Evergreen Ownership | Who Owns Evergreen?

Evergreen Ownership Summary

Evergreen is owned by 16.60% institutional investors, and 83.40% retail investors. Mizuho securities usa is the largest institutional shareholder, holding 5.19% of EVGR shares. Calamos Market Neutral Income A is the top mutual fund, with 8.90% of its assets in Evergreen shares.

EVGR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Evergreen	16.60%	-	83.40%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Shell Companies Stocks	5513.61%	28.33%	-5441.94%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Mizuho securities usa	418.90K	5.19%	$4.94M
Cowen and company	235.68K	2.16%	$2.71M
Walleye trading	107.80K	0.99%	$1.24M
Spartan fund management	51.84K	0.64%	$615.92K
D. e. shaw	50.00K	0.62%	$594.00K
Karpus management	42.10K	0.52%	$500.15K
Flow state investments	-	-	-
Calamos advisors	-	-	-
Berkley w r	-	-	-
Fir tree capital management lp	-	-	-

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Spartan fund management	51.84K	2.06%	$615.92K
Mizuho securities usa	418.90K	0.09%	$4.94M
Cowen and company	235.68K	0.07%	$2.71M
Karpus management	42.10K	0.01%	$500.15K
Walleye trading	107.80K	0.00%	$1.24M
D. e. shaw	50.00K	0.00%	$594.00K
Flow state investments	-	-	-
Calamos advisors	-	-	-
Berkley w r	-	-	-
Fir tree capital management lp	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Cowen and company	235.68K	0.07%	235.68K
Mizuho securities usa	418.90K	0.09%	3.50K
Spartan fund management	51.84K	2.06%	250.00
D. e. shaw	50.00K	0.00%	-
Walleye trading	107.80K	0.00%	-

Top Sellers

Holder	Shares	% Assets	Change
Calamos advisors	-	-	-500.00K
Glazer capital	-	-	-476.64K
Meteora capital	-	-	-452.01K
Wolverine asset management	-	-	-420.69K
First trust capital management	-	-	-419.76K

New Positions

Holder	Shares	% Assets	Change	Value
Cowen and company	235.68K	0.07%	235.68K	$2.71M

Sold Out

Holder	Change
Ubs group	-97.00
Advisor group	-600.00
Virtu financial	-19.64K
K2 principal fund	-23.60K
Bck capital management lp	-46.42K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	4	-80.95%	1,340,190	-69.48%	16	0.56%	1	-87.50%	1	-85.71%
Sep 30, 2024	21	31.25%	4,391,331	-1.81%	54	3.23%	8	60.00%	7	16.67%
Jun 30, 2024	16	-33.33%	4,472,115	-39.96%	41	0.88%	5	-16.67%	6	20.00%
Mar 31, 2024	24	-14.29%	7,448,276	-1.33%	68	2.00%	6	-40.00%	5	-37.50%
Dec 31, 2023	28	7.69%	7,548,550	1.78%	58	1.07%	10	-	8	-11.11%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Calamos Market Neutral Income A	500.00K	8.90%	-
First Trust Merger Arbitrage Cl I	386.29K	4.79%	-
The Merger Fund A	250.00K	4.45%	-
Karpus Tax Sensitive Fixed Income	40.40K	0.72%	-
First Trust Multi-Strategy Cl I	30.95K	0.55%	-
Fidelity Nasdaq Composite Index	4.17K	0.07%	891.00
Karpus Taxable Fixed Income	1.50K	0.03%	-
Karpus Growth Balanced	400.00	0.01%	-

Insider Transactions Trends

Date	Buy	Sell
2022 Q1	4	-

EVGR Ownership FAQ

Who Owns Evergreen?

Evergreen shareholders are primarily institutional investors at 16.60%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Evergreen's industry, Shell Companies Stocks , is 5513.61%, which Evergreen falls below.

Who owns the most shares of Evergreen?

Evergreen’s largest shareholders are Mizuho securities usa (418.9K shares, 5.19%), Cowen and company (235.68K shares, 2.16%), and Walleye trading (107.8K shares, 0.99%). Together, they hold 8.34% of Evergreen’s total shares outstanding.

Does Blackrock own Evergreen?

BlackRock is not among the top 10 institutional shareholders of Evergreen.

Who is Evergreen’s biggest shareholder by percentage of total assets invested?

Spartan fund management is Evergreen’s biggest shareholder by percentage of total assets invested, with 2.06% of its assets in 51.84K Evergreen shares, valued at 615.92K$.

Who is the top mutual fund holder of Evergreen shares?

Calamos Market Neutral Income A is the top mutual fund holder of Evergreen shares, with 8.90% of its total shares outstanding invested in 500K Evergreen shares.

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