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AmeriServ Financial
ASRV

Overview Fund Activity

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
Holders
35
Holders Change
+5
Holders Change %
+16.67%
% of All Funds
0.47%
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
–

Top Buyers

1
GJL
Gendell Jeffrey L
$4.38M
2
JGUA
John G. Ullman & Associates
New York
$685K
3
MWM
Modern Wealth Management
Kansas
$42.2K
4
UBS Group
UBS Group
Switzerland
$15.4K
5
EF
Empowered Funds
Pennsylvania
$254K

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.27K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$223K
3
Renaissance Technologies
Renaissance Technologies
New York
$1.55M
4
BCM
Bridgeway Capital Management
Texas
$714K
5
State Street
State Street
Massachusetts
$49.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
GJL
1
Gendell Jeffrey L
$4.38M +$168K +62,690 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.02M +$3.41K +1,301 +0.1%
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$2.15M +$2.15M +801,830 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.89M – – –
Renaissance Technologies
5
Renaissance Technologies
New York
$1.55M -$30.1K -11,246 -2%
OC
6
Oppenheimer & Close
New York
$945K – – –
BCM
7
Bridgeway Capital Management
Texas
$714K -$8.12K -3,100 -1%
JGUA
8
John G. Ullman & Associates
New York
$685K +$56.1K +20,923 +9%
BlackRock
9
BlackRock
New York
$390K -$75 -28 -0%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$333K – – –
EF
11
Empowered Funds
Pennsylvania
$254K +$4.72K +1,800 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$223K -$47.1K -17,994 -17%
MA
13
Minerva Advisors
Pennsylvania
$152K – – –
AOCA
14
Angel Oak Capital Advisors
Georgia
$145K +$145K +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 – – –
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$65.5K – – –
State Street
19
State Street
Massachusetts
$49.8K -$1.31K -500 -3%
MWM
20
Modern Wealth Management
Kansas
$42.2K +$42.2K +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 +$15.4K +5,751 New
TRCT
25
Tower Research Capital (TRC)
New York
$5.27K +$565 +211 +12%
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