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MFWire: Fidelity Funds, Freedom Funds, Fidelity Advisor Funds [ETFs]
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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Fidelity Management & Research Co. (FMR)
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82 Devonshire St
Boston, MA 02109
Google Maps
Contact
Main Phone: 617-563-7000
Web Site:
http://www.fidelity.com
Mutual Fund Brand(s)
Fidelity Funds, Freedom Funds, Fidelity Advisor Funds [ETFs]
Research Links
SEC Fund Filings by CIK
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Background:
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Edward C. Johnson 2nd founded Fidelity Investments in 1949 and the company remains controlled by the Johnson family to this day. The fund firm was the first to offer check writing against money fund assets in the 1970s. It has also been a leader in adapting technology to the mutual fund business.
As of December 31, 2010, Fidelity Investments ranked as one of the largest mutual fund companies based on assets under management. Fidelity is the largest defined contribution plan recordkeeper as of 2010 and is credited with creating the concept of the "bundled" 401(k) plan at the end of the 1980s.
Fidelity has eleven regional operations centers across the United States and Canada: Albequerque, NM; Cincinnati, OH; Covington, KY.; Dallas, TX; Marlborough, MA; North Carolina; Merrimack, NH; New York/New Jersey; Salt Lake City, UT; Smithfield, RI; Jacksonville, FL and Toronto, Canada.
Key Business Units FMR LLC Fidelity Management & Research Co. Fidelity Institutional Platforms- Fidelity Financial Advisor Solutions
- Fidelity Institutional Wealth Services (FIWS)
Fidelity HR Services Company - formerly Fidelity Employer Services Co. (FESCo)
National Financial Services LLC Fidelity Family Office Services (FFOS) Fidelity Capital Markets Services Shared Services Fidelity Brokerage Services LLC (Marlborough, MA) Fidelity Management Trust Company (FMTC) Pyramis Global Advisors (SmithField, RI) Fidelity Personal & Workplace Investing (PWI) - Fidelity Workplace Investing
- Fidelity Personal Investing
Fidelity Investors Management LLC (FIML) Fidelity Investments Life Insurance Company Strategic Advisors, Inc. Fidelity Enterprise Operations - Fidelity Supply Management (FSM)
- Fidelity Pricing & Cash Management Services (FPCMS)
- Inbound Services
- Outbound Services
- Enterprise Records Management
- Operations Transformation Group
Fidelity Real Estate Company Fidelity Charitable Services (FCS) Devonshire Investors
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Sponsored Opportunities
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Key People:
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Abby Johnson
CEO, Chairwoman, Fidelity Investments | Steve Neff
President of Asset Management, Fidelity Investments | Charlie Morrison
President, Asset Management, Fidelity Investments | Jim MacDonald
President, Workplace Solutions, Fidelity | Will Danoff
PM, Fidelity Investments | Edward "Ned" Johnson IV
Board member, Fidelity Investments | Joel Tilllinghast
PM, Fidelity Investments | Scott Couto
Head of North America, Columbia Threadneedle Investments | Anthony Rochte
President, Fidelity SelectCo | Jeffrey Lagarce
President, Pyramis Global Advisors | Kathy Murphy
President, Personal Investing, Fidelity Investments | Jacques Perold
Head of FMRCo., Fidelity Investments | Sanjiv Mirchandani
National Financial | Gerry McGraw
President, Fidelity Institutional, Fidelity Investments | Scott Goebel
Senior Vice President, Secretary and General Counsel, Fidelity Investments | Ed Orazem
President of Fidelity Family Office Services, Fidelity Investments | Michael Durbin
President of Fidelity Institutional Wealth Services, Fidelity Investments | Kevin Uebelein
CEO, Alberta Investment Management Corporation (AIMCo) | Michael Wilens
Head of Client Strategy, Fidelity Investments | James Murphy
Fidelity | John Remondi
Executive Vice President, Fidelity Investments | Stephen Scullen
President and Chief Investment Officer, Fidelity | Eileen Pyne
Executive Vice President, Human Resources, Fidelity Investments | Perry Odak
Devonshire Investors U.S. Portfolio, Fidelity | Timothy Hilton
President, Devonshire Investors International Portfolio |
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Story Archive for Fidelity Management & Research Co. (FMR)
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Published On
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Story Headline
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Publication |
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11/29/2024
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Goldman Pulls Ahead With $21B, But Industry Inflows Slow
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MFWire.com
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11/27/2024
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Passive Funds Add $93B As Active Outflows Double
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MFWire.com
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10/30/2024
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As Inflows Sextuple to $262B, Fido Leads
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MFWire.com
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10/21/2024
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MFs and ETFs Surpass $30T and 43K Funds
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MFWire.com
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10/11/2024
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Were Funds Affected By the Boston Behemoth's August Data Breach?
