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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 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 Q1 2025 included $4,475,309,441 in managed 13F securities and a top 10 holdings concentration of 28.14%. Ancora Advisors's largest holding is LKQ Corp with shares held of 5,477,467. Whalewisdom has at least 87 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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2025-03-31

Top Buys (13F)

Name % Change
LKQ LKQ Corp 2.91%
X United States Steel 2.13%
VEEV Veeva Systems Inc 0.66%
RBA RB Global Inc 0.51%
JAAA Janus Henderson AAA 0.31%

2025-03-31

Top Sells (13F)

Name % Change
BERY Berry Global Group I 1.32%
AVGO Broadcom Inc 1.16%
AMZN Amazon.com Inc 0.82%
HLIT Harmonic Inc 0.78%
META Meta Platforms Inc 0.64%

2025-03-31

13F Holdings Summary

Name $ Change
LKQ LKQ Corp 5.21%
NSC Norfolk Southern Cor 5.1%
AAPL Apple Inc 2.82%
VOO Vanguard S&P 500 ETF 2.53%
X United States Steel 2.49%

2025-03-31

13F Activity

Market Value $4.48b, Prior: $4.48b
Inflows (Outflows) as % of Total MV +2.9596%
New Purchases 120 stocks
Added To 446 stocks
Sold out of 161 stocks
Reduced holdings in 461 stocks
Top 10 Holdings % 28.14%
Turnover %[1] 14.17%
Turnover Alt %[2] 8.09%
Time Held Top 20 13 quarters
Time Held Top 10 11.5 quarters
Time Held All 16.73 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.

2025-03-31

13F Sector Allocation Over Time

limited to past 4 quarters. Subscribe to see all available data

2025-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31

Portfolio Performance