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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
+$172M
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
+$72.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$457M
2
Holocene Advisors
Holocene Advisors
New York
-$150M
3
Citadel Advisors
Citadel Advisors
Florida
-$126M
4
American Century Companies
American Century Companies
Missouri
-$83.6M
5
Amundi
Amundi
France
-$81.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
826
Longfellow Investment Management
Massachusetts
$2.59K – – –
CHA
827
Carmichael Hill & Associates
Maryland
$2.49K – – –
SIC
828
SJS Investment Consulting
Ohio
$2.41K -$1.13K -21 -32%
HWA
829
HHM Wealth Advisors
Tennessee
$2.38K – – –
TFA
830
Toth Financial Advisory
Virginia
$2.16K +$2.16K +40 New
TCM
831
TD Capital Management
Tennessee
$2.16K +$2.16K +40 New
KFP
832
KB Financial Partners
New Jersey
$2K – – –
TCA
833
Trifecta Capital Advisors
Illinois
$1.95K – – –
EBA
834
Eagle Bay Advisors
New York
$1.94K – – –
DI
835
Disciplined Investments
Oklahoma
$1.73K -$864 -16 -33%
CWA
836
Clearview Wealth Advisors
Oregon
$1.62K – – –
NSIM
837
North Star Investment Management
Illinois
$1.4K – – –
SCA
838
Stonebridge Capital Advisors
Minnesota
$1.3K -$1.62K -30 -56%
SS
839
Sunbelt Securities
Texas
$1.26K +$1.26K +24 New
AAP
840
Arax Advisory Partners
Colorado
$1.19K – – –
WWM
841
Wolff Wiese Magana
California
$1.08K – – –
FMTCOCP
842
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K – – –
SIS
843
Sound Income Strategies
Florida
$972 – – –
HWP
844
Highline Wealth Partners
California
$972 +$216 +4 +29%
FSWA
845
Financial Synergies Wealth Advisors
Texas
$865 – – –
WA
846
WestEnd Advisors
North Carolina
$540 -$508 -10 Closed
2L
847
25 LLC
Missouri
$532 +$532 +9 New
TWD
848
True Wealth Design
Ohio
$433 – – –
KHC
849
Koesten Hirschmann & Crabtree
Kansas
$433 +$433 +8 New
SWA
850
SOA Wealth Advisors
New York
$432 – – –
32 33
34
35 36