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ESSA

ESSA Bancorp

Delisted

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

59 hedge funds and large institutions have $66.8M invested in ESSA Bancorp in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

35,600% more call options, than puts

Call options by funds: $357K | Put options by funds: $1K

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

2% more funds holding

Funds holding: 5859 (+1)

0.89% less ownership

Funds ownership: 43.66%42.77% (-0.89%)

2% less capital invested

Capital invested by funds: $67.9M → $66.8M (-$1.11M)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
16
Closed
4
Calls
$357K
Puts
$1K
Net Calls
+$356K
Net Calls Change
+$356K
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
26
Cedar Brook Financial Partners
Ohio
$256K +$64 +4 +0%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$237K +$127 +8 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$221K +$73.3K +4,608 +45%
Citadel Advisors
29
Citadel Advisors
Florida
$201K +$214K +13,419 New
Bank of America
30
Bank of America
North Carolina
$189K +$58.2K +3,659 +41%
QPWM
31
Quadrant Private Wealth Management
Pennsylvania
$182K +$175 +11 +0.1%
N
32
Nuveen
North Carolina
$174K
HA
33
Harbor Advisors
Florida
$150K
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$135K +$7.11K +447 +5%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$130K +$271 +17 +0.2%
JP Morgan Chase
36
JP Morgan Chase
New York
$84.5K -$36K -2,260 -29%
Osaic Holdings
37
Osaic Holdings
Arizona
$77.7K +$2K +126 +2%
UBS Group
38
UBS Group
Switzerland
$74.7K -$4.54K -285 -5%
MIM
39
MetLife Investment Management
New Jersey
$71.1K
Barclays
40
Barclays
United Kingdom
$66.3K -$318 -20 -0.5%
AIG
41
American International Group
New York
$65.1K +$2.45K +154 +4%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$52.6K +$19.9K +1,249 +55%
Comerica Bank
43
Comerica Bank
Texas
$33.4K +$35.4K +2,226 New
Wells Fargo
44
Wells Fargo
California
$32.2K -$18.5K -1,160 -35%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$32.2K +$34.1K +2,142 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$28.8K -$15.5K -973 -34%
FCMT
47
Founders Capital Management (Texas)
Texas
$22.5K
PFSC
48
Peoples Financial Services Corp
Pennsylvania
$21.9K
TRCT
49
Tower Research Capital (TRC)
New York
$20.1K +$13.9K +874 +188%
AB
50
Amalgamated Bank
New York
$13K

ESSA Hedge Fund Activity: Q3 2023 in Review

59 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ESSA Bancorp (ESSA) for Q3 2023, worth a combined $66.8M — down 1.6% from $67.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ESSA positions and 4 closed out — a net gain of 2 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $495K. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.41M.

  • 59 institutional investors held ESSA Bancorp (ESSA) as of Q3 2023, up from 58 in Q2 2023.
  • Funds reported $66.8M of ESSA Bancorp stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 6 funds opened new ESSA Bancorp positions in Q3 2023 and 4 closed out, a net change of +2 holders.
  • The largest ESSA Bancorp buyer in Q3 2023 was Fourthstone LLC, an estimated $495K added.
  • The largest ESSA Bancorp seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2023.