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ESSA

ESSA Bancorp
ESSA

Delisted

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

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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: 59 → 61 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.09M
2
Morgan Stanley
Morgan Stanley
New York
+$717K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$502K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$287K
5
MCM
Maltese Capital Management
New York
+$201K

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$1.52M
2
FL
Fourthstone LLC
Missouri
-$467K
3
State Street
State Street
Massachusetts
-$422K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$349K
5
Renaissance Technologies
Renaissance Technologies
New York
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
51
Amalgamated Bank
New York
$15K -$1.46K -87 -10%
AIP
52
Ameritas Investment Partners
Nebraska
$14.4K – – –
TRCT
53
Tower Research Capital (TRC)
New York
$10.1K -$14K -836 -62%
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$9.83K – – –
RAM
55
Riggs Asset Management
Pennsylvania
$7.52K +$17 +1 +0.3%
MBFW
56
Morton Brown Family Wealth
Pennsylvania
$4K +$3.34K +200 New
Fidelity Investments
57
Fidelity Investments
Massachusetts
$3.62K -$3.04K -182 -50%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$3.24K +$2.71K +162 New
VNA
59
Valley National Advisers
Pennsylvania
$2K +$2.24K +134 New
C
60
Covestor
United Kingdom
$1K -$301 -18 -30%
GI
61
GAMMA Investing
California
$114 +$100 +6 New
FL
62
Fourthstone LLC
Missouri
– -$467K -31,114 Closed
Allspring Global Investments
63
Allspring Global Investments
North Carolina
– -$32.2K -2,142 Closed
GCM
64
Gladius Capital Management
Illinois
– -$4.23K -282 Closed
1 2
3

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.