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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
CIBC Asset Management
101
CIBC Asset Management
Ontario, Canada
$212K +$218 +4 +0.1%
Ameriprise
102
Ameriprise
Minnesota
$207K +$210K +3,844 New
Hudson Bay Capital Management
103
Hudson Bay Capital Management
Connecticut
$202K
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$194K +$196K +3,593 New
DFCM
105
Dark Forest Capital Management
Puerto Rico
$176K +$178K +3,255 New
Lazard Asset Management
106
Lazard Asset Management
New York
$134K -$136K -2,500 -50%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$122K +$124K +2,270 New
LC
108
Lindbrook Capital
California
$102K +$103K +1,896 New
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$93K -$30.9K -566 -25%
Citigroup
110
Citigroup
New York
$77K +$77.4K +1,420 New
PI
111
PEAK6 Investments
Illinois
$50K +$50.2K +921 New
TRCT
112
Tower Research Capital (TRC)
New York
$24K -$80.9K -1,484 -77%
LSA
113
Leonteq Securities AG
Switzerland
$19.9K
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$19K +$19.1K +350 New
MCM
115
Manchester Capital Management
Vermont
$18K
NFG
116
Next Financial Group
Texas
$10K +$9.98K +183 New
EWA
117
EverSource Wealth Advisors
Alabama
$8K +$7.63K +140 New
APA
118
American Portfolios Advisors
New York
$6.04K +$6.11K +112 New
PA
119
Parallel Advisors
California
$6K +$327 +6 +6%
Walleye Trading
120
Walleye Trading
New York
$4K +$4.04K +74 New
SOW
121
State of Wyoming
Wyoming
$3K +$1.36K +25 +89%
TCM
122
Tradewinds Capital Management
Washington
$3K +$2.73K +50 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$2K -$7.58K -139 -77%
FCA
124
FinTrust Capital Advisors
South Carolina
$2K -$436 -8 -20%
S
125
SignatureFD
Georgia
$2K +$1.64K +30 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.