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MFWire.com
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10/8/2024
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Ten of the Richest U.S. Fundsters In 2024
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MFWire.com
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9/27/2024
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Fido and BlackRock Lead an $83B Rebound
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MFWire.com
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9/26/2024
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Passive Flows Are Still Up 4X, Despite a $46B Drop
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MFWire.com
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9/24/2024
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Titans' Inflows Shrink By $25B In August
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MFWire.com
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9/11/2024
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TDF Launches Accelerate In 2024, And ...
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401kWire.com
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8/30/2024
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Fido Wins As Flows Improve By $30B
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MFWire.com
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8/29/2024
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24 of the Best Fund Firms For Disability Inclusion In 2024
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MFWire.com
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8/28/2024
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Passive Inflows Jump By $33B, & Active Outflows Fall
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MFWire.com
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8/26/2024
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Netting $33.619B, BlackRock Threepeats
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MFWire.com
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7/29/2024
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Goldman Pulls Ahead With $25B
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MFWire.com
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7/24/2024
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BlackRock Won Two-Thirds of Passive Inflows Last Month
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MFWire.com
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7/23/2024
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The First Nine Spot Ether ETPs Arrive
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MFWire.com
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7/17/2024
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BlackRock Wins Q2 With $62B
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MFWire.com
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6/28/2024
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Money Funds Make a $74B Turnaround
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MFWire.com
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6/27/2024
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Active Outflows Fall By $10B
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MFWire.com
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6/25/2024
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BlackRock Leads a $30B Inflows Spike
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MFWire.com
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5/24/2024
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SEC Mostly Clears the Way For 8 Ether ETPs
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MFWire.com
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5/22/2024
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Money Fund Outflows Fall By $80B
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MFWire.com
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5/20/2024
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Passive Flows Plunge By $70B
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MFWire.com
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5/14/2024
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April Breaks Funds' Five-Month, $279B Inflows Streak
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MFWire.com
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5/9/2024
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M* Fetes the Retiring Hart of 3 Funds, While Skipping Another Award
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MFWire.com
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4/26/2024
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Despite a $33B Drop, Fidelity Still Leads
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MFWire.com
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4/24/2024
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Despite a $12B Drop, Active Inflows Continue
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MFWire.com
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4/19/2024
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Titans' Inflows Rise By $68B
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MFWire.com
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4/18/2024
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DFA, Van Eck, and 11 More AMs Win Big In Gotham
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MFWire.com
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4/3/2024
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Three of the Top Workplaces For Fundsters In 2024
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MFWire.com
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3/27/2024
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Schwab Pulls Ahead With $10.4B
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MFWire.com
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3/26/2024
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Active Inflows Return After a 28-Month Gap
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MFWire.com
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2/28/2024
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Fidelity Repeats As These Inflows Rise By $44B
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MFWire.com
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2/27/2024
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Active Outflows Shrink By 96 Percent, And ...
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MFWire.com
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2/21/2024
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Fido Pulls Ahead With $13.09B
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MFWire.com
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2/13/2024
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Fido's Earnings Rise to $8.5B
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MFWire.com
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2/12/2024
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The Boston Behemoth Expands to 66 ETFs and Counting
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MFWire.com
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1/30/2024
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These Funds Made a $1.025T 2023 Comeback
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MFWire.com
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1/26/2024
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December Was a $118B Passive Month
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MFWire.com
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1/22/2024
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The $443.748B Comeback
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MFWire.com
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1/10/2024
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Spot Bitcoin ETPs Will Arrive Tomorrow
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MFWire.com
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12/19/2023
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Money Funds Bounce Back With $185B
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MFWire.com
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12/18/2023
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Passive Inflows Jump Fivefold
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MFWire.com
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12/13/2023
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With $29.98B, BlackRock Dominated In November
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MFWire.com
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11/29/2023
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$31.6B In Outflows Break a 12-Month Streak
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MFWire.com
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11/28/2023
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Active Outflows Grow By $23.4B, But ...
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MFWire.com
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11/17/2023
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BlackRock Takes the Lead With $4.33B
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MFWire.com
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10/31/2023
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$1.126T In a Year
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MFWire.com
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10/26/2023
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Vanguard and JPM Repeat Their Flows Victories
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MFWire.com
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10/20/2023
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JPM Leads With $47B
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MFWire.com
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10/11/2023
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17 of the Best Large Workplaces For Fundsters In 2023
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MFWire.com
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10/4/2023
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The Nine Richest U.S. Fundsters In 2023
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MFWire.com
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9/28/2023
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These Inflows Jumped $94B In a Month
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MFWire.com
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9/28/2023
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Six of 2023's Most Powerful Women In Asset Management
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MFWire.com
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9/27/2023
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Active Outflows Climb 41 Percent In a Month, And ...
