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StepStone Group

125 hedge funds and large institutions have $1.57B invested in StepStone Group in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,321% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $33K

103% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 31

5.44% less ownership

Funds ownership: 83.41%77.97% (-5.4%)

6% less funds holding

Funds holding: 133125 (-8)

19% less capital invested

Capital invested by funds: $1.93B → $1.57B (-$364M)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

Holders
125
Holders Change
-8
Holders Change %
-6.02%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
63
Reduced
31
Closed
26
Calls
$1.13M
Puts
$33K
Net Calls
+$1.1M
Net Calls Change
-$447K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$165M +$11.6M +337,287 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$158M +$2.13M +61,820 +1%
FAM
3
Fred Alger Management
New York
$136M +$186K +5,401 +0.1%
JP Morgan Chase
4
JP Morgan Chase
New York
$128M +$22.5M +653,619 +20%
WA
5
Wasatch Advisors
Utah
$114M -$799K -23,194 -0.7%
Federated Hermes
6
Federated Hermes
Pennsylvania
$105M -$10.1M -293,806 -8%
AllianceBernstein
7
AllianceBernstein
Tennessee
$102M +$16.7M +485,077 +19%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$98.9M -$11.7M -340,937 -10%
BlackRock
9
BlackRock
New York
$96.6M +$6.52M +189,267 +7%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$57.7M +$32.3M +939,445 +117%
Capital World Investors
11
Capital World Investors
California
$49.5M
State Street
12
State Street
Massachusetts
$29.9M -$882K -25,605 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$29.2M +$1.19M +34,624 +4%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$21.9M +$3.68M +106,775 +19%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$18.5M +$2.85M +82,813 +17%
Morgan Stanley
16
Morgan Stanley
New York
$15.1M -$2.01M -58,516 -11%
Northern Trust
17
Northern Trust
Illinois
$14.2M +$887K +25,762 +6%
N
18
Nuveen
North Carolina
$14.1M +$1.28M +37,084 +10%
Bank of America
19
Bank of America
North Carolina
$13.6M +$1.36M +39,402 +11%
Charles Schwab
20
Charles Schwab
California
$13.2M +$2.57M +74,602 +23%
Capital Research Global Investors
21
Capital Research Global Investors
California
$11.8M
DCM
22
Driehaus Capital Management
Illinois
$11M -$3.21M -93,348 -22%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$10.1M +$1.93M +56,137 +22%
Renaissance Technologies
24
Renaissance Technologies
New York
$8.63M +$3.05M +88,500 +51%
State of Wisconsin Investment Board
25
State of Wisconsin Investment Board
Wisconsin
$8.42M +$410K +11,900 +5%

STEP Hedge Fund Activity: Q1 2022 in Review

125 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q1 2022, worth a combined $1.57B — down 19% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of STEP and 19 opened new positions — a net loss of 7 holders — while 31 trimmed existing stakes and 63 added.

The largest buyer was Wellington Management Group, adding an estimated $32.3M. The largest seller was Millennium Management, cutting an estimated $28.3M.

  • 125 institutional investors held StepStone Group (STEP) as of Q1 2022, down from 133 in Q4 2021.
  • Funds reported $1.57B of StepStone Group stock for Q1 2022, down 19% quarter-over-quarter.
  • 19 funds opened new StepStone Group positions in Q1 2022 and 26 closed out, a net change of -7 holders.
  • The largest StepStone Group buyer in Q1 2022 was Wellington Management Group, an estimated $32.3M added.
  • The largest StepStone Group seller in Q1 2022 was Millennium Management, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2022.