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TaskUs

91 hedge funds and large institutions have $4.6B invested in TaskUs in 2021 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

574% more capital invested

Capital invested by funds: $683M → $4.6B (+$3.92B)

305.39% more ownership

Funds ownership: 151.23%456.62% (+305%)

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

26% more funds holding

Funds holding: 7291 (+19)

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less call options, than puts

Call options by funds: $9.43M | Put options by funds: $10.5M

Holders
91
Holders Change
+19
Holders Change %
+26.39%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
49
Increased
20
Reduced
16
Closed
30
Calls
$9.43M
Puts
$10.5M
Net Calls
-$1.07M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$3.67B +$2.31B +48,779,704 +753%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$151M
Vanguard Group
3
Vanguard Group
Pennsylvania
$84.8M +$18M +378,559 +42%
FAM
4
Fred Alger Management
New York
$78.2M +$55.9M +1,178,510 New
SCH
5
Sylebra Capital (HK)
Hong Kong
$71.1M +$50.8M +1,070,807 New
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$68.4M +$1.06M +22,423 +2%
WRCM
7
Whale Rock Capital Management
Massachusetts
$49.2M +$18.6M +391,479 +112%
Mawer Investment Management
8
Mawer Investment Management
Alberta, Canada
$48.9M +$34.9M +736,309 New
3CP
9
3G Capital Partners
New York
$46.5M +$23.7M +500,000 +250%
Teacher Retirement System of Texas
10
Teacher Retirement System of Texas
Texas
$43.1M -$4.74M -100,000 -13%
EAM
11
Eagle Asset Management
Florida
$34.2M +$24.1K +509 +0.1%
Bank of America
12
Bank of America
North Carolina
$33.5M +$20.1M +424,375 +523%
Marshall Wace
13
Marshall Wace
United Kingdom
$19.8M +$1.07M +22,589 +8%
Adage Capital Partners
14
Adage Capital Partners
Massachusetts
$13.3M -$7.59M -160,000 -44%
BlackRock
15
BlackRock
New York
$13.1M +$2.89M +61,044 +45%
BC
16
Brookfield Corp
Ontario, Canada
$11M -$3.44M -72,500 -31%
GCM
17
Ghisallo Capital Management
Massachusetts
$10.6M
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$10.1M +$6.94M +146,334 New
CG
19
Carmignac Gestion
France
$9.7M -$2.6M -54,855 -27%
KCM
20
Kornitzer Capital Management
Kansas
$8.93M -$12.6M -265,480 -66%
PCM
21
Penserra Capital Management
California
$8.77M +$6.26M +132,067 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$8.76M +$5.88M +124,029 +1,565%
AI
23
Axiom Investors
Connecticut
$7.39M +$5.28M +111,305 New
Franklin Resources
24
Franklin Resources
California
$6.67M +$4.76M +100,415 New
CCM
25
CAAS Capital Management
New York
$6.64M

TASK Hedge Fund Activity: Q3 2021 in Review

91 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in TaskUs (TASK) for Q3 2021, worth a combined $4.6B — up 574% from $683M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TASK positions and 30 closed out — a net gain of 19 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $2.31B. The largest seller was American Century Companies, exiting entirely with an estimated $32.4M sold.

  • 91 institutional investors held TaskUs (TASK) as of Q3 2021, up from 72 in Q2 2021.
  • Funds reported $4.6B of TaskUs stock for Q3 2021, up 574% quarter-over-quarter.
  • 49 funds opened new TaskUs positions in Q3 2021 and 30 closed out, a net change of +19 holders.
  • The largest TaskUs buyer in Q3 2021 was Blackstone Inc, an estimated $2.31B added.
  • The largest TaskUs seller in Q3 2021 was American Century Companies, an estimated $32.4M sold.

Based on aggregated 13F filings for Q3 2021.