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ESSA

ESSA Bancorp

Delisted

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

49 hedge funds and large institutions have $71.3M invested in ESSA Bancorp in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.28% less ownership

Funds ownership: 37.99%37.7% (-0.28%)

6% less funds holding

Funds holding: 5249 (-3)

7% less capital invested

Capital invested by funds: $76.5M → $71.3M (-$5.19M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
49
Holders Change
-3
Holders Change %
-5.77%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
15
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
26
Quadrant Private Wealth Management
Pennsylvania
$252K +$246K +12,095 New
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$250K
Man Group
28
Man Group
United Kingdom
$210K +$205K +10,086 New
HA
29
Harbor Advisors
Florida
$209K
Citigroup
30
Citigroup
New York
$188K +$86.3K +4,240 +89%
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$160K -$733 -36 -0.5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$151K
Deutsche Bank
33
Deutsche Bank
Germany
$127K
HIM
34
Hillsdale Investment Management
Ontario, Canada
$102K
Osaic Holdings
35
Osaic Holdings
Arizona
$65K +$60.3K +2,964 +2,577%
Barclays
36
Barclays
United Kingdom
$56.2K
MCC
37
Money Concepts Capital
Florida
$32.3K +$31.5K +1,550 New
FCMT
38
Founders Capital Management (Texas)
Texas
$31K
PFSC
39
Peoples Financial Services Corp
Pennsylvania
$30.5K
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$10.6K -$31.6K -1,552 -0.3%
Nisa Investment Advisors
41
Nisa Investment Advisors
Missouri
$7K
RAM
42
Riggs Asset Management
Pennsylvania
$6.26K
JP Morgan Chase
43
JP Morgan Chase
New York
$5K -$30.9K -1,517 -87%
UBS Group
44
UBS Group
Switzerland
$4.05K
IA
45
IFP Advisors
Florida
$3K -$81 -4 -3%
VNA
46
Valley National Advisers
Pennsylvania
$3K
Wells Fargo
47
Wells Fargo
California
$1.21K +$41 +2 +4%
Federated Hermes
48
Federated Hermes
Pennsylvania
$459 -$1.77K -87 -80%
Bank of America
49
Bank of America
North Carolina
$188 +$163 +8 +800%
IA
50
IAM Advisory
Pennsylvania
-$260K -13,387 Closed

ESSA Hedge Fund Activity: Q4 2022 in Review

49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ESSA Bancorp (ESSA) for Q4 2022, worth a combined $71.3M — down 6.8% from $76.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ESSA and 4 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 15 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $464K. The largest seller was Andesa Financial Management, cutting an estimated $610K.

  • 49 institutional investors held ESSA Bancorp (ESSA) as of Q4 2022, down from 52 in Q3 2022.
  • Funds reported $71.3M of ESSA Bancorp stock for Q4 2022, down 6.8% quarter-over-quarter.
  • 4 funds opened new ESSA Bancorp positions in Q4 2022 and 7 closed out, a net change of -3 holders.
  • The largest ESSA Bancorp buyer in Q4 2022 was Susquehanna International Group, an estimated $464K added.
  • The largest ESSA Bancorp seller in Q4 2022 was Andesa Financial Management, an estimated $610K sold.

Based on aggregated 13F filings for Q4 2022.