Fidelity Management & Research Co.

Fidelity Management & Research Co.

Fidelity Management & Research Co.

Overview
Date Founded

1946

Headquarters

245 SUMMER STREET, BOSTON, MA, 02210

Type of Company

Private

Employees (Worldwide)

336

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

Lead Portfolio Manager, Fidelity VIP Balanced Portfolio

President, Fixed Income

Co-Head of Global Cash Trading

Head-Global Fixed Income Research

Senior Vice President & Head of Research, Global Asset Allocation

Head of Artificial Intelligence

Head of Investment Solutions & Innovation

Sector Leader

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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., Fidelity Equity Partners

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National Bank Holdings Corp. issued Class A Common Stock

Transaction Advisors
Legal Advisor

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

Accountant

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

Legal Advisor

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

Legal Advisor

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

Co-Chair, Corporate Group

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

Legal Advisor

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

Advisors & Consultants
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 following segments: Investment Management, Investment Services, and Other. The Investment Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The Investment Services segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Other segment consists of leasing portfolio, corporate treasury, derivatives, and insurance services. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

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.

Auditor

Deloitte & Touche LLP engages in the provision of auditing and consulting services. It also provides accounting, financial advisory, risk management, and tax services. Its services include international financial reporting, assurance, advisory, tax auditing, corporate governance, risk consulting, advisory services, mergers and acquisitions, government compliance, and human capital consulting services. Deloitte & Touche 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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Castle Creek Pharmaceuticals LLC develops drugs for genetic rare diseases. It focuses on developing and commercializing new treatment options for patients with the highest unmet medical need. The company was founded by Michael Derby and Jeffrey S. Aronin in 2015 and is headquartered in Parsippany, NJ.

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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.

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Lyft, Inc. engages in the provision of an online social rideshare community platform. It helps commuters to share rides with friends, classmates, and co-workers going the same way. The company was founded by John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in June 2012 and is headquartered in San Francisco, CA.

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