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AmeriServ Financial

35 hedge funds and large institutions have $17.4M invested in AmeriServ Financial in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding

Funds holding: 3035 (+5)

16% more capital invested

Capital invested by funds: $15M → $17.4M (+$2.37M)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

4.8% more ownership

Funds ownership: 34.81%39.62% (+4.8%)

Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$4.38M +$174K +62,690 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.02M +$3.62K +1,301 +0.1%
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$2.15M +$2.23M +801,830 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.89M
Renaissance Technologies
5
Renaissance Technologies
New York
$1.55M -$31.3K -11,246 -2%
OC
6
Oppenheimer & Close
New York
$945K
BCM
7
Bridgeway Capital Management
Texas
$714K -$8.62K -3,100 -1%
JGUA
8
John G. Ullman & Associates
New York
$685K +$58.2K +20,923 +9%
BlackRock
9
BlackRock
New York
$390K -$78 -28 -0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$333K
EF
11
Empowered Funds
Pennsylvania
$254K +$5.01K +1,800 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$223K -$50.1K -17,994 -17%
MA
13
Minerva Advisors
Pennsylvania
$152K
AOCA
14
Angel Oak Capital Advisors
Georgia
$145K +$150K +53,937 New
APG
15
Abacus Planning Group
South Carolina
$111K
Northern Trust
16
Northern Trust
Illinois
$82.2K
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$66K
JP Morgan Chase
18
JP Morgan Chase
New York
$65.5K
State Street
19
State Street
Massachusetts
$49.8K -$1.39K -500 -3%
MWM
20
Modern Wealth Management
Kansas
$42.2K +$43.8K +15,753 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$36.1K
SC
22
Schulhoff & Co
Ohio
$34.8K
BFIM
23
Beese Fulmer Investment Management
Ohio
$28.8K
UBS Group
24
UBS Group
Switzerland
$15.4K +$16K +5,751 New
TRCT
25
Tower Research Capital (TRC)
New York
$5.27K +$587 +211 +12%

ASRV Hedge Fund Activity: Q4 2024 in Review

35 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AmeriServ Financial (ASRV) for Q4 2024, worth a combined $17.4M — up 16% from $15M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ASRV positions and 0 closed out — a net gain of 6 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Gendell Jeffrey L, adding an estimated $174K. The largest seller was PNC Financial Services Group, cutting an estimated $106K.

  • 35 institutional investors held AmeriServ Financial (ASRV) as of Q4 2024, up from 30 in Q3 2024.
  • Funds reported $17.4M of AmeriServ Financial stock for Q4 2024, up 16% quarter-over-quarter.
  • 6 funds opened new AmeriServ Financial positions in Q4 2024 and 0 closed out, a net change of +6 holders.
  • The largest AmeriServ Financial buyer in Q4 2024 was Gendell Jeffrey L, an estimated $174K added.
  • The largest AmeriServ Financial seller in Q4 2024 was PNC Financial Services Group, an estimated $106K sold.

Based on aggregated 13F filings for Q4 2024.