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TaskUs

92 hedge funds and large institutions have $165M invested in TaskUs in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $5.02M | Put options by funds: $3.71M

4% less funds holding

Funds holding: 9692 (-4)

8.6% less ownership

Funds ownership: 77.89%69.29% (-8.6%)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

31% less capital invested

Capital invested by funds: $239M → $165M (-$73.7M)

54% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 39

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
92
Holders Change
-4
Holders Change %
-4.17%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
18
Reduced
39
Closed
22
Calls
$5.02M
Puts
$3.71M
Net Calls
+$1.31M
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.06M -$456K -42,421 -29%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$945K -$710 -66 -0.1%
Morgan Stanley
28
Morgan Stanley
New York
$932K -$350K -32,572 -27%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$875K -$3.41K -317 -0.4%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$847K +$878K +81,644 New
Jane Street
31
Jane Street
New York
$825K +$631K +58,642 +281%
PP
32
PDT Partners
New York
$791K +$207K +19,295 +34%
Goldman Sachs
33
Goldman Sachs
New York
$788K +$172K +15,989 +27%
CSS
34
Cubist Systematic Strategies
Connecticut
$779K -$2.07M -192,180 -72%
ACA
35
Anchor Capital Advisors
Massachusetts
$662K
Swiss National Bank
36
Swiss National Bank
Switzerland
$623K
Bank of New York Mellon
37
Bank of New York Mellon
New York
$600K +$19.9K +1,848 +3%
Northern Trust
38
Northern Trust
Illinois
$550K -$33.2K -3,092 -6%
JF
39
Jump Financial
Illinois
$510K -$385K -35,840 -42%
CIC
40
Cornercap Investment Counsel
Georgia
$481K +$498K +46,321 New
HF
41
HRT Financial
New York
$461K -$531K -49,345 -53%
CS
42
Credit Suisse
Switzerland
$391K +$56.7K +5,276 +16%
PI
43
PEAK6 Investments
Illinois
$387K +$401K +37,284 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$344K -$149K -13,884 -30%
OQS
45
Occudo Quantitative Strategies
Florida
$338K +$350K +32,532 New
Squarepoint
46
Squarepoint
New York
$334K +$346K +32,212 New
William Blair & Company
47
William Blair & Company
Illinois
$332K -$9.97K -927 -3%
UBS AM
48
UBS AM
Illinois
$320K +$198K +18,453 +149%
WP
49
Woodline Partners
California
$314K +$325K +30,203 New
AI
50
Atom Investors
Texas
$264K +$80.2K +7,454 +42%

TASK Hedge Fund Activity: Q3 2023 in Review

92 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in TaskUs (TASK) for Q3 2023, worth a combined $165M — down 31% from $239M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of TASK and 19 opened new positions — a net loss of 3 holders — while 39 trimmed existing stakes and 18 added.

The largest buyer was Metavasi Capital, opening a new position worth an estimated $2.69M. The largest seller was Wasatch Advisors, cutting an estimated $24.7M.

  • 92 institutional investors held TaskUs (TASK) as of Q3 2023, down from 96 in Q2 2023.
  • Funds reported $165M of TaskUs stock for Q3 2023, down 31% quarter-over-quarter.
  • 19 funds opened new TaskUs positions in Q3 2023 and 22 closed out, a net change of -3 holders.
  • The largest TaskUs buyer in Q3 2023 was Metavasi Capital, an estimated $2.69M added.
  • The largest TaskUs seller in Q3 2023 was Wasatch Advisors, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2023.