Evergreen Ownership 2024 | Who Owns Evergreen Now?

Institutional Ownership

41.02%

Institutional Holders

16.00

Evergreen Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MIZUHO SECURITIES USA LLC	5.21%	0.14%	567,567	59,654	11.74%	6,470,264	Jun 30, 2024
CALAMOS ADVISORS LLC	4.59%	0.03%	500,000	-	-	5,745,000	Jun 30, 2024
GLAZER CAPITAL, LLC	4.46%	0.43%	485,939	-203,171	-29.48%	5,579,000	Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC	4.13%	0.06%	450,457	-203,707	-31.14%	5,171,246	Jun 30, 2024
METEORA CAPITAL, LLC	3.89%	0.89%	424,387	198,496	87.87%	4,871,963	Jun 30, 2024
FIRST TRUST CAPITAL MANAGEMENT L.P.	3.85%	0.44%	419,756	-374,322	-47.14%	4,818,799	Jun 30, 2024
FIR TREE CAPITAL MANAGEMENT LP	3.21%	2.11%	350,000	100,000	40.00%	4,021,500	Jun 30, 2024
BERKLEY W R CORP	2.28%	0.12%	248,673	-470,077	-65.40%	2,857,253	Jun 30, 2024
WALLEYE CAPITAL LLC	2.22%	0.00%	241,648	-	-	2,774,119	Jun 30, 2024
COWEN AND COMPANY, LLC	2.16%	0.07%	235,680	235,680	100.00%	2,705,606	Jun 30, 2024
HUDSON BAY CAPITAL MANAGEMENT LP	1.84%	0.01%	200,900	-216,000	-51.81%	2,308,341	Jun 30, 2024
K2 PRINCIPAL FUND, L.P.	1.34%	0.31%	145,879	145,879	100.00%	1,674,691	Jun 30, 2024
WALLEYE TRADING LLC	0.99%	0.00%	107,802	-	-	1,237,567	Jun 30, 2024
D. E. SHAW & CO., INC.	0.46%	0.00%	50,000	-	-	574,500	Jun 30, 2024
KARPUS MANAGEMENT, INC.	0.40%	0.01%	43,350	-	-	497,658	Jun 30, 2024
UBS GROUP AG	0.00%	-	77	-4	-4.94%	884	Jun 30, 2024
RADCLIFFE CAPITAL MANAGEMENT, L.P.	-	-	-	-256,615	-100.00%	-	Jun 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.	-	-	-	-200,000	-100.00%	-	Jun 30, 2024
WESTCHESTER CAPITAL MANAGEMENT, LLC	-	-	-	-370,000	-100.00%	-	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-19,645	-100.00%	-	Jun 30, 2024

Evergreen's largest institutional shareholder is MIZUHO SECURITIES USA LLC, holding 5.21% of the company's total share outstanding, currently valued at $6.47M. The top 10 institutional shareholders own together 35.99% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FIR TREE CAPITAL MANAGEMENT LP	3.21%	2.11%	350,000	100,000	40.00%	4,021,500	Jun 30, 2024
METEORA CAPITAL, LLC	3.89%	0.89%	424,387	198,496	87.87%	4,871,963	Jun 30, 2024
FIRST TRUST CAPITAL MANAGEMENT L.P.	3.85%	0.44%	419,756	-374,322	-47.14%	4,818,799	Jun 30, 2024
GLAZER CAPITAL, LLC	4.46%	0.43%	485,939	-203,171	-29.48%	5,579,000	Jun 30, 2024
K2 PRINCIPAL FUND, L.P.	1.34%	0.31%	145,879	145,879	100.00%	1,674,691	Jun 30, 2024
MIZUHO SECURITIES USA LLC	5.21%	0.14%	567,567	59,654	11.74%	6,470,264	Jun 30, 2024
BERKLEY W R CORP	2.28%	0.12%	248,673	-470,077	-65.40%	2,857,253	Jun 30, 2024
COWEN AND COMPANY, LLC	2.16%	0.07%	235,680	235,680	100.00%	2,705,606	Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC	4.13%	0.06%	450,457	-203,707	-31.14%	5,171,246	Jun 30, 2024
CALAMOS ADVISORS LLC	4.59%	0.03%	500,000	-	-	5,745,000	Jun 30, 2024
KARPUS MANAGEMENT, INC.	0.40%	0.01%	43,350	-	-	497,658	Jun 30, 2024
HUDSON BAY CAPITAL MANAGEMENT LP	1.84%	0.01%	200,900	-216,000	-51.81%	2,308,341	Jun 30, 2024
WALLEYE CAPITAL LLC	2.22%	0.00%	241,648	-	-	2,774,119	Jun 30, 2024
WALLEYE TRADING LLC	0.99%	0.00%	107,802	-	-	1,237,567	Jun 30, 2024
D. E. SHAW & CO., INC.	0.46%	0.00%	50,000	-	-	574,500	Jun 30, 2024
UBS GROUP AG	0.00%	-	77	-4	-4.94%	884	Jun 30, 2024
RADCLIFFE CAPITAL MANAGEMENT, L.P.	-	-	-	-256,615	-100.00%	-	Jun 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.	-	-	-	-200,000	-100.00%	-	Jun 30, 2024
WESTCHESTER CAPITAL MANAGEMENT, LLC	-	-	-	-370,000	-100.00%	-	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-19,645	-100.00%	-	Jun 30, 2024

