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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
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 +$14.9K +512 New
Amundi
105
Amundi
France
$15.1K +$13.8K +477 New
FFA
106
Farther Finance Advisors
California
$13.4K +$348 +12 +3%
QCG
107
Quadrant Capital Group
Ohio
$12.6K +$4.18K +144 +57%
S
108
SignatureFD
Georgia
$8.31K +$4.29K +148 +129%
PA
109
Parallel Advisors
California
$7.89K +$6.47K +223 +826%
WT
110
Whittier Trust
California
$7.7K -$29 -1 -0.4%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$7K +$145 +5 +2%
LC
112
Lindbrook Capital
California
$4.55K +$551 +19 +15%
BIA
113
Bell Investment Advisors
California
$3.32K +$3.05K +105 New
AF
114
Allworth Financial
California
$2.84K +$1.25K +43 +91%
GRP
115
Global Retirement Partners
California
$843
Russell Investments Group
116
Russell Investments Group
United Kingdom
$477 -$470K -16,205 -100%
JWA
117
JFS Wealth Advisors
Pennsylvania
$316 +$290 +10 New
BF
118
BOK Financial
Oklahoma
$170 +$174 +6 New
SIC
119
SJS Investment Consulting
Ohio
$95 +$87 +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

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.