Mercado Libre
MELI
194 hedge funds and large institutions have $5.25B invested in Mercado Libre in 2013 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 78 reducing their positions, and 28 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
31% more capital invested
Capital invested by funds: $3.99B → $5.25B (+$1.26B)
29% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 28
3% more funds holding
Funds holding: 188 → 194 (+6)
19% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 78
49% less call options, than puts
Call options by funds: $68.4M | Put options by funds: $133M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$221M |
| 2 |
O
OppenheimerFunds
New York
|
+$188M |
| 3 |
Sands Capital Management
Arlington,
Virginia
|
+$36.3M |
| 4 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$36M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$77.8M |
| 2 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$48.5M |
| 3 |
JCAM
Jericho Capital Asset Management
New York
|
-$34M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$27M |
| 5 |
GA
Geneva Advisors
Chicago,
Illinois
|
-$24.4M |
MELI Hedge Fund Activity: Q3 2013 in Review
194 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Mercado Libre (MELI) for Q3 2013, worth a combined $5.25B — up 31% from $3.99B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new MELI positions and 28 closed out — a net gain of 8 holders — while 63 added to existing stakes and 78 trimmed.
The largest buyer was Ameriprise, adding an estimated $221M. The largest seller was T. Rowe Price Associates, cutting an estimated $77.8M.
- 194 institutional investors held Mercado Libre (MELI) as of Q3 2013, up from 188 in Q2 2013.
- Funds reported $5.25B of Mercado Libre stock for Q3 2013, up 31% quarter-over-quarter.
- 36 funds opened new Mercado Libre positions in Q3 2013 and 28 closed out, a net change of +8 holders.
- The largest Mercado Libre buyer in Q3 2013 was Ameriprise, an estimated $221M added.
- The largest Mercado Libre seller in Q3 2013 was T. Rowe Price Associates, an estimated $77.8M sold.
Based on aggregated 13F filings for Q3 2013.