Mercado Libre
MELI
848 hedge funds and large institutions have $33.6B invested in Mercado Libre in 2022 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 281 increasing their positions, 318 reducing their positions, and 80 closing their positions.
33% more capital invested
Capital invested by funds: $25.2B → $33.6B (+$8.38B)
33% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 80
25% more funds holding in top 10
Funds holding in top 10: 53 → 66 (+13)
2.14% more ownership
Funds ownership: 78.36% → 80.5% (+2.1%)
2% more funds holding
Funds holding: 834 → 848 (+14)
12% less repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 318
21% less call options, than puts
Call options by funds: $1.86B | Put options by funds: $2.35B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$307M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$182M |
| 3 |
Jennison Associates
New York
|
+$166M |
| 4 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$144M |
| 5 |
JCAM
Jericho Capital Asset Management
New York
|
+$144M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RAA
RWC Asset Advisors
Miami,
Florida
|
-$132M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$117M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$102M |
| 4 |
JP Morgan Chase
New York
|
-$101M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$95.4M |
MELI Hedge Fund Activity: Q3 2022 in Review
848 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Mercado Libre (MELI) for Q3 2022, worth a combined $33.6B — up 33% from $25.2B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new MELI positions and 80 closed out — a net gain of 26 holders — while 281 added to existing stakes and 318 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $307M. The largest seller was RWC Asset Advisors, cutting an estimated $132M.
- 848 institutional investors held Mercado Libre (MELI) as of Q3 2022, up from 834 in Q2 2022.
- Funds reported $33.6B of Mercado Libre stock for Q3 2022, up 33% quarter-over-quarter.
- 106 funds opened new Mercado Libre positions in Q3 2022 and 80 closed out, a net change of +26 holders.
- The largest Mercado Libre buyer in Q3 2022 was Baillie Gifford & Co, an estimated $307M added.
- The largest Mercado Libre seller in Q3 2022 was RWC Asset Advisors, an estimated $132M sold.
Based on aggregated 13F filings for Q3 2022.