ANCORA ADVISORS LLC
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CLEVELAND OH
Investment Advisor
Hedge Fund
Activist Investor
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)
Name | % Change |
---|---|
ELAN Elanco Animal Health | 2.69% |
NSC Norfolk Southern Cor | 1.93% |
HLIT Harmonic Inc. | 1.24% |
AMT American Tower Corp. | 0.31% |
CZR Eldorado Resorts Inc | 0.25% |
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