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StepStone Group

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.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $219K | Put options by funds: $83K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

3% more funds holding

Funds holding: 122126 (+4)

3% more capital invested

Capital invested by funds: $1.62B → $1.67B (+$47.5M)

0.12% more ownership

Funds ownership: 81.84%81.96% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
1.84%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$223M +$17.7M +627,059 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$168M +$2.57M +90,974 +2%
BlackRock
3
BlackRock
New York
$126M +$9.24M +327,262 +9%
JP Morgan Chase
4
JP Morgan Chase
New York
$110M -$222K -7,876 -0.2%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$96.1M -$2.84M -100,520 -3%
WA
6
Wasatch Advisors
Utah
$92.4M +$56.6K +2,003 +0.1%
Millennium Management
7
Millennium Management
New York
$88.2M +$9.74M +344,828 +14%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$85.4M -$1.4M -49,638 -2%
Capital World Investors
9
Capital World Investors
California
$80.9M
AllianceBernstein
10
AllianceBernstein
Tennessee
$80.5M -$3.38M -119,684 -5%
FAM
11
Fred Alger Management
New York
$76.5M -$11.8M -419,172 -15%
State Street
12
State Street
Massachusetts
$40.8M +$1.82M +64,523 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$37.5M +$1.65M +58,246 +5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$26M +$1.23M +43,506 +6%
Morgan Stanley
15
Morgan Stanley
New York
$22M +$11.7M +414,628 +150%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$20.7M -$86.8K -3,072 -0.5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$20.2M +$3.29M +116,439 +22%
Capital Research Global Investors
18
Capital Research Global Investors
California
$20M +$3.86M +136,542 +28%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$19.2M +$5.28M +186,774 +45%
Charles Schwab
20
Charles Schwab
California
$17.9M +$1.3M +46,107 +9%
Northern Trust
21
Northern Trust
Illinois
$15.7M -$224K -7,925 -2%
MC
22
Maverick Capital
Texas
$15M +$4.8M +169,897 +57%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.5M -$1.78M -63,154 -12%
PI
24
Putnam Investments
Massachusetts
$12.2M +$961K +34,016 +10%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$10.8M +$1.99M +70,315 +26%

STEP Hedge Fund Activity: Q4 2023 in Review

126 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q4 2023, worth a combined $1.67B — up 2.9% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new STEP positions and 10 closed out — a net gain of 5 holders — while 45 added to existing stakes and 49 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $17.7M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $28.8M sold.

  • 126 institutional investors held StepStone Group (STEP) as of Q4 2023, up from 122 in Q3 2023.
  • Funds reported $1.67B of StepStone Group stock for Q4 2023, up 2.9% quarter-over-quarter.
  • 15 funds opened new StepStone Group positions in Q4 2023 and 10 closed out, a net change of +5 holders.
  • The largest StepStone Group buyer in Q4 2023 was Wellington Management Group, an estimated $17.7M added.
  • The largest StepStone Group seller in Q4 2023 was Westfield Capital Management, an estimated $28.8M sold.

Based on aggregated 13F filings for Q4 2023.