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TaskUs
TASK

99 hedge funds and large institutions have $358M invested in TaskUs in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $5.77M | Put options by funds: $2.69M

0.3% more ownership

Funds ownership: 90.24% → 90.54% (+0.3%)

4% less funds holding

Funds holding: 103 → 99 (-4)

14% less capital invested

Capital invested by funds: $419M → $358M (-$60.7M)

18% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 38

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
31
Reduced
38
Closed
18
Calls
$5.77M
Puts
$2.69M
Net Calls
+$3.08M
Net Calls Change
+$1.41M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$20.8M
2
TI
Think Investments
California
+$7.83M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$5.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.86M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.98M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$24.2M
2
JGC
J. Goldman & Co
New York
-$10.2M
3
N
Nuveen
North Carolina
-$4.91M
4
WA
Wasatch Advisors
Utah
-$4.1M
5
Goldman Sachs
Goldman Sachs
New York
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
JF
101
Jump Financial
Illinois
– -$343K -20,304 Closed
GCM
102
Graham Capital Management
Connecticut
– -$289K -17,086 Closed
BCM
103
Bayesian Capital Management
New York
– -$257K -15,182 Closed
BFM
104
Boothbay Fund Management
New York
– -$196K -11,620 Closed
EGM
105
Engineers Gate Manager
New York
– -$178K -10,539 Closed
CMF
106
Counterpoint Mutual Funds
California
– -$158K -9,357 Closed
Group One Trading
107
Group One Trading
Illinois
– -$102K -5,862 Closed
Lazard Asset Management
108
Lazard Asset Management
New York
– -$34.8K -1,998 -100%
EDRH
109
Edmond de Rothschild Holding
Switzerland
– -$30.7K -1,816 Closed
ACM
110
Aquatic Capital Management
Illinois
– -$27K -1,600 Closed
CG
111
Cutler Group
California
– -$17.8K -1,025 Closed
MWM
112
MinichMacGregor Wealth Management
New York
– -$1.69K -100 Closed
BTI
113
Blue Trust Inc
Georgia
– -$1K -41 Closed
MPCL
114
My Personal CFO LLC
Washington
– -$676 -40 Closed
CA
115
Centerpoint Advisors
Massachusetts
– -$1K -33 Closed
DFCM
116
Dark Forest Capital Management
Puerto Rico
– -$237 -14 Closed
1 2 3 4
5

TASK Hedge Fund Activity: Q1 2023 in Review

99 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in TaskUs (TASK) for Q1 2023, worth a combined $358M — down 14% from $419M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of TASK and 14 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 31 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $20.8M. The largest seller was Fidelity Investments, cutting an estimated $24.2M.

  • 99 institutional investors held TaskUs (TASK) as of Q1 2023, down from 103 in Q4 2022.
  • Funds reported $358M of TaskUs stock for Q1 2023, down 14% quarter-over-quarter.
  • 14 funds opened new TaskUs positions in Q1 2023 and 18 closed out, a net change of -4 holders.
  • The largest TaskUs buyer in Q1 2023 was Capital Research Global Investors, an estimated $20.8M added.
  • The largest TaskUs seller in Q1 2023 was Fidelity Investments, an estimated $24.2M sold.

Based on aggregated 13F filings for Q1 2023.