Ancora Advisors, LLC

Q1 2020 13F-HR/A Holdings

Location
Cleveland, OH
Holdings as of
3/31/2020
Date filed
11/12/2021
Form type
13F-HR/A - RESTATEMENT
Num holdings
1,500
Total value ($000)
$2,162,151
Net value change ($000)
-525,328 (-19.5%)
New positions
165
Sold out positions
150
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/14/2020 Next filing: 11/12/2021 SEC filing

Snapshot: Change Analysis

Compared to Q4 2019
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIGGQ 27,863 388.1%
ABBV 8,519 212.4%
JPST 7,297 21.6%
IWM 6,488 562.2%
DTE 6,397 3297.4%
PAYC 5,915 NEW
VO 5,665 312.3%
APD 5,540 839.4%
RGBD 5,403 63.1%
PCTY 4,493 NEW
Top Reduces (Value $000, Stocks/ETFs)
IEI -31,484 -59.7%
ELFTY -27,719 -100.0%
PEO -20,574 -51.2%
DBD -19,472 -63.5%
WH -16,351 -88.0%
20230930-DK-Butterfly-1, Inc. -12,318 -95.5%
PK -12,227 -96.4%
MPC -10,719 -54.8%
VAC -10,151 -97.8%
HWM -10,126 -74.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 32,453 (1.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type