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AmeriServ Financial
ASRV

32 hedge funds and large institutions have $23.7M invested in AmeriServ Financial in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

24% more capital invested

Capital invested by funds: $19.1M → $23.7M (+$4.53M)

4.42% more ownership

Funds ownership: 39.9% → 44.31% (+4.4%)

11% less funds holding

Funds holding: 36 → 32 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
9
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GJL
Gendell Jeffrey L
+$555K
2
Renaissance Technologies
Renaissance Technologies
New York
+$36.8K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$35.8K
4
BCM
Bridgeway Capital Management
Texas
+$11K
5
BlackRock
BlackRock
New York
+$9.3K

Top Sellers

Rank Fund Capital Flow
1
VFP
Verus Financial Partners
Virginia
-$119K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$79.9K
3
Northern Trust
Northern Trust
Illinois
-$5.69K
4
BCM
BHZ Capital Management
California
-$5.2K
5
PH
Pinnacle Holdings
Oklahoma
-$4.22K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$4.25M -$79.9K -26,224 -2%
MI
2
M3F Inc
Utah
$3.8M -$1.32K -432 -0%
GJL
3
Gendell Jeffrey L
$2.88M +$555K +182,272 +25%
Renaissance Technologies
4
Renaissance Technologies
New York
$2.48M +$36.8K +12,099 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.2M – – –
AWA
6
AmeriServ Wealth Advisors
Pennsylvania
$1.92M +$1.86M +612,241 New
BCM
7
BHZ Capital Management
California
$1.85M -$5.2K -1,708 -0.3%
BCM
8
Bridgeway Capital Management
Texas
$920K +$11K +3,600 +1%
OC
9
Oppenheimer & Close
New York
$883K – – –
BlackRock
10
BlackRock
New York
$624K +$9.3K +3,054 +2%
LSC
11
Lesa Sroufe & Co
Washington
$313K – – –
MA
12
Minerva Advisors
Pennsylvania
$297K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$245K +$35.8K +11,757 +18%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$182K -$2.69K -883 -2%
APG
15
Abacus Planning Group
South Carolina
$133K – – –
Northern Trust
16
Northern Trust
Illinois
$112K -$5.69K -1,869 -5%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$112K – – –
JGUA
18
John G. Ullman & Associates
New York
$98K +$6.71K +2,205 +8%
SC
19
Schulhoff & Co
Ohio
$56K – – –
Geode Capital Management
20
Geode Capital Management
Massachusetts
$53K – – –
LSV Asset Management
21
LSV Asset Management
Illinois
$42K – – –
PWAP
22
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$42K – – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$38K – – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
$36K – – –
BFIM
25
Beese Fulmer Investment Management
Ohio
$34K – – –
1
2

ASRV Hedge Fund Activity: Q4 2020 in Review

32 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AmeriServ Financial (ASRV) for Q4 2020, worth a combined $23.7M — up 24% from $19.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ASRV and 2 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 9 added.

The largest buyer was Gendell Jeffrey L, adding an estimated $555K. The largest seller was Verus Financial Partners, exiting entirely with an estimated $119K sold.

  • 32 institutional investors held AmeriServ Financial (ASRV) as of Q4 2020, down from 36 in Q3 2020.
  • Funds reported $23.7M of AmeriServ Financial stock for Q4 2020, up 24% quarter-over-quarter.
  • 2 funds opened new AmeriServ Financial positions in Q4 2020 and 6 closed out, a net change of -4 holders.
  • The largest AmeriServ Financial buyer in Q4 2020 was Gendell Jeffrey L, an estimated $555K added.
  • The largest AmeriServ Financial seller in Q4 2020 was Verus Financial Partners, an estimated $119K sold.

Based on aggregated 13F filings for Q4 2020.