Mercado Libre
MELI
970 hedge funds and large institutions have $53.8B invested in Mercado Libre in 2023 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 299 increasing their positions, 351 reducing their positions, and 65 closing their positions.
188% more first-time investments, than exits
New positions opened: 187 | Existing positions closed: 65
57% more capital invested
Capital invested by funds: $34.3B → $53.8B (+$19.5B)
33% more funds holding in top 10
Funds holding in top 10: 64 → 85 (+21)
12% more funds holding
Funds holding: 866 → 970 (+104)
3% more call options, than puts
Call options by funds: $1.95B | Put options by funds: $1.9B
0.08% less ownership
Funds ownership: 81.33% → 81.25% (-0.08%)
15% less repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 351
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$564M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$289M |
| 3 |
AIM
Alphinity Investment Management
Sydney,
Australia
|
+$168M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$163M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$329M |
| 2 |
Citigroup
New York
|
-$309M |
| 3 |
Goldman Sachs
New York
|
-$137M |
| 4 |
Sands Capital Management
Arlington,
Virginia
|
-$113M |
| 5 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$101M |
MELI Hedge Fund Activity: Q1 2023 in Review
970 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Mercado Libre (MELI) for Q1 2023, worth a combined $53.8B — up 57% from $34.3B a quarter earlier.
Buyers outnumbered sellers: 187 funds opened new MELI positions and 65 closed out — a net gain of 122 holders — while 299 added to existing stakes and 351 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $564M. The largest seller was Morgan Stanley, cutting an estimated $329M.
- 970 institutional investors held Mercado Libre (MELI) as of Q1 2023, up from 866 in Q4 2022.
- Funds reported $53.8B of Mercado Libre stock for Q1 2023, up 57% quarter-over-quarter.
- 187 funds opened new Mercado Libre positions in Q1 2023 and 65 closed out, a net change of +122 holders.
- The largest Mercado Libre buyer in Q1 2023 was JP Morgan Chase, an estimated $564M added.
- The largest Mercado Libre seller in Q1 2023 was Morgan Stanley, an estimated $329M sold.
Based on aggregated 13F filings for Q1 2023.