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StepStone Group

123 hedge funds and large institutions have $1.24B invested in StepStone Group in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

3% more funds holding

Funds holding: 120123 (+3)

2% more capital invested

Capital invested by funds: $1.21B → $1.24B (+$28.5M)

0.03% more ownership

Funds ownership: 79.21%79.24% (+0.03%)

97% less call options, than puts

Call options by funds: $104K | Put options by funds: $3.38M

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
46
Reduced
39
Closed
21
Calls
$104K
Puts
$3.38M
Net Calls
-$3.28M
Net Calls Change
-$2.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$145M +$7.94M +345,987 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$127M +$1.22M +53,236 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$109M +$2.44M +106,388 +2%
BlackRock
4
BlackRock
New York
$98.1M +$5.19M +225,946 +6%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$89.2M -$2.25M -97,922 -3%
WA
6
Wasatch Advisors
Utah
$70.9M -$367K -15,997 -0.6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$65.4M +$54.3K +2,366 +0.1%
FAM
8
Fred Alger Management
New York
$62.9M +$937K +40,795 +2%
AllianceBernstein
9
AllianceBernstein
Tennessee
$61.8M +$82.4K +3,590 +0.1%
Capital World Investors
10
Capital World Investors
California
$61.2M +$1.14M +49,853 +2%
Millennium Management
11
Millennium Management
New York
$32.6M +$14.6M +636,866 +94%
State Street
12
State Street
Massachusetts
$28.3M +$353K +15,366 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$26.5M +$878K +38,254 +4%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$21.6M +$1.08M +46,994 +6%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$13.2M -$423K -18,407 -3%
Northern Trust
16
Northern Trust
Illinois
$12.3M -$49.9K -2,172 -0.4%
Capital Research Global Investors
17
Capital Research Global Investors
California
$12.2M -$3.03M -131,810 -21%
Renaissance Technologies
18
Renaissance Technologies
New York
$12M +$2.44M +106,358 +28%
Charles Schwab
19
Charles Schwab
California
$11.7M +$730K +31,773 +7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$10.1M +$1.73M +75,332 +23%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$9.64M +$2.44M +106,152 +38%
N
22
Nuveen
North Carolina
$9.53M -$4.77M -207,802 -35%
Citadel Advisors
23
Citadel Advisors
Florida
$8.51M +$1.44M +62,637 +22%
Morgan Stanley
24
Morgan Stanley
New York
$7.79M -$226K -9,827 -3%
SBH
25
Segall Bryant & Hamill
Illinois
$7.04M +$31.4K +1,368 +0.5%

STEP Hedge Fund Activity: Q2 2023 in Review

123 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q2 2023, worth a combined $1.24B — up 2.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new STEP positions and 21 closed out — a net gain of 3 holders — while 46 added to existing stakes and 39 trimmed.

The largest buyer was Millennium Management, adding an estimated $14.6M. The largest seller was Schonfeld Strategic Advisors, cutting an estimated $18.2M.

  • 123 institutional investors held StepStone Group (STEP) as of Q2 2023, up from 120 in Q1 2023.
  • Funds reported $1.24B of StepStone Group stock for Q2 2023, up 2.4% quarter-over-quarter.
  • 24 funds opened new StepStone Group positions in Q2 2023 and 21 closed out, a net change of +3 holders.
  • The largest StepStone Group buyer in Q2 2023 was Millennium Management, an estimated $14.6M added.
  • The largest StepStone Group seller in Q2 2023 was Schonfeld Strategic Advisors, an estimated $18.2M sold.

Based on aggregated 13F filings for Q2 2023.