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TaskUs

103 hedge funds and large institutions have $419M invested in TaskUs in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more call options, than puts

Call options by funds: $4.35M | Put options by funds: $2.67M

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more funds holding

Funds holding: 101103 (+2)

1% more capital invested

Capital invested by funds: $414M → $419M (+$5.43M)

0.97% less ownership

Funds ownership: 91.2%90.24% (-0.97%)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
29
Reduced
32
Closed
23
Calls
$4.35M
Puts
$2.67M
Net Calls
+$1.68M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
76
Amundi
France
$43K -$4.62K -246 -9%
SPIA
77
Steward Partners Investment Advisory
New York
$42.3K
QL
78
Quarry LP
New York
$37.6K +$41.8K +2,224 New
Lazard Asset Management
79
Lazard Asset Management
New York
$33K -$32.9K -1,749 -47%
EDRH
80
Edmond de Rothschild Holding
Switzerland
$30.7K +$34.1K +1,816 New
ACM
81
Aquatic Capital Management
Illinois
$27K +$30.1K +1,600 New
CG
82
Cutler Group
California
$17K -$24K -1,275 -55%
AAM
83
Advisors Asset Management
Colorado
$15.7K -$1.69K -90 -9%
Citigroup
84
Citigroup
New York
$10.7K +$319 +17 +3%
Allspring Global Investments
85
Allspring Global Investments
North Carolina
$9.18K -$23K -1,225 -69%
LC
86
Lindbrook Capital
California
$7.98K -$4.28K -228 -33%
LSA
87
Leonteq Securities AG
Switzerland
$5.61K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.54K +82 +62%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$3.8K
MWM
90
MinichMacGregor Wealth Management
New York
$1.69K +$1.88K +100 New
Dimensional Fund Advisors
91
Dimensional Fund Advisors
Texas
$1.36K +$1.3M +68,948 +593%
CA
92
Centerpoint Advisors
Massachusetts
$1K +$620 +33 New
BTI
93
Blue Trust Inc
Georgia
$1K +$770 +41 New
GIA
94
GHP Investment Advisors
Colorado
$845
TCM
95
Tradewinds Capital Management
Washington
$845
TWA
96
TCI Wealth Advisors
Arizona
$760
MPCL
97
My Personal CFO LLC
Washington
$676 +$752 +40 New
S
98
SignatureFD
Georgia
$507
IFAM
99
Institutional & Family Asset Management
Colorado
$456
DFCM
100
Dark Forest Capital Management
Puerto Rico
$237 -$8.64K -460 -97%

TASK Hedge Fund Activity: Q4 2022 in Review

103 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in TaskUs (TASK) for Q4 2022, worth a combined $419M — up 1.3% from $414M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new TASK positions and 23 closed out — a net gain of 4 holders — while 29 added to existing stakes and 32 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $11.3M. The largest seller was Marshall Wace, cutting an estimated $8.23M.

  • 103 institutional investors held TaskUs (TASK) as of Q4 2022, up from 101 in Q3 2022.
  • Funds reported $419M of TaskUs stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 27 funds opened new TaskUs positions in Q4 2022 and 23 closed out, a net change of +4 holders.
  • The largest TaskUs buyer in Q4 2022 was J. Goldman & Co, an estimated $11.3M added.
  • The largest TaskUs seller in Q4 2022 was Marshall Wace, an estimated $8.23M sold.

Based on aggregated 13F filings for Q4 2022.