TaskUs
TASK
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.
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: 2 → 3 (+1)
44% more funds holding
Funds holding: 91 → 131 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$98.8M |
| 2 |
Tiger Global Management
New York
|
+$97M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$79.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$64.7M |
| 5 |
3CP
3G Capital Partners
New York
|
+$46.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$3.67B |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$36.1M |
| 3 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$35.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$21.8M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
-$8.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFG
151
Independent Financial Group
San Diego,
California
| – | -$291K | -4,377 | Closed |
|
152
Group One Trading
Chicago,
Illinois
| – | -$199K | -3,648 | Closed |
|
|
AWM
153
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$106K | -1,596 | Closed |
|
|
FMP
154
Financial Management Professionals
Austin,
Texas
| – | -$69K | -1,044 | Closed |
|
|
GRP
155
Global Retirement Partners
San Rafael,
California
| – | -$17K | -254 | Closed |
|
|
CCA
156
Catalyst Capital Advisors
Huntington,
New York
| – | -$5K | -73 | Closed |
|
|
PFGIA
157
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$4K | -65 | Closed |
|
|
HNWA
158
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| – | +$55 | +1 | 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.