Fidelity Management & Research Co. LLC

Fidelity Management & Research Co. LLC

Fidelity Management & Research Co. LLC

Overview
Date Founded

1946

Headquarters

245 Summer Street Boston MA United States 02210

Type of Company

Private

Employees (Worldwide)

1,618

Industries

Investment Services & Portfolio Management

Company Description

FMR may use a variety of methods of security analysis in managing client assets to select investments including fundamental analysis, quantitative analysis and cyclical analysis. They may also use general macro-economic analysis as a component of its security analysis methods. In addition to relying on public financial statement information, the firm may use extensive corporate visits and interviews with issuer management teams in conducting research. When it comes to the management of the client assets according to the investment objectives, FMR may use a variety of investment strategies including, but not limited to, investing in stocks and other public and private equity securities, bonds and other debt securities of all types and repurchase agreements for those securities, real estate related investments of all types, derivatives, currency spot and forward trading, other investment funds, including exchange traded funds and FMR's or its affiliates' central funds. They may also engage in securities lending to parties such as broker-dealers or other institutions.

Contact Data
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Executives & Employees

Group Chief Investment Officer

Senior Vice President, Secretary, General Counsel

Chief Compliance Officer

Senior Vice President, Secretary, Chief Legal Officer

Lead Portfolio Manager, Fidelity VIP Balanced Portfolio

Lead Portfolio Manager

Co-Head of Equity

Head of Fixed Income Quantitative Research

Co-Head of Global Equity Cash Trading

President, Fixed Income

Board of Directors

Chairman & Chief Executive Officer at Fidelity Investments, Inc.

Executive Vice President at Fidelity Investments, Inc.

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Recent Transactions
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Roku, Inc. purchases Roku Denmark ApS from BOREAN Innovation A/S

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Warburg Pincus LLC, Builders FirstSource, Inc., JLL Partners, Inc. purchase ProBuild Holdings, Inc. from Fidelity Management & Research Co. LLC, Fidelity Equity Partners

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National Bank Holdings Corp. issued USD Common Stock

Transaction Advisors
Legal Advisor

Advised onFidelity Management & Research Co. LLC purchases BHC Investments, Inc. from Fiserv, Inc.

Accountant

Advised onFidelity Management & Research Co. LLC purchases McQuade, Inc.

Legal Advisor

Advised onWarburg Pincus LLC, Builders FirstSource, Inc., JLL Partners, Inc. purchase ProBuild Holdings, Inc. from Fidelity Management & Research Co. LLC, Fidelity Equity Partners

Legal Advisor

Advised onWarburg Pincus LLC, Builders FirstSource, Inc., JLL Partners, Inc. purchase ProBuild Holdings, Inc. from Fidelity Management & Research Co. LLC, Fidelity Equity Partners

Legal Advisor

Advised onWarburg Pincus LLC, Builders FirstSource, Inc., JLL Partners, Inc. purchase ProBuild Holdings, Inc. from Fidelity Management & Research Co. LLC, Fidelity Equity Partners

Legal Advisor

Advised onFidelity Management & Research Co. LLC purchases BHC Investments, Inc. from Fiserv, Inc.

Advisors & Consultants
Custodian

State Street Corp. operates as a financial holding company. It conducts business primarily through State Street Bank. The company operates through following business lines: Investment Servicing and Investment Management. The Investment Servicing business offers custody, product and participant-level accounting, daily pricing and administration, master trust and master custody, record-keeping, cash management, foreign exchange, brokerage and other trading services, securities finance, deposit and short-term investment facilities, loans and lease financing, investment manager and alternative investment manager operations outsourcing, and performance, risk and compliance analytics. The Investment Management business provides services through State Street Global Advisors, which provides a broad array of investment management, investment research and investment advisory services to corporations, public funds and other sophisticated investors. It offers strategies for managing financial assets, including passive and active, such as enhanced indexing, using quantitative and fundamental methods for both the U.S. and global equities and fixed-income securities. The company was founded in 1969 and is headquartered in Boston, MA.

Custodian

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the Investment Services and Investment Management segments. The Investment Services segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Investment Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

Auditor

Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY.

Legal Advisor

Managing Partner at McCarter & English LLP

Advisor

Co-Head, London Office at HFF, Inc.

Legal Advisor

Former Partner at Clifford Chance LLP

Investments
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Akouos, Inc. engages in the development of precision genetic medicines to restore and preserve hearing in genetically-defined patient populations. It develops targeted adeno-associated viral vector (AAV)-based gene therapies for sensorineural hearing loss, which results from dysfunction or damage to sensory cells and/or nerve fibers of the inner ear. The company was founded by Emmanuel J. Simons and Michael J. McKenna in 2017 and is headquartered in Boston, MA.

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Outset Medical, Inc. provides dialysis solutions to patients and healthcare providers. Its product Tablo, is design to offers step by step pictures and conversational instruction on how to use with patient, caregiver who undergo dialysis. The company wads founded on March 05, 2012 and is headquartered in Sunnyvale, CA.

Details Hidden

Element Biosciences, Inc. develops genetic analysis tools for the research and diagnostic markets. The company was founded by Molly He and is headquartered in San Diego, CA.

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