Evergreen Ownership | Who Owns Evergreen?

Evergreen Ownership Summary

Evergreen is owned by 54.41% institutional investors, and 45.59% retail investors. Mizuho securities usa is the largest institutional shareholder, holding 5.21% 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	54.41%	-	45.59%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Shell Companies Stocks	35.35%	42.68%	21.97%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Mizuho securities usa	567.57K	5.21%	$6.47M
Calamos advisors	500.00K	4.59%	$5.75M
Glazer capital	485.94K	4.46%	$5.58M
Wolverine asset management	450.46K	4.13%	$5.17M
Meteora capital	424.39K	3.89%	$4.87M
First trust capital management	419.76K	3.85%	$4.82M
Fir tree capital management lp	350.00K	3.21%	$4.02M
Berkley w r	248.67K	2.28%	$2.86M
Cowen and company	235.68K	2.16%	$2.71M
Hudson bay capital management lp	200.90K	1.84%	$2.31M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Fir tree capital management lp	350.00K	2.11%	$4.02M
Meteora capital	424.39K	0.89%	$4.87M
First trust capital management	419.76K	0.44%	$4.82M
Glazer capital	485.94K	0.43%	$5.58M
K2 principal fund	145.88K	0.31%	$1.67M
Mizuho securities usa	567.57K	0.14%	$6.47M
Berkley w r	248.67K	0.12%	$2.86M
Cowen and company	235.68K	0.07%	$2.71M
Wolverine asset management	450.46K	0.06%	$5.17M
Calamos advisors	500.00K	0.03%	$5.75M

Top Buyers

Holder	Shares	% Assets	Change
Cowen and company	235.68K	0.07%	235.68K
Meteora capital	424.39K	0.89%	198.50K
K2 principal fund	145.88K	0.31%	145.88K
Fir tree capital management lp	350.00K	2.11%	100.00K
Mizuho securities usa	567.57K	0.14%	59.65K

Top Sellers

Holder	Shares	% Assets	Change
Berkley w r	248.67K	0.12%	-470.08K
First trust capital management	419.76K	0.44%	-374.32K
Westchester capital management	-	-	-370.00K
Yakira capital management	-	-	-350.00K
Atlas merchant capital	-	-	-300.00K

New Positions

Holder	Shares	% Assets	Change	Value
Cowen and company	235.68K	0.07%	235.68K	$2.71M
K2 principal fund	145.88K	0.31%	145.88K	$1.67M

Sold Out

Holder	Change
Virtu financial	-19.64K
Spartan fund management	-41.18K
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 %
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%
Sep 30, 2023	26	-36.59%	7,416,303	-32.90%	73	0.05%	10	-44.44%	9	12.50%

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%	-380.57K
Karpus Tax Sensitive Fixed Income	40.40K	0.50%	-
First Trust Multi-Strategy Cl I	30.95K	0.38%	8.79K
Fidelity Nasdaq Composite Index	3.28K	0.04%	-
Karpus Taxable Fixed Income	1.50K	0.02%	-
Karpus Growth Balanced	400.00	0.01%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 11, 2022	Liew Choon Lian	-	Buy	$5.33M
Feb 11, 2022	Liew Choon Lian	-	Buy	$6.12M
Feb 11, 2022	Evergreen LLC	-	Buy	$5.33M
Feb 11, 2022	Evergreen LLC	-	Buy	$6.12M

Insider Transactions Trends

Date	Buy	Sell
2022 Q1	4	-

EVGR Ownership FAQ

Who Owns Evergreen?

Evergreen shareholders are primarily institutional investors at 54.41%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Evergreen's industry, Shell Companies Stocks , is 35.35%, which Evergreen exceeds.

Who owns the most shares of Evergreen?

Evergreen’s largest shareholders are Mizuho securities usa (567.57K shares, 5.21%), Calamos advisors (500K shares, 4.59%), and Glazer capital (485.94K shares, 4.46%). Together, they hold 14.25% 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?

Fir tree capital management lp is Evergreen’s biggest shareholder by percentage of total assets invested, with 2.11% of its assets in 350K Evergreen shares, valued at 4.02M$.

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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