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StepStone Group
STEP

Overview Fund Activity

126 hedge funds and large institutions have $1.67B invested in StepStone Group in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
1.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
45
Reduced
49
Closed
10
Calls
$219K
Puts
$83K
Net Calls
+$136K
Net Calls Change
+$89K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$223M
2
Morgan Stanley
2
Morgan Stanley
New York
$22M
3
Millennium Management
3
Millennium Management
New York
$88.2M
4
BlackRock
4
BlackRock
New York
$126M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$9.15M

Top Sellers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$0
2
FAM
2
Fred Alger Management
New York
$76.5M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$10.4M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$80.5M
5
GC
5
Gillson Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$223M 6,994,497 +627,059 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$168M 5,270,144 +90,974 +2%
BlackRock
3
BlackRock
New York
$126M 3,964,114 +327,262 +9%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$110M 3,465,147 -7,876 -0.2%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$96.1M 3,020,552 -100,520 -3%
WA
6
Wasatch Advisors
Utah
$92.4M 2,901,805 +2,003 +0.1%
Millennium Management
7
Millennium Management
New York
$88.2M 2,769,614 +344,828 +14%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$85.4M 2,683,275 -49,638 -2%
Capital World Investors
9
Capital World Investors
California
$80.9M 2,540,228 – –
AllianceBernstein
10
AllianceBernstein
Tennessee
$80.5M 2,529,308 -119,684 -5%
FAM
11
Fred Alger Management
New York
$76.5M 2,404,594 -419,172 -15%
State Street
12
State Street
Massachusetts
$40.8M 1,282,539 +64,523 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$37.5M 1,176,767 +58,246 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$26M 816,427 +43,506 +6%
Morgan Stanley
15
Morgan Stanley
New York
$22M 691,484 +414,628 +150%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$20.7M 649,690 -3,072 -0.5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$20.2M 634,815 +116,439 +22%
Capital Research Global Investors
18
Capital Research Global Investors
California
$20M 628,532 +136,542 +28%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$19.2M 602,777 +186,774 +45%
Charles Schwab
20
Charles Schwab
California
$17.9M 563,606 +46,107 +9%
Northern Trust
21
Northern Trust
Illinois
$15.7M 494,119 -7,925 -2%
MC
22
Maverick Capital
Texas
$15M 470,416 +169,897 +57%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.5M 454,900 -63,154 -12%
PI
24
Putnam Investments
Massachusetts
$12.2M 383,345 +34,016 +10%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$10.8M 340,180 +70,315 +26%
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