• Investment Advisor

    View Last Form Adv Compilation Report on Record

    FIDELITY MANAGEMENT & RESEARCH COMPANY
    Classified as Hedge Fund
    245 SUMMER STREET
    BOSTON MA    02210
    Country: UNITED STATES

    Business Phone: 617-563-7000
    Fax: 617-692-1784
    Professional Investment Advisor Data
    SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
    Form of Organization: Corporation
    Organized in: MA
    Number of employees: 356
    Other Business Activities: commodity pool operator or commodity trading advisor
    Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
    Regulatory Asets Under Management: 881,766,000
    Amount of client funds and securities:
    Total Number of Clients:
    Amount of client funds and securities by related persons:
    Total Number of clients from related persons:
    Disclosures: 11.C (1),11.C (2),11.C (4),11.C (5),11.D (2),11.D (4)
    Data above was derived from SEC filings.
  • 13F Activity for 09/30/2014

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    13F Holdings Summary

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    View All Holdings
  • 13F Sector Allocation 09/30/2014

  • 13F Market Value Over Time

    Market values shown on this site may differ from what was reported on the actual filing due to rounding or parsing errors.

    You are limited to the prior 8 quarters of 13F filings. Subscribe to Whalewisdom to view all filing data for FMR LLC

  • Backtester Performance

    Performance for 09/30/2014 quarter -1.82 %
    Performance Last 4 Quarters 8.8%

    13F performance is determined by running a Backtest Report rebalanced choosing the top 10 stocks based on "most frequently held stocks by dollar value" allocating resources by "balancing the portfolio on the basis of aggregate stock weightings".

    Performance shown above in no way reflects a given fund's actual performance during the quarter. Performance values are intended to show what an outside investor might achieve by mimicking the funds portfolio after the 13F report is released (45 days after the end of the quarter).

    You are limited to the prior 8 quarters of 13F filings. Subscribe to Whalewisdom to view all filing data for FMR LLC

  • Recent SEC Filings

    Recent filings
    Form SC 13G2015-01-12
    Form SC 13G/A2015-01-12
    Form SC 13G2015-01-12
    Form SC 13G2015-01-12
    Form SC 13G2015-01-12
  • 13F Managers

    Subsidiaries/Managers included in latest 13F
    Name
    FIDELITY MANAGEMENT RESEARCH CO/MA/
    FIDELITY MANAGEMENT TRUST CO
    STRATEGIC ADVISERS INC
    Impresa Management LLC
    FMR CO INC
    Pyramis Global Advisors Trust CO
    Pyramis Global Advisors, LLC
    Fidelity SelectCo, LLC
  • Recent News Around the Web

13F Holdings
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*Shares are split adjusted
13F Filings Available:
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR/A (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR/A (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR/A (Subscription required)
  • 2012-06-30 - 13F-HR/A (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR/A (Subscription required)
  • 2012-03-31 - 13F-HR/A (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR/A (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR/A (Subscription required)
  • 2010-12-31 - 13F-HR/A (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR/A (Subscription required)
  • 2009-06-30 - 13F-HR/A (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR/A (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR/A (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR/A (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR/A (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR/A (Subscription required)
  • 2006-06-30 - 13F-HR/A (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR/A (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR/A (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR/A (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR/A (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR/A (Subscription required)
  • 2003-12-31 - 13F-HR/A (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR/A (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR/A (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR/A (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR/A (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR/A (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR/A (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR/A (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR/A (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR/A (Subscription required)
  • 2001-09-30 - 13F-HR/A (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR/A (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.
Optionally compare to:
Number of shares is NOT split-adjusted

