Ancora Advisors, LLC

Q3 2020 13F-HR/A Holdings

Location
Cleveland, OH
Holdings as of
9/30/2020
Date filed
11/12/2021
Form type
13F-HR/A - RESTATEMENT
Num holdings
1,467
Total value ($000)
$2,518,193
Net value change ($000)
+128,802 (5.4%)
New positions
138
Sold out positions
76
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/12/2021 Next filing: 11/12/2021 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DAR 57,308 499.2%
FWRD 25,175 650.7%
AAPL 12,147 17.6%
HLI 11,781 1245.3%
KSS 9,246 NEW
APD 8,177 80.4%
VOO 6,465 10.6%
IAC 5,453 NEW
NKE 4,685 29.0%
MGC 4,205 9.5%
Top Reduces (Value $000, Stocks/ETFs)
BIGGQ -83,435 -76.1%
PEO -18,752 -65.3%
DEO -8,270 -69.9%
ENR -6,189 -69.3%
RAMP -5,912 -97.7%
VARIAN MEDICAL SYSTEMS INC -5,237 -97.0%
IWM -4,361 -80.9%
CNNE -3,957 -44.5%
HSIC -3,852 -64.0%
CVX -3,679 -17.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 20,932 (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.
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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