TaskUs
TASK
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.49M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$6.52M |
| 3 |
DI
Dalton Investments
Las Vegas,
Nevada
|
+$5.43M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$3.08M |
| 5 |
TI
Think Investments
San Francisco,
California
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$15.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.36M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$5.06M |
| 4 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$3.19M |
| 5 |
BlackRock
New York
|
-$3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Brown Advisory
Baltimore,
Maryland
| – | -$226K | -21,739 | Closed |
|
102
State of Wisconsin Investment Board
Madison,
Wisconsin
| – | -$225K | -21,705 | Closed |
|
|
PCMI
103
Paradigm Capital Management Inc
Albany,
New York
| – | -$208K | -20,000 | Closed |
|
|
QT
104
Quantbot Technologies
New York
| – | -$152K | -14,672 | Closed |
|
|
GAM
105
Gotham Asset Management
New York
| – | -$123K | -11,875 | Closed |
|
106
Point72 Asset Management
Stamford,
Connecticut
| – | -$12.3K | -1,184 | Closed |
|
|
LC
107
Lindbrook Capital
Calabasas,
California
| – | -$1.04K | -100 | Closed |
|
|
TCM
108
Tradewinds Capital Management
Bellingham,
Washington
| – | -$519 | -50 | Closed |
|
|
PPWM
109
PFG Private Wealth Management
Lutz,
Florida
| – | -$114 | -11 | Closed |
|
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.