Eaton Vance Corp (EV) Ownership

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Eaton Vance Corp (EV), owning a total of 10.2 million shares. Combined, the top 20 institutional holders of EV own 52.48% of the company with a total of 61.6 million shares.

In the latest ownership report on December 31st 2020, the top 20 institutional holders increased their combined ownership of EV by 15.1 million shares. 15 institutions bought 20,078,233 total additional shares and increased their ownership by an average of 208.52%. However 4 institutions sold 4,936,615 total shares and decreased their ownership by an average of 18.17%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Eaton Vance Corp increased by a net total of 15,141,618 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.661%	2.242%	10,174,290	223,097	2020-12-31
BlackRock Inc	8.262%	-0.886%	9,706,207	-86,715	2020-12-31
State Street Corporation	5.035%	-30.836%	5,914,440	-2,636,922	2020-12-31
Fayez Sarofim & Company	4.392%	0.000%	5,160,000	0	2020-12-31
Goldman Sachs Group Inc	3.533%	618.570%	4,149,856	3,572,340	2020-12-31
Wells Fargo & Co	2.752%	-40.588%	3,232,309	-2,208,181	2020-12-31
Hudson Bay Capital Management LP	2.361%	1,943.810%	2,773,886	2,638,165	2020-12-31
Eaton Vance Management	1.841%	459.879%	2,163,108	1,776,755	2020-12-31
Westchester Capital Management LLC	1.679%	0.000%	1,972,179	1,972,179	2020-12-31
Eckert Corp	1.503%	0.000%	1,765,500	1,765,500	2020-12-31
Charles Schwab Investment Management Inc	1.437%	1.585%	1,688,337	26,349	2020-12-31
NORGES BANK	1.329%	62.759%	1,561,139	601,964	2020-12-31
Geode Capital Management, LLC	1.300%	0.615%	1,527,186	9,329	2020-12-31
Spring Creek Capital, LLC	1.294%	0.000%	1,520,000	1,520,000	2020-12-31
Water Island Capital LLC	1.268%	0.000%	1,489,383	1,489,383	2020-12-31
Bank of America Corp	1.252%	38.390%	1,470,383	407,888	2020-12-31
Adage Capital Partners Gp LLC	1.192%	0.000%	1,400,000	1,400,000	2020-12-31
Pentwater Capital Management LP	1.149%	0.000%	1,350,000	1,350,000	2020-12-31
DLD Asset Management, LP	1.128%	0.000%	1,325,284	1,325,284	2020-12-31
Dimensional Fund Advisors, Inc.	1.111%	-0.366%	1,304,597	-4,797	2020-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.661%	2.242%	10,174,290	223,097	2020-12-31
BlackRock Inc	8.262%	-0.886%	9,706,207	-86,715	2020-12-31
State Street Corporation	5.035%	-30.836%	5,914,440	-2,636,922	2020-12-31
Fayez Sarofim & Company	4.392%	0.000%	5,160,000	0	2020-12-31
Goldman Sachs Group Inc	3.533%	618.570%	4,149,856	3,572,340	2020-12-31
Wells Fargo & Co	2.752%	-40.588%	3,232,309	-2,208,181	2020-12-31
Hudson Bay Capital Management LP	2.361%	1,943.810%	2,773,886	2,638,165	2020-12-31
Eaton Vance Management	1.841%	459.879%	2,163,108	1,776,755	2020-12-31
Westchester Capital Management LLC	1.679%	0.000%	1,972,179	1,972,179	2020-12-31
Eckert Corp	1.503%	0.000%	1,765,500	1,765,500	2020-12-31
Charles Schwab Investment Management Inc	1.437%	1.585%	1,688,337	26,349	2020-12-31
NORGES BANK	1.329%	62.759%	1,561,139	601,964	2020-12-31
Geode Capital Management, LLC	1.300%	0.615%	1,527,186	9,329	2020-12-31
Spring Creek Capital, LLC	1.294%	0.000%	1,520,000	1,520,000	2020-12-31
Water Island Capital LLC	1.268%	0.000%	1,489,383	1,489,383	2020-12-31
Bank of America Corp	1.252%	38.390%	1,470,383	407,888	2020-12-31
Adage Capital Partners Gp LLC	1.192%	0.000%	1,400,000	1,400,000	2020-12-31
Pentwater Capital Management LP	1.149%	0.000%	1,350,000	1,350,000	2020-12-31
DLD Asset Management, LP	1.128%	0.000%	1,325,284	1,325,284	2020-12-31
Dimensional Fund Advisors, Inc.	1.111%	-0.366%	1,304,597	-4,797	2020-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Eaton Vance Corp (EV), owning a total of 3.1 million shares. Combined, the top 20 mutual fund holders of EV own 7.86% of the company with a total of 9.2 million shares.

