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Monster Beverage

725 hedge funds and large institutions have $30.8B invested in Monster Beverage in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 269 increasing their positions, 250 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+16
Holders Change %
+2.26%
% of All Funds
12.77%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
97
Increased
269
Reduced
250
Closed
75
Calls
$134M
Puts
$140M
Net Calls
-$6.3M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Shares
Change %
IAM
576
Infusive Asset Management
New York
$204K +$24.4K +534 +14%
IFWM
577
Institute for Wealth Management
Colorado
$202K -$9.56K -210 -5%
FIM
578
Freedom Investment Management
Connecticut
$201K +$201K +4,404 New
KP
579
Keel Point
Alabama
$201K +$201K +4,416 New
Brown Advisory
580
Brown Advisory
Maryland
$200K +$200K +4,400 New
GRP
581
Global Retirement Partners
California
$196K -$4.29K -94 -2%
EW
582
Evoke Wealth
California
$190K +$181K +3,966 +2,003%
EFSCE
583
Enterprise Financial Services Corp (EFSC)
Missouri
$179K -$6.93K -152 -4%
WAM
584
Wolverine Asset Management
Illinois
$172K +$164K +3,600 +2,000%
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$168K +$11.6K +254 +7%
CFG
586
CKW Financial Group
Hawaii
$164K
BAM
587
Belpointe Asset Management
Nevada
$151K -$47.8K -1,050 -24%
MS
588
Maven Securities
Jersey
$148K -$130K -2,858 -47%
CA
589
Clearstead Advisors
Ohio
$144K +$23.7K +520 +20%
FHC
590
First Horizon Corporation
Tennessee
$135K -$7.7K -170 -5%
IA
591
IFP Advisors
Florida
$135K +$11.4K +248 +9%
WTC
592
WhitTier Trust Company
Nevada
$128K
QT
593
Quantbot Technologies
New York
$122K -$841K -18,568 -87%
FRA
594
Front Row Advisors
California
$118K
SDIC
595
South Dakota Investment Council
South Dakota
$112K -$924K -20,286 -89%
VFA
596
Valeo Financial Advisors
Indiana
$110K +$3.56K +78 +3%
QCG
597
Quadrant Capital Group
Ohio
$109K +$29.9K +656 +38%
Carson Wealth (CWM LLC)
598
Carson Wealth (CWM LLC)
Nebraska
$108K
CAL
599
Capital Analysts LLC
Pennsylvania
$104K +$13.8K +302 +15%
HIA
600
Harbor Investment Advisory
Maryland
$102K