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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 %
EP
626
Edgestream Partners
New Jersey
$258K +$258K +4,783 New
PA
627
Pinnacle Associates
New York
$255K +$25.8K +478 +11%
PVI
628
Pine Valley Investments
New Jersey
$254K +$254K +4,437 New
FFA
629
Fragasso Financial Advisors
Pennsylvania
$254K – – –
PF
630
Phoenix Financial
Israel
$251K +$251K +4,830 New
PGFC
631
Peapack-Gladstone Financial Corp
New Jersey
$248K – – –
SP
632
Symmetry Partners
Connecticut
$247K – – –
T
633
TOBAM
France
$247K +$34K +628 +16%
PWMG
634
Prestige Wealth Management Group
New Jersey
$246K +$242K +4,482 +6,057%
IWP
635
Icon Wealth Partners
Texas
$245K +$245K +4,545 New
FCM
636
Fourpath Capital Management
Oklahoma
$244K -$2.16K -40 -0.9%
CAMG
637
CWA Asset Management Group
Florida
$244K -$23K -426 -9%
BWP
638
Balboa Wealth Partners
Arizona
$242K +$242K +4,476 New
PWMAG
639
Pinnacle Wealth Management Advisory Group
New Jersey
$240K +$11.6K +214 +5%
VWM
640
Venturi Wealth Management
Texas
$239K -$40.5K -750 -14%
NL
641
NWAM LLC
Washington
$238K +$238K +4,402 New
GPA
642
Garrison Point Advisors
California
$238K – – –
Acadian Asset Management
643
Acadian Asset Management
Massachusetts
$237K – – –
SIG
644
Stonegate Investment Group
Alabama
$237K -$33.4K -618 -12%
IWM
645
IHT Wealth Management
Illinois
$235K +$1.84K +34 +0.8%
PFP
646
Pinnacle Financial Partners
Tennessee
$233K +$3.73K +69 +2%
DMBA
647
Deseret Mutual Benefit Administrators
Utah
$232K +$14.7K +272 +7%
IFWM
648
Institute for Wealth Management
Colorado
$231K – – –
AC
649
Avestar Capital
New York
$231K +$231K +4,272 New
AAIS
650
ABN AMRO Investment Solutions
$227K +$227K +4,212 New
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