We are live on ! Find out more
TASK icon

TaskUs

92 hedge funds and large institutions have $181M invested in TaskUs in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $828K

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

4.66% more ownership

Funds ownership: 78.96%83.62% (+4.7%)

5% more funds holding

Funds holding: 8892 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less capital invested

Capital invested by funds: $199M → $181M (-$17.6M)

27% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 33

Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
24
Reduced
33
Closed
12
Calls
$2.25M
Puts
$828K
Net Calls
+$1.42M
Net Calls Change
+$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$235K +$37.7K +3,017 +18%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$192K -$37.6K -3,012 -15%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$188K -$41.2K -3,300 -17%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$186K -$43K -3,440 -18%
BFM
55
Boothbay Fund Management
New York
$185K +$72.8K +5,825 +58%
Lazard Asset Management
56
Lazard Asset Management
New York
$166K -$33.5K -2,679 -16%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$164K +$19.8K +1,583 +13%
JF
58
Jump Financial
Illinois
$164K +$175K +14,035 New
YMRC
59
Yorktown Management & Research Company
Virginia
$140K +$150K +12,000 New
LPL Financial
60
LPL Financial
California
$139K +$149K +11,922 New
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$136K -$618K -49,472 -81%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$134K -$237 -19 -0.2%
TRCT
63
Tower Research Capital (TRC)
New York
$132K +$118K +9,475 +513%
QT
64
Quantbot Technologies
New York
$130K +$140K +11,178 New
VOYA Investment Management
65
VOYA Investment Management
Georgia
$127K
AG
66
Algert Global
California
$121K +$130K +10,382 New
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$119K
TPW
68
Transatlantique Private Wealth
New York
$119K
AAP
69
Ardsley Advisory Partners
Connecticut
$117K +$125K +10,000 New
QL
70
Quarry LP
New York
$110K +$64.2K +5,142 +119%
Bank of America
71
Bank of America
North Carolina
$97.3K -$163K -13,071 -61%
ACM
72
Aquatic Capital Management
Illinois
$68.7K +$73.7K +5,900 New
DekaBank Deutsche Girozentrale
73
DekaBank Deutsche Girozentrale
Germany
$54K
Zurich Cantonal Bank
74
Zurich Cantonal Bank
Switzerland
$41.9K
SOW
75
State of Wyoming
Wyoming
$37.2K +$39.9K +3,190 New

TASK Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in TaskUs (TASK) for Q1 2024, worth a combined $181M — down 8.8% from $199M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TASK positions and 12 closed out — a net gain of 4 holders — while 24 added to existing stakes and 33 trimmed.

The largest buyer was Royce & Associates, opening a new position worth an estimated $6M. The largest seller was Morgan Stanley, cutting an estimated $6.6M.

  • 92 institutional investors held TaskUs (TASK) as of Q1 2024, up from 88 in Q4 2023.
  • Funds reported $181M of TaskUs stock for Q1 2024, down 8.8% quarter-over-quarter.
  • 16 funds opened new TaskUs positions in Q1 2024 and 12 closed out, a net change of +4 holders.
  • The largest TaskUs buyer in Q1 2024 was Royce & Associates, an estimated $6M added.
  • The largest TaskUs seller in Q1 2024 was Morgan Stanley, an estimated $6.6M sold.

Based on aggregated 13F filings for Q1 2024.