Position in MSCI
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$1,025,433
-$78,459 QoQ
Shares Held
1,831
-10.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#531
of 1,074 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Derivatives in MSCI
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$1,049,002
PutShares
1,855
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Fulcrum Asset Management LLP holds $4,441,377 across 5 Financial Data & Stock Exchanges names. MSCI ranks #2 (23.1% of the industry book) .
All Filings in MSCI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,025,433 | 1,831 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,103,892 | 2,048 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,072,301 | 1,869 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,091,696 | 1,924 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $1,140,791 | 1,978 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $1,049,002 | 1,855 | Put | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||