Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
46056833
Latest filings (excl ownership)
DEF 14A
Definitive proxy
17 May 24
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
Latest ownership filings
NPORT-P
Fidelity Series Opportunistic Insights Fund (Mar 2024 report)
23 May 24
NPORT-P
Fidelity Contrafund K6 (Mar 2024 report)
23 May 24
NPORT-P
Fidelity Advisor New Insights Fund (Mar 2024 report)
23 May 24
NPORT-P
Fidelity Contrafund (Mar 2024 report)
23 May 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
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
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Fidelity Advisor New Insights Fund | FNIAX, FNICX, FNITX, FINSX, FZANX | 1.97 | 6.45 | 0.93 | 20.69 bn | 443 | Mar 2024 |
Fidelity Contrafund | FCNTX, FCNKX | 4.84 | 9.41 | 2.87 | 136.57 bn | 370 | Mar 2024 |
Fidelity Contrafund K6 | FLCNX | 4.77 | 9.01 | 3.08 | 34.00 bn | 365 | Mar 2024 |
Fidelity Flex Opportunistic Insights Fund | FFPIX | -8.26 | -4.77 | 3.05 | 41.08 mm | 300 | Mar 2022 |
Fidelity Series Opportunistic Insights Fund | FVWSX | 5.09 | 9.28 | 3.23 | 10.61 bn | 351 | Mar 2024 |
Institutional ownership, Q1 2024
13F holders | Current |
---|---|
Total holders | 18 |
Opened positions | 13 |
Closed positions | 2 |
Increased positions | 1 |
Reduced positions | 1 |
13F shares | Current |
---|---|
Total value | 8.90 bn |
Total shares | 1.19 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Neville Rodie & Shaw | 611.41 k | $11.60 mm |
Carret Asset Management | 107.42 k | $2.04 bn |
Williams Jones Wealth Management | 97.86 k | $1.86 bn |
Fulton Bank, N.a. | 55.85 k | $1.06 bn |
Cable Hill Partners | 54.01 k | $873.92 mm |
GUNN & Co INVESTMENT MANAGEMENT | 47.54 k | $902.00 k |
Wallington Asset Management | 39.65 k | $752.00 k |
Motco | 37.99 k | $720.62 mm |
SAMG Silvercrest Asset Management | 36.18 k | $686.32 mm |
Northstar Asset Management | 20.36 k | $386.26 mm |