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StepStone Group

133 hedge funds and large institutions have $1.93B invested in StepStone Group in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

432% more call options, than puts

Call options by funds: $1.9M | Put options by funds: $357K

175% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 24

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

17% more funds holding

Funds holding: 114133 (+19)

12% more capital invested

Capital invested by funds: $1.72B → $1.93B (+$207M)

16.76% less ownership

Funds ownership: 100.17%83.41% (-17%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
133
Holders Change
+19
Holders Change %
+16.67%
% of All Funds
2.05%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
34
Increased
66
Reduced
24
Closed
14
Calls
$1.9M
Puts
$357K
Net Calls
+$1.54M
Net Calls Change
-$208K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$197M +$44.9M +1,016,958 +27%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$193M -$1.99M -45,093 -1%
FAM
3
Fred Alger Management
New York
$171M +$46.4M +1,050,596 +34%
Federated Hermes
4
Federated Hermes
Pennsylvania
$144M -$7.2K -163 -0%
WA
5
Wasatch Advisors
Utah
$144M -$35M -792,455 -19%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$139M -$35M -793,270 -19%
JP Morgan Chase
7
JP Morgan Chase
New York
$133M +$20.3M +460,794 +17%
BlackRock
8
BlackRock
New York
$114M +$8.86M +200,733 +8%
AllianceBernstein
9
AllianceBernstein
Tennessee
$108M +$49.7M +1,125,251 +76%
Capital World Investors
10
Capital World Investors
California
$62.2M
Millennium Management
11
Millennium Management
New York
$44M +$46.3M +1,048,339 +11,419%
State Street
12
State Street
Massachusetts
$38.7M +$8.24M +186,701 +25%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$35.3M +$6.09M +137,895 +19%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$33.5M -$8.99M -203,542 -20%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$23.1M +$24.6M +556,484 New
Morgan Stanley
16
Morgan Stanley
New York
$21.4M +$12.4M +280,931 +120%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$19.8M +$21M +476,453 New
DCM
18
Driehaus Capital Management
Illinois
$17.8M +$10M +226,721 +113%
Northern Trust
19
Northern Trust
Illinois
$16.8M -$6.32M -143,090 -26%
N
20
Nuveen
North Carolina
$15.5M +$5M +113,192 +42%
Bank of America
21
Bank of America
North Carolina
$15.5M +$5.41M +122,509 +49%
Capital Research Global Investors
22
Capital Research Global Investors
California
$14.8M
Charles Schwab
23
Charles Schwab
California
$13.5M +$1.91M +43,138 +15%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$10.4M -$660K -14,947 -6%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$10.1M

STEP Hedge Fund Activity: Q4 2021 in Review

133 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q4 2021, worth a combined $1.93B — up 12% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new STEP positions and 14 closed out — a net gain of 20 holders — while 66 added to existing stakes and 24 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $49.7M. The largest seller was Fidelity Investments, cutting an estimated $35M.

  • 133 institutional investors held StepStone Group (STEP) as of Q4 2021, up from 114 in Q3 2021.
  • Funds reported $1.93B of StepStone Group stock for Q4 2021, up 12% quarter-over-quarter.
  • 34 funds opened new StepStone Group positions in Q4 2021 and 14 closed out, a net change of +20 holders.
  • The largest StepStone Group buyer in Q4 2021 was AllianceBernstein, an estimated $49.7M added.
  • The largest StepStone Group seller in Q4 2021 was Fidelity Investments, an estimated $35M sold.

Based on aggregated 13F filings for Q4 2021.