Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
46056833
Latest filings (excl ownership)
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
N-PX
Annual report of proxy voting record
27 Aug 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
19 Aug 21
N-CEN
Annual report (registered investment company)
15 Mar 21
N-CSR
Certified annual shareholder report (management investment company)
18 Feb 21
N-PX
Annual report of proxy voting record
27 Aug 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
20 Aug 20
Latest ownership filings
NPORT-P
Fidelity Series Opportunistic Insights Fund (Sep 2022 report)
23 Nov 22
NPORT-P
Fidelity Contrafund (Sep 2022 report)
23 Nov 22
NPORT-P
Fidelity Contrafund K6 (Sep 2022 report)
23 Nov 22
NPORT-P
Fidelity Advisor New Insights Fund (Sep 2022 report)
23 Nov 22
NPORT-P
Fidelity Contrafund (Jun 2022 report)
26 Aug 22
NPORT-P
Fidelity Advisor New Insights Fund (Jun 2022 report)
26 Aug 22
NPORT-P
Fidelity Series Opportunistic Insights Fund (Jun 2022 report)
26 Aug 22
NPORT-P
Fidelity Contrafund K6 (Jun 2022 report)
26 Aug 22
NPORT-P
Fidelity Series Opportunistic Insights Fund (Mar 2022 report)
25 May 22
NPORT-P
Fidelity Flex Opportunistic Insights Fund (Mar 2022 report)
25 May 22
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Fidelity Advisor New Insights Fund | FNIAX, FNICX, FNITX, FINSX, FZANX | 6.62 | -6.12 | -10.09 | 16.27 bn | 392 | Sep 2022 |
Fidelity Contrafund | FCNTX, FCNKX | 9.12 | -4.03 | -8.17 | 91.82 bn | 331 | Sep 2022 |
Fidelity Contrafund K6 | FLCNX | 8.96 | -3.84 | -7.81 | 18.76 bn | 319 | Sep 2022 |
Fidelity Flex Opportunistic Insights Fund | FFPIX | -8.26 | -4.77 | 3.05 | 41.08 mm | 300 | Mar 2022 |
Fidelity Series Opportunistic Insights Fund | FVWSX | 8.61 | -3.27 | -7.61 | 7.20 bn | 308 | Sep 2022 |
Institutional ownership, Q3 2022
13F holders | Current |
---|---|
Total holders | 15 |
Opened positions | 1 |
Closed positions | 3 |
Increased positions | 2 |
Reduced positions | 6 |
13F shares | Current |
---|---|
Total value | 15.22 mm |
Total shares | 1.19 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Neville Rodie & Shaw | 602.87 k | $7.71 mm |
Gofen & Glossberg | 162.80 k | $2.08 mm |
Williams Jones Wealth Management | 121.81 k | $1.56 mm |
Carret Asset Management | 107.14 k | $1.37 mm |
Wallington Asset Management | 39.65 k | $507.00 k |
Fulton Bank, N.a. | 31.00 k | $396.00 k |
Northstar Asset Management | 20.32 k | $260.00 k |
Encompass Wealth Advisors | 19.84 k | $254.00 k |
Riverbridge Partners | 15.92 k | $204.00 k |
Sequent Asset Management | 14.61 k | $187.00 k |