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StepStone Group

118 hedge funds and large institutions have $1.24B invested in StepStone Group in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $18K | Put options by funds: $13K

29% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 38

3% more capital invested

Capital invested by funds: $1.2B → $1.24B (+$37.4M)

0.46% less ownership

Funds ownership: 79.9%79.44% (-0.46%)

5% less funds holding

Funds holding: 124118 (-6)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
49
Reduced
38
Closed
17
Calls
$18K
Puts
$13K
Net Calls
+$5K
Net Calls Change
-$120K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$125M -$9.96M -356,332 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$124M +$4.34M +155,236 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$121M +$9.85M +352,435 +8%
JP Morgan Chase
4
JP Morgan Chase
New York
$103M +$1.55M +55,342 +1%
BlackRock
5
BlackRock
New York
$86.5M +$5.15M +184,293 +6%
AllianceBernstein
6
AllianceBernstein
Tennessee
$76.4M +$784K +28,059 +0.9%
WA
7
Wasatch Advisors
Utah
$72.8M +$6.83M +244,309 +9%
FAM
8
Fred Alger Management
New York
$69.7M -$6.46M -231,150 -8%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$66.7M -$3.47M -124,057 -4%
Capital World Investors
10
Capital World Investors
California
$60.8M
American Century Companies
11
American Century Companies
Missouri
$31.6M +$12.3M +441,767 +54%
Federated Hermes
12
Federated Hermes
Pennsylvania
$29.7M -$9.49M -339,391 -22%
State Street
13
State Street
Massachusetts
$25.9M +$710K +25,401 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$24.7M -$1.66M -59,307 -6%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$20M +$824K +29,463 +4%
SSA
16
Schonfeld Strategic Advisors
New York
$16.3M +$5.64M +201,700 +45%
Capital Research Global Investors
17
Capital Research Global Investors
California
$15.7M
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$13.9M +$114K +4,070 +0.7%
Northern Trust
19
Northern Trust
Illinois
$12.2M +$194K +6,935 +1%
Charles Schwab
20
Charles Schwab
California
$10.4M +$383K +13,716 +3%
N
21
Nuveen
North Carolina
$9.81M -$1.42M -50,817 -12%
Renaissance Technologies
22
Renaissance Technologies
New York
$9.32M -$3.04M -108,900 -23%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$8.63M +$2.75M +98,532 +40%
Morgan Stanley
24
Morgan Stanley
New York
$7.33M -$3.51M -125,522 -30%
Bank of America
25
Bank of America
North Carolina
$7.3M -$664K -23,752 -8%

STEP Hedge Fund Activity: Q4 2022 in Review

118 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q4 2022, worth a combined $1.24B — up 3.1% from $1.2B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of STEP and 12 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 49 added.

The largest buyer was American Century Companies, adding an estimated $12.3M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $9.96M.

  • 118 institutional investors held StepStone Group (STEP) as of Q4 2022, down from 124 in Q3 2022.
  • Funds reported $1.24B of StepStone Group stock for Q4 2022, up 3.1% quarter-over-quarter.
  • 12 funds opened new StepStone Group positions in Q4 2022 and 17 closed out, a net change of -5 holders.
  • The largest StepStone Group buyer in Q4 2022 was American Century Companies, an estimated $12.3M added.
  • The largest StepStone Group seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $9.96M sold.

Based on aggregated 13F filings for Q4 2022.