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MFWire.com
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9/26/2023
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Five of the Most Trusted Fund Firms In 2023
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MFWire.com
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9/19/2023
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Fido Wins With $8B As Passive Flows Fall 83 percent
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MFWire.com
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9/1/2023
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Will the SEC Accept Bitcoin ETPs? Brace For a Big October Week
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MFWire.com
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8/31/2023
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15 of the Best Employers For Women Fundsters In 2023
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MFWire.com
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8/24/2023
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JPMAM Flows Jump $27B
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MFWire.com
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8/23/2023
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JPMAM Threepeats, and BlackRock Repeats
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MFWire.com
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8/15/2023
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BlackRock Repeats, Netting $17B
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MFWire.com
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7/28/2023
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The $597B Half-Year
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MFWire.com
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7/27/2023
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90 Percent of Passive June Inflows Went to Five Firms
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MFWire.com
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7/3/2023
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Exchanges Amend ETP Apps to ID Coinbase
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MFWire.com
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6/29/2023
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JPMAM Leads a $145B Rebound
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MFWire.com
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6/28/2023
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JPMAM Takes the Active Inflows Lead With $5.5B
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MFWire.com
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6/22/2023
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Is Fidelity Really Bidding for Grayscale? Really?
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MFWire.com
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6/1/2023
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Fidelity Adds Hundreds to a Campus, Despite Giving a Piece Away
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MFWire.com
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5/31/2023
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Abby Donates a 250,000-Square-Foot Building
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MFWire.com
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5/24/2023
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These Flows Fell By $354B In April
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MFWire.com
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5/23/2023
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With $1.4B, Fido Takes the Active Inflows Lead
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MFWire.com
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5/15/2023
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Vanguard Leads a $20.5B Recovery
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MFWire.com
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4/28/2023
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One Month, $362B In Inflows
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MFWire.com
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4/27/2023
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Active Outflows Jump By $51B, But ...
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MFWire.com
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4/19/2023
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With $7B, BlackRock Regains the Lead
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MFWire.com
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3/28/2023
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Fidelity Repeats With $31B
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MFWire.com
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3/27/2023
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Passive Inflows Drop $76B, and ...
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MFWire.com
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3/22/2023
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31 of the Most Influential Female Fundsters In 2023
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MFWire.com
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2/28/2023
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Fidelity's Inflows Rise to $27B
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MFWire.com
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2/28/2023
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15 of the Best Fund Firms to Work For In 2023
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MFWire.com
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2/27/2023
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JPMAM Threepeats With $6B
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MFWire.com
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1/31/2023
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A $151B Quarter Almost Reverses a Rough Year
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MFWire.com
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1/30/2023
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Vanguard Leads an Inflows Pack and an Outflows Pack. Wait, What?
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MFWire.com
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1/18/2023
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Titans' Inflows Fell By $793B
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MFWire.com
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12/28/2022
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With $18B, a Fund Firm Repeats Its Money Fund Win
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MFWire.com
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12/27/2022
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Passive Inflows Fall $40B As Active Outflows Rise 47-Fold
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MFWire.com
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12/15/2022
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Titans' Inflows Collapse, Despite a $938B AUM Boost
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MFWire.com
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11/28/2022
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Goldman Leads With $22B
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MFWire.com
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11/22/2022
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One Month, $102B In Net Outflows
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MFWire.com
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11/14/2022
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A $45B Reversal
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MFWire.com
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11/2/2022
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Four Fundsters With the Most Market Influence In 2022
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MFWire.com
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10/25/2022
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Net Active Flows Worsen By $67B
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MFWire.com
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10/17/2022
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Only One Titan Wins As Industry Outflows Jump
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MFWire.com
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10/6/2022
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2022's Seven Most Powerful Women In Asset Management
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MFWire.com
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10/5/2022
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20 Fund Firms Win Big With FAs
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MFWire.com
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9/26/2022
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Net Active Flows Improve By $26B
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MFWire.com
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9/16/2022
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Long-Term Funds Take a $3.7T Hit
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MFWire.com
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8/30/2022
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The 7 Most Trusted Fund Firms of 2022
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MFWire.com
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8/29/2022
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17 of the Best Employers For Women Fundsters
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MFWire.com
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8/24/2022
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Money Funds Rake In $29B
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MFWire.com
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8/22/2022
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Active Outflows Surpass Passive Inflows By $13B
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MFWire.com
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8/17/2022
