ASRV icon

AmeriServ Financial
ASRV

Overview Fund Trends Analyst Outlook Journalist POV

31 hedge funds and large institutions have $17.4M invested in AmeriServ Financial in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
31
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$523K
2
+$79.7K
3
+$42.4K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$41.1K
5
AWA
AmeriServ Wealth Advisors
Pennsylvania
+$4.03K

Top Sellers

1
-$1.79M
2
-$170K
3
-$56.2K
4
Charles Schwab
Charles Schwab
California
-$48.4K
5
Two Sigma Investments
Two Sigma Investments
New York
-$46.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$5K
27
$4K
28
$3K
29
$490
30
$337
31
–
32
–
33
–
34
–
35
–
36
–
1
2