Ancora Advisors, LLC

Q1 2020 13F-HR/A Detailed Holdings

Location
Cleveland, OH
Holdings as of
3/31/2020
Date filed
11/12/2021
Form type
13F-HR/A - RESTATEMENT
Num holdings
1,932
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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 2/14/2020 Next filing: 11/12/2021 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 ANCORA FAMILY WEALTH ADVISORS, LLC 028-17014
2 DIKER MANAGEMENT LLC 028-10830