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StepStone Group
STEP

86 hedge funds and large institutions have $1.35B invested in StepStone Group in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

33% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.36M

29.33% more ownership

Funds ownership: 101.69% → 131.02% (+29%)

16% more capital invested

Capital invested by funds: $1.16B → $1.35B (+$185M)

12% more funds holding

Funds holding: 77 → 86 (+9)

Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
44
Reduced
18
Closed
11
Calls
$1.8M
Puts
$1.36M
Net Calls
+$446K
Net Calls Change
-$390K

Top Buyers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
+$99M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$98M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$53.8M
4
Capital World Investors
Capital World Investors
California
+$28.1M
5
JP Morgan Chase
JP Morgan Chase
New York
+$27.7M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$39.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$28.3M
3
FCIM
Fairview Capital Investment Management
California
-$25.9M
4
WI
Wafra Inc
New York
-$23.3M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$22.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$5.7M +$1.19M +33,827 +26%
Los Angeles Capital Management
27
Los Angeles Capital Management
California
$5.46M +$5.45M +154,737 New
PCM
28
Pinz Capital Management
New York
$5.16M +$5.15M +146,262 New
Ameriprise
29
Ameriprise
Minnesota
$4.77M +$2.43M +69,068 +79%
PI
30
Putnam Investments
Massachusetts
$4.5M +$4.5M +127,667 New
Morgan Stanley
31
Morgan Stanley
New York
$3.42M +$1.84M +52,235 +117%
LCM
32
Laurion Capital Management
New York
$3.38M +$728K +20,688 +28%
SBH
33
Segall Bryant & Hamill
Illinois
$3.36M +$3.35M +95,246 New
MIM
34
Monashee Investment Management
Massachusetts
$3.35M +$3.34M +95,000 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$3.21M +$2.84M +80,701 +774%
N
36
Nuveen
North Carolina
$2.76M -$20.1K -572 -0.7%
Fidelity International
37
Fidelity International
Bermuda
$2.73M +$327K +9,274 +14%
AA
38
ALPS Advisors
Colorado
$2.54M -$109K -3,100 -4%
Truist Financial
39
Truist Financial
North Carolina
$2.53M +$1.56M +44,222 +161%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$2.22M +$33.4K +948 +2%
Jane Street
41
Jane Street
New York
$2.16M +$2.15M +61,127 New
TD Asset Management
42
TD Asset Management
Ontario, Canada
$2.06M +$181K +5,154 +10%
Wells Fargo
43
Wells Fargo
California
$1.87M -$348K -9,881 -16%
EGM
44
Engineers Gate Manager
New York
$1.75M +$1.75M +49,577 New
Citadel Advisors
45
Citadel Advisors
Florida
$1.69M -$1.3K -37 -0.1%
Norges Bank
46
Norges Bank
Norway
$1.59M +$880K +25,000 +125%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$1.54M -$317K -9,000 -17%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.25M -$116K -3,300 -9%
OAM
49
Oppenheimer Asset Management
New York
$1.24M +$323K +9,167 +35%
IG
50
Inherent Group
New York
$1.1M – – –
1
2
3 4

STEP Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q1 2021, worth a combined $1.35B — up 16% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new STEP positions and 11 closed out — a net gain of 9 holders — while 44 added to existing stakes and 18 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $99M. The largest seller was Wellington Management Group, cutting an estimated $39.3M.

  • 86 institutional investors held StepStone Group (STEP) as of Q1 2021, up from 77 in Q4 2020.
  • Funds reported $1.35B of StepStone Group stock for Q1 2021, up 16% quarter-over-quarter.
  • 20 funds opened new StepStone Group positions in Q1 2021 and 11 closed out, a net change of +9 holders.
  • The largest StepStone Group buyer in Q1 2021 was Wasatch Advisors, an estimated $99M added.
  • The largest StepStone Group seller in Q1 2021 was Wellington Management Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q1 2021.