Mercado Libre
MELI
991 hedge funds and large institutions have $48.2B invested in Mercado Libre in 2023 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 372 increasing their positions, 356 reducing their positions, and 88 closing their positions.
48% more call options, than puts
Call options by funds: $2.97B | Put options by funds: $2B
26% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 88
2% more funds holding
Funds holding: 970 → 991 (+21)
4% more repeat investments, than reductions
Existing positions increased: 372 | Existing positions reduced: 356
0.29% less ownership
Funds ownership: 81.25% → 80.96% (-0.29%)
10% less capital invested
Capital invested by funds: $53.8B → $48.2B (-$5.54B)
26% less funds holding in top 10
Funds holding in top 10: 85 → 63 (-22)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$330M |
| 2 |
Goldman Sachs
New York
|
+$162M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$140M |
| 4 |
JP Morgan Chase
New York
|
+$135M |
| 5 |
Citigroup
New York
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$280M |
| 2 |
Holocene Advisors
New York
|
-$146M |
| 3 |
Morgan Stanley
New York
|
-$144M |
| 4 |
VanEck Associates
New York
|
-$133M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$129M |
MELI Hedge Fund Activity: Q2 2023 in Review
991 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Mercado Libre (MELI) for Q2 2023, worth a combined $48.2B — down 10% from $53.8B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new MELI positions and 88 closed out — a net gain of 23 holders — while 372 added to existing stakes and 356 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $330M. The largest seller was Capital Research Global Investors, cutting an estimated $280M.
- 991 institutional investors held Mercado Libre (MELI) as of Q2 2023, up from 970 in Q1 2023.
- Funds reported $48.2B of Mercado Libre stock for Q2 2023, down 10% quarter-over-quarter.
- 111 funds opened new Mercado Libre positions in Q2 2023 and 88 closed out, a net change of +23 holders.
- The largest Mercado Libre buyer in Q2 2023 was Baillie Gifford & Co, an estimated $330M added.
- The largest Mercado Libre seller in Q2 2023 was Capital Research Global Investors, an estimated $280M sold.
Based on aggregated 13F filings for Q2 2023.