Mercado Libre
MELI
500 hedge funds and large institutions have $22.6B invested in Mercado Libre in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 182 increasing their positions, 175 reducing their positions, and 79 closing their positions.
3% more funds holding in top 10
Funds holding in top 10: 34 → 35 (+1)
4% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 175
0.92% less ownership
Funds ownership: 83.3% → 82.38% (-0.92%)
4% less funds holding
Funds holding: 523 → 500 (-23)
10% less capital invested
Capital invested by funds: $25.1B → $22.6B (-$2.55B)
15% less call options, than puts
Call options by funds: $1.57B | Put options by funds: $1.83B
25% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 79
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$181M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$92.1M |
| 3 |
TCM
Tybourne Capital Management
Hong Kong
|
+$80.7M |
| 4 |
DIGDR
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
|
+$69.8M |
| 5 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$63.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$150M |
| 2 |
D.E. Shaw & Co
New York
|
-$140M |
| 3 |
JP Morgan Chase
New York
|
-$134M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$120M |
| 5 |
Holocene Advisors
New York
|
-$85.7M |
MELI Hedge Fund Activity: Q3 2019 in Review
500 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Mercado Libre (MELI) for Q3 2019, worth a combined $22.6B — down 10% from $25.1B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of MELI and 59 opened new positions — a net loss of 20 holders — while 175 trimmed existing stakes and 182 added.
The largest buyer was Capital World Investors, adding an estimated $181M. The largest seller was Invesco, cutting an estimated $150M.
- 500 institutional investors held Mercado Libre (MELI) as of Q3 2019, down from 523 in Q2 2019.
- Funds reported $22.6B of Mercado Libre stock for Q3 2019, down 10% quarter-over-quarter.
- 59 funds opened new Mercado Libre positions in Q3 2019 and 79 closed out, a net change of -20 holders.
- The largest Mercado Libre buyer in Q3 2019 was Capital World Investors, an estimated $181M added.
- The largest Mercado Libre seller in Q3 2019 was Invesco, an estimated $150M sold.
Based on aggregated 13F filings for Q3 2019.