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MFWire: Fidelity Funds, Freedom Funds, Fidelity Advisor Funds [ETFs]
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Fidelity Management & Research Co. (FMR)
82 Devonshire St
Boston, MA  02109
Google Maps

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

  • Background:
    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
  • 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
  • Sponsored Opportunities

    Key People:
    Abby Johnson
    CEO, Chairwoman, Fidelity Investments
    Charlie Morrison
    President, Asset Management, Fidelity Investments
    Jim MacDonald
    President, Workplace Solutions, Fidelity
    Will Danoff
    PM, Fidelity Investments
    Ned Johnson
    Chairman Emeritus, Fidelity Investments
    Joel Tilllinghast
    PM, Fidelity Investments
    Anthony Rochte
    President (SelectCo), Fidelity Investments
    Kathy Murphy
    President, Personal Investing, Fidelity Investments
    Edward "Ned" Johnson IV
    Board member, Fidelity Investments
    Jeffrey Lagarce
    President, Pyramis Global Advisors
    Jacques Perold
    Head of FMRCo., Fidelity Investments
    Scott Couto
    President of Fidelity Financial Advisor Solutions, Fidelity Investments - FIIS
    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
    John Remondi
    Executive Vice President, Fidelity Investments
    Stephen Scullen
    President and Chief Investment Officer, Fidelity
    Eileen Pyne
    Executive Vice President, Human Resources, Fidelity
    Perry Odak
    Devonshire Investors U.S. Portfolio, Fidelity
    Timothy Hilton
    President, Devonshire Investors International Portfolio
    Story Archive for Fidelity Management & Research Co. (FMR)
    Published On Story Headline Publication
    4/20/2017 Morrison Expects Even More Big Mergers, and Fidelity Might Be a Buyer?!?! MFWire.com
    4/7/2017 Filings for Fundsters - April 7, 2017 MFWire.com
    4/3/2017 Previewing Tiburon and More in NYC, NICSA in Beantown MFWire.com
    3/31/2017 SSgA's SHE Sweeps MFWire.com
    3/28/2017 Follow the Fundsters - March 28, 2017 MFWire.com
    3/24/2017 Filings for Fundsters - March 24, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/21/2017 The Richest Fundsters, 2017 Edition MFWire.com
    3/20/2017 Filings for Fundsters - March 20, 2017 MFWire.com
    3/15/2017 Follow the Fundsters - March 15, 2017 MFWire.com
    3/7/2017 Follow the Fundsters - March 7, 2017 MFWire.com
    3/1/2017 Trump Asks a Fido Vet For Advice MFWire.com
    2/27/2017 Fidelity Makes Its Employees an Offer MFWire.com
    2/21/2017 TIAA and Passive Players Won January MFWire.com
    2/15/2017 A Deep Dive Into Fidelity's New Platform MFWire.com
    2/10/2017 Filings for Fundsters - February 10, 2017 MFWire.com
    2/7/2017 Follow the Fundsters - February 7, 2017 MFWire.com
    1/25/2017 Dodge & Cox, Fido, Harris, and T. Rowe Win Big MFWire.com
    1/24/2017 Follow the Fundsters - January 24, 2017 MFWire.com
    1/20/2017 Filings for Fundsters - January 20, 2017 MFWire.com
    1/20/2017 Will You Help Elizabeth Warren Save the Fiduciary Reg? MFWire.com
    1/19/2017 Vanguard, BlackRock, and SSgA Won 2016 MFWire.com
    1/18/2017 Filings for Fundsters - January 18, 2017 MFWire.com
    1/12/2017 And the 2016 Fund Manager of the Year Nominees Are... MFWire.com
    1/6/2017 Filings for Fundsters - January 6, 2017 MFWire.com
    1/3/2017 Filings for Fundsters - January 3, 2017 MFWire.com
    12/30/2016 The Most Popular MFWire Stories of 2016 MFWire.com
    12/16/2016 Did Russia Meddle In the Great Financial Services Hack Case? MFWire.com
    12/15/2016 The Great Financial Services Hack of 2014: A Timeline MFWire.com
    12/15/2016 An American Returns, Charged For Hacks of Fido and JPMAM MFWire.com
    12/2/2016 Filings for Fundsters - December 2, 2016 MFWire.com
    11/22/2016 Abby Succeeds Ned One Last Time MFWire.com
    11/14/2016 Feds Charge a Floridian Tied to the Great Financial Services Hack of 2014 MFWire.com
    11/10/2016 Filings for Fundsters - November 10, 2016 MFWire.com
