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StepStone Group
STEP

Overview Fund Activity

118 hedge funds and large institutions have $1.24B invested in StepStone Group in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 17 closing their positions.

Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
49
Reduced
38
Closed
17
Calls
$18K
Puts
$13K
Net Calls
+$5K
Net Calls Change
-$120K

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$31.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$121M
3
WA
3
Wasatch Advisors
Utah
$72.8M
4
SSA
4
Schonfeld Strategic Advisors
New York
$16.3M
5
BlackRock
5
BlackRock
New York
$86.5M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$125M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$29.7M
3
FAM
3
Fred Alger Management
New York
$69.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.33M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$66.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
101
WhitTier Trust Company
Nevada
$18.7K – – –
RTC
102
Riverview Trust Company
Washington
$14K – – –
EE
103
EWG Elevate
California
$6.3K +$6.3K +250 New
FFA
104
Farther Finance Advisors
California
$5.15K +$5.15K +204 New
S
105
SignatureFD
Georgia
$3.58K +$2.77K +110 +344%
HWMA
106
Heritage Wealth Management (Arizona)
Arizona
$2.17K +$1.08K +43 +100%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Dimensional Fund Advisors
108
Dimensional Fund Advisors
Texas
$1.53K +$1.53K +60,573 New
IA
109
IFP Advisors
Florida
$1K – – –
BTI
110
Blue Trust Inc
Georgia
$1K +$545 +24 +120%
NA
111
NewEdge Advisors
Louisiana
$755 +$755 +30 New
LC
112
Lindbrook Capital
California
$655 -$781 -31 -54%
US Bancorp
113
US Bancorp
Minnesota
$655 -$453 -18 -41%
BIA
114
Bell Investment Advisors
California
$529 +$126 +5 +31%
PA
115
Parallel Advisors
California
$403 +$176 +7 +78%
CCM
116
Cribstone Capital Management
Maine
$201 +$201 +8 New
HNB
117
Huntington National Bank
Ohio
$25 – – –
Nordea Investment Management
118
Nordea Investment Management
Sweden
– -$2.18M -87,070 Closed
Aviva
119
Aviva
United Kingdom
– -$1.4M -57,018 Closed
CF
120
CNA Financial
Illinois
– -$606K -24,740 Closed
ACM
121
AlphaCrest Capital Management
New York
– -$579K -23,641 Closed
SG Americas Securities
122
SG Americas Securities
New York
– -$517K -21,107 Closed
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
– -$457K -18,657 Closed
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
– -$455K -18,569 Closed
SAM
125
Shell Asset Management
Netherlands
– -$267K -10,905 Closed
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5
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