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ESSA

ESSA Bancorp

Delisted

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

61 hedge funds and large institutions have $89.5M invested in ESSA Bancorp in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

34% more capital invested

Capital invested by funds: $66.8M → $89.5M (+$22.8M)

3% more funds holding

Funds holding: 5961 (+2)

1.38% more ownership

Funds ownership: 42.77%44.15% (+1.4%)

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
22
Reduced
16
Closed
3
Calls
$474K
Puts
Net Calls
+$474K
Net Calls Change
+$118K
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
26
Cedar Brook Financial Partners
Ohio
$329K +$100 +6 +0%
Bank of America
27
Bank of America
North Carolina
$328K +$63.2K +3,780 +30%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$319K
Citadel Advisors
29
Citadel Advisors
Florida
$307K +$31.6K +1,892 +14%
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$297K +$1.82K +109 +0.7%
Barclays
31
Barclays
United Kingdom
$293K +$171K +10,237 +232%
QPWM
32
Quadrant Private Wealth Management
Pennsylvania
$243K +$184 +11 +0.1%
N
33
Nuveen
North Carolina
$232K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$201K +$23.5K +1,406 +16%
HA
35
Harbor Advisors
Florida
$200K
JP Morgan Chase
36
JP Morgan Chase
New York
$198K +$71K +4,246 +75%
UBS Group
37
UBS Group
Switzerland
$196K +$80.7K +4,829 +97%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$176K -$2.93K -175 -2%
Osaic Holdings
39
Osaic Holdings
Arizona
$102K -$1.24K -74 -1%
MIM
40
MetLife Investment Management
New Jersey
$94.8K
AIG
41
American International Group
New York
$86.5K -$284 -17 -0.4%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$70.9K +$602 +36 +1%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$67.6K +$51.9K +3,106 +1,142%
Wells Fargo
44
Wells Fargo
California
$53.6K +$8.84K +529 +25%
Comerica Bank
45
Comerica Bank
Texas
$44.6K
FCMT
46
Founders Capital Management (Texas)
Texas
$30K
PFSC
47
Peoples Financial Services Corp
Pennsylvania
$29.3K
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$28.6K -$8.14K -487 -25%
Citigroup
49
Citigroup
New York
$24.8K +$20.7K +1,236 +30,900%
Legal & General Group
50
Legal & General Group
United Kingdom
$15.9K

ESSA Hedge Fund Activity: Q4 2023 in Review

61 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in ESSA Bancorp (ESSA) for Q4 2023, worth a combined $89.5M — up 34% from $66.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ESSA positions and 3 closed out — a net gain of 2 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $1.09M. The largest seller was FJ Capital Management, cutting an estimated $1.52M.

  • 61 institutional investors held ESSA Bancorp (ESSA) as of Q4 2023, up from 59 in Q3 2023.
  • Funds reported $89.5M of ESSA Bancorp stock for Q4 2023, up 34% quarter-over-quarter.
  • 5 funds opened new ESSA Bancorp positions in Q4 2023 and 3 closed out, a net change of +2 holders.
  • The largest ESSA Bancorp buyer in Q4 2023 was BlackRock, an estimated $1.09M added.
  • The largest ESSA Bancorp seller in Q4 2023 was FJ Capital Management, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2023.