Fulcrum Asset Management LLP
CIK 1353395 · Holdings on Dec 31, 2024 · First reported Feb 3, 2025
Portfolio value by quarter
Top 10 holdings 0
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| No reporting institution in this quarter. | |||||||
Options overlay 16
$21.38M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
WCNWASTE CONNECTIONS INC View history and evidence | Put | 23.45K | $3.16M | -594 (-2.47%) | ▾ |
SLBSLB LTDCOM STK View history and evidence | Put | 94.60K | $2.96M | -11.69K (-11.00%) | ▾ |
BSXBOSTON SCIENTIFIC CORP View history and evidence | Put | 40.19K | $2.90M | +10.19K (+33.98%) | ▾ |
3 / 16 options · preview only
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| INVH INVITATION HOMES INC | Put | -118,609 | -$3.46M | SEC filing ↗ | SEC filing ↗ |
| EQIX EQUINIX INC | Put | -4,618 | -$3.10M | SEC filing ↗ | SEC filing ↗ |
| MTH MERITAGE HOMES CORP | Put | -15,805 | -$2.68M | SEC filing ↗ | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1353395 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-03
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 21382398
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.