Evergreen Ownership | Who Owns Evergreen?

Evergreen Ownership Summary

Evergreen is owned by 16.60% institutional investors, and 83.40% retail investors. Calamos advisors is the largest institutional shareholder, holding 6.19% of EVGR shares. Calamos Market Neutral Income A is the top mutual fund, with 6.19% of its assets in Evergreen shares.

EVGR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Evergreen	16.60%	-	83.40%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Shell Companies Stocks	28.52%	35.81%	35.67%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Calamos advisors	500.00K	6.19%	$5.94M
Glazer capital	476.64K	5.91%	$5.66M
Meteora capital	452.01K	5.60%	$5.37B
Wolverine asset management	420.69K	5.21%	$5.00M
Mizuho securities usa	418.90K	5.19%	$4.94M
Toronto dominion bank	348.00K	4.31%	$4.13M
Westchester capital management	250.00K	3.10%	$2.97M
Berkley w r	248.67K	3.08%	$2.95M
Hudson bay capital management lp	201.16K	2.49%	$2.39M
Harraden circle investments	200.03K	2.48%	$2.38M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Spartan fund management	51.84K	2.06%	$615.92K
Harraden circle investments	200.03K	1.93%	$2.38M
Meteora capital	452.01K	1.77%	$5.37B
Fir tree capital management lp	142.76K	1.48%	$1.70M
Logan stone capital	136.44K	0.54%	$1.62M
Glazer capital	476.64K	0.38%	$5.66M
Quarry lp	152.09K	0.25%	$1.81M
Westchester capital management	250.00K	0.16%	$2.97M
Berkley w r	248.67K	0.12%	$2.95M
Mizuho securities usa	418.90K	0.09%	$4.94M

Top Buyers

Holder	Shares	% Assets	Change
Toronto dominion bank	348.00K	0.01%	348.00K
Cowen and company	235.68K	0.07%	235.68K
Harraden circle investments	200.03K	1.93%	200.03K
Meteora capital	452.01K	1.77%	88.92K
Quarry lp	152.09K	0.25%	3.50K

Top Sellers

Holder	Shares	% Assets	Change
First trust capital management	-	-	-419.76K
Yakira capital management	-	-	-350.00K
Atlas merchant capital	-	-	-300.00K
Centiva capital, lp	-	-	-295.40K
Radcliffe capital management	-	-	-256.62K

New Positions

Holder	Shares	% Assets	Change	Value
Toronto dominion bank	348.00K	0.01%	348.00K	$4.13M
Cowen and company	235.68K	0.07%	235.68K	$2.71M
Harraden circle investments	200.03K	1.93%	200.03K	$2.38M

Sold Out

Holder	Change
Virtu financial	-19.64K
K2 principal fund	-23.60K
Flow state investments	-165.74K
Polar asset management partners	-200.00K
Walleye capital	-241.65K

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	6.19%	-
First Trust Merger Arbitrage Cl I	386.29K	4.79%	-
The Merger Fund A	250.00K	4.45%	-
First Trust Multi-Strategy Cl I	30.95K	0.55%	-
Karpus Tax Sensitive Fixed Income	40.40K	0.50%	-
Fidelity Nasdaq Composite Index	4.17K	0.07%	891.00
Karpus Taxable Fixed Income	1.50K	0.02%	-
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 28.52%, which Evergreen falls below.

Who owns the most shares of Evergreen?

Evergreen’s largest shareholders are Calamos advisors (500K shares, 6.19%), Glazer capital (476.64K shares, 5.91%), and Meteora capital (452.01K shares, 5.60%). Together, they hold 17.70% 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 6.19% of its total shares outstanding invested in 500K Evergreen shares.

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