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TaskUs
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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: 92 → 88 (-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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.49M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$6.52M
3
DI
Dalton Investments
Nevada
+$5.43M
4
Marshall Wace
Marshall Wace
United Kingdom
+$3.08M
5
TI
Think Investments
California
+$3.04M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$15.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$5.36M
3
WA
Wasatch Advisors
Utah
-$5.06M
4
ICM
Invenomic Capital Management
Massachusetts
-$3.19M
5
BlackRock
BlackRock
New York
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$15K +$11K +996 +727%
C
77
Covestor
United Kingdom
$10K -$244 -22 -3%
PHK
78
Point72 Hong Kong
Hong Kong
$9.15K +$7.75K +700 New
Osaic Holdings
79
Osaic Holdings
Arizona
$8.78K -$5.38K -486 -42%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$3.4K – – –
BFS
81
Burkett Financial Services
South Carolina
$3.27K +$2.77K +250 New
PA
82
Parallel Advisors
California
$876 – – –
GIA
83
GHP Investment Advisors
Colorado
$654 – – –
MFG
84
Mendota Financial Group
Wisconsin
$641 +$543 +49 New
S
85
SignatureFD
Georgia
$392 – – –
Citigroup
86
Citigroup
New York
$131 -$432 -39 -80%
EC
87
EntryPoint Capital
New York
$39 +$33 +3 New
FFA
88
Farther Finance Advisors
California
$8 – – –
WA
89
Wasatch Advisors
Utah
– -$5.06M -487,561 Closed
ICM
90
Invenomic Capital Management
Massachusetts
– -$3.19M -307,756 Closed
MC
91
Metavasi Capital
New York
– -$2.6M -250,000 Closed
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
– -$945K -90,994 Closed
JF
93
Jump Financial
Illinois
– -$510K -49,100 Closed
PI
94
PEAK6 Investments
Illinois
– -$413K -37,284 Closed
OQS
95
Occudo Quantitative Strategies
Florida
– -$338K -32,532 Closed
Squarepoint
96
Squarepoint
New York
– -$334K -32,212 Closed
William Blair & Company
97
William Blair & Company
Illinois
– -$332K -31,989 Closed
AI
98
Atom Investors
Texas
– -$264K -25,392 Closed
AIM
99
Aigen Investment Management
New York
– -$246K -23,739 Closed
Verition Fund Management
100
Verition Fund Management
Connecticut
– -$245K -23,556 Closed
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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.