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TaskUs
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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
24
Reduced
36
Closed
21
Calls
$1.85M
Puts
$2.03M
Net Calls
-$179K
Net Calls Change
-$1.49M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.49M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$6.52M
3
DI
Dalton Investments
Nevada
+$5.43M
4
Marshall Wace
Marshall Wace
United Kingdom
+$3.08M
5
TI
Think Investments
California
+$3.04M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$15.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$5.36M
3
WA
Wasatch Advisors
Utah
-$5.06M
4
ICM
Invenomic Capital Management
Massachusetts
-$3.19M
5
BlackRock
BlackRock
New York
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$37.8M -$1.03M -92,603 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$23.2M -$5.36M -483,479 -21%
TI
3
Think Investments
California
$19.2M +$3.04M +274,708 +23%
Morgan Stanley
4
Morgan Stanley
New York
$11.2M +$8.49M +766,082 +853%
Ameriprise
5
Ameriprise
Minnesota
$9.77M +$2.91M +262,400 +54%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$7.69M +$6.52M +588,471 New
DI
7
Dalton Investments
Nevada
$6.41M +$5.43M +490,158 New
Millennium Management
8
Millennium Management
New York
$5.89M -$1.93M -173,973 -28%
BlackRock
9
BlackRock
New York
$5.73M -$3M -270,733 -38%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$4.83M +$2.41M +217,940 +144%
Renaissance Technologies
11
Renaissance Technologies
New York
$4.59M +$1.08M +97,823 +39%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$4.24M +$1.52M +137,400 +73%
Two Sigma Investments
13
Two Sigma Investments
New York
$3.92M +$136K +12,282 +4%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$3.68M -$15.3M -1,382,404 -83%
Marshall Wace
15
Marshall Wace
United Kingdom
$3.63M +$3.08M +277,776 New
Two Sigma Advisers
16
Two Sigma Advisers
New York
$3.35M +$197K +17,800 +7%
ACM
17
Alight Capital Management
New York
$3.3M +$2.8M +252,500 New
CG
18
Carmignac Gestion
France
$3.27M -$513K -46,279 -16%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.98M -$316K -28,484 -11%
AQR Capital Management
20
AQR Capital Management
Connecticut
$2.72M -$765K -69,071 -25%
SG Americas Securities
21
SG Americas Securities
New York
$2.36M +$2M +180,715 New
PCM
22
Portolan Capital Management
Massachusetts
$2.22M -$1.54M -139,005 -45%
CCPM
23
Cooper Creek Partners Management
New York
$1.86M – – –
Goldman Sachs
24
Goldman Sachs
New York
$1.71M +$607K +54,763 +72%
State Street
25
State Street
Massachusetts
$1.67M +$40.5K +3,652 +3%
1
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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.