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ANCORA ADVISORS LLC

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CLEVELAND OH Investment Advisor Hedge Fund Activist Investor
13F Summary
Ancora Advisors is based out of Cleveland. Ancora Advisors is a hedge fund with 334 clients and discretionary assets under management (AUM) of $2,243,946,116 (Form ADV from 2023-09-25). Their last reported 13F filing for Q4 2023 included $4,247,586,451 in managed 13F securities and a top 10 holdings concentration of 29.13%. Ancora Advisors's largest holding is RB Global Inc with shares held of 3,092,806. Whalewisdom has at least 82 13F filings, 106 13D filings, 21 13G filings, and 9 Form 4 filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
FWRD Forward Air Corp 1.17%
GPRE Green Plains Inc 0.84%
RBA RB Global Inc 0.71%
MWA Mueller Water Produc 0.7%
CHRW C.H. Robinson Worldw 0.55%

2023-12-31

13F Holdings Summary

Name $ Change
RBA RB Global Inc 4.86%
CHRW C.H. Robinson Worldw 4.3%
ELAN Elanco Animal Health 3.67%
VOO VANGUARD 500 INDEX F 2.76%
AAPL Apple Inc 2.64%

2023-12-31

13F Activity

Market Value $4.26b, Prior: $3.77b
New Purchases 126 stocks
Added To 355 stocks
Sold out of 135 stocks
Reduced holdings in 461 stocks
Top 10 Holdings % 29.06%
Turnover %[1] 14.6%
Turnover Alt %[2] 6.82%
Time Held Top 20 12.1 quarters
Time Held Top 10 10.3 quarters
Time Held All 14.66 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance