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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$38.3M +$7.78M +639,395 +23%
WA
2
Wasatch Advisors
Utah
$31.5M -$5.87M -482,618 -15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.5M -$2.32M -190,567 -8%
TI
4
Think Investments
California
$23.6M +$6.54M +537,621 +35%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$18M -$30M -2,466,750 -61%
Millennium Management
6
Millennium Management
New York
$12.4M +$13.2M +1,084,275 +7,229%
PCM
7
Portolan Capital Management
Massachusetts
$7.18M +$7.72M +634,443 New
BlackRock
8
BlackRock
New York
$6.18M +$435K +35,720 +7%
Ameriprise
9
Ameriprise
Minnesota
$6.07M +$2.41M +197,787 +58%
Renaissance Technologies
10
Renaissance Technologies
New York
$4.78M +$3.38M +277,600 +192%
Citadel Advisors
11
Citadel Advisors
Florida
$4M +$458K +37,668 +12%
CG
12
Carmignac Gestion
France
$3.77M +$88.3K +7,257 +2%
ICM
13
Invenomic Capital Management
Massachusetts
$3.6M +$3.87M +318,293 New
CSS
14
Cubist Systematic Strategies
Connecticut
$3.03M +$2.45M +201,620 +307%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.99M +$39.4K +3,242 +1%
Two Sigma Investments
16
Two Sigma Investments
New York
$2.96M +$3.19M +261,920 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$2.93M -$612K -50,345 -16%
SCH
18
Sylebra Capital (HK)
Hong Kong
$2.79M -$15.5M -1,273,209 -84%
AQR Capital Management
19
AQR Capital Management
Connecticut
$2.45M +$1.94M +159,641 +281%
BC
20
Brookfield Corp
Ontario, Canada
$1.7M -$608K -50,000 -25%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.64M +$1.58M +130,029 +902%
CCPM
22
Cooper Creek Partners Management
New York
$1.61M
State Street
23
State Street
Massachusetts
$1.4M +$9.9K +814 +0.7%
PCM
24
Prelude Capital Management
New York
$1.39M +$138K +11,367 +10%
Morgan Stanley
25
Morgan Stanley
New York
$1.39M -$594K -48,789 -29%

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.