The largest Evergreen shareholder by % of total assets is FIR TREE CAPITAL MANAGEMENT LP. The company owns 350.00K shares of Evergreen (EVGR), representing 2.11% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
COWEN AND COMPANY, LLC	2.16%	0.07%	235,680	235,680	100.00%	2,705,606	Jun 30, 2024
METEORA CAPITAL, LLC	3.89%	0.89%	424,387	198,496	87.87%	4,871,963	Jun 30, 2024
K2 PRINCIPAL FUND, L.P.	1.34%	0.31%	145,879	145,879	100.00%	1,674,691	Jun 30, 2024
FIR TREE CAPITAL MANAGEMENT LP	3.21%	2.11%	350,000	100,000	40.00%	4,021,500	Jun 30, 2024
MIZUHO SECURITIES USA LLC	5.21%	0.14%	567,567	59,654	11.74%	6,470,264	Jun 30, 2024
D. E. SHAW & CO., INC.	0.46%	0.00%	50,000	-	-	574,500	Jun 30, 2024
WALLEYE TRADING LLC	0.99%	0.00%	107,802	-	-	1,237,567	Jun 30, 2024
WALLEYE CAPITAL LLC	2.22%	0.00%	241,648	-	-	2,774,119	Jun 30, 2024
KARPUS MANAGEMENT, INC.	0.40%	0.01%	43,350	-	-	497,658	Jun 30, 2024
CALAMOS ADVISORS LLC	4.59%	0.03%	500,000	-	-	5,745,000	Jun 30, 2024
UBS GROUP AG	0.00%	-	77	-4	-4.94%	884	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-19,645	-100.00%	-	Jun 30, 2024
SPARTAN FUND MANAGEMENT INC.	-	-	-	-41,183	-100.00%	-	Jun 30, 2024
FLOW STATE INVESTMENTS, L.P.	-	-	-	-165,743	-100.00%	-	Jun 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.	-	-	-	-200,000	-100.00%	-	Jun 30, 2024
GLAZER CAPITAL, LLC	4.46%	0.43%	485,939	-203,171	-29.48%	5,579,000	Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC	4.13%	0.06%	450,457	-203,707	-31.14%	5,171,246	Jun 30, 2024
HUDSON BAY CAPITAL MANAGEMENT LP	1.84%	0.01%	200,900	-216,000	-51.81%	2,308,341	Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT	-	-	-	-250,000	-100.00%	-	Jun 30, 2024
RADCLIFFE CAPITAL MANAGEMENT, L.P.	-	-	-	-256,615	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Evergreen's largest institutional buyer is COWEN AND COMPANY, LLC. The company purchased 235.68K stocks of EVGR, valued at $2.71M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BERKLEY W R CORP	2.28%	0.12%	248,673	-470,077	-65.40%	2,857,253	Jun 30, 2024
FIRST TRUST CAPITAL MANAGEMENT L.P.	3.85%	0.44%	419,756	-374,322	-47.14%	4,818,799	Jun 30, 2024
WESTCHESTER CAPITAL MANAGEMENT, LLC	-	-	-	-370,000	-100.00%	-	Jun 30, 2024
YAKIRA CAPITAL MANAGEMENT, INC.	-	-	-	-350,000	-100.00%	-	Jun 30, 2024
ATLAS MERCHANT CAPITAL LLC	-	-	-	-300,000	-100.00%	-	Jun 30, 2024
CENTIVA CAPITAL, LP	-	-	-	-295,403	-100.00%	-	Jun 30, 2024
RADCLIFFE CAPITAL MANAGEMENT, L.P.	-	-	-	-256,615	-100.00%	-	Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT	-	-	-	-250,000	-100.00%	-	Jun 30, 2024
HUDSON BAY CAPITAL MANAGEMENT LP	1.84%	0.01%	200,900	-216,000	-51.81%	2,308,341	Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC	4.13%	0.06%	450,457	-203,707	-31.14%	5,171,246	Jun 30, 2024
GLAZER CAPITAL, LLC	4.46%	0.43%	485,939	-203,171	-29.48%	5,579,000	Jun 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.	-	-	-	-200,000	-100.00%	-	Jun 30, 2024
FLOW STATE INVESTMENTS, L.P.	-	-	-	-165,743	-100.00%	-	Jun 30, 2024
SPARTAN FUND MANAGEMENT INC.	-	-	-	-41,183	-100.00%	-	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-19,645	-100.00%	-	Jun 30, 2024
UBS GROUP AG	0.00%	-	77	-4	-4.94%	884	Jun 30, 2024
CALAMOS ADVISORS LLC	4.59%	0.03%	500,000	-	-	5,745,000	Jun 30, 2024
KARPUS MANAGEMENT, INC.	0.40%	0.01%	43,350	-	-	497,658	Jun 30, 2024
WALLEYE CAPITAL LLC	2.22%	0.00%	241,648	-	-	2,774,119	Jun 30, 2024
WALLEYE TRADING LLC	0.99%	0.00%	107,802	-	-	1,237,567	Jun 30, 2024

