We are live on ! Find out more
ESSA

ESSA Bancorp

Delisted

ESSA was delisted on the 23rd of July, 2025.

64 hedge funds and large institutions have $71.1M invested in ESSA Bancorp in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% more ownership

Funds ownership: 41.3%41.59% (+0.29%)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

2% less funds holding

Funds holding: 6564 (-1)

5% less capital invested

Capital invested by funds: $75.1M → $71.1M (-$4M)

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SV
26
Stilwell Value
New York
$367K
TCIM
27
TIAA CREF Investment Management
New York
$324K
QPWM
28
Quadrant Private Wealth Management
Pennsylvania
$304K +$62 +4 +0%
SEI Investments
29
SEI Investments
Pennsylvania
$287K +$19.7K +1,275 +7%
TA
30
Teachers Advisors
New York
$235K
Russell Investments Group
31
Russell Investments Group
United Kingdom
$227K +$30K +1,944 +14%
BFIM
32
Beese Fulmer Investment Management
Ohio
$226K
LC
33
LCNB Corp
Ohio
$220K
Wells Fargo
34
Wells Fargo
California
$219K +$11.4K +736 +5%
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$207K
Charles Schwab
36
Charles Schwab
California
$184K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$183K
Bessemer Group
38
Bessemer Group
New Jersey
$153K -$1.54K -100 -1%
PTC
39
Philadelphia Trust Company
Pennsylvania
$147K -$87.8K -5,682 -36%
HA
40
Harbor Advisors
Florida
$147K
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$123K
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87K -$8.7K -563 -9%
AIG
43
American International Group
New York
$83K -$4.71K -305 -5%
PCM
44
Prelude Capital Management
New York
$49K +$52.1K +3,370 New
Citigroup
45
Citigroup
New York
$45K -$15.8K -1,026 -25%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$39K -$9.81K -635 -19%
Barclays
47
Barclays
United Kingdom
$28K +$6.78K +439 +29%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$26.4K -$10.7K -695 -28%
JP Morgan Chase
49
JP Morgan Chase
New York
$26K -$2.07K -134 -7%
Legal & General Group
50
Legal & General Group
United Kingdom
$21K

ESSA Hedge Fund Activity: Q1 2018 in Review

64 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ESSA Bancorp (ESSA) for Q1 2018, worth a combined $71.1M — down 5.3% from $75.1M a quarter earlier.

Fund positioning in ESSA was balanced in Q1 2018: 4 funds opened new positions, 4 closed out, 18 added to existing stakes and 19 trimmed.

The largest buyer was Maltese Capital Management, adding an estimated $1.46M. The largest seller was Creative Planning, exiting entirely with an estimated $603K sold.

  • 64 institutional investors held ESSA Bancorp (ESSA) as of Q1 2018, down from 65 in Q4 2017.
  • Funds reported $71.1M of ESSA Bancorp stock for Q1 2018, down 5.3% quarter-over-quarter.
  • 4 funds opened new ESSA Bancorp positions in Q1 2018 and 4 closed out, a net change of 0 holders.
  • The largest ESSA Bancorp buyer in Q1 2018 was Maltese Capital Management, an estimated $1.46M added.
  • The largest ESSA Bancorp seller in Q1 2018 was Creative Planning, an estimated $603K sold.

Based on aggregated 13F filings for Q1 2018.