ANCORA ADVISORS LLC Overview
Ancora Advisors Llc is an investment advisor that manages 3.6 BN dollars in regulatory AUM and has 37 employees, of which 27 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/08 to 09/30/21. The fund's latest filing disclosed 4BN in positions, representing 107% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/08 to 09/30/21. The fund's latest filing disclosed 4BN in positions, representing 107% of the manager's regulatory AUM.
ANCORA ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ANCORA ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| KSS | 4.38% | Cons. Disc. | 21.77% | 0.14% | 0 | 6% | ||
| FWRD | 4.06% | Industrials | 28.25% | 0.78% | 12 | 3% | ||
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FEATURED IN
ANCORA ADVISORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard A. Barone | Chairman Emeritus | January-2003 |
| Bradley A. Zucker | Chief Financial Officer | January-2003 |
| Frederick D. Disanto | Chief Executive Officer, Chairman | November-2006 |
| Joseph M. Spidalieri | Chief Compliance Officer | April-2011 |
| John P. Micklitsch | Chief Investment Officer | September-2013 |
ANCORA ADVISORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
ANCORA ADVISORS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ......................................................... 11
Methods of Analysis............................................................................................................................. 11
Equity Methods of Analysis................................................................................................................. 11
Investment Strategies .......................................................................................................................... 12
Risk of Loss........................................................................................................................................... 14
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Methods of Analysis............................................................................................................................. 11
Equity Methods of Analysis................................................................................................................. 11
Investment Strategies .......................................................................................................................... 12
Risk of Loss........................................................................................................................................... 14
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ANCORA ADVISORS LLC Portfolio Concentration
ANCORA ADVISORS LLC Location
6060 PARKLAND BOULEVARD
SUITE 200
MAYFIELD HEIGHTS, Ohio
UNITED STATES, 44124
SUITE 200
MAYFIELD HEIGHTS, Ohio
UNITED STATES, 44124
ANCORA ADVISORS LLC Contact Information
Phone Number: 216-825-4000
Fax Number: 216-825-4011
Website: http://www.ancora.net/
Fax Number: 216-825-4011
Website: http://www.ancora.net/
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