    10/31/2016 Filings for Fundsters - October 31, 2016 MFWire.com
    10/19/2016 Filings for Fundsters - October 19, 2016 MFWire.com
    10/19/2016 Aberdeen and OpFunds Win Big in Chicago MFWire.com
    10/18/2016 MFEA STARs Gather in Chitown as MMIers Gather in Beantown MFWire.com
    10/11/2016 Filings for Fundsters - October 11, 2016 MFWire.com
    10/11/2016 Russia Detains a Fidelity Hack Suspect ... For a Visa Violation MFWire.com
    10/6/2016 People on the Move - October 6, 2016 MFWire.com
    9/30/2016 People on the Move - September 30, 2016 MFWire.com
    9/27/2016 Filings For Fundsters - September 27, 2016 MFWire.com
    9/21/2016 Fidelity the Fund Firm, 401k Provider ... and Tourist? MFWire.com
    9/16/2016 Big ETF Shops and Lord Abbett Shined in August MFWire.com
    9/9/2016 The New Fund Fuss - September 9, 2016 MFWire.com
    9/8/2016 Filings for Fundsters - September 8, 2016 MFWire.com
    9/7/2016 A Triumphant Bogle Predicts a Giant Fund Firm Deal MFWire.com
    8/30/2016 Filings for Fundsters - August 30, 2016 MFWire.com
    8/29/2016 The New Fund Fuss - August 29, 2016 MFWire.com
    8/16/2016 Filings For Fundsters - August 16, 2016 MFWire.com
    8/15/2016 Filings For Fundsters - August 15, 2016 MFWire.com
    8/15/2016 Four Firms Dominated July Inflows MFWire.com
    8/12/2016 Fidelity Proposes Its Own ETF-Like Structure For Active Investing MFWire.com
    8/9/2016 Stork and Reaper - August 9, 2016 MFWire.com
    6/29/2016 MFWire Introduces...The New Fund Fuss! MFWire.com
    6/17/2016 Three Fund Firms Brought In More than $2B Each In May MFWire.com
    6/13/2016 Abby Johnson Is the Richest Massachusettsan ... Or Is She? MFWire.com
    6/8/2016 Abby Feels Fidelity's Right at Home In This State MFWire.com
    6/1/2016 The Boston Behemoth Expands In the Land of Enchantment MFWire.com
    5/26/2016 The Richest Person In This State Is a Fundster MFWire.com
    5/19/2016 These Two Fund Firms Are the Most Important MFWire.com
    5/17/2016 ICI GMM 2016 Is About to Begin MFWire.com
    5/16/2016 Seven Months and Counting: Vanguard Is Still On Top MFWire.com
    5/13/2016 Fink and Four Other Fundsters Are Money Masters MFWire.com
    5/9/2016 Fundsters Gather to Ponder the Fiduciary Reg MFWire.com
    4/20/2016 The Most Successful Money Managers Are Actually Something Else MFWire.com
    3/24/2016 Don't Launch Target Date Funds; Join Them MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    3/15/2016 Pimco, BlackRock, and Janus vs ... Everybody Else? MFWire.com
    3/4/2016 Fido Doubles Down On a Would-Be Roboadvisor Disrupter MFWire.com
    2/29/2016 Fido's 102-Fund Share-Class Conversion Accelerates MFWire.com
    2/19/2016 Fido's Net Flows, Revenue, and Costs Rise; Earnings Slip MFWire.com
    2/19/2016 Fidelity WI Adds 850K Participants, Though AUA Dips 401kWire.com
    2/8/2016 Has Fido Found the Next Peter Lynch? MFWire.com
    2/3/2016 Abby Johnson, Larry Fink, and Tim Armour All Walk Into a Bank ... MFWire.com
    1/4/2016 The Top Big Equity Fund of 2015 Is ... MFWire.com
    12/16/2015 M*: Vanguard and iShares Have Dominated This Year MFWire.com
    12/4/2015 Where's Ned? The Art World Just Isn't the Same MFWire.com
    11/16/2015 Vanguard Retakes the Lead MFWire.com
    11/16/2015 Abby's Pick For President MFWire.com
    11/11/2015 Which Fund Firm Was Attacked In the Great Financial Services Hack of 2014? MFWire.com
    10/29/2015 Fido News Fest: Pyramis No More, MA Is Mad, and CO, NC, and FL Are Happy MFWire.com
    10/2/2015 Nine of America's Richest People Are Fundsters MFWire.com
    9/25/2015 More Than 2,000 Advisors Converge on Beantown MFWire.com
    9/24/2015 The Mutual Fund Dark Pool Is Almost Here MFWire.com
    9/15/2015 A Wildly Successful PM Catches Flak For Flying Solo MFWire.com
    8/24/2015 Ned Johnson: Former Fido Chief, and the Most Influential Person At This Museum MFWire.com
    8/14/2015 SSgA Turns Its Flows Around, In a Big Way MFWire.com
    8/14/2015 Fidelity Suffered In July, But Not As Much As It Looks Like MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    7/15/2015 An Ex-FIIS RVP Accuses Fido of Post-Maternity Leave Discrimination MFWire.com
