Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“One of our biggest detractors in the quarter also came from Health Care. Alignment Heath, an...” | Q3 2026 Oct 23, 2026 | Preview | |
“NCG's SMID Cap strategy underperformed in Q1 amid policy uncertainty from the new administration causing growth concerns and recession fears. Technology and industrials...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ALHC.(6 additional institutional mentions locked).
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.