We are live on ! Find out more
STEP icon

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
SG Americas Securities
76
SG Americas Securities
New York
$550K +$505K +17,411 New
Walleye Capital
77
Walleye Capital
New York
$524K -$1.06M -36,388 -69%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$487K +$2.61K +90 +0.6%
ASRS
79
Arizona State Retirement System
Arizona
$480K +$32K +1,102 +8%
American Century Companies
80
American Century Companies
Missouri
$423K +$389K +13,404 New
SSA
81
Schonfeld Strategic Advisors
New York
$395K -$540K -18,600 -60%
Wells Fargo
82
Wells Fargo
California
$393K -$333K -11,490 -48%
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$365K
Victory Capital Management
84
Victory Capital Management
Texas
$365K +$336K +11,573 New
HSBC Holdings
85
HSBC Holdings
United Kingdom
$332K -$89.3K -3,076 -23%
Public Employees Retirement Association of Colorado
86
Public Employees Retirement Association of Colorado
Colorado
$300K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$292K +$6.09K +210 +2%
Creative Planning
88
Creative Planning
Kansas
$280K +$258K +8,877 New
AB
89
Amalgamated Bank
New York
$261K
Handelsbanken Fonder
90
Handelsbanken Fonder
Sweden
$257K +$236K +8,128 New
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$239K +$102K +3,502 +86%
Neuberger Berman Group
92
Neuberger Berman Group
New York
$228K +$210K +7,224 New
ProShare Advisors
93
ProShare Advisors
Maryland
$221K +$204K +7,013 New
CAN
94
Cetera Advisor Networks
California
$212K +$194K +6,700 New
Citigroup
95
Citigroup
New York
$188K -$330K -11,386 -66%
Fidelity International
96
Fidelity International
Bermuda
$187K
AIP
97
Ameritas Investment Partners
Nebraska
$169K +$29.3K +1,010 +23%
TRCT
98
Tower Research Capital (TRC)
New York
$148K +$78.4K +2,700 +135%
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$99.1K
SAG
100
Spotlight Asset Group
Illinois
$84.3K

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.