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StepStone Group
STEP

Overview Fund Activity

208 hedge funds and large institutions have $3.79B invested in StepStone Group in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+21
Holders Change %
+11.23%
% of All Funds
3.01%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
96
Reduced
52
Closed
16
Calls
$443K
Puts
$17K
Net Calls
+$426K
Net Calls Change
+$366K

Top Buyers

1
Invesco
1
Invesco
Georgia
$180M
2
BlackRock
2
BlackRock
New York
$534M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$267M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$63.1M
5
KI
5
Keystone Investors
Singapore
$32.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$92.9M
2
WA
2
Wasatch Advisors
Utah
$63.8M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$107M
4
FAM
4
Fred Alger Management
New York
$115M
5
Millennium Management
5
Millennium Management
New York
$70.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
176
Hexagon Capital Partners
Arkansas
$11.3K -$12.7K -223 -53%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$10.1K +$2.9K +51 +40%
Russell Investments Group
178
Russell Investments Group
United Kingdom
$9.78K +$2.5K +44 +34%
UB
179
UMB Bank
Missouri
$9.32K +$6.42K +113 +222%
WT
180
Whittier Trust
California
$9.26K – – –
HIM
181
Hillsdale Investment Management
Ontario, Canada
$8.53K -$1.14K -20 -12%
PA
182
Parallel Advisors
California
$8.53K – – –
CA
183
Clearstead Advisors
Ohio
$4.38K – – –
SAM
184
Smartleaf Asset Management
Massachusetts
$4.07K +$3.09K +54 +318%
Bessemer Group
185
Bessemer Group
New Jersey
$4K +$4K +65 New
Simplex Trading
186
Simplex Trading
Illinois
$4K +$4K +72 New
AWM
187
Avior Wealth Management
Nebraska
$3.92K -$2.96K -52 -43%
GRP
188
Global Retirement Partners
California
$3.58K – – –
SCM
189
Sterling Capital Management
North Carolina
$3.58K +$3.58K +63 New
RIL
190
Rothschild Investment LLC
Illinois
$3.13K +$1.99K +35 +175%
Jones Financial Companies
191
Jones Financial Companies
Missouri
$2.98K +$2.98K +52 New
VWM
192
Venturi Wealth Management
Texas
$2.84K +$1.59K +28 +127%
WWM
193
Wolff Wiese Magana
California
$2.73K +$2.73K +48 New
AF
194
Allworth Financial
California
$2.67K – – –
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$1.99K +$1.25K +22 +169%
AF
196
Advisornet Financial
Minnesota
$1.71K – – –
AAP
197
Arax Advisory Partners
Colorado
$1.48K – – –
FFO
198
Fortitude Family Office
Arizona
$1.08K – – –
PMAM
199
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1K +22 New
JWA
200
JFS Wealth Advisors
Pennsylvania
$853 – – –
5 6 7
8
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