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AmeriServ Financial

35 hedge funds and large institutions have $25.9M invested in AmeriServ Financial in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 3635 (-1)

8% less capital invested

Capital invested by funds: $28.2M → $25.9M (-$2.31M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
9
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$5.72M -$23.8K -6,723 -0.4%
FG
2
FSI Group
Ohio
$4.48M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.8M -$60.5K -17,073 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.43M
TC
5
Towle & Co
Colorado
$2.24M -$135K -38,058 -6%
AWA
6
AmeriServ Wealth Advisors
Pennsylvania
$1.9M +$26.8K +7,548 +1%
BCM
7
Bridgeway Capital Management
Texas
$911K +$35.5K +10,000 +4%
Renaissance Technologies
8
Renaissance Technologies
New York
$738K +$2.88K +811 +0.4%
JAM
9
Jupiter Asset Management
United Kingdom
$707K +$721K +203,262 New
PH
10
Pinnacle Holdings
Oklahoma
$693K
BIT
11
BlackRock Institutional Trust
California
$486K +$2.61K +736 +0.5%
LSC
12
Lesa Sroufe & Co
Washington
$348K
TH
13
Timber Hill
Connecticut
$218K -$709 -200 -0.3%
BFA
14
BlackRock Fund Advisors
California
$208K +$6.07K +1,712 +3%
MA
15
Minerva Advisors
Pennsylvania
$181K
FHC
16
First Heartland Consultants
Missouri
$158K
Bank of New York Mellon
17
Bank of New York Mellon
New York
$129K
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$125K
Northern Trust
19
Northern Trust
Illinois
$122K
LI
20
LMCG Investments
Massachusetts
$84K +$6.2K +1,749 +8%
SC
21
Schulhoff & Co
Ohio
$62K
Geode Capital Management
22
Geode Capital Management
Massachusetts
$51K
STB
23
S&T Bank
Pennsylvania
$35K +$121 +34 +0.3%
Morgan Stanley
24
Morgan Stanley
New York
$13K -$1.16K -326 -8%
BIM
25
BlackRock Investment Management
Delaware
$13K +$13K +3,670 New

ASRV Hedge Fund Activity: Q2 2014 in Review

35 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in AmeriServ Financial (ASRV) for Q2 2014, worth a combined $25.9M — down 8.2% from $28.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ASRV and 4 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 9 added.

The largest buyer was Jupiter Asset Management, opening a new position worth an estimated $721K. The largest seller was Towle & Co, cutting an estimated $135K.

  • 35 institutional investors held AmeriServ Financial (ASRV) as of Q2 2014, down from 36 in Q1 2014.
  • Funds reported $25.9M of AmeriServ Financial stock for Q2 2014, down 8.2% quarter-over-quarter.
  • 4 funds opened new AmeriServ Financial positions in Q2 2014 and 5 closed out, a net change of -1 holder.
  • The largest AmeriServ Financial buyer in Q2 2014 was Jupiter Asset Management, an estimated $721K added.
  • The largest AmeriServ Financial seller in Q2 2014 was Towle & Co, an estimated $135K sold.

Based on aggregated 13F filings for Q2 2014.