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MFWire: Fidelity Funds, Freedom Funds, Fidelity Advisor Funds [ETFs]
MUTUAL FUND FAMILY PROFILES [BETA]
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Fidelity Management & Research Co. (FMR)
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

  • 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
  • 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
  • Sponsored Opportunities



    Key People:
    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
    Story Archive for Fidelity Management & Research Co. (FMR)
    Published On Story Headline Publication
    5/24/2024 SEC Mostly Clears the Way For 8 Ether ETPs MFWire.com
    5/22/2024 Money Fund Outflows Fall By $80B MFWire.com
    5/20/2024 Passive Flows Plunge By $70B MFWire.com
    5/14/2024 April Breaks Funds' Five-Month, $279B Inflows Streak MFWire.com
    5/9/2024 M* Fetes the Retiring Hart of 3 Funds, While Skipping Another Award MFWire.com
    4/26/2024 Despite a $33B Drop, Fidelity Still Leads MFWire.com
    4/24/2024 Despite a $12B Drop, Active Inflows Continue MFWire.com
    4/19/2024 Titans' Inflows Rise By $68B MFWire.com
    4/18/2024 DFA, Van Eck, and 11 More AMs Win Big In Gotham MFWire.com
    4/3/2024 Three of the Top Workplaces For Fundsters In 2024 MFWire.com
    3/27/2024 Schwab Pulls Ahead With $10.4B MFWire.com
    3/26/2024 Active Inflows Return After a 28-Month Gap MFWire.com
    2/28/2024 Fidelity Repeats As These Inflows Rise By $44B MFWire.com
    2/27/2024 Active Outflows Shrink By 96 Percent, And ... MFWire.com
    2/21/2024 Fido Pulls Ahead With $13.09B MFWire.com
    2/13/2024 Fido's Earnings Rise to $8.5B MFWire.com
    2/12/2024 The Boston Behemoth Expands to 66 ETFs and Counting MFWire.com
    1/30/2024 These Funds Made a $1.025T 2023 Comeback MFWire.com
    1/26/2024 December Was a $118B Passive Month MFWire.com
    1/22/2024 The $443.748B Comeback MFWire.com
    1/10/2024 Spot Bitcoin ETPs Will Arrive Tomorrow MFWire.com
    12/19/2023 Money Funds Bounce Back With $185B MFWire.com
    12/18/2023 Passive Inflows Jump Fivefold MFWire.com
    12/13/2023 With $29.98B, BlackRock Dominated In November MFWire.com
    11/29/2023 $31.6B In Outflows Break a 12-Month Streak MFWire.com
    11/28/2023 Active Outflows Grow By $23.4B, But ... MFWire.com
    11/17/2023 BlackRock Takes the Lead With $4.33B MFWire.com
    10/31/2023 $1.126T In a Year MFWire.com
    10/26/2023 Vanguard and JPM Repeat Their Flows Victories MFWire.com
    10/20/2023 JPM Leads With $47B MFWire.com
    10/11/2023 17 of the Best Large Workplaces For Fundsters In 2023 MFWire.com
    10/4/2023 The Nine Richest U.S. Fundsters In 2023 MFWire.com
    9/28/2023 These Inflows Jumped $94B In a Month MFWire.com
    9/28/2023 Six of 2023's Most Powerful Women In Asset Management MFWire.com
    9/27/2023 Active Outflows Climb 41 Percent In a Month, And ... MFWire.com
    9/26/2023 Five of the Most Trusted Fund Firms In 2023 MFWire.com
    9/19/2023 Fido Wins With $8B As Passive Flows Fall 83 percent MFWire.com
    9/1/2023 Will the SEC Accept Bitcoin ETPs? Brace For a Big October Week MFWire.com
    8/31/2023 15 of the Best Employers For Women Fundsters In 2023 MFWire.com
    8/24/2023 JPMAM Flows Jump $27B MFWire.com
    8/23/2023 JPMAM Threepeats, and BlackRock Repeats MFWire.com
    8/15/2023 BlackRock Repeats, Netting $17B MFWire.com
    7/28/2023 The $597B Half-Year MFWire.com
    7/27/2023 90 Percent of Passive June Inflows Went to Five Firms MFWire.com
    7/3/2023 Exchanges Amend ETP Apps to ID Coinbase MFWire.com
    6/29/2023 JPMAM Leads a $145B Rebound MFWire.com
    6/28/2023 JPMAM Takes the Active Inflows Lead With $5.5B MFWire.com
    6/22/2023 Is Fidelity Really Bidding for Grayscale? Really? MFWire.com
    6/1/2023 Fidelity Adds Hundreds to a Campus, Despite Giving a Piece Away MFWire.com
    5/31/2023 Abby Donates a 250,000-Square-Foot Building MFWire.com
    5/24/2023 These Flows Fell By $354B In April MFWire.com
    5/23/2023 With $1.4B, Fido Takes the Active Inflows Lead MFWire.com
