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 |
|---|---|---|---|
“Exelixis was listed as one of the top five absolute contributors to the portfolio during the first quarter of 2025.” | Q1 2025 Mar 31, 2025 | Preview | |
“The 13D Activist Fund returned 8.88% net in Q3 2025 versus 12.39% for the Russell 2000, representing strong absolute performance but lagging relative returns. The fund anticipates...” | Q3 2025 Oct 27, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $EXEL.(3 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.
