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ESSA

ESSA Bancorp

Delisted

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

67 hedge funds and large institutions have $89.7M invested in ESSA Bancorp in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

12% more capital invested

Capital invested by funds: $80.2M → $89.7M (+$9.51M)

6% more funds holding

Funds holding: 6367 (+4)

1.06% more ownership

Funds ownership: 45.03%46.09% (+1.1%)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$18.1M
BlackRock
2
BlackRock
New York
$9.85M +$331K +18,047 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.21M -$77.4K -4,221 -0.9%
MCM
4
Maltese Capital Management
New York
$8.72M +$122K +6,668 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.62M +$136K +7,416 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$5.72M -$116K -6,300 -2%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.37M -$115K -6,251 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.58M +$81.3K +4,431 +2%
State Street
9
State Street
Massachusetts
$2.23M +$10.2K +554 +0.5%
BCM
10
Bridgeway Capital Management
Texas
$2.22M +$44.2K +2,412 +2%
OC
11
Oppenheimer & Close
New York
$1.66M
Northern Trust
12
Northern Trust
Illinois
$1.3M -$109K -5,948 -8%
PH
13
Pinnacle Holdings
Oklahoma
$1.13M
PTC
14
Philadelphia Trust Company
Pennsylvania
$997K
EF
15
Empowered Funds
Pennsylvania
$915K +$44.2K +2,412 +5%
Morgan Stanley
16
Morgan Stanley
New York
$806K +$315K +17,165 +69%
PAM
17
Panagora Asset Management
Massachusetts
$552K -$13.1K -714 -2%
Citadel Advisors
18
Citadel Advisors
Florida
$494K +$205K +11,171 +77%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$481K
SV
20
Stilwell Value
New York
$481K
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$464K
Bank of New York Mellon
22
Bank of New York Mellon
New York
$456K -$117K -6,391 -21%
Goldman Sachs
23
Goldman Sachs
New York
$446K +$425K +23,199 New
Charles Schwab
24
Charles Schwab
California
$443K
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$433K +$141K +7,696 +52%

ESSA Hedge Fund Activity: Q3 2024 in Review

67 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in ESSA Bancorp (ESSA) for Q3 2024, worth a combined $89.7M — up 12% from $80.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ESSA positions and 3 closed out — a net gain of 4 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $425K. The largest seller was Invesco, exiting entirely with an estimated $299K sold.

  • 67 institutional investors held ESSA Bancorp (ESSA) as of Q3 2024, up from 63 in Q2 2024.
  • Funds reported $89.7M of ESSA Bancorp stock for Q3 2024, up 12% quarter-over-quarter.
  • 7 funds opened new ESSA Bancorp positions in Q3 2024 and 3 closed out, a net change of +4 holders.
  • The largest ESSA Bancorp buyer in Q3 2024 was Goldman Sachs, an estimated $425K added.
  • The largest ESSA Bancorp seller in Q3 2024 was Invesco, an estimated $299K sold.

Based on aggregated 13F filings for Q3 2024.