Form 4 - Non-derivative Insider Transactions Since 09/30/2014

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2014-11-19 D OTHER BANKING AND FINANCIAL SERVICES Other INDEFINITE 0 INDEFINITE
2014-11-13 D OTHER BANKING AND FINANCIAL SERVICES Other INDEFINITE 203,383,136 INDEFINITE
2014-03-03 D OTHER BANKING AND FINANCIAL SERVICES Other 250,000,000 80,675,000 169,325,000
2013-11-06 D OTHER BANKING AND FINANCIAL SERVICES Other INDEFINITE 0 INDEFINITE
2013-11-04 D/A OTHER BANKING AND FINANCIAL SERVICES Other INDEFINITE 17,753,175 INDEFINITE
2013-02-26 D OTHER BANKING AND FINANCIAL SERVICES Other 250,000,000 76,475,000 173,525,000
2013-01-09 D OTHER BANKING AND FINANCIAL SERVICES Other INDEFINITE 18,607,061 INDEFINITE
2012-11-08 D OTHER BANKING AND FINANCIAL SERVICES Other INDEFINITE 0 INDEFINITE
2012-11-08 D/A OTHER BANKING AND FINANCIAL SERVICES Other INDEFINITE 0 INDEFINITE
2012-07-10 D OTHER BANKING AND FINANCIAL SERVICES Other INDEFINITE 110,958,975 INDEFINITE
2012-07-10 D OTHER BANKING AND FINANCIAL SERVICES Other INDEFINITE 14,605,500 INDEFINITE
2012-04-25 D/A OTHER BANKING AND FINANCIAL SERVICES Other 19,912,962 19,912,962 0
2012-02-16 D OTHER BANKING AND FINANCIAL SERVICES Debt 250,000,000 0 250,000,000
2011-11-08 D OTHER BANKING AND FINANCIAL SERVICES Other INDEFINITE 0 INDEFINITE
2011-11-08 D/A OTHER BANKING AND FINANCIAL SERVICES Other INDEFINITE 0 INDEFINITE
2011-07-07 D OTHER BANKING AND FINANCIAL SERVICES Other 195,000,000 140,582,000 54,418,000
2011-07-07 D OTHER BANKING AND FINANCIAL SERVICES Other 474,930,000 431,758,863 43,171,137
2011-02-24 D OTHER BANKING AND FINANCIAL SERVICES Debt 250,000,000 66,100,000 183,900,000
2011-02-04 D/A OTHER BANKING AND FINANCIAL SERVICES Other 17,868,097 17,868,097 0
2010-11-12 D OTHER BANKING AND FINANCIAL SERVICES Other INDEFINITE 0 INDEFINITE
2010-11-12 D/A OTHER BANKING AND FINANCIAL SERVICES Other INDEFINITE 0 INDEFINITE
2010-08-17 D OTHER BANKING AND FINANCIAL SERVICES Debt 250,000,000 68,225,000 181,775,000
2010-03-04 D OTHER BANKING AND FINANCIAL SERVICES Other 250,000,000 63,550,000 186,450,000
2009-11-12 D OTHER BANKING AND FINANCIAL SERVICES Other INDEFINITE 0 INDEFINITE
2009-09-24 D OTHER BANKING AND FINANCIAL SERVICES Other 108,875,000 61,925,000 46,950,000
2009-09-03 D OTHER BANKING AND FINANCIAL SERVICES Other 174,000,000 169,368,000 4,632,000
2009-09-03 D OTHER BANKING AND FINANCIAL SERVICES Other 99,055,000 98,487,685 567,315
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
ABIGAIL P. JOHNSON subscription required
    EXECUTIVE OFFICER DIRECTOR
ALAN SCHEUER subscription required
    EXECUTIVE OFFICER
ANTHONY RYAN subscription required
    EXECUTIVE OFFICER
CHARLES MORRISON subscription required
    EXECUTIVE OFFICER
CHARLES S. MORRISON II subscription required
    EXECUTIVE OFFICER
EDWARD C. JOHNSON 3D subscription required
    EXECUTIVE OFFICER DIRECTOR
EDWARD C. JOHNSON 3RD subscription required
    EXECUTIVE OFFICER DIRECTOR
EDWARD C. JOHNSON IV subscription required
    EXECUTIVE OFFICER DIRECTOR
EDWARD C. JOHNSON, 3D subscription required
    EXECUTIVE OFFICER DIRECTOR
EDWARD C. JOHNSON, IV subscription required
    DIRECTOR
EILEEN PYNE subscription required
    EXECUTIVE OFFICER
GEOFFREY VON KUHN subscription required
    EXECUTIVE OFFICER
GERARD MCGRAW subscription required
    EXECUTIVE OFFICER
JACQUES PEROLD subscription required
    EXECUTIVE OFFICER
JAMES C. CURVEY subscription required
    DIRECTOR
JAMES L. JOHNSON, JR. subscription required
    EXECUTIVE OFFICER
JAMES MACDONALD subscription required
    EXECUTIVE OFFICER
JOHN F. HALEY, JR. subscription required
    EXECUTIVE OFFICER
JOHN J. O'CONNOR subscription required
    EXECUTIVE OFFICER
JOHN J. REDMONDI subscription required
    DIRECTOR
JOHN J. REMONDI subscription required
    EXECUTIVE OFFICER DIRECTOR
JONATHAN CHIEL subscription required
    EXECUTIVE OFFICER
KATHLEEN MURPHY subscription required
    EXECUTIVE OFFICER
MARC GARY subscription required
    EXECUTIVE OFFICER
MICHAEL K. CLARK subscription required
    EXECUTIVE OFFICER
MICHAEL DOORLEY subscription required
    EXECUTIVE OFFICER
MICHAEL E. WILENS subscription required
    EXECUTIVE OFFICER
PAUL L. MUCCI subscription required
    EXECUTIVE OFFICER
PERRY ODAK subscription required
    EXECUTIVE OFFICER
ROBERT J. CHERSI subscription required
    EXECUTIVE OFFICER
RODGER A. LAWSON subscription required
    EXECUTIVE OFFICER
RONALD P. O'HANLEY subscription required
    EXECUTIVE OFFICER
STEPHEN NEFF subscription required
    EXECUTIVE OFFICER
STEPHEN SCULLEN subscription required
    EXECUTIVE OFFICER
STUART GRIEF subscription required
    EXECUTIVE OFFICER
TIMOTHY T. HILTON subscription required
    EXECUTIVE OFFICER
WILLIAM L. BYRNES subscription required
    DIRECTOR