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AmeriServ Financial

33 hedge funds and large institutions have $12M invested in AmeriServ Financial in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

6% more funds holding

Funds holding: 3133 (+2)

0.12% less ownership

Funds ownership: 31.2%31.07% (-0.12%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

13% less capital invested

Capital invested by funds: $13.9M → $12M (-$1.87M)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$3.2M +$114K +45,744 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.6M -$32.3K -12,957 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.63M
Renaissance Technologies
4
Renaissance Technologies
New York
$1.35M +$13.8K +5,524 +0.9%
OC
5
Oppenheimer & Close
New York
$621K
BCM
6
Bridgeway Capital Management
Texas
$612K +$16.2K +6,480 +2%
BlackRock
7
BlackRock
New York
$326K +$5.18K +2,076 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$253K +$20.4K +8,180 +8%
LSC
9
Lesa Sroufe & Co
Washington
$226K
EF
10
Empowered Funds
Pennsylvania
$204K +$16.2K +6,480 +8%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$177K -$150K -60,000 -43%
MA
12
Minerva Advisors
Pennsylvania
$130K
JGUA
13
John G. Ullman & Associates
New York
$106K -$16.7K -6,685 -12%
DC
14
Dryden Capital
Florida
$98K -$15.7K -6,282 -13%
APG
15
Abacus Planning Group
South Carolina
$96.1K
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$74K -$34.6K -13,867 -29%
Northern Trust
17
Northern Trust
Illinois
$72.3K -$2.39K -957 -3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$63.3K -$18.3K -7,357 -21%
Citadel Advisors
19
Citadel Advisors
Florida
$52.8K +$58.3K +23,355 New
State Street
20
State Street
Massachusetts
$44K
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$30.5K
SC
22
Schulhoff & Co
Ohio
$29.4K
BFIM
23
Beese Fulmer Investment Management
Ohio
$24.9K
TRCT
24
Tower Research Capital (TRC)
New York
$9.63K +$2.18K +874 +26%
SL
25
Salomon & Ludwin
Virginia
$2.73K

ASRV Hedge Fund Activity: Q2 2024 in Review

33 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AmeriServ Financial (ASRV) for Q2 2024, worth a combined $12M — down 13% from $13.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ASRV positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Gendell Jeffrey L, adding an estimated $114K. The largest seller was PNC Financial Services Group, cutting an estimated $150K.

  • 33 institutional investors held AmeriServ Financial (ASRV) as of Q2 2024, up from 31 in Q1 2024.
  • Funds reported $12M of AmeriServ Financial stock for Q2 2024, down 13% quarter-over-quarter.
  • 4 funds opened new AmeriServ Financial positions in Q2 2024 and 2 closed out, a net change of +2 holders.
  • The largest AmeriServ Financial buyer in Q2 2024 was Gendell Jeffrey L, an estimated $114K added.
  • The largest AmeriServ Financial seller in Q2 2024 was PNC Financial Services Group, an estimated $150K sold.

Based on aggregated 13F filings for Q2 2024.