Mercado Libre
MELI
1,185 hedge funds and large institutions have $60.4B invested in Mercado Libre in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 456 increasing their positions, 395 reducing their positions, and 106 closing their positions.
42% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 106
15% more repeat investments, than reductions
Existing positions increased: 456 | Existing positions reduced: 395
2% more funds holding
Funds holding: 1,157 → 1,185 (+28)
5.92% less ownership
Funds ownership: 84.82% → 78.89% (-5.9%)
10% less capital invested
Capital invested by funds: $67.4B → $60.4B (-$6.96B)
28% less funds holding in top 10
Funds holding in top 10: 83 → 60 (-23)
37% less call options, than puts
Call options by funds: $1.43B | Put options by funds: $2.26B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$1.06B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$381M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$367M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$216M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$156M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.52B |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$567M |
| 3 |
Jennison Associates
New York
|
-$547M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
-$442M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$437M |
MELI Hedge Fund Activity: Q1 2024 in Review
1,185 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mercado Libre (MELI) for Q1 2024, worth a combined $60.4B — down 10% from $67.4B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new MELI positions and 106 closed out — a net gain of 45 holders — while 456 added to existing stakes and 395 trimmed.
The largest buyer was GQG Partners, adding an estimated $1.06B. The largest seller was Morgan Stanley, cutting an estimated $4.52B.
- 1,185 institutional investors held Mercado Libre (MELI) as of Q1 2024, up from 1,157 in Q4 2023.
- Funds reported $60.4B of Mercado Libre stock for Q1 2024, down 10% quarter-over-quarter.
- 151 funds opened new Mercado Libre positions in Q1 2024 and 106 closed out, a net change of +45 holders.
- The largest Mercado Libre buyer in Q1 2024 was GQG Partners, an estimated $1.06B added.
- The largest Mercado Libre seller in Q1 2024 was Morgan Stanley, an estimated $4.52B sold.
Based on aggregated 13F filings for Q1 2024.