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 |
|---|---|---|---|
“Exited the position following a merger announcement with Brookline Bancorp because Aristotle was not comfortable with the new management team or the increased loan-to-deposit ratio.” | Q2 2025 Jun 30, 2025 | Preview | |
“Exited position following a merger announcement with Brookline Bancorp, citing discomfort with the new management team and a significantly increased loan-to-deposit ratio.” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BHLB.
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.
