Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
46056833
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
13 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
22 Feb 24
N-PX
Annual report of proxy voting record
28 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
22 Aug 23
N-CEN
Annual report (registered investment company)
15 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
21 Feb 23
N-PX
Annual report of proxy voting record
26 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
19 Aug 22
N-CEN
Annual report (registered investment company)
11 Mar 22
N-CSR
Certified annual shareholder report (management investment company)
18 Feb 22
Latest ownership filings
NPORT-P
Monthly portfolio investment report
23 Feb 24
NPORT-P
Monthly portfolio investment report
23 Feb 24
NPORT-P
Monthly portfolio investment report
23 Feb 24
NPORT-P
Monthly portfolio investment report
23 Feb 24
NPORT-P
Fidelity Series Opportunistic Insights Fund (Sep 2023 report)
27 Nov 23
NPORT-P
Fidelity Advisor New Insights Fund (Sep 2023 report)
27 Nov 23
NPORT-P
Fidelity Contrafund K6 (Sep 2023 report)
27 Nov 23
NPORT-P
Fidelity Contrafund (Sep 2023 report)
27 Nov 23
NPORT-P
Fidelity Series Opportunistic Insights Fund (Jun 2023 report)
24 Aug 23
NPORT-P
Fidelity Contrafund (Jun 2023 report)
24 Aug 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Fidelity Advisor New Insights Fund | FNIAX, FNICX, FNITX, FINSX, FZANX | 2.01 | -3.07 | -5.57 | 16.64 bn | 412 | Sep 2023 |
Fidelity Contrafund | FCNTX, FCNKX | 4.15 | -0.94 | -3.21 | 107.07 bn | 351 | Sep 2023 |
Fidelity Contrafund K6 | FLCNX | 4.03 | -0.83 | -3.35 | 25.77 bn | 343 | Sep 2023 |
Fidelity Flex Opportunistic Insights Fund | FFPIX | -8.26 | -4.77 | 3.05 | 41.08 mm | 300 | Mar 2022 |
Fidelity Series Opportunistic Insights Fund | FVWSX | 3.73 | -0.62 | -3.33 | 8.66 bn | 329 | Sep 2023 |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 2 |
Opened positions | 1 |
Closed positions | 11 |
Increased positions | 1 |
Reduced positions | 0 |
13F shares | Current |
---|---|
Total value | 37.90 mm |
Total shares | 6.33 k |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Coston, McIsaac & Partners | 4.90 k | $147.00 k |
Tucker Asset Management | 1.43 k | $37.75 mm |