    5/15/2023 Vanguard Leads a $20.5B Recovery MFWire.com
    4/28/2023 One Month, $362B In Inflows MFWire.com
    4/27/2023 Active Outflows Jump By $51B, But ... MFWire.com
    4/19/2023 With $7B, BlackRock Regains the Lead MFWire.com
    3/28/2023 Fidelity Repeats With $31B MFWire.com
    3/27/2023 Passive Inflows Drop $76B, and ... MFWire.com
    3/22/2023 31 of the Most Influential Female Fundsters In 2023 MFWire.com
    2/28/2023 Fidelity's Inflows Rise to $27B MFWire.com
    2/28/2023 15 of the Best Fund Firms to Work For In 2023 MFWire.com
    2/27/2023 JPMAM Threepeats With $6B MFWire.com
    1/31/2023 A $151B Quarter Almost Reverses a Rough Year MFWire.com
    1/30/2023 Vanguard Leads an Inflows Pack and an Outflows Pack. Wait, What? MFWire.com
    1/18/2023 Titans' Inflows Fell By $793B MFWire.com
    12/28/2022 With $18B, a Fund Firm Repeats Its Money Fund Win MFWire.com
    12/27/2022 Passive Inflows Fall $40B As Active Outflows Rise 47-Fold MFWire.com
    12/15/2022 Titans' Inflows Collapse, Despite a $938B AUM Boost MFWire.com
    11/28/2022 Goldman Leads With $22B MFWire.com
    11/22/2022 One Month, $102B In Net Outflows MFWire.com
    11/14/2022 A $45B Reversal MFWire.com
    11/2/2022 Four Fundsters With the Most Market Influence In 2022 MFWire.com
    10/25/2022 Net Active Flows Worsen By $67B MFWire.com
    10/17/2022 Only One Titan Wins As Industry Outflows Jump MFWire.com
    10/6/2022 2022's Seven Most Powerful Women In Asset Management MFWire.com
    10/5/2022 20 Fund Firms Win Big With FAs MFWire.com
    9/26/2022 Net Active Flows Improve By $26B MFWire.com
    9/16/2022 Long-Term Funds Take a $3.7T Hit MFWire.com
    8/30/2022 The 7 Most Trusted Fund Firms of 2022 MFWire.com
    8/29/2022 17 of the Best Employers For Women Fundsters MFWire.com
    8/24/2022 Money Funds Rake In $29B MFWire.com
    8/22/2022 Active Outflows Surpass Passive Inflows By $13B MFWire.com
    8/17/2022 Five Fund Firms Are Among the Top Workplaces of 2022 MFWire.com
    8/12/2022 Outflows Fall By $48B MFWire.com
    7/27/2022 Passive Inflows Fall By $42B; Active Outflows Fall By $19B MFWire.com
    7/19/2022 Down $2.737T In a Year MFWire.com
    6/23/2022 Passive Funds Bounce Back By $74B MFWire.com
    6/16/2022 A Two-Decade Retirement Vet Joins Pimco 401kWire.com
    6/13/2022 Outflows Continue, Despite a $74B Passive Flows Reversal MFWire.com
    6/3/2022 A $4T-AUM Titan Expands Its ESG Line MFWire.com
    5/31/2022 Money Fund Outflows Octuple In a Month MFWire.com
    5/19/2022 A $104B Fall MFWire.com
    5/5/2022 The 17 Best Fund Firms For Diversity MFWire.com
    4/26/2022 These Funds' $159B Pain Dominated Q1 MFWire.com
    4/25/2022 A $113B Active Flows Collapse MFWire.com
    4/13/2022 Industry Flows Fall 36 Percent, Despite a 21-Percent Jump For Titans MFWire.com
    3/25/2022 Remembering Ned Johnson, Tech Maven 401kWire.com
    3/24/2022 Ned Johnson Dies MFWire.com
    3/22/2022 Inflows Fall $97B, Mostly Due to Active Funds MFWire.com
    3/14/2022 Industry Flows Rebound Fivefold to $48B, But ... MFWire.com
    2/25/2022 Passive Inflows Plunge By $74B, And ... MFWire.com
    2/15/2022 A $4.5T-AUM Titan Adds a Go-Anywhere Bond Fund MFWire.com
    2/14/2022 AUM Slips Five Percent As Inflows Fall 90 Percent MFWire.com
    1/31/2022 Money Market Flows Fell 23 Percent Last Year, But ... MFWire.com
    1/27/2022 SSGA Leads As Passive Inflows Rise 60 percent MFWire.com
    12/14/2021 So Much For Back to the Office, At Least For This Titan MFWire.com
    12/7/2021 The Three Most Powerful Female Fundsters of 2021 MFWire.com
    11/10/2021 A $152B-AUM Firm Enters the Translucent ETF Space MFWire.com
    11/4/2021 The Four Best Fund Firms For Women MFWire.com
    10/5/2021 12K Of This Giant's Employees Returned to the Office, But ... MFWire.com
    9/22/2021 The Six Most Trusted Fund Firms Are ... MFWire.com
    9/1/2021 A $4.1T-AUM Titan Is Hiring Thousands, But ... MFWire.com
    8/27/2021 Active Inflows Fall 40 Percent, and Passive Falls, Too, But ... MFWire.com
