Eaton Vance Corp. (EV)

FINANCE: CORPORATE FINANCE
SIC: INVESTMENT ADVICE

TWO INTERNATIONAL PLACE BOSTON, MA 02110

Eaton Vance Corp. (Eaton Vance or the Company) provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world. Through principal investment affiliates Eaton Vance Management, Parametric Portfolio Associates, Atlanta Capital Management Company, Calvert Research and Management and Hexavest, the Company offers a diversity of investment approaches, encompassing bottom-up and top-down fundamental active management, responsible investing, systematic investing and customized implementation of client-specified portfolio exposures. Exemplary service, timely innovation and attractive returns across market cycles have been hallmarks of Eaton Vance since 1924.

Data as of 2021-04-03 10:47:04 -0400
Market Cap8.344 Billion Shares Outstanding114.197 Million Avg 30-day Volume3.432 Million
P/E Ratio60.24103 Dividend Yield1.939 EPS1.2
Price/Sales4.82 Debt to Equity3.74 EBITDA319.76 Million
Price to Book Value6.3 Forward PE19.7 Enterprise Value8.21 Billion
Total Cash799.384 Million Current Debt1.989 Billion Gross Profit1.73 Billion
BETA1.4598 52-week High/Low75.61 / 21.43 Next Earnings Date2021-02-24 Price to Cash FLow (P/CF)
Data provided by IEX Cloud
View SEC Filings from EV instead.
Q4 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 12 1 1100.0% 9 (0.54%) 0 (0.0%)
Funds Holding: 371 316 17.41% 76 (4.56%) 66 (4.11%) 15.15%
13F shares: 85.636 Million 77.007 Million 11.21% 20.209 Million 10.865 Million 86.0%
% Ownership 74.9901 67.1834 11.62% 17.6965 9.479 86.69%
New Positions: 117 34 244.12% 32 11 190.91%
Increased Positions 75 124 -39.52% 19 22 -13.64%
Closed Positions 60 48 25.0% 22 16 37.5%
Reduced Positions 129 97 32.99% 19 22 -13.64%
Total Calls 120 118.412 Thousand -99.9% 0 21.2 Thousand -100.0%
Total Puts 21.705 Thousand 84.808 Thousand -74.41% 9 Thousand 6.2 Thousand 45.16%
PUT/CALL Ratio 180.88 0.72 25022.22% 0.29 62272.41%
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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Funds Holding EV (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding EV BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

WITKOS MATTHEW J

  • PRES & CEO EV DISTRIBUTORS INC
0 2021-03-01 7

HIGDON LEO I JR

  • Director
0 2021-03-01 9

PUHY DOROTHY E

  • Director
0 2021-03-01 7

SMITH WINTHROP H JR

  • Director
0 2021-03-01 7

BERMAN ANN E

  • Director
0 2021-03-01 8

SPILLANE RICHARD A JR.

  • Director
0 2021-03-01 8

FAUST THOMAS E JR CEO

  • Officer
  • Director
0 2021-03-01 8

MARIUS FREDERICK S CHIEF LEGAL OFFICER

  • Officer
0 2021-03-01 7

HYLTON LAURIE G CHIEF FINANCIAL OFFICER

  • Officer
0 2021-03-01 3

LANGSTRAAT BRIAN D.

  • Director
0 2021-03-01 8

ROZEN JULIE E CHIEF ACCOUNTING OFFICER

  • Officer
0 2021-03-01 6

CATALDO DANIEL C. CHIEF ADMINISTRATIVE OFFICER

  • Officer
0 2021-03-01 8

JOHNSON PAULA A

  • Director
0 2021-03-01 9

PERKIN EDWARD J. CHIEF EQUITY INV. OFFICER

  • Officer
159,975 2018-07-09 0

BEALE JEFFREY P CHIEF ADMINISTRATIVE OFFICER

  • Officer
No longer subject to file 2018-05-04 0

SWAFFIELD PAYSON F

  • CHIEF INCOME OFFICER
718,783 2017-11-03 0

RICHARDSON DUNCAN W EXECUTIVE VICE PRESIDENT

  • Officer
  • Director
No longer subject to file 2014-10-31 0

WHELAN ROBERT J

  • FORMER CFO
No longer subject to file 2012-08-06 0

O REILLY VINCENT M

  • Director
No longer subject to file 2009-01-07 0

PELLETIER JOHN E CHIEF LEGAL OFFICER

  • Officer
No longer subject to file 2008-05-01 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days
No current insider transactions

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
EATON VANCE CORP EV 2021-02-26 22:15:02 UTC -0.7172 0.7872 350000
EATON VANCE CORP EV 2021-02-26 21:45:03 UTC -0.7163 0.7863 350000
EATON VANCE CORP EV 2021-02-26 21:15:02 UTC -0.7163 0.7863 350000
EATON VANCE CORP EV 2021-02-26 20:45:03 UTC -0.7153 0.7853 350000
EATON VANCE CORP EV 2021-02-26 20:15:03 UTC -0.7153 0.7853 350000
EATON VANCE CORP EV 2021-02-26 19:45:03 UTC -0.7153 0.7853 350000
EATON VANCE CORP EV 2021-02-26 19:15:03 UTC -0.7153 0.7853 350000
EATON VANCE CORP EV 2021-02-26 18:45:03 UTC -0.7044 0.7744 350000
EATON VANCE CORP EV 2021-02-26 18:15:02 UTC -0.7044 0.7744 350000
EATON VANCE CORP EV 2021-02-26 17:45:02 UTC -0.7044 0.7744 350000
EATON VANCE CORP EV 2021-02-26 17:15:03 UTC -0.7044 0.7744 350000
EATON VANCE CORP EV 2021-02-26 16:45:03 UTC -0.6995 0.7695 350000
EATON VANCE CORP EV 2021-02-26 16:15:02 UTC -0.6995 0.7695 350000
EATON VANCE CORP EV 2021-02-26 15:45:03 UTC -0.6995 0.7695 350000
EATON VANCE CORP EV 2021-02-26 15:15:03 UTC -0.6995 0.7695 350000
EATON VANCE CORP EV 2021-02-26 14:45:03 UTC -1.2773 1.3473 350000
EATON VANCE CORP EV 2021-02-26 13:00:03 UTC -1.2773 1.3473 350000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin

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