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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.21B
2
Holocene Advisors
Holocene Advisors
New York
$20.8M
3
Citadel Advisors
Citadel Advisors
Florida
$665K
4
American Century Companies
American Century Companies
Missouri
$304M
5
Amundi
Amundi
France
$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
501
Lake Street Advisors Group
New Hampshire
$579K +$579K +10,727 New
FC
502
FORA Capital
Florida
$576K +$576K +10,673 New
HSA
503
HBK Sorce Advisory
Pennsylvania
$575K -$565K -10,452 -50%
PFWA
504
Paces Ferry Wealth Advisors
Georgia
$572K -$4.16K -77 -0.7%
HBT
505
Heartland Bank & Trust
Illinois
$571K -$34.4K -636 -6%
FAIM
506
Financial Advocates Investment Management
Washington
$570K +$69.4K +1,285 +14%
FFS
507
Founders Financial Securities
Maryland
$564K +$35.7K +661 +7%
BC
508
Bridgefront Capital
Texas
$557K +$557K +10,318 New
PWPS
509
Pinnacle Wealth Planning Services
Ohio
$554K +$2.16K +40 +0.4%
I
510
InceptionR
California
$553K +$553K +10,241 New
PHIC
511
Pine Haven Investment Counsel
Massachusetts
$552K – – –
MF
512
Magnetar Financial
Illinois
$543K +$543K +10,054 New
MFS
513
Monetta Financial Services
Illinois
$540K – – –
MAS
514
Meeder Advisory Services
Ohio
$533K +$15.8K +293 +3%
AWM
515
Aries Wealth Management
Maine
$524K – – –
RFP
516
Root Financial Partners
California
$517K +$517K +9,578 New
SPA
517
Sherbrooke Park Advisers
New York
$508K +$205K +3,800 +68%
WI
518
Wahed Invest
New York
$505K +$2.7K +50 +0.5%
FMAEN1
519
Fund Management at Engine No 1
California
$499K +$45.9K +850 +10%
IIM
520
Intact Investment Management
Quebec, Canada
$497K – – –
CPC
521
Cookson Peirce & Co
Pennsylvania
$494K -$43.8K -811 -8%
MWM
522
Meridian Wealth Management
Kentucky
$494K +$25.3K +468 +5%
AIM
523
Acropolis Investment Management
Missouri
$490K -$41.6K -770 -8%
CI
524
Cigna Investments
Connecticut
$488K -$14.3K -264 -3%
LFP
525
Leeward Financial Partners
Washington
$482K – – –
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