Man Group PLC and Fidelity (FMR LLC): where the books meet
At Q2 2026, at least 37% of the two 13F books was the same, across 218 stocks both listed, against 26% at Q1 2018. Overlap is the smaller of each shared stock’s two weights, added up: the part of one book that could be swapped for the other’s without a trade.
- Q1 2018: 26%, 182 in both
- Q2 2018: 25%, 174 in both
- Q3 2018: 25%, 193 in both
- Q4 2018: 24%, 186 in both
- Q1 2019: 24%, 186 in both
- Q2 2019: 25%, 202 in both
- Q3 2019: 26%, 205 in both
- Q4 2019: 25%, 199 in both
- Q1 2020: 31%, 209 in both
- Q2 2020: 32%, 209 in both
- Q3 2020: 32%, 211 in both
- Q4 2020: 31%, 188 in both
- Q1 2021: 34%, 201 in both
- Q2 2021: 32%, 216 in both
- Q3 2021: 32%, 217 in both
- Q4 2021: 33%, 224 in both
- Q1 2022: 33%, 232 in both
- Q2 2022: 31%, 221 in both
- Q3 2022: 30%, 224 in both
- Q4 2022: 33%, 250 in both
- Q1 2023: 33%, 237 in both
- Q2 2023: 34%, 223 in both
- Q3 2023: 34%, 224 in both
- Q4 2023: 32%, 202 in both
- Q1 2024: 32%, 205 in both
- Q2 2024: 34%, 198 in both
- Q3 2024: 31%, 208 in both
- Q4 2024: 31%, 196 in both
- Q1 2025: 32%, 202 in both
- Q2 2025: 35%, 214 in both
- Q3 2025: 38%, 221 in both
- Q4 2025: 39%, 231 in both
- Q1 2026: 36%, 207 in both
- Q2 2026: 37%, 218 in both
Only quarters both managers filed. Where either filing has more positions than are read each quarter, a stock both hold below that range is not counted, so the figure is a floor.
What the overlap is made of, Q2 2026
Stocks both listed, by the smaller of the two weights. A weight is the stock’s share of that manager’s reported book, which says how large the position is, not how strongly it is held.
| Stock | Man Group PLC | Fidelity (FMR LLC) |
|---|---|---|
| Nvidia Corp(NVDA) | 3.5%Added | 8.9%Added |
| Apple Inc(AAPL) | 3.0%Added | 4.1%Added |
| Amazon Com Inc(AMZN) | 1.7%Added | 3.8%Added |
| Microsoft Corp(MSFT) | 1.6%Trimmed | 3.0%Trimmed |
| Alphabet Inc(GOOGL) | 1.4%Trimmed | 3.9%Added |
| Broadcom Inc(AVGO) | 1.3%Trimmed | 2.4%Added |
| Micron Technology Inc(MU) | 0.9%Trimmed | 1.3%Trimmed |
| Taiwan Semiconductor MFG LTD(TSM) | 0.8%Trimmed | 1.2%Trimmed |
| Alphabet Inc(GOOG) | 0.8%Trimmed | 1.9%Added |
| Facebook Inc(META) | 0.8%Trimmed | 2.3%Trimmed |
| Lilly Eli & Co(LLY) | 0.8%Trimmed | 1.5%Added |
| Advanced Micro Devices Inc(AMD) | 0.7%Trimmed | 0.6%Added |
| Visa Inc(V) | 0.6%Added | 0.6%Trimmed |
| Amphenol Corp New(APH) | 0.7%Added | 0.5%Trimmed |
| Lam Research Corp(LRCX) | 0.5%Trimmed | 0.6%Added |
| Mastercard Incorporated(MA) | 0.8%Added | 0.5%Trimmed |
| Bank Amer Corp(BAC) | 0.5%Added | 0.5%Trimmed |
| Tesla Inc(TSLA) | 0.4%Trimmed | 0.7%Added |
| Kla-tencor Corp(KLAC) | 0.4%Added | 0.6%Added |
| General Electric Co(GE) | 0.4%Trimmed | 0.8%Trimmed |
and 198 smaller ones
Moved different ways in Q2 2026
Stocks one manager started or added to while the other trimmed or sold out, between the same two quarter ends. A 13F shows the quarter ends, never when in between anything was bought or sold, or why.
- Alphabet Inc(GOOGL)Man Group PLC trimmed; Fidelity (FMR LLC) added
- Broadcom Inc(AVGO)Man Group PLC trimmed; Fidelity (FMR LLC) added
- Alphabet Inc(GOOG)Man Group PLC trimmed; Fidelity (FMR LLC) added
- Lilly Eli & Co(LLY)Man Group PLC trimmed; Fidelity (FMR LLC) added
- Ge Vernova LLC(GEV)Man Group PLC added; Fidelity (FMR LLC) trimmed
- Exxon Mobil Corp(XOM)Man Group PLC added; Fidelity (FMR LLC) trimmed
- Tesla Inc(TSLA)Man Group PLC trimmed; Fidelity (FMR LLC) added
- Advanced Micro Devices Inc(AMD)Man Group PLC trimmed; Fidelity (FMR LLC) added
- Visa Inc(V)Man Group PLC added; Fidelity (FMR LLC) trimmed
- Lam Research Corp(LRCX)Man Group PLC trimmed; Fidelity (FMR LLC) added
- Amphenol Corp New(APH)Man Group PLC added; Fidelity (FMR LLC) trimmed
- Mastercard Incorporated(MA)Man Group PLC added; Fidelity (FMR LLC) trimmed
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