We are live on ! Find out more
STEP icon

StepStone Group

86 hedge funds and large institutions have $1.35B invested in StepStone Group in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 18

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

33% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.36M

29.33% more ownership

Funds ownership: 101.69%131.02% (+29%)

16% more capital invested

Capital invested by funds: $1.16B → $1.35B (+$185M)

12% more funds holding

Funds holding: 7786 (+9)

Holders
86
Holders Change
+9
Holders Change %
+11.69%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
44
Reduced
18
Closed
11
Calls
$1.8M
Puts
$1.36M
Net Calls
+$446K
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$227M -$28.3M -804,649 -11%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$162M +$9.33M +265,049 +6%
WA
3
Wasatch Advisors
Utah
$133M +$99M +2,812,621 +295%
Federated Hermes
4
Federated Hermes
Pennsylvania
$127M +$98M +2,782,548 +344%
Vanguard Group
5
Vanguard Group
Pennsylvania
$108M +$53.8M +1,528,983 +99%
JP Morgan Chase
6
JP Morgan Chase
New York
$94.8M +$27.7M +786,782 +41%
FAM
7
Fred Alger Management
New York
$84.8M +$14.5M +411,210 +21%
BlackRock
8
BlackRock
New York
$67.6M +$7.51M +213,352 +13%
Capital World Investors
9
Capital World Investors
California
$52.8M +$28.1M +797,000 +114%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$34M -$39.3M -1,115,492 -54%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$22.1M +$7.79M +221,358 +55%
TGHSA
12
TPG Group Holdings (SBS) Advisors
Texas
$21M -$1.6M -45,385 -7%
Millennium Management
13
Millennium Management
New York
$17.2M +$17.1M +486,357 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$13.3M +$2.08M +59,025 +18%
Invesco
15
Invesco
Georgia
$13.2M +$2.33M +66,060 +21%
Capital Research Global Investors
16
Capital Research Global Investors
California
$12.6M +$2.2M +62,500 +21%
State Street
17
State Street
Massachusetts
$11.5M +$977K +27,735 +9%
State of Wisconsin Investment Board
18
State of Wisconsin Investment Board
Wisconsin
$8.56M +$6.98M +198,300 +446%
Northern Trust
19
Northern Trust
Illinois
$8.24M +$22.5K +639 +0.3%
MWNA
20
Marshall Wace North America
New York
$7.73M +$7.71M +219,116 New
Ohio Public Employees Retirement System (OPERS)
21
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.63M +$7.61M +216,275 New
Bank of America
22
Bank of America
North Carolina
$7.41M +$4.17M +118,382 +129%
GCM
23
Ghisallo Capital Management
Massachusetts
$7.41M +$7.39M +210,000 New
Marshall Wace
24
Marshall Wace
United Kingdom
$7.08M +$7.06M +200,619 New
CCM
25
CAAS Capital Management
New York
$6.6M +$3.06M +87,024 +87%

STEP Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q1 2021, worth a combined $1.35B — up 16% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new STEP positions and 11 closed out — a net gain of 9 holders — while 44 added to existing stakes and 18 trimmed.

The largest buyer was Wasatch Advisors, adding an estimated $99M. The largest seller was Wellington Management Group, cutting an estimated $39.3M.

  • 86 institutional investors held StepStone Group (STEP) as of Q1 2021, up from 77 in Q4 2020.
  • Funds reported $1.35B of StepStone Group stock for Q1 2021, up 16% quarter-over-quarter.
  • 20 funds opened new StepStone Group positions in Q1 2021 and 11 closed out, a net change of +9 holders.
  • The largest StepStone Group buyer in Q1 2021 was Wasatch Advisors, an estimated $99M added.
  • The largest StepStone Group seller in Q1 2021 was Wellington Management Group, an estimated $39.3M sold.

Based on aggregated 13F filings for Q1 2021.