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
Accounting & Financial Services

Company Description

FMR uses a variety of methods of security analysis in managing client assets to select investments including fundamental analysis, quantitative analysis and cyclical analysis. The firm also uses general macro-economic analysis as a component of its security analysis methods. When it comes to the management of the client assets according to the investment objectives, they utilize 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. The firm also engages 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

Senior Vice President, Secretary, Chief Legal Officer

Lead Portfolio Manager, Fidelity VIP Balanced Portfolio

Lead Portfolio Manager

Co-Head Equity

Head of Asset Management Finance, Treasurer

Co-Head of Equity

Board of Directors

Chairman & Chief Executive Officer at FMR LLC

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Fidelity Management & Research Co. LLC
Recent Transactions
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Roku, Inc. purchases Roku Denmark ApS from BOREAN Innovation A/S

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Builders FirstSource, Inc., Warburg Pincus LLC, 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 following segments: Investment Services and Investment and Wealth Management. The Investment Services and Investment segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Wealth 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

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, 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

Clients

Planned Parenthood Mar Monte provides reproductive and general health services. The firm improves the lives of women, men and children through their medical services, education programs and advocacy initiatives. It provides reproductive and general health services including birth control, pregnancy testing and options counseling, STD testing and treatment, HIV testing, breast and cervical cancer screening, abortion, sterilization, prenatal care, pediatrics and adult primary health care. The company was founded in 1963 and is located in San Jose, CA.

DEVELOPING INNOVATIVE OPPORTUNITIES FOR PEOPLE WITH DISABILITIES. VALUES: 1. PERSON-CENTERED: ACKNOWLEDGING EACH PERSON'S RIGHT TO DETERMINE AND ACHIEVE HIS OR HER PERSONAL GOALS; 2. DIGNIFY OTHERS: ADVOCATING THAT ALL PEOPLE BE TREATED WITH DIGNITY AND RESPECT; 3. ENHANCING ABILITIES; SEEING POSSIBILITIES: FOCUSING ON ABILITIES AND ENCOURAGING GROWTH THROUGH INNOVATIVE OPPORTUNITIES; 4. PROFESSIONAL EXCELLENCE: UPHOLDING THE HIGHEST PROFESSIONAL STANDARD IN EVERY ASPECT OF OUR ORGANIZATION; 5. RESPONSIBLE STEWARDSHIP: PROMOTING FISCAL AND SOCIAL RESPONSIBILITY TOWARD THOSE WE SERVE, OUR STAFF AND THE COMMUNITY; 6. COLLECTIVE IMPACT: CREATING A CULTURE OF BENEFICIAL EXCHANGE THROUGH COMMUNITY COLLABORATION AND ENDURING PARTNERSHIPS; 7. CELEBRATE DAILY: CELEBRATING THE INDIVIDUAL AND GROUP ACCOMPLISHMENTS OF EACH DAY.

Sound Community Services, Inc. is a private company headquartered in the United States. The firm operates mental healthcare company that provides supportive housing, case management and medical services.

Investments
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CashDash UK Ltd. designs and develops a platform that digitizes cash and other local payment methods. The firm?s product, Rapyd, operates as a fintech-as-a-service platform. It provides fund collection, fund disbursements, card issuing, and integration services. The company was founded by Arik Shtilman, Arkady Karpman, and Omer Priel in 2016 and is headquartered in London, the United Kingdom.

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GoBrands, Inc. provides online platform for on-demand retail and delivery of range of products from college essentials, party supplies, and smoking accessories to snacks, frozen foods, and household essentials. The company was founded by Yakir Gola and Rafael Ilishayev in 2013 and is headquartered in Philadelphia, PA.

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Deep Genomics, Inc. provides machine learning, genome biology and precision medicine. It develops an integrated computational system that could learn, predict, and interpret how genetic variation, whether natural or therapeutic, alters crucial cellular processes. The firm offers SPIDEX database, which is a set of genetic variants and their predicted effects on human splicing across the entire genome. Its SPIDEX database covers all synonymous, missense, and nonsense exonic SNVs, as well as intronic SNVs that are up to 300nt from splice junctions. The company was founded by Brendan Frey and Hui Yuan Xiong in 2015 and is headquartered in Toronto, Canada.

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