In the latest ownership report on February 28th 2021, the top 20 fund holders increased their combined ownership of EV by 712 thousand shares. 5 funds bought 17,752 total additional shares and increased their ownership by an average of 1.08%. However 5 funds sold 729,335 total shares and decreased their ownership by an average of 14.23%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Eaton Vance Corp decreased by a net total of -711,583 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.629%	-0.077%	3,088,909	-2,367	2021-02-28
Fidelity® Extended Market Index	0.461%	1.966%	541,002	10,431	2021-02-28
Arbitrage R	0.347%	-63.660%	407,509	-713,866	2021-02-28
Vanguard High Dividend Yield ETF	0.340%	-0.532%	399,936	-2,139	2021-02-28
Russell 1000 Index Fund	0.278%	0.000%	326,269	0	2021-02-28
DFA US Core Equity 2 I	0.256%	0.000%	301,121	0	2021-02-28
Vanguard Financials ETF	0.199%	1.720%	233,745	3,952	2021-02-28
Fidelity® Mid Cap Index	0.188%	1.114%	220,439	2,429	2021-02-28
DFA US Core Equity 1 I	0.178%	0.000%	208,695	0	2021-02-28
Fidelity® Total Market Index	0.143%	0.445%	167,629	743	2021-02-28
Fidelity® SAI US Quality Index	0.136%	-1.931%	160,157	-3,153	2021-02-28
CREF Stock R1	0.128%	-4.944%	150,171	-7,810	2021-02-28
EQ/Mid Cap Index IB	0.102%	0.000%	120,332	0	2021-02-28
Russell 1000 Index Non-Lendable Fund E	0.101%	0.167%	118,447	197	2021-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.629%	-0.077%	3,088,909	-2,367	2021-02-28
Merger Investor	1.578%	0.000%	1,854,135	1,854,135	2020-12-31
Fidelity® Extended Market Index	0.461%	1.966%	541,002	10,431	2021-02-28
Arbitrage R	0.347%	-63.660%	407,509	-713,866	2021-02-28
Vanguard High Dividend Yield ETF	0.340%	-0.532%	399,936	-2,139	2021-02-28
Vivaldi Merger Arbitrage I	0.312%	0.000%	366,213	366,213	2020-12-31
Russell 1000 Index Fund	0.278%	0.000%	326,269	0	2021-02-28
DFA US Core Equity 2 I	0.256%	0.000%	301,121	0	2021-02-28
Vanguard Financials ETF	0.199%	1.720%	233,745	3,952	2021-02-28
Fidelity® Mid Cap Index	0.188%	1.114%	220,439	2,429	2021-02-28
DFA US Core Equity 1 I	0.178%	0.000%	208,695	0	2021-02-28
JNL/Mellon S&P 400 MidCap Index A	0.162%	-4.668%	189,835	-9,296	2020-12-31
Fidelity® Total Market Index	0.143%	0.445%	167,629	743	2021-02-28
Fidelity® SAI US Quality Index	0.136%	-1.931%	160,157	-3,153	2021-02-28
CREF Stock R1	0.128%	-4.944%	150,171	-7,810	2021-02-28
Candriam Risk Arbitrage C	0.126%	0.000%	148,429	0	2021-01-31
EQ/Mid Cap Index IB	0.102%	0.000%	120,332	0	2021-02-28
Russell 1000 Index Non-Lendable Fund E	0.101%	0.167%	118,447	197	2021-02-28
Northern Trust S&P 400 Index	0.100%	-2.958%	117,177	-3,572	2020-12-31
Northern Trust Extended Eq Market Idx	0.095%	-1.247%	111,326	-1,406	2020-06-30