Mercado Libre
MELI
909 hedge funds and large institutions have $47.6B invested in Mercado Libre in 2022 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 345 increasing their positions, 313 reducing their positions, and 134 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 313
5% more funds holding in top 10
Funds holding in top 10: 65 → 68 (+3)
0.05% more ownership
Funds ownership: 79.34% → 79.39% (+0.05%)
3% less funds holding
Funds holding: 941 → 909 (-32)
12% less capital invested
Capital invested by funds: $54B → $47.6B (-$6.42B)
16% less first-time investments, than exits
New positions opened: 112 | Existing positions closed: 134
41% less call options, than puts
Call options by funds: $2.6B | Put options by funds: $4.39B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.59B |
| 2 |
Jennison Associates
New York
|
+$458M |
| 3 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$252M |
| 4 |
SI
Squadra Investments
Rio De Janeiro,
Brazil
|
+$151M |
| 5 |
RAA
RWC Asset Advisors
Miami,
Florida
|
+$147M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$540M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$496M |
| 3 |
BlackRock
New York
|
-$406M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$245M |
| 5 |
TCM
Tybourne Capital Management
Hong Kong
|
-$188M |
MELI Hedge Fund Activity: Q1 2022 in Review
909 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Mercado Libre (MELI) for Q1 2022, worth a combined $47.6B — down 12% from $54B a quarter earlier.
Sellers outnumbered buyers: 134 funds closed out of MELI and 112 opened new positions — a net loss of 22 holders — while 313 trimmed existing stakes and 345 added.
The largest buyer was Morgan Stanley, adding an estimated $1.59B. The largest seller was Capital World Investors, cutting an estimated $540M.
- 909 institutional investors held Mercado Libre (MELI) as of Q1 2022, down from 941 in Q4 2021.
- Funds reported $47.6B of Mercado Libre stock for Q1 2022, down 12% quarter-over-quarter.
- 112 funds opened new Mercado Libre positions in Q1 2022 and 134 closed out, a net change of -22 holders.
- The largest Mercado Libre buyer in Q1 2022 was Morgan Stanley, an estimated $1.59B added.
- The largest Mercado Libre seller in Q1 2022 was Capital World Investors, an estimated $540M sold.
Based on aggregated 13F filings for Q1 2022.