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Monster Beverage
MNST

Overview Fund Activity

610 hedge funds and large institutions have $19.2B invested in Monster Beverage in 2020 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 210 increasing their positions, 234 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+13
Holders Change %
+2.18%
% of All Funds
13.47%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
88
Increased
210
Reduced
234
Closed
65
Calls
$50.3M
Puts
$98.7M
Net Calls
-$48.4M
Net Calls Change
+$6.52M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$339M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$589M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.47B
4
Renaissance Technologies
Renaissance Technologies
New York
$766M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$383M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
MC
Maverick Capital
Texas
$4.04M
3
EC
Eminence Capital
New York
$0
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$75.2M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
576
Plante Moran Financial Advisors
Michigan
$6K – – –
CFFP
577
Center for Financial Planning
Michigan
$6K – – –
LWCFA
578
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
CFGS
579
Concourse Financial Group Securities
Alabama
$5K +$301 +10 +6%
CWA
580
Core Wealth Advisors
Florida
$5K +$5K +162 New
PWMG
581
Prestige Wealth Management Group
New Jersey
$5K +$5K +174 New
EWP
582
Engrave Wealth Partners
Texas
$5K +$5K +178 New
HPC
583
HM Payson & Co
Maine
$4K – – –
VNA
584
Valley National Advisers
Pennsylvania
$4K – – –
CLOS
585
Compagnie Lombard Odier SCmA
Switzerland
$4K – – –
EFSCE
586
Enterprise Financial Services Corp (EFSC)
Missouri
$4K +$1.81K +66 +83%
SWA
587
Sutton Wealth Advisors
Florida
$3.15K +$1.58K +56 +100%
SSB
588
Sandy Spring Bank
Maryland
$3K -$13.3K -550 -82%
CI
589
CX Institutional
Indiana
$3K -$10.1K -356 -77%
OSAM
590
O'Shaughnessy Asset Management
Connecticut
$3K -$6.11K -228 -67%
FANJ
591
Financial Architects (New Jersey)
New Jersey
$3K -$1.32K -44 -31%
TIM
592
Tortoise Investment Management
New York
$3K – – –
LWA
593
Lenox Wealth Advisors
New York
$3K – – –
M
594
MOTCO
Texas
$3K +$3K +90 New
KFS
595
Kelly Financial Services
Massachusetts
$2.53K – – –
BWM
596
BerganKDV Wealth Management
Minnesota
$2K – – –
LSA
597
Lion Street Advisors
Texas
$2K +$2K +56 New
PA
598
Procyon Advisors
Connecticut
$1K – – –
AS
599
Altshuler Shaham
Israel
$1K – – –
SC
600
Solstein Capital
California
$1K +$1K +30 New
22 23
24
25 26