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.
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% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
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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FEATURED IN
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 |
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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
7
statements of various municipalities as a source...
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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
7
statements of various municipalities as a source...
Unlock Full Investment Process Description
FMR LLC Portfolio Concentration
FMR LLC Location
245 SUMMER STREET
BOSTON, Massachusetts
UNITED STATES, 02210
BOSTON, Massachusetts
UNITED STATES, 02210
FMR LLC Contact Information
Phone Number: 617-563-7000
Fax Number: 617-692-1784
Website: https://www.fidelity.com
Fax Number: 617-692-1784
Website: https://www.fidelity.com
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