As of Jun 30 2024, Evergreen's biggest institutional seller is BERKLEY W R CORP. The company sold -0.47M shares of EVGR, valued at $2.86M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
COWEN AND COMPANY, LLC	2.16%	0.07%	235,680	235,680	100.00%	2,705,606	Jun 30, 2024
K2 PRINCIPAL FUND, L.P.	1.34%	0.31%	145,879	145,879	100.00%	1,674,691	Jun 30, 2024

Evergreen's largest new institutional shareholder by number of shares is COWEN AND COMPANY, LLC, purchased 235.68K shares, valued at $2.71M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WESTCHESTER CAPITAL MANAGEMENT, LLC	-	-	-	-370,000	-100.00%	-	Jun 30, 2024
YAKIRA CAPITAL MANAGEMENT, INC.	-	-	-	-350,000	-100.00%	-	Jun 30, 2024
ATLAS MERCHANT CAPITAL LLC	-	-	-	-300,000	-100.00%	-	Jun 30, 2024
CENTIVA CAPITAL, LP	-	-	-	-295,403	-100.00%	-	Jun 30, 2024
RADCLIFFE CAPITAL MANAGEMENT, L.P.	-	-	-	-256,615	-100.00%	-	Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT	-	-	-	-250,000	-100.00%	-	Jun 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.	-	-	-	-200,000	-100.00%	-	Jun 30, 2024
FLOW STATE INVESTMENTS, L.P.	-	-	-	-165,743	-100.00%	-	Jun 30, 2024
SPARTAN FUND MANAGEMENT INC.	-	-	-	-41,183	-100.00%	-	Jun 30, 2024
VIRTU FINANCIAL LLC	-	-	-	-19,645	-100.00%	-	Jun 30, 2024

Evergreen's largest sold out institutional shareholder by shares sold is WESTCHESTER CAPITAL MANAGEMENT, LLC, sold -0.37M shares, valued at -, as of undefined.

Evergreen Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Investment Managers Series Trust II	0.06%	789,025	-	-	Mar 31, 2024
Saba Capital Income & Opportunities Fund	0.03%	70,091	-	-	Jan 31, 2024
PRINCIPAL FUNDS, INC.	0.00%	3,948	-	-	Feb 29, 2024

Evergreen's largest mutual fund holder by % of total assets is "Investment Managers Series Trust II", owning 789.02K shares, compromising 0.06% of its total assets.

