Ancora Advisors, LLC
Q4 2020 13F-HR/A Holdings
Net value change ($000)
+585,652
(23.3%)
New positions
210
Sold out positions
114
Turnover %
4.5%
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 Q3 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)
| FWRD | 86,796 | 298.8% |
| KSS | 60,994 | 659.7% |
| VOO | 25,024 | 37.2% |
| MTS SYSTEMS CORP | 23,558 | NEW |
| Grayscale Funds Trust | 12,888 | NEW |
| DIS | 12,620 | 47.1% |
| TERMINIX GLOBAL HOLDINGS INC | 10,743 | NEW |
| AAPL | 9,690 | 12.0% |
| JPM | 9,529 | 34.4% |
| BERRY GLOBAL GROUP, INC. | 9,196 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| DAR | -49,315 | -71.7% |
| BIGGQ | -17,741 | -67.6% |
| PEO | -9,063 | -90.8% |
| TERMINIX GLOBAL HOLDINGS INC | -7,857 | -100.0% |
| SPXC | -5,152 | -67.6% |
| GRIZZLY MERGER SUB 1, LLC | -4,655 | -100.0% |
| HD Supply Holdings, Inc. | -4,378 | -100.0% |
| AMGN | -3,993 | -11.9% |
| FIX | -3,709 | -97.6% |
| FV | -3,570 | -98.6% |
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000):
21,508
(0.7% 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 |
|---|