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ESSA

ESSA Bancorp
ESSA

Delisted

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

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59 hedge funds and large institutions have $81.3M invested in ESSA Bancorp in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% less ownership

Funds ownership: 44.15% → 44.01% (-0.14%)

3% less funds holding

Funds holding: 61 → 59 (-2)

9% less capital invested

Capital invested by funds: $89.5M → $81.3M (-$8.26M)

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
17
Reduced
22
Closed
4
Calls
$260K
Puts
–
Net Calls
+$260K
Net Calls Change
-$214K

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$1.21M
2
Invesco
Invesco
Georgia
+$308K
3
PAM
Panagora Asset Management
Massachusetts
+$113K
4
JP Morgan Chase
JP Morgan Chase
New York
+$106K
5
BCM
Bridgeway Capital Management
Texas
+$58.1K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$673K
2
BlackRock
BlackRock
New York
-$367K
3
Citadel Advisors
Citadel Advisors
Florida
-$307K
4
Bank of America
Bank of America
North Carolina
-$200K
5
Barclays
Barclays
United Kingdom
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
26
Cedar Brook Financial Partners
Ohio
$311K – – –
Invesco
27
Invesco
Georgia
$304K +$308K +16,683 New
NFG
28
Northeast Financial Group
Pennsylvania
$285K -$92.2K -5,000 -24%
JP Morgan Chase
29
JP Morgan Chase
New York
$285K +$106K +5,756 +58%
Connor, Clark & Lunn Investment Management (CC&L)
30
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$269K -$1.29K -70 -0.5%
QPWM
31
Quadrant Private Wealth Management
Pennsylvania
$229K +$7.54K +409 +3%
N
32
Nuveen
North Carolina
$211K – – –
HA
33
Harbor Advisors
Florida
$182K – – –
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$167K +$7.34K +398 +5%
UBS Group
35
UBS Group
Switzerland
$159K -$19.7K -1,067 -11%
Barclays
36
Barclays
United Kingdom
$142K -$126K -6,848 -47%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$135K -$49.4K -2,676 -27%
Bank of America
38
Bank of America
North Carolina
$100K -$200K -10,871 -66%
Osaic Holdings
39
Osaic Holdings
Arizona
$92.1K -$959 -52 -1%
MIM
40
MetLife Investment Management
New Jersey
$86.3K – – –
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$82.1K +$17.7K +961 +27%
AIG
42
American International Group
New York
$76K -$2.73K -148 -3%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$61.5K -$111 -6 -0.2%
Wells Fargo
44
Wells Fargo
California
$54.4K +$5.7K +309 +12%
Comerica Bank
45
Comerica Bank
Texas
$40.6K – – –
Citigroup
46
Citigroup
New York
$28.9K +$6.38K +346 +28%
FCMT
47
Founders Capital Management (Texas)
Texas
$27.3K – – –
PFSC
48
Peoples Financial Services Corp
Pennsylvania
$26.6K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$24.4K +$15.4K +836 +166%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$15.5K -$10.7K -579 -40%
1
2
3

ESSA Hedge Fund Activity: Q1 2024 in Review

59 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in ESSA Bancorp (ESSA) for Q1 2024, worth a combined $81.3M — down 9.2% from $89.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ESSA and 2 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 17 added.

The largest buyer was Maltese Capital Management, adding an estimated $1.21M. The largest seller was Morgan Stanley, cutting an estimated $673K.

  • 59 institutional investors held ESSA Bancorp (ESSA) as of Q1 2024, down from 61 in Q4 2023.
  • Funds reported $81.3M of ESSA Bancorp stock for Q1 2024, down 9.2% quarter-over-quarter.
  • 2 funds opened new ESSA Bancorp positions in Q1 2024 and 4 closed out, a net change of -2 holders.
  • The largest ESSA Bancorp buyer in Q1 2024 was Maltese Capital Management, an estimated $1.21M added.
  • The largest ESSA Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $673K sold.

Based on aggregated 13F filings for Q1 2024.