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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 316184100

FIDELITY MAGELLAN FUND

10 institutions · $1.5M total · 229,942 shares

#ManagerSharesValue% of TotalPeriod
1FIRST MERCHANTS CORP34,512$516.0K15.00%2025-12-31
2NORTH POINT PORTFOLIO MANAGERS CORP/OH27,471$410.7K11.94%2025-12-31
3CARRET ASSET MANAGEMENT, LLC12,931$202.6K5.62%2025-06-30
4Williams Jones Wealth Management, LLC.10,007$149.6K4.35%2025-12-31
5ORG Partners LLC4,317$63.3K1.87%2024-06-30
6Brooklyn Investment Group3,953$61.9K1.71%2025-06-30
7Kohmann Bosshard Financial Services, LLC4,051$60.6K1.76%2025-12-31
8Oakworth Capital, Inc.2,380$35.6K1.03%2025-12-31
9NEVILLE RODIE & SHAW INC111,853$1.7K48.64%2025-12-31
10GOFEN & GLOSSBERG LLC /IL/18,467$1978.03%2023-03-31