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ESSA

ESSA Bancorp

Delisted

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

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: 5961 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$18.9M -$1.52M -91,058 -9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$9.73M
BlackRock
3
BlackRock
New York
$9.69M +$1.09M +65,183 +16%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.79M +$45.2K +2,705 +0.6%
MCM
5
Maltese Capital Management
New York
$6.73M +$201K +12,035 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$6.28M -$102K -6,100 -2%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.84M -$37.2K -2,223 -0.8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.5M +$287K +17,193 +11%
BCM
9
Bridgeway Capital Management
Texas
$2.14M +$57.8K +3,456 +3%
State Street
10
State Street
Massachusetts
$1.96M -$422K -25,241 -20%
OC
11
Oppenheimer & Close
New York
$1.73M
Northern Trust
12
Northern Trust
Illinois
$1.44M -$1.1K -66 -0.1%
Morgan Stanley
13
Morgan Stanley
New York
$1.29M +$717K +42,866 +200%
PH
14
Pinnacle Holdings
Oklahoma
$1.2M
PTC
15
Philadelphia Trust Company
Pennsylvania
$1.04M
EF
16
Empowered Funds
Pennsylvania
$777K +$57.8K +3,456 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$646K -$349K -20,895 -39%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$601K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$601K +$502K +30,000 New
SV
20
Stilwell Value
New York
$501K
Charles Schwab
21
Charles Schwab
California
$461K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$446K -$26.5K -1,583 -7%
PAM
23
Panagora Asset Management
Massachusetts
$440K +$9.66K +578 +3%
NFG
24
Northeast Financial Group
Pennsylvania
$413K -$41.8K -2,500 -11%
BFIM
25
Beese Fulmer Investment Management
Ohio
$402K

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.