Mercado Libre
MELI
1,000 hedge funds and large institutions have $51.2B invested in Mercado Libre in 2023 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 395 increasing their positions, 334 reducing their positions, and 85 closing their positions.
24% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 85
18% more repeat investments, than reductions
Existing positions increased: 395 | Existing positions reduced: 334
13% more funds holding in top 10
Funds holding in top 10: 64 → 72 (+8)
6% more capital invested
Capital invested by funds: $48.2B → $51.2B (+$3.02B)
1% more funds holding
Funds holding: 990 → 1,000 (+10)
0.3% less ownership
Funds ownership: 80.96% → 80.66% (-0.3%)
9% less call options, than puts
Call options by funds: $2.5B | Put options by funds: $2.73B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$833M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$416M |
| 3 |
Morgan Stanley
New York
|
+$301M |
| 4 |
PL
Perpetual Ltd
Sydney, New South Wales,
Australia
|
+$249M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$206M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$455M |
| 2 |
Goldman Sachs
New York
|
-$260M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$183M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$169M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$151M |
MELI Hedge Fund Activity: Q3 2023 in Review
1,000 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Mercado Libre (MELI) for Q3 2023, worth a combined $51.2B — up 6.3% from $48.2B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new MELI positions and 85 closed out — a net gain of 20 holders — while 395 added to existing stakes and 334 trimmed.
The largest buyer was WCM Investment Management, adding an estimated $833M. The largest seller was Baillie Gifford & Co, cutting an estimated $455M.
- 1,000 institutional investors held Mercado Libre (MELI) as of Q3 2023, up from 990 in Q2 2023.
- Funds reported $51.2B of Mercado Libre stock for Q3 2023, up 6.3% quarter-over-quarter.
- 105 funds opened new Mercado Libre positions in Q3 2023 and 85 closed out, a net change of +20 holders.
- The largest Mercado Libre buyer in Q3 2023 was WCM Investment Management, an estimated $833M added.
- The largest Mercado Libre seller in Q3 2023 was Baillie Gifford & Co, an estimated $455M sold.
Based on aggregated 13F filings for Q3 2023.