| Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
|---|---|---|---|---|---|---|---|
| Fidelity Magellan Fund | FMAGX, FMGKX | 2.17 | 0.39 | -5.00 | 26.41 bn | 63 | Sep 2023 |
| Fidelity Magellan K6 Fund | FMKFX | 2.07 | 0.46 | -4.95 | 228.88 mm | 59 | Sep 2023 |
| 13F holders | Current |
|---|---|
| Total holders | 699 |
| Opened positions | 575 |
| Closed positions | 46 |
| Increased positions | 105 |
| Reduced positions | 18 |
| 13F shares | Current |
|---|---|
| Total value | 7.67 tn |
| Total shares | 127.75 mm |
| Total puts | 8.10 k |
| Total calls | 33.90 k |
| Total put/call ratio | 0.2 |
| Largest owners | Shares | Value |
|---|---|---|
| FMR | 36.92 mm | $1.48 tn |
| Commonwealth Equity Services | 7.64 mm | $444.68 mm |
| BAC Bank of America | 6.42 mm | $710.28 bn |
| Envestnet Asset Management | 4.17 mm | $310.72 bn |
| JPM JPMorgan Chase & Co. | 3.98 mm | $184.76 bn |
| Charles Schwab Investment Management | 3.57 mm | $510.59 bn |
| Lido Advisors | 3.34 mm | $457.50 bn |
| Richard Bernstein Advisors | 2.59 mm | $366.53 bn |
| MS Morgan Stanley | 2.57 mm | $170.87 bn |
| Thrivent Financial For Lutherans | 2.03 mm | $94.96 mm |
