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Monster Beverage
MNST

Overview Fund Activity

853 hedge funds and large institutions have $36.9B invested in Monster Beverage in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 299 increasing their positions, 295 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+30
Holders Change %
+3.65%
% of All Funds
13.65%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.13%
New
122
Increased
299
Reduced
295
Closed
76
Calls
$151M
Puts
$242M
Net Calls
-$90.3M
Net Calls Change
-$21M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$621M
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$125M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$88.4M
4
ZIG
4
Zurich Insurance Group
Switzerland
$77.5M
5
Barclays
5
Barclays
United Kingdom
$396M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.21B
2
Holocene Advisors
2
Holocene Advisors
New York
$20.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$665K
4
American Century Companies
4
American Century Companies
Missouri
$304M
5
Amundi
5
Amundi
France
$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GDP
476
Great Diamond Partners
Maine
$662K -$20.6K -382 -3%
CP
477
Covenant Partners
Tennessee
$658K – – –
BAAM
478
Baker Avenue Asset Management
California
$655K +$633K +11,713 +2,871%
AG
479
Algert Global
California
$654K – – –
PSP
480
Principal Street Partners
Tennessee
$652K -$186K -3,444 -22%
KPWS
481
Kestra Private Wealth Services
Texas
$649K +$240K +4,442 +59%
AS
482
Altshuler Shaham
Israel
$648K +$108K +2,000 +20%
SM
483
STF Management
Texas
$643K +$266K +4,923 +71%
OIA
484
OneDigital Investment Advisors
Kansas
$640K -$104K -1,920 -14%
CG
485
Caprock Group
Idaho
$632K +$212K +3,930 +51%
CCA
486
Checchi Capital Advisers
California
$631K -$9.02K -167 -1%
BBHC
487
Brown Brothers Harriman & Co
New York
$627K +$27.2K +504 +5%
AWM
488
Axxcess Wealth Management
California
$627K -$21.7K -401 -3%
CI
489
Conning Inc
Connecticut
$622K -$3.03K -56 -0.5%
WPC
490
Wedmont Private Capital
Pennsylvania
$617K +$77.6K +1,483 +14%
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
$614K +$35.6K +660 +6%
CGL
492
Clarius Group LLC
Washington
$606K -$13K -240 -2%
Luther King Capital Management (LKCM)
493
Luther King Capital Management (LKCM)
Texas
$598K – – –
RWM
494
Ritholtz Wealth Management
New York
$595K -$17.9K -332 -3%
MA
495
Modus Advisors
Minnesota
$592K – – –
FHA
496
Flagship Harbor Advisors
Massachusetts
$589K – – –
JF
497
JSF Financial
California
$583K +$583K +10,802 New
CCM
498
Coldstream Capital Management
Washington
$579K +$6.32K +117 +1%
Lido Advisors
499
Lido Advisors
California
$579K -$14.5K -269 -2%
EFM
500
E Fund Management
China
$579K -$37.5K -693 -6%
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