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ESSA

ESSA Bancorp
ESSA

Delisted

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

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66 hedge funds and large institutions have $76.4M invested in ESSA Bancorp in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $68.6M → $76.4M (+$7.77M)

1.84% more ownership

Funds ownership: 42.32% → 44.17% (+1.8%)

0% more funds holding

Funds holding: 66 → 66 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
+$3.27M
2
BlackRock
BlackRock
New York
+$871K
3
AFM
Andesa Financial Management
Pennsylvania
+$631K
4
Goldman Sachs
Goldman Sachs
New York
+$545K
5
PTC
Philadelphia Trust Company
Pennsylvania
+$125K

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$608K
2
Northern Trust
Northern Trust
Illinois
-$471K
3
OC
Oppenheimer & Close
New York
-$408K
4
Wells Fargo
Wells Fargo
California
-$249K
5
ZCM
Zebra Capital Management
Connecticut
-$239K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$33K +$2.81K +178 +9%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$24K – – –
PFSC
53
Peoples Financial Services Corp
Pennsylvania
$23K – – –
MWP
54
Meridian Wealth Partners
Pennsylvania
$19K +$18.3K +1,160 New
FCMT
55
Founders Capital Management (Texas)
Texas
$16K – – –
Legal & General Group
56
Legal & General Group
United Kingdom
$13K – – –
Citigroup
57
Citigroup
New York
$10K -$19K -1,206 -67%
AIP
58
Ameritas Investment Partners
Nebraska
$10K – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$8K -$16K -1,015 -68%
RAM
60
Riggs Asset Management
Pennsylvania
$5K – – –
Federated Hermes
61
Federated Hermes
Pennsylvania
$5K +$2.7K +171 +106%
Osaic Holdings
62
Osaic Holdings
Arizona
$4K – – –
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$2K +$1.66K +105 New
AIG
64
American International Group
New York
$84 -$773 -49 -0.9%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$3 – – –
ZCM
66
Zebra Capital Management
Connecticut
– -$239K -15,938 Closed
HIM
67
Hillsdale Investment Management
Ontario, Canada
– -$33K -2,200 Closed
PWPS
68
Pinnacle Wealth Planning Services
Ohio
– -$10K -639 Closed
GWS
69
Glassman Wealth Services
Virginia
– +$379 +24 New
1 2
3

ESSA Hedge Fund Activity: Q1 2021 in Review

66 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ESSA Bancorp (ESSA) for Q1 2021, worth a combined $76.4M — up 11% from $68.6M a quarter earlier.

Fund positioning in ESSA was balanced in Q1 2021: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 21 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $3.27M. The largest seller was State Street, cutting an estimated $608K.

  • 66 institutional investors held ESSA Bancorp (ESSA) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $76.4M of ESSA Bancorp stock for Q1 2021, up 11% quarter-over-quarter.
  • 4 funds opened new ESSA Bancorp positions in Q1 2021 and 4 closed out, a net change of 0 holders.
  • The largest ESSA Bancorp buyer in Q1 2021 was FJ Capital Management, an estimated $3.27M added.
  • The largest ESSA Bancorp seller in Q1 2021 was State Street, an estimated $608K sold.

Based on aggregated 13F filings for Q1 2021.