    6/22/2021 Dodge & Cox, Fidelity, and Pimco Win Big MFWire.com
    4/19/2021 Passive Inflows Rise 25 Percent, But ... MFWire.com
    3/23/2021 Fidelity and Vanguard Led the Way In February MFWire.com
    3/15/2021 MF and ETF Inflows Quintuple MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    3/2/2021 The Boston Behemoth's AUM Rises 19 Percent MFWire.com
    2/18/2021 Lone Star Fundsters Address Winter Storm Uri MFWire.com
    2/17/2021 Despite a January Dip, Inflows Rise YOY MFWire.com
    1/27/2021 The Boston Behemoth Sees an Advantage In PEPs 401kWire.com
    1/22/2021 Abby Says Goodbye to a Key Lieutenant After 12 Years MFWire.com
    1/19/2021 2020 Inflows Fell, But Giants' Dominance Grew MFWire.com
    12/10/2020 Three Fundsters Are Among the Most Powerful Women MFWire.com
    9/15/2020 JPMAM Takes the Lead As Titans' Inflows Slip Again MFWire.com
    9/9/2020 East and West Coast Johnsons' Fortunes Diverge MFWire.com
    8/25/2020 Money Fund Outflows Fall 64 Percent MFWire.com
    8/21/2020 Active Inflows Fall 58 Percent MFWire.com
    7/16/2020 Titans' Inflows Climb Another 85 Percent MFWire.com
    6/15/2020 T. Rowe Leads This Abbreviated Awards Race MFWire.com
    6/3/2020 More MF Chiefs Speak Up As BLM Protests Continue MFWire.com
    5/29/2020 The Money Fund Inflows Flood Slows a Bit MFWire.com
    5/1/2020 MA and NJ Govs Turn to Fundsters MFWire.com
    4/23/2020 15 Percent of Money Funds' AUM Arrived Last Month MFWire.com
    4/16/2020 Only One Fundster Will Have Trump's Ear On This MFWire.com
    4/14/2020 A Titan Accelerates the Hiring of Thousands MFWire.com
    4/1/2020 An $85B-AUM Money Fund Trio Soft-Closes MFWire.com
    3/16/2020 Inflows Plunge By 69 Percent MFWire.com
    3/16/2020 The Boston Behemoth Embraces WFH MFWire.com
    3/10/2020 The 33 Most Influential Women In the U.S. Fund Biz MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    3/4/2020 The Boston Behemoth's Net Inflows Nearly Double MFWire.com
    1/23/2020 JPMAM Keeps Its Lead MFWire.com
    1/16/2020 Top Leaders at Fido and the SEC Say Goodbye MFWire.com
    1/15/2020 The $183B Year MFWire.com
    1/13/2020 Fundsters Added $3.9T In AUM Last Year MFWire.com
    12/30/2019 Who Runs the Best Funds of the Year? MFWire.com
    12/19/2019 A Bank's Active Funds Lead MFWire.com
    12/13/2019 The World's Most Powerful Women Include Two Fundsters, Again MFWire.com
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    1. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
    2. IMEA webinar - Snapshot on the Talent Landscape, June 18
    3. 2024 MMI National Accounts Roundable, June 18
    4. MMI webinar - RIA Consolidators: The New Key Accounts?, June 20
    5. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
    6. MMI webinar - DoL Fiduciary Rule Update: What Are the Implications?, June 21
    7. WE Chicago - Pre-Morningstar Conference reception, June 25
    8. Celebrating 100 Years of the Mutual Fund, June 25
    9. New York YPEM Cornhole Classic, June 25
    10. Morningstar Investment Conference Conference 2024, Jun 26-27
    11. 2024 MMI Institutional Roundtable, June 26
    12. WE PNW Seattle - Pickleball and Networking, June 27
    13. Celebrating 100 Years of the Mutual Fund, July 11
    14. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
    15. MFDF Director Discussion Series - Open Forum via Zoom, July 17
    16. MFDF Director Discussion Series - Open Forum (New York), July 23
    17. IMEA Portfolio Construction Roundtable, September 19
    18. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
    19. 2024 MMI Annual Conference, Oct 15-17
    20. IMEA Philanthropic Day, October 22
    21. IMEA Leadership Summit, October 23
    22. IMEA Star Awards Celebration, October 23
    23. IMEA Marketing Summit, October 24
    24. 5th Annual ETFGI Global ETFs Insight Summit, October 29
    25. MFDF Director Discussion Series - Open Forum (Denver), November 6
    26. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7




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