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ESSA

ESSA Bancorp

Delisted

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

63 hedge funds and large institutions have $65.4M invested in ESSA Bancorp in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% less ownership

Funds ownership: 42.74%42.45% (-0.28%)

5% less funds holding

Funds holding: 6663 (-3)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

20% less capital invested

Capital invested by funds: $81.8M → $65.4M (-$16.4M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
20
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$279K +$67.7K +4,218 +26%
Wells Fargo
27
Wells Fargo
California
$273K +$35.9K +2,237 +13%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$265K -$97K -6,044 -24%
Grantham, Mayo, Van Otterloo & Co (GMO)
29
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$257K -$62.6K -3,900 -17%
BFIM
30
Beese Fulmer Investment Management
Ohio
$240K
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$239K +$80.2K +5,000 +40%
PPA
32
Parametric Portfolio Associates
Washington
$227K -$1.89K -118 -0.7%
California State Teachers Retirement System (CalSTRS)
33
California State Teachers Retirement System (CalSTRS)
California
$206K +$2.69K +168 +1%
LC
34
LCNB Corp
Ohio
$205K
SEI Investments
35
SEI Investments
Pennsylvania
$198K -$12.7K -791 -5%
Morgan Stanley
36
Morgan Stanley
New York
$182K -$173K -10,813 -45%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$173K -$642 -40 -0.3%
SO
38
STRS Ohio
Ohio
$148K
PFSC
39
Peoples Financial Services Corp
Pennsylvania
$142K +$17K +1,062 +11%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$142K +$66.1K +4,122 +65%
HA
41
Harbor Advisors
Florida
$137K
Deutsche Bank
42
Deutsche Bank
Germany
$133K -$12.7K -794 -8%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$115K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$100K -$19K -1,186 -14%
Bank of America
45
Bank of America
North Carolina
$93K -$53.9K -3,359 -33%
Bessemer Group
46
Bessemer Group
New Jersey
$82K -$61K -3,800 -39%
UBS Group
47
UBS Group
Switzerland
$81K -$101K -6,265 -52%
AIG
48
American International Group
New York
$76K -$6.1K -380 -6%
Victory Capital Management
49
Victory Capital Management
Texas
$48K +$56.5K +3,520 New
Citigroup
50
Citigroup
New York
$45K +$16.1K +1,004 +43%

ESSA Hedge Fund Activity: Q1 2020 in Review

63 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ESSA Bancorp (ESSA) for Q1 2020, worth a combined $65.4M — down 20% from $81.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ESSA and 2 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 20 added.

The largest buyer was FJ Capital Management, adding an estimated $2.6M. The largest seller was Wellington Management Group, exiting entirely with an estimated $2.49M sold.

  • 63 institutional investors held ESSA Bancorp (ESSA) as of Q1 2020, down from 66 in Q4 2019.
  • Funds reported $65.4M of ESSA Bancorp stock for Q1 2020, down 20% quarter-over-quarter.
  • 2 funds opened new ESSA Bancorp positions in Q1 2020 and 4 closed out, a net change of -2 holders.
  • The largest ESSA Bancorp buyer in Q1 2020 was FJ Capital Management, an estimated $2.6M added.
  • The largest ESSA Bancorp seller in Q1 2020 was Wellington Management Group, an estimated $2.49M sold.

Based on aggregated 13F filings for Q1 2020.