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TaskUs

96 hedge funds and large institutions have $239M invested in TaskUs in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $3.36M | Put options by funds: $1.97M

70% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 9996 (-3)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

12.65% less ownership

Funds ownership: 90.54%77.89% (-13%)

33% less capital invested

Capital invested by funds: $358M → $239M (-$120M)

Holders
96
Holders Change
-3
Holders Change %
-3.03%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
39
Reduced
23
Closed
25
Calls
$3.36M
Puts
$1.97M
Net Calls
+$1.39M
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
101
Raymond James & Associates
Florida
-$1.44M -99,975 Closed
Marshall Wace
102
Marshall Wace
United Kingdom
-$998K -69,136 Closed
TPW
103
Transatlantique Private Wealth
New York
-$372K -26,441 Closed
VF
104
Virtu Financial
New York
-$318K -22,000 Closed
BMSSC
105
B. Metzler seel. Sohn & Co
Germany
-$292K -20,202 Closed
YIH
106
Y-Intercept (HK)
Hong Kong
-$212K -14,664 Closed
VRS
107
Virginia Retirement Systems
Virginia
-$169K -11,700 Closed
TCA
108
Transcend Capital Advisors
New Jersey
-$160K -11,100 Closed
Point72 Asset Management
109
Point72 Asset Management
Connecticut
-$24.1K -1,666 Closed
QCG
110
Quadrant Capital Group
Ohio
-$15.2K -1,056 Closed
AAM
111
Advisors Asset Management
Colorado
-$12.2K -844 Closed
Allspring Global Investments
112
Allspring Global Investments
North Carolina
-$7.84K -543 Closed
LC
113
Lindbrook Capital
California
-$6.77K -469 Closed
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
-$6.21K -430 Closed
LSA
115
Leonteq Securities AG
Switzerland
-$4.43K -307 Closed
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
-$3.25K -225 Closed
AAS
117
Ameritas Advisory Services
Nebraska
-$2.55K -200 Closed
IAIM
118
International Assets Investment Management
Florida
-$2.77K -192 Closed
TWA
119
TCI Wealth Advisors
Arizona
-$650 -45 Closed
IFAM
120
Institutional & Family Asset Management
Colorado
-$404 -28 Closed

TASK Hedge Fund Activity: Q2 2023 in Review

96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in TaskUs (TASK) for Q2 2023, worth a combined $239M — down 33% from $358M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of TASK and 22 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 39 added.

The largest buyer was Millennium Management, adding an estimated $13.2M. The largest seller was Massachusetts Financial Services, cutting an estimated $30M.

  • 96 institutional investors held TaskUs (TASK) as of Q2 2023, down from 99 in Q1 2023.
  • Funds reported $239M of TaskUs stock for Q2 2023, down 33% quarter-over-quarter.
  • 22 funds opened new TaskUs positions in Q2 2023 and 25 closed out, a net change of -3 holders.
  • The largest TaskUs buyer in Q2 2023 was Millennium Management, an estimated $13.2M added.
  • The largest TaskUs seller in Q2 2023 was Massachusetts Financial Services, an estimated $30M sold.

Based on aggregated 13F filings for Q2 2023.