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StepStone Group
STEP

Overview Fund Activity

141 hedge funds and large institutions have $1.95B invested in StepStone Group in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+15
Holders Change %
+11.9%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
28
Increased
50
Reduced
42
Closed
12
Calls
$4K
Puts
$50K
Net Calls
-$46K
Net Calls Change
-$182K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$139M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$290M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$30.4M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$30.6M
5
Franklin Resources
Franklin Resources
California
$13.3M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$62.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$103M
3
Morgan Stanley
Morgan Stanley
New York
$4.85M
4
MC
Maverick Capital
Texas
$487K
5
BlackRock
BlackRock
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$3.61K -$852K -23,594 -100%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$3.53K +$642 +18 +22%
AWM
128
Avior Wealth Management
Nebraska
$2.68K +$2.68K +75 New
HCP
129
Hexagon Capital Partners
Arkansas
$2.65K +$2.65K +74 New
GRP
130
Global Retirement Partners
California
$2.25K – – –
AF
131
Allworth Financial
California
$1.68K -$894 -25 -35%
AF
132
Advisornet Financial
Minnesota
$1.07K +$1.07K +30 New
FFO
133
Fortitude Family Office
Arizona
$679 – – –
Russell Investments Group
134
Russell Investments Group
United Kingdom
$547 – – –
IFAM
135
Institutional & Family Asset Management
Colorado
$465 +$465 +13 New
GI
136
GAMMA Investing
California
$465 +$465 +13 New
JWA
137
JFS Wealth Advisors
Pennsylvania
$251 – – –
RIL
138
Rothschild Investment LLC
Illinois
$179 +$179 +5 New
SIC
139
SJS Investment Consulting
Ohio
$143 +$36 +1 +33%
HNB
140
Huntington National Bank
Ohio
$36 – – –
Norges Bank
141
Norges Bank
Norway
– -$2.21M -69,528 Closed
Jacobs Levy Equity Management
142
Jacobs Levy Equity Management
New Jersey
– -$1.55M -48,658 Closed
ECM
143
ExodusPoint Capital Management
New York
– -$1.48M -46,628 Closed
AG
144
Algert Global
California
– -$1.48M -46,610 Closed
Squarepoint
145
Squarepoint
New York
– -$1.03M -32,479 Closed
Citadel Advisors
146
Citadel Advisors
Florida
– -$772K -24,242 Closed
PCC
147
Park Circle Company
Maryland
– -$489K -15,360 Closed
ACM
148
Aquatic Capital Management
Illinois
– -$360K -11,300 Closed
SG Americas Securities
149
SG Americas Securities
New York
– -$286K -8,987 Closed
SAG
150
Spotlight Asset Group
Illinois
– -$84.3K -2,670 Closed
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