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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
    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
    12/12/2019 While Active Outflows Vanish, BlackRock Three-Peats MFWire.com
    12/3/2019 In 2020, an Ex-PM Will Take Over Fidelity AM MFWire.com
    11/12/2019 Passive Inflows and Active Outflows Both Fall MFWire.com
    10/21/2019 Passive Inflows Double In Two Months MFWire.com
    10/14/2019 BlackRock Retakes the Lead, But ... MFWire.com
    10/14/2019 Week In Preview, October 14-20 MFWire.com
    10/8/2019 The Eight Richest U.S. Fundsters Are ... MFWire.com
    9/26/2019 Four Fundsters Are Among the Most Powerful Women In Business MFWire.com
    9/25/2019 The Six Most Powerful Women In Asset Management MFWire.com
    9/24/2019 Lord Abbett Takes the Active Lead MFWire.com
    9/17/2019 Active and Passive Both Suffered Billions In August Outflows MFWire.com
    8/23/2019 From Billionaire Fundster Chief to the NBA or NFL? MFWire.com
    8/19/2019 Active Outflows Disappear As Passive Inflows Fall MFWire.com
    8/14/2019 The World's 14th Richest Family Runs MFs MFWire.com
    8/12/2019 One Fund Firm's Inflows Fall $38B In a Month MFWire.com
    7/22/2019 Pimco and BlackRock Win In June MFWire.com
    7/19/2019 Ashton Kutcher and the Boston Behemoth Bet Together MFWire.com
    6/13/2019 The Leviathan Recovers the Pole Position MFWire.com
    5/23/2019 Lynch Shares Art, and Booth Looks to Space MFWire.com
    5/20/2019 Fidelity Both Won and Lost Last Month MFWire.com
    5/13/2019 Another Titan Breaks the Flows Duopoly MFWire.com
    5/3/2019 The Fundster 401k Roundup, April 12-May 3 MFWire.com
    4/23/2019 A Midwestern Shop Leads the Active Pack MFWire.com
    4/16/2019 Fidelity and T. Rowe Lead This New Old Awards Race MFWire.com
    4/15/2019 The Largest Firms Gobble 98 Percent of Flows MFWire.com
    3/19/2019 Bogles' Bunch Dominates Both Sides MFWire.com
    3/12/2019 Passive Inflows Drive February Growth MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    3/7/2019 2019's Richest Fundsters Are ... MFWire.com
    2/22/2019 Fidelity Institutional Holds Steady MFWire.com
    2/21/2019 Flows Rebound, and Vanguard Retakes the Lead MFWire.com
    2/1/2019 ETF Titans Lead an Award Race MFWire.com
    1/31/2019 Who Gained Market Share In 2018? MFWire.com
    1/28/2019 Active Outflows Dwarf Passive Inflows MFWire.com
    1/25/2019 Expect Miracles Takes Manhattan For a Fifth Time MFWire.com
    1/18/2019 Only Five Behemoths Netted December Inflows MFWire.com
    1/17/2019 Only Two Firms Added More Than $10B In 2018 MFWire.com
    1/3/2019 Only Three Heads of State Beat This Fundster MFWire.com
    12/31/2018 Week In Preview, December 31-January 6 MFWire.com
    12/24/2018 Passive Inflows and Active Outflows Rise MFWire.com
    12/20/2018 After a Basement Fire, Fidelity's HQ Reopens MFWire.com
    12/17/2018 BlackRock Catapults Back to the Lead MFWire.com
    12/5/2018 The World's Fifth Most Powerful Woman Runs a Fund Firm MFWire.com
    11/27/2018 Vanguard Simultaneously Won and Lost Last Month MFWire.com
    11/23/2018 Will New Brand Rules Change the China Opp For U.S. Fundsters? MFWire.com
    11/21/2018 Abby Stands By Active Management, Tackles Barriers to Outreach MFWire.com
    11/19/2018 Two-Thirds of the Giants Suffer Outflows MFWire.com
    11/19/2018 Abby Picks Charlie's Successor MFWire.com
    10/17/2018 New Lens: Active vs Passive Winners MFWire.com
    10/15/2018 Week In Preview, October 15-21 MFWire.com
    10/12/2018 Abby and Bob Party With Sir Paul MFWire.com
    10/10/2018 SSgA Rebounds, and Vanguard's Flows Double MFWire.com
    10/8/2018 Week In Preview, October 8-14 MFWire.com
    10/5/2018 Whom Will Abby Pick to Succeed This Key Fido Chief? MFWire.com
    10/2/2018 Would Abby Guide This Chastened Manufacturer? MFWire.com
    9/25/2018 The Five Most Powerful Women In Asset Management MFWire.com
    9/18/2018 No, This Mutual Fund Titan Is NOT For Sale MFWire.com
    9/14/2018 At 79, an Ex-Fidelity Prez Dies MFWire.com
    9/13/2018 Another Month, Another Pair of Free Fido Funds MFWire.com
    9/5/2018 One Month, $987.7MM MFWire.com
    8/13/2018 Flows Brighten, and Passive Titans Lead MFWire.com
    8/9/2018 Getting to Know a Publicity-Shy Fundster Titan MFWire.com
    8/1/2018 Free Mutual Funds Are Here MFWire.com
    7/26/2018 When FAs Want Portfolio Construction Help, They Turn to ... MFWire.com
    7/16/2018 Vanguard Retakes the Lead as Flows Plunge MFWire.com
    7/11/2018 AI Isn't an Asset Management Panacea MFWire.com
    6/29/2018 Happy 88, Ned MFWire.com
    6/25/2018 Week In Preview, June 25-July 1 MFWire.com
    6/11/2018 Week In Preview, June 11-17 401kWire.com
    5/30/2018 BlackRock Beat Vanguard Last Month MFWire.com
    5/30/2018 The Times Misses a Key Piece of the Fidelity Puzzle MFWire.com
    5/23/2018 ICI's Diamond GMM, Day Two MFWire.com
    5/21/2018 Week In Preview, May 21-28 MFWire.com
    5/18/2018 The Fund Firm With the Best Advisor Rep Is ... MFWire.com
    5/10/2018 The World's Two Most Powerful Fundsters Are ... MFWire.com
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