| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Fidelity Advisor New Insights Fund | FNIAX, FNICX, FNITX, FINSX, FZANX | -3.51 | 0.94 | 0.12 | 21.78 bn | 418 | Sep 2024 |
| Fidelity Contrafund | FCNTX, FCNKX | -1.49 | 3.92 | 2.10 | 149.37 bn | 379 | Sep 2024 |
| Fidelity Contrafund K6 | FLCNX | -1.49 | 3.83 | 2.06 | 35.75 bn | 372 | Sep 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 | -1.72 | 3.75 | 1.97 | 11.47 bn | 363 | Sep 2024 |
| 13F holders | Current |
|---|---|
| Total holders | 12 |
| Opened positions | 4 |
| Closed positions | 6 |
| Increased positions | 0 |
| Reduced positions | 4 |
| 13F shares | Current |
|---|---|
| Total value | 42.12 bn |
| Total shares | 2.73 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| FRME First Merchants | 1.83 mm | $36.88 bn |
| Neville Rodie & Shaw | 609.56 k | $12.31 mm |
| Carret Asset Management | 106.29 k | $2.15 bn |
| Fulton Bank, N.a. | 55.85 k | $1.13 bn |
| Wallington Asset Management | 34.69 k | $701.00 k |
| Silvercrest Asset Management | 30.40 k | $614.03 mm |
| Northstar Asset Management | 19.96 k | $403.15 mm |
| Moody LYNN & Lieberson | 13.65 k | $275.71 mm |
| Sequent Asset Management | 13.53 k | $273.27 mm |
| McMahon Financial Advisors | 9.88 k | $199.47 mm |
