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StepStone Group

122 hedge funds and large institutions have $1.62B invested in StepStone Group in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 31

59% more call options, than puts

Call options by funds: $126K | Put options by funds: $79K

31% more capital invested

Capital invested by funds: $1.24B → $1.62B (+$389M)

2.6% more ownership

Funds ownership: 79.24%81.84% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 123122 (-1)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

Holders
122
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
54
Reduced
31
Closed
20
Calls
$126K
Puts
$79K
Net Calls
+$47K
Net Calls Change
+$3.33M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$1.66M +$370K +12,745 +32%
DFCM
52
Dark Forest Capital Management
Puerto Rico
$1.58M +$1.45M +50,017 New
Legal & General Group
53
Legal & General Group
United Kingdom
$1.57M +$28.8K +992 +2%
CS
54
Credit Suisse
Switzerland
$1.55M -$26.8K -923 -2%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.39M +$372K +12,810 +41%
OAM
56
Oppenheimer Asset Management
New York
$1.24M +$193K +6,665 +21%
First Trust Advisors
57
First Trust Advisors
Illinois
$1.15M +$1.06M +36,539 New
KWM
58
Keebeck Wealth Management
Illinois
$1.12M +$105K +3,619 +11%
PCC
59
Park Circle Company
Maryland
$1.07M
Natixis Advisors
60
Natixis Advisors
Massachusetts
$1.03M +$239K +8,241 +34%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$923K
MIM
62
MetLife Investment Management
New Jersey
$904K
Deutsche Bank
63
Deutsche Bank
Germany
$893K +$94.7K +3,264 +13%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$858K +$144K +4,979 +22%
AIG
65
American International Group
New York
$851K +$27.8K +957 +4%
HCA
66
Harbor Capital Advisors
Illinois
$847K -$208K -7,171 -21%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$780K +$203 +7 +0%
Barclays
68
Barclays
United Kingdom
$760K -$124K -4,290 -15%
Mirae Asset Global Investments
69
Mirae Asset Global Investments
South Korea
$755K
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$728K -$87 -3 -0%
Citadel Advisors
71
Citadel Advisors
Florida
$712K -$9.3M -320,435 -93%
AA
72
ALPS Advisors
Colorado
$707K -$279K -9,600 -30%
Principal Financial Group
73
Principal Financial Group
Iowa
$694K +$148K +5,089 +30%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$673K -$8.21K -283 -1%
LPL Financial
75
LPL Financial
California
$629K +$69.3K +2,387 +14%

STEP Hedge Fund Activity: Q3 2023 in Review

122 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q3 2023, worth a combined $1.62B — up 31% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of STEP and 19 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 54 added.

The largest buyer was Millennium Management, adding an estimated $32.2M. The largest seller was JP Morgan Chase, cutting an estimated $27M.

  • 122 institutional investors held StepStone Group (STEP) as of Q3 2023, down from 123 in Q2 2023.
  • Funds reported $1.62B of StepStone Group stock for Q3 2023, up 31% quarter-over-quarter.
  • 19 funds opened new StepStone Group positions in Q3 2023 and 20 closed out, a net change of -1 holder.
  • The largest StepStone Group buyer in Q3 2023 was Millennium Management, an estimated $32.2M added.
  • The largest StepStone Group seller in Q3 2023 was JP Morgan Chase, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2023.