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TaskUs

88 hedge funds and large institutions have $199M invested in TaskUs in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 36 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $165M → $199M (+$34.1M)

9.67% more ownership

Funds ownership: 69.29%78.96% (+9.7%)

9% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $2.03M

4% less funds holding

Funds holding: 9288 (-4)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

33% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 36

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
24
Reduced
36
Closed
21
Calls
$1.85M
Puts
$2.03M
Net Calls
-$179K
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$255K -$48.6K -4,391 -18%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$254K -$17.6K -1,590 -8%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$254K -$28.4K -2,567 -12%
Legal & General Group
54
Legal & General Group
United Kingdom
$225K
Lazard Asset Management
55
Lazard Asset Management
New York
$221K +$188K +16,987 New
WP
56
Woodline Partners
California
$200K -$165K -14,896 -49%
OR
57
Olympiad Research
Connecticut
$185K +$157K +14,177 New
Wells Fargo
58
Wells Fargo
California
$170K -$32K -2,891 -18%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$164K -$8.41K -759 -6%
CC
60
Corton Capital
Ontario, Canada
$153K -$25.7K -2,317 -17%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$151K -$454 -41 -0.4%
ACA
62
Anchor Capital Advisors
Massachusetts
$143K -$585K -52,841 -83%
Group One Trading
63
Group One Trading
Illinois
$143K +$121K +10,916 New
VOYA Investment Management
64
VOYA Investment Management
Georgia
$142K +$120K +10,861 New
Charles Schwab
65
Charles Schwab
California
$135K
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$134K
BFM
67
Boothbay Fund Management
New York
$132K +$112K +10,090 New
TPW
68
Transatlantique Private Wealth
New York
$131K
DekaBank Deutsche Girozentrale
69
DekaBank Deutsche Girozentrale
Germany
$64K +$53.4K +4,822 New
QL
70
Quarry LP
New York
$56.5K +$36.6K +3,308 +327%
Zurich Cantonal Bank
71
Zurich Cantonal Bank
Switzerland
$47K -$15.5K -1,396 -28%
Amundi
72
Amundi
France
$33.4K -$108K -9,706 -79%
TRCT
73
Tower Research Capital (TRC)
New York
$24.1K -$35.5K -3,203 -63%
HT
74
Headlands Technologies
Illinois
$20.1K +$13.9K +1,258 +453%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$15.6K

TASK Hedge Fund Activity: Q4 2023 in Review

88 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in TaskUs (TASK) for Q4 2023, worth a combined $199M — up 21% from $165M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of TASK and 17 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 24 added.

The largest buyer was Morgan Stanley, adding an estimated $8.49M. The largest seller was Massachusetts Financial Services, cutting an estimated $15.3M.

  • 88 institutional investors held TaskUs (TASK) as of Q4 2023, down from 92 in Q3 2023.
  • Funds reported $199M of TaskUs stock for Q4 2023, up 21% quarter-over-quarter.
  • 17 funds opened new TaskUs positions in Q4 2023 and 21 closed out, a net change of -4 holders.
  • The largest TaskUs buyer in Q4 2023 was Morgan Stanley, an estimated $8.49M added.
  • The largest TaskUs seller in Q4 2023 was Massachusetts Financial Services, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2023.