Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ESSA BANCORP INC (ESSA)

0 + Investors. Track Smart Money conviction in ESSA. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -76
Streak
1Q ▼
Buyers last Q
1%

Smart Money Signals — ESSA

Based on 1 hedge funds · latest filing: 2025 Q3 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed this position than added to it. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams deciding to exit.
🔻

Below peak — only 1% of 3.0Y high

1% of all-time peak
Only 1 funds hold this stock today versus a peak of 77 funds at 2025 Q2 — just 1% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 98% fewer funds vs a year ago

fund count last 6Q
63 fewer hedge funds hold this stock compared to a year ago (-98% decline). When institutions consistently reduce exposure, it's worth asking what they know that retail investors don't.
🔴

Heavy selling pressure — only 1% buying

1 buying76 selling
Last quarter: 76 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 2 → 12 → 11 → 0. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📊

Peak discovery — momentum slowing

9 → 2 → 12 → 11 → 0 new funds/Q
New funds entering each quarter: 2 → 12 → 11 → 0. The stock is well-known in the hedge fund world but new entries are declining. The easy phase of institutional discovery may be behind us.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ESSA

How many hedge funds hold ESSA — quarterly history vs. share price
Quarterly hedge fund ownership of ESSA vs. share price

Market Analysis: ESSA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESSA

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: ESSA
2026 Q1 Stats Unlock in 34 days 0 + Investors

Track Smart Money conviction in ESSA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 0 1 -100.0%
13F Shares 0 13 -100.0%
Total Value $0 $268 -100.0%
New Positions 0 0 -
Increased Positions 0 1 -1
Closed Positions 1 77 -76
Reduced Positions 0 0 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESSA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)
0 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ESSA. Verified SEC 13F-HR filings.

Top 1 institutional holders of ESSA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IFP Advisors, Inc 0.00% 13
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ESSA BANCORP INC (ESSA)

What does the Smart Money Trend signal show for ESSA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed this position than added to it. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams deciding to exit.

What is the institutional breadth score for ESSA?

Heavy selling pressure — only 1% buying: Last quarter: 76 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.