Evergreen Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	16	-33.33%
31 Mar, 24	24	-14.29%
31 Dec, 23	28	7.69%
30 Sep, 23	26	-36.59%
30 Jun, 23	41	32.26%
31 Mar, 23	31	14.81%
31 Dec, 22	27	3.85%
30 Sep, 22	26	30.00%
30 Jun, 22	20	-

As of 30 Jun 24, 16 institutions are holding Evergreen's shares, representing a decrease of -33.33% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	4,472,115	-39.96%
31 Mar, 24	7,448,276	-1.33%
31 Dec, 23	7,548,550	1.78%
30 Sep, 23	7,416,303	-32.90%
30 Jun, 23	11,051,911	4.79%
31 Mar, 23	10,546,757	2.39%
31 Dec, 22	10,300,321	6.48%
30 Sep, 22	9,673,550	10.61%
30 Jun, 22	8,745,869	-

Evergreen (EVGR) has 4.47M shares outstanding as of 30 Jun 24, down -39.96% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	41.02%	0.88%
31 Mar, 24	68.31%	2.00%
31 Dec, 23	58.49%	1.07%
30 Sep, 23	73.94%	0.05%
30 Jun, 23	384.41%	0.29%
31 Mar, 23	366.84%	7.68%
31 Dec, 22	69.09%	0.06%
30 Sep, 22	336.47%	0.36%
30 Jun, 22	304.20%	-

As of 30 Jun 24, Evergreen is held by 41.02% institutional shareholders, representing a 0.88% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	5	-16.67%
31 Mar, 24	6	-40.00%
31 Dec, 23	10	-
30 Sep, 23	10	-44.44%
30 Jun, 23	18	80.00%
31 Mar, 23	10	66.67%
31 Dec, 22	6	-33.33%
30 Sep, 22	9	-55.00%
30 Jun, 22	20	-

5 institutional shareholders have increased their position in EVGR stock as of 30 Jun 24 compared to 6 in the previous quarter (a -16.67% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	6	20.00%
31 Mar, 24	5	-37.50%
31 Dec, 23	8	-11.11%
30 Sep, 23	9	12.50%
30 Jun, 23	8	166.67%
31 Mar, 23	3	-
31 Dec, 22	3	-
30 Sep, 22	3	-
30 Jun, 22	-	-

6 institutional shareholders have reduced their position in EVGR stock as of 30 Jun 24 compared to 5 in the previous quarter (a 20.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	16	-33.33%	4,472,115	-39.96%	41.02%	0.88%	5	-16.67%	6	20.00%
31 Mar, 24	24	-14.29%	7,448,276	-1.33%	68.31%	2.00%	6	-40.00%	5	-37.50%
31 Dec, 23	28	7.69%	7,548,550	1.78%	58.49%	1.07%	10	-	8	-11.11%
30 Sep, 23	26	-36.59%	7,416,303	-32.90%	73.94%	0.05%	10	-44.44%	9	12.50%
30 Jun, 23	41	32.26%	11,051,911	4.79%	384.41%	0.29%	18	80.00%	8	166.67%
31 Mar, 23	31	14.81%	10,546,757	2.39%	366.84%	7.68%	10	66.67%	3	-
31 Dec, 22	27	3.85%	10,300,321	6.48%	69.09%	0.06%	6	-33.33%	3	-
30 Sep, 22	26	30.00%	9,673,550	10.61%	336.47%	0.36%	9	-55.00%	3	-
30 Jun, 22	20	-	8,745,869	-	304.20%	-	20	-	-	-

Evergreen Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Mar 03, 2022	Liew Choon Lian	10 percent owner	-	P-Purchase	Buy	532,500	$10.00	$5.33M	3,407,500
Mar 03, 2022	Liew Choon Lian	10 percent owner	-	P-Purchase	Buy	532,500	$11.50	$6.12M	532,500
Mar 03, 2022	Evergreen LLC	10 percent owner	-	P-Purchase	Buy	532,500	$10.00	$5.33M	3,407,500
Mar 03, 2022	Evergreen LLC	10 percent owner	-	P-Purchase	Buy	532,500	$11.50	$6.12M	532,500

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Mar 03, 2022	Liew Choon Lian	10 percent owner	-	P-Purchase	Buy	532,500	$10.00	$5.33M	3,407,500
Mar 03, 2022	Liew Choon Lian	10 percent owner	-	P-Purchase	Buy	532,500	$11.50	$6.12M	532,500
Mar 03, 2022	Evergreen LLC	10 percent owner	-	P-Purchase	Buy	532,500	$10.00	$5.33M	3,407,500
Mar 03, 2022	Evergreen LLC	10 percent owner	-	P-Purchase	Buy	532,500	$11.50	$6.12M	532,500

