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TaskUs
TASK

Overview Fund Activity

102 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
Holders
102
Holders Change
+2
Holders Change %
+2%
% of All Funds
1.65%
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

Top Buyers

1
JGC
1
J. Goldman & Co
New York
$10.2M
2
EAM
2
Eagle Asset Management
Florida
$18.6M
3
Ameriprise
3
Ameriprise
Minnesota
$2.55M
4
Millennium Management
4
Millennium Management
New York
$2.41M
5
Bank of America
5
Bank of America
North Carolina
$5.54M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$2.22M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$4.91M
3
WA
3
Wasatch Advisors
Utah
$59.2M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
76
Amundi
France
$43K -$4.01K -246 -9%
SPIA
77
Steward Partners Investment Advisory
New York
$42.3K – – –
QL
78
Quarry LP
New York
$37.6K +$37.6K +2,224 New
Lazard Asset Management
79
Lazard Asset Management
New York
$33K -$28.8K -1,749 -47%
EDRH
80
Edmond de Rothschild Holding
Switzerland
$30.7K +$30.7K +1,816 New
ACM
81
Aquatic Capital Management
Illinois
$27K +$27K +1,600 New
CG
82
Cutler Group
California
$17K -$21.1K -1,275 -55%
AAM
83
Advisors Asset Management
Colorado
$15.7K -$1.52K -90 -9%
Citigroup
84
Citigroup
New York
$10.7K +$287 +17 +3%
Allspring Global Investments
85
Allspring Global Investments
North Carolina
$9.18K -$20.7K -1,225 -69%
LC
86
Lindbrook Capital
California
$7.98K -$3.85K -228 -33%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.53K +82 +62%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$3.8K – – –
MWM
89
MinichMacGregor Wealth Management
New York
$1.69K +$1.69K +100 New
Dimensional Fund Advisors
90
Dimensional Fund Advisors
Texas
$1.36K +$1.17K +68,948 +593%
CA
91
Centerpoint Advisors
Massachusetts
$1K +$1K +33 New
BTI
92
Blue Trust Inc
Georgia
$1K +$1K +41 New
GIA
93
GHP Investment Advisors
Colorado
$845 – – –
TCM
94
Tradewinds Capital Management
Washington
$845 – – –
TWA
95
TCI Wealth Advisors
Arizona
$760 – – –
MPCL
96
My Personal CFO LLC
Washington
$676 +$676 +40 New
S
97
SignatureFD
Georgia
$507 – – –
IFAM
98
Institutional & Family Asset Management
Colorado
$456 – – –
DFCM
99
Dark Forest Capital Management
Puerto Rico
$237 -$7.79K -460 -97%
PA
100
Parallel Advisors
California
$152 +$152 +9 New
1 2 3
4
5