Ancora Advisors, LLC
Q2 2020 13F-HR/A Holdings
Net value change ($000)
+227,240
(10.5%)
New positions
111
Sold out positions
174
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q1 2020
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 | 74,652 | 213.0% |
| AAPL | 20,831 | 43.4% |
| VOO | 14,154 | 30.4% |
| MGC | 12,070 | 37.8% |
| MSFT | 11,977 | 30.7% |
| DAR | 11,480 | NEW |
| HD | 10,190 | 67.7% |
| APG | 9,683 | NEW |
| PEO | 9,154 | 46.8% |
| ITOT | 7,906 | 32.7% |
Top Reduces (Value $000, Stocks/ETFs)
| IEI | -21,272 | -100.0% |
| JPIN | -17,062 | -99.6% |
| MUTUALFIRST FINANCIAL INC | -16,077 | -100.0% |
| RAMP | -7,856 | -56.5% |
| MPC | -7,803 | -88.2% |
| VNQ | -7,140 | -33.8% |
| RGBD | -6,960 | -49.8% |
| HUBS | -6,833 | -100.0% |
| T | -6,210 | -49.3% |
| Zendesk, Inc. | -6,097 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000):
18,326
(0.8% 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 |
|---|