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StepStone Group
STEP

Overview Fund Activity

124 hedge funds and large institutions have $1.2B invested in StepStone Group in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
124
Holders Change
-4
Holders Change %
-3.13%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
42
Reduced
47
Closed
18
Calls
$125K
Puts
–
Net Calls
+$125K
Net Calls Change
+$7.77M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$20M
2
SSA
2
Schonfeld Strategic Advisors
New York
$11M
3
Capital World Investors
3
Capital World Investors
California
$59.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$109M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.14M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.57M
2
FAM
2
Fred Alger Management
New York
$73.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$67.9M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$73.7M
5
Millennium Management
5
Millennium Management
New York
$275K
Name Market Value Shares Shares
Change 		Shares
Change %
Allspring Global Investments
101
Allspring Global Investments
North Carolina
$40K 1,637 – –
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$36K 1,450 +99 +7%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$29K 1,170 +470 +67%
Wells Fargo
104
Wells Fargo
California
$28K 1,139 -383 -25%
QC
105
Quent Capital
New York
$22K 911 – –
BEI
106
Benjamin Edwards Inc
Missouri
$19K 758 +53 +8%
WTC
107
WhitTier Trust Company
Nevada
$18K 743 – –
RTC
108
Riverview Trust Company
Washington
$13K 541 – –
BWA
109
BDO Wealth Advisors
Florida
$6K 256 +2 +0.8%
QCG
110
Quadrant Capital Group
Ohio
$5K 194 +51 +36%
TWA
111
TCI Wealth Advisors
Arizona
$3K 118 – –
CFD
112
Creative Financial Designs
Indiana
$3K 134 +1 +0.8%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$2K 91 -188 -67%
C
114
Covestor
United Kingdom
$1K 22 -84 -79%
US Bancorp
115
US Bancorp
Minnesota
$1K 44 -49 -53%
S
116
SignatureFD
Georgia
$1K 32 -19 -37%
IA
117
IFP Advisors
Florida
$1K 2 – –
BTI
118
Blue Trust Inc
Georgia
$1K 20 +20 New
LC
119
Lindbrook Capital
California
$1K 57 +39 +217%
HWMA
120
Heritage Wealth Management (Arizona)
Arizona
$1K 43 +43 New
WFA
121
Wipfli Financial Advisors
Wisconsin
$1K 44 +44 New
OCM
122
Osterweis Capital Management
California
– – -125,740 Closed
CM
123
Caption Management
Oklahoma
– – -70,000 Closed
CIP
124
Chartwell Investment Partners
Pennsylvania
– – -57,532 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -31,900 Closed
2 3 4
5
6