ESSA Bancorp
ESSA
ESSA was delisted on the 23rd of July, 2025.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
+$1.21M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$308K |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$113K |
| 4 |
JP Morgan Chase
New York
|
+$106K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$58.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$673K |
| 2 |
BlackRock
New York
|
-$367K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$307K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$200K |
| 5 |
Barclays
London,
United Kingdom
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Legal & General Group
London,
United Kingdom
| $14.5K | – | – | – |
|
|
AIP
52
Ameritas Investment Partners
Lincoln,
Nebraska
| $13.1K | – | – | – |
|
|
MLICM
53
Metropolitan Life Insurance Company (MetLife)
New York
| $8.95K | – | – | – |
|
|
AB
54
Amalgamated Bank
New York
| $5K | -$8.58K | -465 | -61% |
|
55
Fidelity Investments
Boston,
Massachusetts
| $4.92K | +$1.64K | +89 | +49% |
|
|
VNA
56
Valley National Advisers
Bethlehem,
Pennsylvania
| $2K | – | – | – |
|
|
C
57
Covestor
London,
United Kingdom
| $1K | -$184 | -10 | -24% |
|
|
GI
58
GAMMA Investing
Foster City,
California
| $273 | +$166 | +9 | +150% |
|
|
59
Citadel Advisors
Miami,
Florida
| – | -$307K | -15,311 | Closed |
|
|
RAM
60
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$7.52K | -376 | Closed |
|
|
MBFW
61
Morton Brown Family Wealth
Allentown,
Pennsylvania
| – | -$4K | -200 | Closed |
|
62
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$3.24K | -162 | Closed |
|
63
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$18 | +1 | New |
|
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.