Mercado Libre
MELI
866 hedge funds and large institutions have $34.3B invested in Mercado Libre in 2022 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 269 increasing their positions, 347 reducing their positions, and 83 closing their positions.
43% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 83
2% more funds holding
Funds holding: 850 → 866 (+16)
2% more capital invested
Capital invested by funds: $33.5B → $34.3B (+$765M)
1% more call options, than puts
Call options by funds: $1.97B | Put options by funds: $1.96B
0.58% more ownership
Funds ownership: 80.74% → 81.33% (+0.58%)
3% less funds holding in top 10
Funds holding in top 10: 66 → 64 (-2)
22% less repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 347
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$356M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$305M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$222M |
| 4 |
Citigroup
New York
|
+$189M |
| 5 |
JP Morgan Chase
New York
|
+$171M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$330M |
| 2 |
Morgan Stanley
New York
|
-$176M |
| 3 |
Renaissance Technologies
New York
|
-$135M |
| 4 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$130M |
| 5 |
SI
Squadra Investments
Rio De Janeiro,
Brazil
|
-$121M |
MELI Hedge Fund Activity: Q4 2022 in Review
866 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mercado Libre (MELI) for Q4 2022, worth a combined $34.3B — up 2.3% from $33.5B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new MELI positions and 83 closed out — a net gain of 36 holders — while 269 added to existing stakes and 347 trimmed.
The largest buyer was International Assets Investment Management, opening a new position worth an estimated $356M. The largest seller was Capital Research Global Investors, cutting an estimated $330M.
- 866 institutional investors held Mercado Libre (MELI) as of Q4 2022, up from 850 in Q3 2022.
- Funds reported $34.3B of Mercado Libre stock for Q4 2022, up 2.3% quarter-over-quarter.
- 119 funds opened new Mercado Libre positions in Q4 2022 and 83 closed out, a net change of +36 holders.
- The largest Mercado Libre buyer in Q4 2022 was International Assets Investment Management, an estimated $356M added.
- The largest Mercado Libre seller in Q4 2022 was Capital Research Global Investors, an estimated $330M sold.
Based on aggregated 13F filings for Q4 2022.