    7/13/2015 Fitch Ponders Fido's "Extremely Strong Market Position" MFWire.com
    6/8/2015 16 Fund Firms Meet This Fantastic M* Threshold MFWire.com
    5/15/2015 Active Wins ... If You're Big and Cheap MFWire.com
    5/13/2015 Abby's Words of Wisdom MFWire.com
    4/27/2015 This TV Star Almost Worked at Fidelity MFWire.com
    4/17/2015 7 Titans Swallow 88 Percent of Inflows MFWire.com
    4/10/2015 The Stock Funds Have No Heroes MFWire.com
    4/8/2015 You Definitely Want to Find Out What Abby's Thinking MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    3/30/2015 Bill Gross, aka the "Stress Test" MFWire.com
    3/26/2015 Will Hodge Wear Sunglasses For M*? MFWire.com
    3/26/2015 "The Most Dominant Fund Company In History" MFWire.com
    2/17/2015 Vanguard, TCW, and DoubleLine Win January MFWire.com
    2/17/2015 Fidelity Earns $3.4B MFWire.com
    2/13/2015 Fidelity Now Works With 25MM Participants 401kWire.com
    2/9/2015 Where Are Pimco's 401k Dollars Flowing? MFWire.com
    1/21/2015 Google, Space, a Dark Pool: What's Fidelity Up to? MFWire.com
    1/14/2015 MetWest and Vanguard Had 2014's Hottest Funds MFWire.com
    1/5/2015 Which PMs Will Win? Here's M*'s 2014 Short List MFWire.com
    11/24/2014 Advisors Remember These Fund Firms' Wholesalers MFWire.com
    11/21/2014 The Ten Biggest Fund Shops Now Control 58 Percent of the Assets MFWire.com
    11/21/2014 Fundsters Tackle YouTube, Though Not Its Social Aspects MFWire.com
    11/20/2014 Funds From MetWest, Dodge & Cox, BlackRock, DoubleLine and Baird Rake It In MFWire.com
    10/22/2014 OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown MFWire.com
    10/14/2014 Spotlight On Abby MFWire.com
    10/13/2014 Abby Takes Over, But Ned's Not Out MFWire.com
    5/28/2014 Bob Reynolds Takes on Ned and Abby at Their Own Game MFWire.com
    5/2/2014 A Pershing RIA Specialist Returns to Fido MFWire.com
    3/26/2014 It Really Is Abby's World MFWire.com
    1/13/2014 Barron's Ponders the Tactics of Three Fido Funds MFWire.com
    1/6/2014 WSJ Looks at What Happened in 20th Year of ETFs MFWire.com
    1/3/2014 Can a Morningstar Top Honor Be a Curse? MFWire.com
    1/3/2014 Ned Johnson's Tomatoes Are Saved MFWire.com
    1/2/2014 Sold! Fido Seals Deal on "Block on Congress" MFWire.com
    12/30/2013 The 13 Fund Firms that Got the Most Ink in 2013 MFWire.com
    12/30/2013 These Were MFWire's 13 Most Popular Stories of 2013 MFWire.com
    12/26/2013 Fido Pulls a Switcheroo on Two Dividend Funds MFWire.com
    12/18/2013 Will These Fido Funds Be an Event? MFWire.com
    12/16/2013 Fido's "Block on Congress" Goes on the Block MFWire.com
    12/5/2013 Fido Slashes FundsNetwork Commissions On All But Five Shop's Funds MFWire.com
    12/3/2013 Fidelity Will Reimburse Hacking Victims MFWire.com
    12/2/2013 Vanguard, Fido, T. Rowe, J.P. Morgan, DFA and OpFunds Take Bigger Slices of the Growing Pie MFWire.com
    12/2/2013 Fido's Dixon Describes the Holiday Shopping Food Fight MFWire.com
    11/21/2013 Fundsters Bet $250MM on a Dot-com MFWire.com
    11/18/2013 Bros Allegedly Tried to Rob Fido Customers Blind, Online MFWire.com
    11/18/2013 Ned Johnson Broke His Leg MFWire.com
    11/13/2013 Morrison Debuts a Trio of Fido Bond Funds MFWire.com
    11/8/2013 The Feds Indict a Faux Fidelity Rep MFWire.com
    11/6/2013 Regulators Turn Microscope on Fido, BlackRock MFWire.com
    11/5/2013 CNBC: Fido and Vanguard Don't Grok Income MFWire.com
    11/1/2013 Fund Giants Push to Redefine Retail MFWire.com
    10/31/2013 M* Gives Fido One B, and One C MFWire.com
    10/29/2013 Fido's Haggerty Wants Everybody to Get Alts MFWire.com
    10/28/2013 Will Fido's Rochte Laugh Best? MFWire.com
    10/25/2013 Conway Considers Fido's ETF Competitiveness MFWire.com
    10/24/2013 You Can't Talk to Abby. So Says Bloomberg MFWire.com
    10/22/2013 Fido's SSgA-Killers Are Hitting the Market MFWire.com
    10/22/2013 M* Profiles Six Funds That Go to the Extreme MFWire.com
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