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Mar 03, 2022	Evergreen LLC	10 percent owner	-		Sell	2,875,000	-	-	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Mar 03, 2022	Liew Choon Lian	10 percent owner	-	P-Purchase	Buy	532,500	$10.00	$5.33M	3,407,500
Mar 03, 2022	Liew Choon Lian	10 percent owner	-	P-Purchase	Buy	532,500	$11.50	$6.12M	532,500
Mar 03, 2022	Bin Ahmad Mohamad Zabidi	director			Buy	-	-	-	-
Mar 03, 2022	Evergreen LLC	10 percent owner	-	P-Purchase	Buy	532,500	$10.00	$5.33M	3,407,500
Mar 03, 2022	Evergreen LLC	10 percent owner	-	P-Purchase	Buy	532,500	$11.50	$6.12M	532,500
Mar 03, 2022	Bin Mohd Ramli Izmet Iskandar	director, officer	Chief Financial Officer		Buy	-	-	-	-
Mar 03, 2022	Loong Lim Wai	director			Buy	-	-	-	-
Mar 03, 2022	Evergreen LLC	10 percent owner	-		Sell	2,875,000	-	-	-
Mar 03, 2022	Liew Choon Lian	director, 10 percent owner, officer	Chief Executive Officer		Buy	2,875,000	-	-	-
Mar 03, 2022	Coronado Santos Alberto	director			Buy	-	-	-	-

The last insider sell of Evergreen's stock was made by Evergreen LLC on Mar 03 2022, selling 2,875,000 shares at - per share (valued at -). The last insider buy of EVGR was made by Liew Choon Lian on Mar 03 2022, buying 532,500 shares at $10.00 per share (worth $5.33M).

Evergreen Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2022	4	1	400.00%

4 total buy trades, and 1 total sell trades (buy/sell ratio of 4.00%) were made by Evergreen's insiders, as of Q1 2022.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2022	4	-	-

As of Q1 2022, Insider owners conducted 4 open market buy trades and 0 open market sell trades of Evergreen's stocks.

Evergreen Peer Ownership

Ticker	Company
CONX	CONX Corp.
FNVT	Finnovate Acquisition Corp.
LATG	LatAmGrowth SPAC
CFIV	CF Acquisition Corp. IV
TMKR	Tastemaker Acquisition Corp.
DECA	Denali Capital Acquisition Corp.
NCAC	Newcourt Acquisition Corp
IXAQ	IX Acquisition Corp.
PEGR	Project Energy Reimagined Acquisition Corp.

EVGR Ownership FAQ

Who Owns Evergreen?

Evergreen is owned by institutional shareholders (41.02%), insiders (0.00%), and public (58.98%). The largest institutional shareholder of Evergreen is MIZUHO SECURITIES USA LLC (5.21% of total shares) and the top mutual fund owner is Investment Managers Series Trust II (0.06% of total shares).

Who are the major institutional shareholders of Evergreen?

Evergreen's major institutional shareholders are MIZUHO SECURITIES USA LLC, CALAMOS ADVISORS LLC, GLAZER CAPITAL, LLC, WOLVERINE ASSET MANAGEMENT LLC, and METEORA CAPITAL, LLC. The top five shareholders own together 22.27% of the company's share outstanding.

How many Evergreen shareholders are there?

As of Jun 2024, there are 16 institutional shareholders of Evergreen.

What percentage of Evergreen is owned by MIZUHO SECURITIES USA LLC?

MIZUHO SECURITIES USA LLC owns 567.57K shares of Evergreen, representing 5.21% of the company's total shares outstanding, valued at $6.47M (as of Jun 2024).

What percentage of Evergreen is owned by CALAMOS ADVISORS LLC?

As of Jun 2024, CALAMOS ADVISORS LLC holds 500K shares of Evergreen (EVGR), compromising 4.59% of the company, valued at $5.74M.

What percentage of Evergreen is owned by GLAZER CAPITAL, LLC?

GLAZER CAPITAL, LLC is the third largest holder of Evergreen. The company owns 485.94K of the company's shares outstanding (worth $5.58M).