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 |
|---|---|---|---|
“Fidelity National Information Services (FIS) was a bottom contributor in 1Q26 with -28.8% net performance contributing -1.0% to returns, and was also a bottom contributor in 2025 with -15.8% net performance contributing -0.7% to returns.” | Q1 2026 Apr 16, 2026 | Preview | |
“Fidelity Information Services (FIS) weighed on performance despite meeting 2025 targets. Investors reacted cautiously...” | Q1 2026 Apr 20, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $FIS.(48 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.