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Five Fund Firms Are Among the Top Workplaces of 2022
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MFWire.com
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8/12/2022
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Outflows Fall By $48B
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MFWire.com
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7/27/2022
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Passive Inflows Fall By $42B; Active Outflows Fall By $19B
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MFWire.com
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7/19/2022
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Down $2.737T In a Year
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MFWire.com
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6/23/2022
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Passive Funds Bounce Back By $74B
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MFWire.com
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6/16/2022
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A Two-Decade Retirement Vet Joins Pimco
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401kWire.com
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6/13/2022
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Outflows Continue, Despite a $74B Passive Flows Reversal
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MFWire.com
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6/3/2022
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A $4T-AUM Titan Expands Its ESG Line
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MFWire.com
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5/31/2022
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Money Fund Outflows Octuple In a Month
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MFWire.com
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5/19/2022
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A $104B Fall
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MFWire.com
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5/5/2022
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The 17 Best Fund Firms For Diversity
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MFWire.com
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4/26/2022
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These Funds' $159B Pain Dominated Q1
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MFWire.com
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4/25/2022
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A $113B Active Flows Collapse
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MFWire.com
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4/13/2022
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Industry Flows Fall 36 Percent, Despite a 21-Percent Jump For Titans
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MFWire.com
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3/25/2022
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Remembering Ned Johnson, Tech Maven
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401kWire.com
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3/24/2022
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Ned Johnson Dies
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MFWire.com
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3/22/2022
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Inflows Fall $97B, Mostly Due to Active Funds
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MFWire.com
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3/14/2022
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Industry Flows Rebound Fivefold to $48B, But ...
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MFWire.com
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2/25/2022
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Passive Inflows Plunge By $74B, And ...
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MFWire.com
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2/15/2022
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A $4.5T-AUM Titan Adds a Go-Anywhere Bond Fund
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MFWire.com
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2/14/2022
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AUM Slips Five Percent As Inflows Fall 90 Percent
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MFWire.com
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1/31/2022
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Money Market Flows Fell 23 Percent Last Year, But ...
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MFWire.com
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1/27/2022
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SSGA Leads As Passive Inflows Rise 60 percent
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MFWire.com
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12/14/2021
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So Much For Back to the Office, At Least For This Titan
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MFWire.com
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12/7/2021
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The Three Most Powerful Female Fundsters of 2021
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MFWire.com
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11/10/2021
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A $152B-AUM Firm Enters the Translucent ETF Space
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MFWire.com
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11/4/2021
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The Four Best Fund Firms For Women
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MFWire.com
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10/5/2021
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12K Of This Giant's Employees Returned to the Office, But ...
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MFWire.com
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9/22/2021
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The Six Most Trusted Fund Firms Are ...
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MFWire.com
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9/1/2021
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A $4.1T-AUM Titan Is Hiring Thousands, But ...
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MFWire.com
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8/27/2021
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Active Inflows Fall 40 Percent, and Passive Falls, Too, But ...
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MFWire.com
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6/22/2021
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Dodge & Cox, Fidelity, and Pimco Win Big
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MFWire.com
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4/19/2021
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Passive Inflows Rise 25 Percent, But ...
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MFWire.com
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3/23/2021
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Fidelity and Vanguard Led the Way In February
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MFWire.com
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3/15/2021
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MF and ETF Inflows Quintuple
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MFWire.com
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3/12/2021
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
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MFWire.com
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3/2/2021
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The Boston Behemoth's AUM Rises 19 Percent
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MFWire.com
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2/18/2021
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Lone Star Fundsters Address Winter Storm Uri
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MFWire.com
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2/17/2021
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Despite a January Dip, Inflows Rise YOY
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MFWire.com
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1/27/2021
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The Boston Behemoth Sees an Advantage In PEPs
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401kWire.com
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1/22/2021
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Abby Says Goodbye to a Key Lieutenant After 12 Years
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MFWire.com
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1/19/2021
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2020 Inflows Fell, But Giants' Dominance Grew
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MFWire.com
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12/10/2020
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Three Fundsters Are Among the Most Powerful Women
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MFWire.com
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9/15/2020
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JPMAM Takes the Lead As Titans' Inflows Slip Again
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MFWire.com
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9/9/2020
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East and West Coast Johnsons' Fortunes Diverge
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MFWire.com
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8/25/2020
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Money Fund Outflows Fall 64 Percent
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MFWire.com
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8/21/2020
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Active Inflows Fall 58 Percent
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MFWire.com
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