Mercado Libre
MELI
835 hedge funds and large institutions have $25.1B invested in Mercado Libre in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 306 increasing their positions, 290 reducing their positions, and 149 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 290
1.12% less ownership
Funds ownership: 79.5% → 78.37% (-1.1%)
8% less funds holding
Funds holding: 910 → 835 (-75)
22% less funds holding in top 10
Funds holding in top 10: 68 → 53 (-15)
29% less call options, than puts
Call options by funds: $1.51B | Put options by funds: $2.12B
42% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 149
47% less capital invested
Capital invested by funds: $47.4B → $25.1B (-$22.4B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$341M |
| 2 |
Renaissance Technologies
New York
|
+$123M |
| 3 |
SI
Squadra Investments
Rio De Janeiro,
Brazil
|
+$109M |
| 4 |
RAA
RWC Asset Advisors
Miami,
Florida
|
+$97.6M |
| 5 |
MU
Mirova US
Boston,
Massachusetts
|
+$88.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.01B |
| 2 |
Jennison Associates
New York
|
-$398M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$285M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$103M |
| 5 |
TI
Truxt Investmentos
Rio De Janeiro,
Brazil
|
-$97.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WR
976
WD Rutherford
Portland,
Oregon
| – | -$8K | -7 | Closed |
|
977
Jones Financial Companies
Des Peres,
Missouri
| – | -$7K | -6 | Closed |
|
|
CWM
978
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| – | -$6K | -5 | Closed |
|
|
1IA
979
1834 Investment Advisors
Milwaukee,
Wisconsin
| – | -$5K | -4 | Closed |
|
|
ADL
980
Asset Dedication LLC
San Francisco,
California
| – | -$5K | -4 | Closed |
|
|
TF
981
TimeScale Financial
Danvers,
Massachusetts
| – | -$2K | -2 | Closed |
|
|
TF
982
Tompkins Financial
Ithaca,
New York
| – | -$2K | -2 | Closed |
|
|
FMP
983
Financial Management Professionals
Austin,
Texas
| – | -$1K | -1 | Closed |
|
|
MAM
984
Marquette Asset Management
Minneapolis,
Minnesota
| – | -$1K | -1 | Closed |
|
MELI Hedge Fund Activity: Q2 2022 in Review
835 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Mercado Libre (MELI) for Q2 2022, worth a combined $25.1B — down 47% from $47.4B a quarter earlier.
Sellers outnumbered buyers: 149 funds closed out of MELI and 86 opened new positions — a net loss of 63 holders — while 290 trimmed existing stakes and 306 added.
The largest buyer was Baillie Gifford & Co, adding an estimated $341M. The largest seller was Capital Research Global Investors, cutting an estimated $1.01B.
- 835 institutional investors held Mercado Libre (MELI) as of Q2 2022, down from 910 in Q1 2022.
- Funds reported $25.1B of Mercado Libre stock for Q2 2022, down 47% quarter-over-quarter.
- 86 funds opened new Mercado Libre positions in Q2 2022 and 149 closed out, a net change of -63 holders.
- The largest Mercado Libre buyer in Q2 2022 was Baillie Gifford & Co, an estimated $341M added.
- The largest Mercado Libre seller in Q2 2022 was Capital Research Global Investors, an estimated $1.01B sold.
Based on aggregated 13F filings for Q2 2022.