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StepStone Group

120 hedge funds and large institutions have $1.21B invested in StepStone Group in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 31

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

2% more funds holding

Funds holding: 118120 (+2)

0.23% less ownership

Funds ownership: 79.44%79.21% (-0.23%)

3% less capital invested

Capital invested by funds: $1.24B → $1.21B (-$33.3M)

62% less call options, than puts

Call options by funds: $308K | Put options by funds: $803K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
51
Reduced
31
Closed
18
Calls
$308K
Puts
$803K
Net Calls
-$495K
Net Calls Change
-$500K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$133M +$19M +696,286 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$123M +$3.41M +124,733 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$104M +$5.9M +215,867 +5%
BlackRock
4
BlackRock
New York
$90.5M +$8.01M +292,992 +9%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$89.7M -$35.1M -1,284,346 -26%
WA
6
Wasatch Advisors
Utah
$69.7M -$460K -16,832 -0.6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$63.9M -$345K -12,620 -0.5%
FAM
8
Fred Alger Management
New York
$60.5M -$7.52M -275,218 -10%
AllianceBernstein
9
AllianceBernstein
Tennessee
$60.4M -$15M -547,253 -18%
Capital World Investors
10
Capital World Investors
California
$58.6M
State Street
11
State Street
Massachusetts
$27.4M +$2.73M +99,803 +10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$25M +$1.25M +45,843 +5%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$20M +$785K +28,712 +4%
SSA
14
Schonfeld Strategic Advisors
New York
$20M +$4.81M +176,000 +27%
Federated Hermes
15
Federated Hermes
Pennsylvania
$18.1M -$11.8M -431,565 -37%
Millennium Management
16
Millennium Management
New York
$16.5M +$17.6M +642,590 +1,768%
Capital Research Global Investors
17
Capital Research Global Investors
California
$15.1M
N
18
Nuveen
North Carolina
$14.4M +$5.53M +202,272 +52%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$13.4M -$62.2K -2,277 -0.4%
American Century Companies
20
American Century Companies
Missouri
$12.4M -$20.3M -744,548 -59%
Northern Trust
21
Northern Trust
Illinois
$12.1M +$375K +13,730 +3%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$10.7M +$5.92M +216,785 +96%
Charles Schwab
23
Charles Schwab
California
$10.7M +$769K +28,149 +7%
Renaissance Technologies
24
Renaissance Technologies
New York
$9.18M +$227K +8,300 +2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$8.01M -$344K -12,596 -4%

STEP Hedge Fund Activity: Q1 2023 in Review

120 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q1 2023, worth a combined $1.21B — down 2.7% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new STEP positions and 18 closed out — a net gain of 4 holders — while 51 added to existing stakes and 31 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $19M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $35.1M.

  • 120 institutional investors held StepStone Group (STEP) as of Q1 2023, up from 118 in Q4 2022.
  • Funds reported $1.21B of StepStone Group stock for Q1 2023, down 2.7% quarter-over-quarter.
  • 22 funds opened new StepStone Group positions in Q1 2023 and 18 closed out, a net change of +4 holders.
  • The largest StepStone Group buyer in Q1 2023 was Wellington Management Group, an estimated $19M added.
  • The largest StepStone Group seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $35.1M sold.

Based on aggregated 13F filings for Q1 2023.