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 $75.5M invested in ESSA Bancorp in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

2% less funds holding

Funds holding: 6564 (-1)

3.58% less ownership

Funds ownership: 45.08%41.5% (-3.6%)

8% less capital invested

Capital invested by funds: $81.7M → $75.5M (-$6.15M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
64
Holders Change
-1
Holders Change %
-1.54%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
19
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$331K
BFIM
27
Beese Fulmer Investment Management
Ohio
$330K
QPWM
28
Quadrant Private Wealth Management
Pennsylvania
$319K
TCIM
29
TIAA CREF Investment Management
New York
$295K -$173 -11 -0.1%
Wells Fargo
30
Wells Fargo
California
$264K +$2.14K +136 +0.8%
TA
31
Teachers Advisors
New York
$245K
SEI Investments
32
SEI Investments
Pennsylvania
$243K -$9.46K -600 -4%
LC
33
LCNB Corp
Ohio
$231K
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$229K
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$215K +$5.77K +366 +3%
Morgan Stanley
36
Morgan Stanley
New York
$196K -$317K -20,116 -61%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$193K
HA
38
Harbor Advisors
Florida
$154K
Bessemer Group
39
Bessemer Group
New Jersey
$151K
PFSC
40
Peoples Financial Services Corp
Pennsylvania
$143K +$137K +8,682 +1,447%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$129K
Bank of America
42
Bank of America
North Carolina
$98K -$70.4K -4,465 -41%
AIG
43
American International Group
New York
$93K -$3.09K -196 -3%
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$81K +$12.6K +797 +18%
Barclays
45
Barclays
United Kingdom
$44K +$41.6K +2,637 +955%
BGIM
46
Brandywine Global Investment Management
Pennsylvania
$41K
Citigroup
47
Citigroup
New York
$41K +$268 +17 +0.6%
JP Morgan Chase
48
JP Morgan Chase
New York
$36K -$5.31K -337 -13%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$31.1K +$26.8K +1,700 +536%
AIA
50
Alera Investment Advisors
Illinois
$31K

ESSA Hedge Fund Activity: Q1 2019 in Review

64 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ESSA Bancorp (ESSA) for Q1 2019, worth a combined $75.5M — down 7.5% from $81.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ESSA and 3 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 19 added.

The largest buyer was Andesa Financial Management, adding an estimated $668K. The largest seller was PL Capital Advisors, exiting entirely with an estimated $6.33M sold.

  • 64 institutional investors held ESSA Bancorp (ESSA) as of Q1 2019, down from 65 in Q4 2018.
  • Funds reported $75.5M of ESSA Bancorp stock for Q1 2019, down 7.5% quarter-over-quarter.
  • 3 funds opened new ESSA Bancorp positions in Q1 2019 and 4 closed out, a net change of -1 holder.
  • The largest ESSA Bancorp buyer in Q1 2019 was Andesa Financial Management, an estimated $668K added.
  • The largest ESSA Bancorp seller in Q1 2019 was PL Capital Advisors, an estimated $6.33M sold.

Based on aggregated 13F filings for Q1 2019.