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StepStone Group
STEP

Overview Fund Activity

120 hedge funds and large institutions have $1.21B invested in StepStone Group in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 18 closing their positions.

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
51
Reduced
31
Closed
18
Calls
$308K
Puts
$803K
Net Calls
-$495K
Net Calls Change
-$500K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$133M
2
Millennium Management
2
Millennium Management
New York
$16.5M
3
BlackRock
3
BlackRock
New York
$90.5M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.85M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$10.7M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$89.7M
2
American Century Companies
2
American Century Companies
Missouri
$12.4M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$60.4M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$18.1M
5
FAM
5
Fred Alger Management
New York
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
101
WhitTier Trust Company
Nevada
$18K – – –
RTC
102
Riverview Trust Company
Washington
$13.1K – – –
FFA
103
Farther Finance Advisors
California
$11.2K +$6.24K +257 +126%
S
104
SignatureFD
Georgia
$5.78K +$2.33K +96 +68%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.02K +47 +52%
QT
106
Quantbot Technologies
New York
$2.96K +$2.96K +122 New
PA
107
Parallel Advisors
California
$1.34K +$947 +39 +244%
QCG
108
Quadrant Capital Group
Ohio
$1.26K +$1.26K +52 New
LC
109
Lindbrook Capital
California
$898 +$267 +11 +42%
GRP
110
Global Retirement Partners
California
$603 +$603 +28 New
JWA
111
JFS Wealth Advisors
Pennsylvania
$146 +$146 +6 New
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$121 +$121 +5 New
AF
113
Advisornet Financial
Minnesota
$49 +$49 +2 New
SC
114
Schubert & Co
Texas
$49 +$49 +2 New
TWA
115
TCI Wealth Advisors
Arizona
$25 +$25 +1 New
SIC
116
SJS Investment Consulting
Ohio
$25 +$25 +1 New
HNB
117
Huntington National Bank
Ohio
$24 – – –
DI
118
Disciplined Investments
Oklahoma
$24 +$24 +1 New
AIMCA
119
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.69M -67,191 Closed
Jane Street
120
Jane Street
New York
– -$529K -21,028 Closed
PAM
121
Panagora Asset Management
Massachusetts
– -$515K -20,441 Closed
KI
122
Kula Investments
Illinois
– -$439K -17,428 Closed
NYLIM
123
New York Life Investment Management
New York
– -$432K -17,160 Closed
First Trust Advisors
124
First Trust Advisors
Illinois
– -$346K -13,742 Closed
Squarepoint
125
Squarepoint
New York
– -$320K -12,692 Closed
2 3 4
5
6