUARD FIDUCIARY TRUST CO$6.6M1
23BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.8M1
24RENAISSANCE TECHNOLOGIES LLC$5.5M1
25FIRST TRUST ADVISORS LP$5.0M1
26Glendon Capital Management LP$5.0M1
27STATE OF WISCONSIN INVESTMENT BOARD$4.3M1
28FMR LLC$4.1M1
29Empowered Funds, LLC$3.8M1
30JUPITER ASSET MANAGEMENT LTD$3.3M1
31Addison Capital Co$3.0M1
32Man Group plc$2.7M1
33BARCLAYS PLC$2.4M1
34UBS Group AG$2.3M1
35D. E. Shaw & Co., Inc.$2.2M1
36Squarepoint Ops LLC$2.1M1
37Swiss National Bank$2.0M1
38ExodusPoint Capital Management, LP$2.0M1
39STIFEL FINANCIAL CORP$1.9M1
40UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.9M1
41WELLS FARGO & COMPANY/MN$1.8M1
42Vanguard Global Advisers, LLC$1.8M1
43Creative Planning$1.7M1
44MILLENNIUM MANAGEMENT LLC$1.6M1
45VOLORIDGE INVESTMENT MANAGEMENT, LLC$1.5M1
46COMMONWEALTH EQUITY SERVICES, LLC$1.5M1
47SEI INVESTMENTS CO$1.5M1
48FRANKLIN RESOURCES INC$1.5M1
49TD ASSET MANAGEMENT INC$1.3M1
50BALYASNY ASSET MANAGEMENT L.P.$1.3M1
51Rafferty Asset Management, LLC$1.3M1
52ALLIANCEBERNSTEIN L.P.$1.2M1
53SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.2M1
54Brevan Howard Capital Management LP$1.2M1
55CITIGROUP INC$1.2M1
56Mariner, LLC$997K1
57Verition Fund Management LLC$971K1
58DEUTSCHE BANK AG\$949K1
59ROYAL BANK OF CANADA$885K1
60Legal & General Group Plc$875K1
61Independent Advisor Alliance$816K1
62Nierenberg Investment Management Company, LLC$714K1
63VANGUARD ASSET MANAGEMENT, Ltd$693K1
64AIGEN INVESTMENT MANAGEMENT, LP$616K1
65Hennion & Walsh Asset Management, Inc.$601K1
66Allworth Financial LP$543K1
67Quantinno Capital Management LP$533K1
68Cerity Partners LLC$530K1
69JANE STREET GROUP, LLC$506K1
70LPL Financial LLC$506K1
71FIFTH THIRD BANCORP$500K1
72GREENWOOD CAPITAL ASSOCIATES LLC$486K1
73EAGLE WEALTH STRATEGIES LLC$480K1
74Janus Henderson Group Ltd.$476K1
75MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$476K1
76Aquatic Capital Management LLC$472K1
77SYKON CAPITAL LLC$460K1
78JOHN G ULLMAN & ASSOCIATES INC$456K1
79ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$441K1
80ENVESTNET ASSET MANAGEMENT INC$427K1
81World Investment Advisors$384K1
82CHOREO, LLC$370K1
83QUADRANT CAPITAL GROUP LLC$361K1
84MENDON CAPITAL ADVISORS CORP$361K1
85Boston Partners$357K1
86WINTON GROUP Ltd$346K1
87Ledgewood Wealth Advisors, LLC$341K1
88CWM, LLC$333K1
89Vanguard Investments Australia, Ltd.$332K1
90COMMERCE BANK$316K1
91Universal- Beteiligungs- und Servicegesellschaft mbH$315K1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$300K1
93Numerai GP LLC$300K1
94Arizona State Retirement System$284K1
95MQS Management LLC$279K1
96CAXTON ASSOCIATES LLP$273K1
97MANUFACTURERS LIFE INSURANCE COMPANY, THE$271K1
98Amundi$259K1
99EP Wealth Advisors, LLC$250K1
100WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$248K1
101CIBC Bancorp USA Inc.$244K1
102INTECH INVESTMENT MANAGEMENT LLC$243K1
103Zurcher Kantonalbank (Zurich Cantonalbank)$237K1
104CWA Asset Management Group, LLC$226K1
105WBI INVESTMENTS, LLC$219K1
106FIDUCIARY TRUST CO$199K1
107VOYA INVESTMENT MANAGEMENT LLC$194K1
108Corient Private Wealth LLC$189K1
109Beacon Pointe Advisors, LLC$184K1
110Byrne Asset Management LLC$156K1
111CALDWELL SUTTER CAPITAL, INC.$94.0K1
112Ameritas Investment Partners, Inc.$86.2K1
113Tower Research Capital LLC (TRC)$67.2K1
114ASSETMARK, INC$36.5K1
115BNP Paribas Asset Management Holding S.A.$25.2K1
116NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25.0K1
117TOMPKINS FINANCIAL CORP$21.6K1
118Optiver Holding B.V.$18.1K1
119Atlantic Union Bankshares Corp$16.2K1
120SIGNATUREFD, LLC$11.3K1
121Mitsubishi UFJ Asset Management Co., Ltd.$9.2K1
122US BANCORP \DE\$5.3K1
123Parkside Financial Bank & Trust$4.9K1
124OSAIC HOLDINGS, INC.$4.4K1
125Arax Advisory Partners$4.3K1
126HFM Investment Advisors, LLC$3.9K1
127Larson Financial Group LLC$3.2K1
128Key FInancial Inc$3.2K1
129Quarry LP$3.1K1
130Glen Eagle Advisors, LLC$1.5K1
131SIMPLEX TRADING, LLC$7571
132Smallwood Wealth Investment Management, LLC$6671
133HRT FINANCIAL LP$5751
134Smartleaf Asset Management LLC$4581
135Caitong International Asset Management Co., Ltd$4151
136Virtu Financial LLC$2911
137CANADA LIFE ASSURANCE Co$1901
138True Wealth Design, LLC$1811
139Kilter Group LLC$731
140State of Alaska, Department of Revenue$411
141Keating Financial Advisory Services, Inc.$181
142VANGUARD GROUP INC$01
143GLENMEDE TRUST CO NA$01
144RAYMOND JAMES FINANCIAL INC$01
145Brandywine Global Investment Management, LLC$01
146COMERICA BANK$01
147CIBC Private Wealth Group LLC$01
148Bridgewater Associates, LP$01
149ProShare Advisors LLC$01
150O'SHAUGHNESSY ASSET MANAGEMENT, LLC$01
151HighTower Advisors, LLC$01
152TWO SIGMA ADVISERS, LP$01
153Engineers Gate Manager LP$01
154Trexquant Investment LP$01
155Rockefeller Capital Management L.P.$01
156Global Retirement Partners, LLC$01
157IEQ CAPITAL, LLC$01
158EMC Capital Management$01
159AlphaQuest LLC$01
160nVerses Capital, LLC$01
161Eurizon Capital SGR S.p.A.$01
Truncated by Public Filings. The published aggregate ranks the top 161 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on OCFC

RETAINED WINDOW · ACTIVE HITS

Zero hits on OCFC in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for OCFC · financials and macro

Financials — as filed PLANNED

OCFC's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: OCFC on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing