ANCORA ADVISORS LLC
- HTTPS://www.linkedin.com/company/ancora-holdings
- HTTP://WWW.ANCORA.NET/
- HTTP://WWW.INVERNESSWEALTH.COM
- https://focusfinancialpartners.com
- https://www.linkedin.com/company/2064318/
- https://twitter.com/focusfinancial
- https://twitter.com/ancoraholdings
Investment Advisor
Hedge Fund
Activist Investor
Ancora Advisors is based out of Cleveland. Ancora Advisors is a hedge fund with 313 clients and discretionary assets under management (AUM) of $2,543,608,640 (Form ADV from 2025-03-21). Their last reported 13F filing for Q3 2025 included $5,000,560,879 in managed 13F securities
and a top 10 holdings concentration of 27.85%. Ancora Advisors's largest holding is Norfolk Southern Corp with shares held of 830,288. Whalewisdom has at least 89 13F filings, 106 13D filings, 22 13G filings, and 9 Form 4 filings
Business Description
Ancora Advisors, LLC is an investment advisor registered with the SEC whose parent company is Ancora Holdings Group LLC (“Ancora”). They specialize in customized portfolio management for individual investors, high net worth investors, investment companies (mutual funds), and institutions such as pension/profit sharing plans, corporations, charitable & “Not-for Profit” organizations, unions, and other investment advisers.
The document also lists "Advisory Business", "Firm Description", "Principal Owners", and "Types of Advisory Services" on page 6. It mentions "Tailored Relationships" on page 7.
Investment Strategy
The investment strategies focus on equity securities of small to mid-cap companies. These securities fall within the capitalization range of the Russell Midcap Index, Russell 2000 Index, and Russell 2500 Index. The strategies typically invest at least 80% of net assets in these companies.
The portfolio manager seeks out stocks that fall into one of three specific categories: underfollowed stocks, franchise stocks whose valuation has fallen for a non-fundamental reason, and stocks whose company is undergoing a change to the capital structure of the business (spin-offs, bankruptcies, restructuring, etc.). The strategy stays broadly diversified across all major market sectors and focuses on stock selection (not sector bets) to drive alpha. Stocks are sold if they fail to achieve performance expectations or if other more suitable investments are found to replace them.
Owners
- THE ANCORA GROUP LLC - MEMBER (MANAGER)
- DISANTO, FREDERICK, DAVID - CHIEF EXECUTIVE OFFICER, CHAIRMAN
- MICKLITSCH, JOHN, PEWTERS - CHIEF INVESTMENT OFFICER
- GEERS, JASON, P - CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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