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ESSA

ESSA Bancorp
ESSA

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
17
Reduced
22
Closed
4
Calls
$260K
Puts
–
Net Calls
+$260K
Net Calls Change
-$214K

Top Buyers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
+$1.21M
2
Invesco
Invesco
Georgia
+$308K
3
PAM
Panagora Asset Management
Massachusetts
+$113K
4
JP Morgan Chase
JP Morgan Chase
New York
+$106K
5
BCM
Bridgeway Capital Management
Texas
+$58.1K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$673K
2
BlackRock
BlackRock
New York
-$367K
3
Citadel Advisors
Citadel Advisors
Florida
-$307K
4
Bank of America
Bank of America
North Carolina
-$200K
5
Barclays
Barclays
United Kingdom
-$126K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
FJ Capital Management
Virginia
$17.2M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$8.86M – – –
BlackRock
3
BlackRock
New York
$8.46M -$367K -19,906 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.04M +$37.9K +2,056 +0.5%
MCM
5
Maltese Capital Management
New York
$7.33M +$1.21M +65,877 +20%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.62M -$97.7K -5,300 -2%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.25M -$71.5K -3,878 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.24M +$48.6K +2,633 +2%
BCM
9
Bridgeway Capital Management
Texas
$2M +$58.1K +3,150 +3%
State Street
10
State Street
Massachusetts
$1.81M +$22.6K +1,225 +1%
OC
11
Oppenheimer & Close
New York
$1.57M – – –
Northern Trust
12
Northern Trust
Illinois
$1.31M -$756 -41 -0.1%
PH
13
Pinnacle Holdings
Oklahoma
$1.09M -$6.18K -335 -0.6%
PTC
14
Philadelphia Trust Company
Pennsylvania
$945K – – –
EF
15
Empowered Funds
Pennsylvania
$765K +$58.1K +3,150 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$531K -$57.5K -3,117 -10%
PAM
17
Panagora Asset Management
Massachusetts
$512K +$113K +6,100 +28%
Morgan Stanley
18
Morgan Stanley
New York
$507K -$673K -36,494 -57%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$456K -$92.2K -5,000 -17%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$456K -$92.2K -5,000 -17%
SV
21
Stilwell Value
New York
$456K – – –
Charles Schwab
22
Charles Schwab
California
$420K – – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$406K – – –
BFIM
24
Beese Fulmer Investment Management
Ohio
$312K -$55.3K -3,000 -15%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$311K +$26.7K +1,447 +9%
1
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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.