Mercado Libre
MELI
181 hedge funds and large institutions have $3.75B invested in Mercado Libre in 2014 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 64 increasing their positions, 48 reducing their positions, and 38 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 48
26% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 38
5% more funds holding
Funds holding: 172 → 181 (+9)
5% more call options, than puts
Call options by funds: $79.5M | Put options by funds: $76M
2% more capital invested
Capital invested by funds: $3.69B → $3.75B (+$58.5M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$169M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$148M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$109M |
| 4 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$59.8M |
| 5 |
JCAM
Jericho Capital Asset Management
New York
|
+$41.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$299M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$136M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$101M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$64.6M |
| 5 |
Morgan Stanley
New York
|
-$38.5M |
MELI Hedge Fund Activity: Q2 2014 in Review
181 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Mercado Libre (MELI) for Q2 2014, worth a combined $3.75B — up 1.6% from $3.69B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new MELI positions and 38 closed out — a net gain of 10 holders — while 64 added to existing stakes and 48 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $169M. The largest seller was Ameriprise, cutting an estimated $299M.
- 181 institutional investors held Mercado Libre (MELI) as of Q2 2014, up from 172 in Q1 2014.
- Funds reported $3.75B of Mercado Libre stock for Q2 2014, up 1.6% quarter-over-quarter.
- 48 funds opened new Mercado Libre positions in Q2 2014 and 38 closed out, a net change of +10 holders.
- The largest Mercado Libre buyer in Q2 2014 was OppenheimerFunds, an estimated $169M added.
- The largest Mercado Libre seller in Q2 2014 was Ameriprise, an estimated $299M sold.
Based on aggregated 13F filings for Q2 2014.