Ancora Advisors, LLC

Q2 2022 13F-HR Holdings

Location
Cleveland, OH
Holdings as of
6/30/2022
Date filed
8/15/2022
Form type
13F-HR
Num holdings
2,518
Total value ($000)
$3,550,511
Net value change ($000)
-569,119 (-13.8%)
New positions
215
Sold out positions
293
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/16/2022 Next filing: 11/14/2022 SEC filing

Snapshot: Change Analysis

Compared to Q1 2022
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)
HAS 25,247 NEW
NOMD 7,277 375.1%
FBIN 5,832 14953.8%
ZIMV 4,838 902.6%
OI 4,425 29.7%
BSV 3,934 17.8%
Zendesk, Inc. 3,889 NEW
MAS 3,109 118.6%
AVDX 2,940 81.2%
QQQM 2,785 40.0%
Top Reduces (Value $000, Stocks/ETFs)
KSS -35,526 -35.8%
EVERBRIDGE, INC. -28,725 -74.2%
AAPL -24,115 -22.2%
CHRW -17,735 -7.1%
DIS -15,755 -63.3%
CSCO -15,011 -62.3%
GPRE -14,574 -11.7%
MSFT -13,490 -18.6%
MDU -13,304 -69.1%
VOO -12,302 -11.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 44,482 (1.3% 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