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 |
|---|---|---|---|
“Our long positions in First Financial Bancorp, Webster Financial, Northeast Bank, Esquire Financial, and WEX were the top contributors to the Fund's performance.” | Q1 2026 May 11, 2026 | Preview | |
“Miller/Howard's quarterly report analyzes dividend investing effectiveness in tech stocks, finding high-dividend tech stocks outperformed non-payers when excluding the internet bubble period. The firm's Income-Equity...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $FFBC.(1 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.
