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StepStone Group
STEP

Overview Fund Activity

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
Holders
122
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.95%
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

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$76.6M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$201M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$13.1M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$24.4M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$110M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$98.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$712K
4
BlackRock
4
BlackRock
New York
$115M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
101
Quent Capital
New York
$28.8K – – –
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$28.3K – – –
WTC
103
WhitTier Trust Company
Nevada
$23.5K – – –
EWA
104
EverSource Wealth Advisors
Alabama
$16.2K +$16.2K +512 New
Amundi
105
Amundi
France
$15.1K +$15.1K +477 New
FFA
106
Farther Finance Advisors
California
$13.4K +$379 +12 +3%
QCG
107
Quadrant Capital Group
Ohio
$12.6K +$4.55K +144 +57%
S
108
SignatureFD
Georgia
$8.31K +$4.67K +148 +129%
PA
109
Parallel Advisors
California
$7.9K +$7.04K +223 +826%
WT
110
Whittier Trust
California
$7.7K -$32 -1 -0.4%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$7K +$148 +5 +2%
LC
112
Lindbrook Capital
California
$4.55K +$600 +19 +15%
BIA
113
Bell Investment Advisors
California
$3.32K +$3.32K +105 New
AF
114
Allworth Financial
California
$2.84K +$1.36K +43 +91%
GRP
115
Global Retirement Partners
California
$843 – – –
Russell Investments Group
116
Russell Investments Group
United Kingdom
$477 -$515K -16,205 -100%
JWA
117
JFS Wealth Advisors
Pennsylvania
$316 +$316 +10 New
BF
118
BOK Financial
Oklahoma
$170 +$170 +6 New
SIC
119
SJS Investment Consulting
Ohio
$95 +$95 +3 New
HNB
120
Huntington National Bank
Ohio
$32 – – –
Balyasny Asset Management
121
Balyasny Asset Management
Illinois
– -$5.53M -222,869 Closed
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
– -$3.03M -122,160 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
123
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.96M -79,000 Closed
ECM
124
ExodusPoint Capital Management
New York
– -$1.68M -67,535 Closed
HF
125
HRT Financial
New York
– -$1.36M -54,879 Closed
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5
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