We are live on ! Find out more
STEP icon

StepStone Group

208 hedge funds and large institutions have $3.79B invested in StepStone Group in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,506% more call options, than puts

Call options by funds: $443K | Put options by funds: $17K

144% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 16

85% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 52

36% more capital invested

Capital invested by funds: $2.79B → $3.79B (+$1B)

11% more funds holding

Funds holding: 187208 (+21)

0.11% less ownership

Funds ownership: 92.49%92.38% (-0.11%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
208
Holders Change
+21
Holders Change %
+11.23%
% of All Funds
2.99%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
96
Reduced
52
Closed
16
Calls
$443K
Puts
$17K
Net Calls
+$426K
Net Calls Change
+$366K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$534M +$73.7M +1,445,784 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$371M +$10.1M +198,959 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$313M -$11.2M -219,764 -4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$267M +$61.4M +1,205,079 +34%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$227M +$7.22M +141,637 +4%
Invesco
6
Invesco
Georgia
$180M +$122M +2,387,311 +303%
Capital World Investors
7
Capital World Investors
California
$145M +$487K +9,553 +0.4%
State Street
8
State Street
Massachusetts
$136M +$13.5M +265,240 +12%
FAM
9
Fred Alger Management
New York
$115M -$16.3M -319,675 -14%
AllianceBernstein
10
AllianceBernstein
Tennessee
$111M -$11.2M -219,569 -10%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$107M -$26.2M -513,347 -21%
JP Morgan Chase
12
JP Morgan Chase
New York
$92.9M -$34.8M -683,089 -29%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$82.9M +$11M +216,029 +17%
Millennium Management
14
Millennium Management
New York
$70.2M -$14.8M -291,049 -19%
WA
15
Wasatch Advisors
Utah
$63.8M -$30.9M -605,610 -35%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$63.1M +$56.6M +1,111,100 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$59.9M -$3.1M -60,749 -5%
Franklin Resources
18
Franklin Resources
California
$48.3M +$4.38M +85,904 +12%
Capital Research Global Investors
19
Capital Research Global Investors
California
$41.4M
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$40.4M -$62.3K -1,222 -0.2%
Morgan Stanley
21
Morgan Stanley
New York
$39.5M +$13.6M +267,854 +63%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$39.4M -$5.51M -108,101 -13%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$38.3M -$11.3M -222,327 -25%
Northern Trust
24
Northern Trust
Illinois
$36.3M +$6.68M +131,158 +26%
Charles Schwab
25
Charles Schwab
California
$33.9M +$4.32M +84,762 +17%

STEP Hedge Fund Activity: Q3 2024 in Review

208 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in StepStone Group (STEP) for Q3 2024, worth a combined $3.79B — up 36% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new STEP positions and 16 closed out — a net gain of 23 holders — while 96 added to existing stakes and 52 trimmed.

The largest buyer was Invesco, adding an estimated $122M. The largest seller was JP Morgan Chase, cutting an estimated $34.8M.

  • 208 institutional investors held StepStone Group (STEP) as of Q3 2024, up from 187 in Q2 2024.
  • Funds reported $3.79B of StepStone Group stock for Q3 2024, up 36% quarter-over-quarter.
  • 39 funds opened new StepStone Group positions in Q3 2024 and 16 closed out, a net change of +23 holders.
  • The largest StepStone Group buyer in Q3 2024 was Invesco, an estimated $122M added.
  • The largest StepStone Group seller in Q3 2024 was JP Morgan Chase, an estimated $34.8M sold.

Based on aggregated 13F filings for Q3 2024.