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ESSA

ESSA Bancorp

Delisted

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

59 hedge funds and large institutions have $66.8M invested in ESSA Bancorp in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

35,600% more call options, than puts

Call options by funds: $357K | Put options by funds: $1K

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

2% more funds holding

Funds holding: 5859 (+1)

0.89% less ownership

Funds ownership: 43.66%42.77% (-0.89%)

2% less capital invested

Capital invested by funds: $67.9M → $66.8M (-$1.11M)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
21
Reduced
16
Closed
4
Calls
$357K
Puts
$1K
Net Calls
+$356K
Net Calls Change
+$356K
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$15.5M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$7.3M -$37.5K -2,358 -0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.55M +$24.8K +1,556 +0.4%
BlackRock
4
BlackRock
New York
$6.29M +$390K +24,529 +6%
MCM
5
Maltese Capital Management
New York
$4.86M -$97.1K -6,100 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$4.8M -$65.2K -4,100 -1%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.41M -$1.41M -88,375 -23%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.37M +$54.7K +3,440 +2%
State Street
9
State Street
Massachusetts
$1.85M +$14.9K +935 +0.8%
BCM
10
Bridgeway Capital Management
Texas
$1.55M +$21.8K +1,368 +1%
OC
11
Oppenheimer & Close
New York
$1.29M
Northern Trust
12
Northern Trust
Illinois
$1.08M +$5.43K +341 +0.5%
PH
13
Pinnacle Holdings
Oklahoma
$900K
Bank of New York Mellon
14
Bank of New York Mellon
New York
$798K -$110K -6,907 -12%
PTC
15
Philadelphia Trust Company
Pennsylvania
$778K
EF
16
Empowered Funds
Pennsylvania
$531K +$45.3K +2,844 +9%
FL
17
Fourthstone LLC
Missouri
$467K +$495K +31,114 New
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$450K -$477K -30,000 -50%
SV
19
Stilwell Value
New York
$375K -$178K -11,179 -31%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$358K +$25.2K +1,583 +7%
NFG
21
Northeast Financial Group
Pennsylvania
$347K +$119K +7,500 +48%
Charles Schwab
22
Charles Schwab
California
$346K
Morgan Stanley
23
Morgan Stanley
New York
$322K -$46.8K -2,938 -12%
PAM
24
Panagora Asset Management
Massachusetts
$322K +$341K +21,423 New
BFIM
25
Beese Fulmer Investment Management
Ohio
$302K

ESSA Hedge Fund Activity: Q3 2023 in Review

59 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in ESSA Bancorp (ESSA) for Q3 2023, worth a combined $66.8M — down 1.6% from $67.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ESSA positions and 4 closed out — a net gain of 2 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $495K. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.41M.

  • 59 institutional investors held ESSA Bancorp (ESSA) as of Q3 2023, up from 58 in Q2 2023.
  • Funds reported $66.8M of ESSA Bancorp stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 6 funds opened new ESSA Bancorp positions in Q3 2023 and 4 closed out, a net change of +2 holders.
  • The largest ESSA Bancorp buyer in Q3 2023 was Fourthstone LLC, an estimated $495K added.
  • The largest ESSA Bancorp seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2023.