FMR LLC Overview

Fmr Llc is an investment advisor that manages 606.4 BN dollars in regulatory AUM and has 217 employees, of which 148 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 1091BN in positions, representing 180% of the manager's regulatory AUM.

FMR LLC StockAlpha

Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

FMR LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 5.3% Tech 12.17% 0.21% 5 53%
AAPL 4.71% Tech 7.98% -0.01% 4 45%
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FMR LLC Founders and Key Employees

Name Title In Position Since
Scott C. Goebel Secretary June-2008
John J. Remondi Director August-2009
Robert P. Brown Executive Vice President, President - Bonds January-2010
William E. Dailey Chief Operating Officer Of Asset Management, Treasurer May-2014
Charles S. Morrison President Asset Management, Director March-2014
Nancy D. Prior President Fixed Income, Director March-2014
Linda J. Wondrack Chief Compliance Officer April-2012
Kenneth B. Robins Executive Vice President July-2013
Michael H. Whitaker Compliance Officer September-2014
Jean M. Raymond Chief Financial Officer Of Asset Management May-2014

FMR LLC Brokers, Custodians, Auditors and Administrators

Type Company

FMR LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

FIMM may use a variety of methods of security analysis to select investments in managing client assets, including fundamental analysis ( i.e., evaluating each issuer’s financial condition, industry position, and the market and economic conditions impacting their profitability);, quantitative analysis (i.e., mathematical and statistical modeling); technical analysis (i.e., statistical analysis of market activity); and cyclical
analysis (i.e., evaluating issuers based in part on their sensitivity to business cycles). FIMM may also use general macro-economic analysis as a component of its security analysis methods, and FIMM may also use extensive corporate and issuer visits and interviews with company management teams as a source of information. In addition, to relying on public financial statement information, FIMM may use offering

statements of various municipalities as a source...
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FMR LLC Portfolio Concentration

FMR LLC Location

BOSTON, Massachusetts

FMR LLC Contact Information

Phone Number: 617-563-7000
Fax Number: 617-692-1784



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