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TaskUs

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.

New
Increased
Maintained
Reduced
Closed

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: 23 (+1)

44% more funds holding

Funds holding: 91131 (+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%)

Holders
131
Holders Change
+40
Holders Change %
+43.96%
% of All Funds
2.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
68
Increased
37
Reduced
21
Closed
27
Calls
$42M
Puts
$16.2M
Net Calls
+$25.7M
Net Calls Change
+$26.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$221M +$98.8M +1,811,592 +80%
Vanguard Group
2
Vanguard Group
Pennsylvania
$133M +$64.7M +1,185,823 +93%
Tiger Global Management
3
Tiger Global Management
New York
$96M +$97M +1,779,000 New
FAM
4
Fred Alger Management
New York
$90.6M +$27.2M +499,702 +42%
3CP
5
3G Capital Partners
New York
$83.6M +$46.4M +850,000 +121%
WA
6
Wasatch Advisors
Utah
$78.5M +$79.4M +1,455,135 New
SCH
7
Sylebra Capital (HK)
Hong Kong
$69.5M +$11.9M +217,613 +20%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$67.8M +$12.3M +225,519 +22%
Morgan Stanley
9
Morgan Stanley
New York
$44.1M +$41.4M +758,692 +1,283%
Norges Bank
10
Norges Bank
Norway
$36.5M +$36.9M +675,800 New
Mawer Investment Management
11
Mawer Investment Management
Alberta, Canada
$35.3M -$4.45M -81,621 -11%
Marshall Wace
12
Marshall Wace
United Kingdom
$35M +$19.1M +350,034 +117%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$34.6M +$35M +641,519 New
EAM
14
Eagle Asset Management
Florida
$31.3M +$2.9M +53,172 +10%
KCM
15
Kornitzer Capital Management
Kansas
$28.7M +$21.7M +397,170 +295%
BlackRock
16
BlackRock
New York
$24.1M +$13.7M +250,644 +127%
IECM
17
Intrinsic Edge Capital Management
Illinois
$22.3M +$22.5M +412,789 New
ACM
18
Atika Capital Management
New York
$21.1M +$16.1M +295,070 +306%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$19.4M +$17.8M +325,888 +956%
DKCM
20
Davidson Kempner Capital Management
New York
$17.2M +$17.4M +319,555 New
SPPAM
21
Summit Partners Public Asset Management
Massachusetts
$14.2M +$14.4M +263,936 New
LCM
22
Lionstone Capital Management
New York
$14.1M +$14.2M +261,275 New
Geode Capital Management
23
Geode Capital Management
Massachusetts
$13M +$5.93M +108,759 +82%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$11.3M +$3.2M +58,736 +40%
BC
25
Brookfield Corp
Ontario, Canada
$10.8M +$1.91M +35,000 +21%

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.