We are live on ! Find out more
TASK icon

TaskUs

131 hedge funds and large institutions have $1.45B invested in TaskUs in 2021 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $42M | Put options by funds: $16.2M

152% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 27

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

44% more funds holding

Funds holding: 91131 (+40)

68% less capital invested

Capital invested by funds: $4.6B → $1.45B (-$3.15B)

357.97% less ownership

Funds ownership: 456.62%98.66% (-358%)

Holders
131
Holders Change
+40
Holders Change %
+43.96%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
68
Increased
37
Reduced
21
Closed
27
Calls
$42M
Puts
$16.2M
Net Calls
+$25.7M
Net Calls Change
+$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$693K +$350K +6,423 +100%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$588K -$622K -11,402 -51%
PG
78
Pendal Group
Australia
$560K -$331K -6,073 -37%
Charles Schwab
79
Charles Schwab
California
$560K +$251K +4,602 +80%
Legal & General Group
80
Legal & General Group
United Kingdom
$487K +$492K +9,024 New
TSWM
81
Tyler-Stone Wealth Management
Ohio
$483K +$488K +8,950 New
TAM
82
Tocqueville Asset Management
New York
$432K +$436K +8,000 New
TCWM
83
Total Clarity Wealth Management
Illinois
$424K +$429K +7,860 New
WH
84
Willner & Heller
California
$419K +$345K +6,319 New
ASRS
85
Arizona State Retirement System
Arizona
$396K +$400K +7,336 New
AO
86
Advisor OS
Illinois
$392K +$396K +7,257 New
SEI Investments
87
SEI Investments
Pennsylvania
$385K -$845K -15,501 -68%
JP Morgan Chase
88
JP Morgan Chase
New York
$382K +$386K +7,079 New
Osaic Holdings
89
Osaic Holdings
Arizona
$355K +$284K +5,199 +371%
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$340K +$344K +6,300 New
CG
91
Cutler Group
California
$336K -$114K -2,086 -25%
FAIM
92
Financial Advocates Investment Management
Washington
$323K +$326K +5,985 New
BCM
93
Bienville Capital Management
New York
$293K +$296K +5,434 New
Teacher Retirement System of Texas
94
Teacher Retirement System of Texas
Texas
$292K -$35.2M -644,597 -99%
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$292K +$294K +5,400 New
AIA
96
Angeles Investment Advisors
California
$287K +$290K +5,325 New
Tudor Investment Corp
97
Tudor Investment Corp
Connecticut
$277K +$280K +5,140 New
Stifel Financial
98
Stifel Financial
Missouri
$228K +$230K +4,225 New
CIBC World Market
99
CIBC World Market
Ontario, Canada
$223K +$225K +4,124 New
Vontobel Holding
100
Vontobel Holding
Switzerland
$221K +$224K +4,100 New

TASK Hedge Fund Activity: Q4 2021 in Review

131 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in TaskUs (TASK) for Q4 2021, worth a combined $1.45B — down 68% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new TASK positions and 27 closed out — a net gain of 41 holders — while 37 added to existing stakes and 21 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $98.8M. The largest seller was Blackstone Inc, exiting entirely with an estimated $3.67B sold.

  • 131 institutional investors held TaskUs (TASK) as of Q4 2021, up from 91 in Q3 2021.
  • Funds reported $1.45B of TaskUs stock for Q4 2021, down 68% quarter-over-quarter.
  • 68 funds opened new TaskUs positions in Q4 2021 and 27 closed out, a net change of +41 holders.
  • The largest TaskUs buyer in Q4 2021 was Fidelity Investments, an estimated $98.8M added.
  • The largest TaskUs seller in Q4 2021 was Blackstone Inc, an estimated $3.67B sold.

Based on aggregated 13F filings for Q4 2021.