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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Ariel Appreciation Fund John W. Rogers | “Also during the quarter, we initiated a position in Haemonetics Corporation (HAE), a developer and distributor of a broad portfolio of hematology products and solutions. The company operates across three primary segments: Plasma, Blood Center and Hospital. The Plasma segment provides automated plasma collection systems and donor management software, while the Blood Center segment offers apheresis-based technologies that enable the collection, filtration and separation of blood components, returning remaining elements safely to the donor. The Hospital segment encompasses interventional technologies such as vascular closure devices and sensor-guided systems alongside comprehensive blood management solutions. With management's continued emphasis on life-sustaining healthcare applications, we believe Haemonetics stands to benefit from favorable demographic trends, rising demand for plasma-based therapies and continued innovation in critical care technologies.” | NEUTRAL | Q2 2026 Jul 17, 2026 | View Pitch |
Ariel Fund John W. Rogers, Jr. | “Also during the quarter, we initiated a position in Haemonetics Corporation (HAE), a developer and distributor of a broad portfolio of hematology products and solutions. The company operates across three primary segments: Plasma, Blood Center and Hospital. The Plasma segment provides automated plasma collection systems and donor management software, while the Blood Center segment offers apheresis-based technologies that enable the collection, filtration and separation of blood components, returning remaining elements safely to the donor. The Hospital segment encompasses interventional technologies such as vascular closure devices and sensor-guided systems alongside comprehensive blood management solutions. With management's continued emphasis on life-sustaining healthcare applications, we believe Haemonetics stands to benefit from favorable demographic trends, rising demand for plasma-based therapies and continued innovation in critical care technologies.” | NEUTRAL | Q2 2026 Jul 17, 2026 | View Pitch |
Ariel Small Cap Value Strategy Ariel Investments, LLC | “Also during the quarter, we initiated a position in Haemonetics Corporation (HAE), a developer and distributor of a broad portfolio of hematology products and solutions. The company operates across three primary segments: Plasma, Blood Center and Hospital. The Plasma segment provides automated plasma collection systems and donor management software, while the Blood Center segment offers apheresis-based technologies that enable the collection, filtration and separation of blood components, returning remaining elements safely to the donor. The Hospital segment encompasses interventional technologies such as vascular closure devices and sensor-guided systems alongside comprehensive blood management solutions. With management's continued emphasis on life-sustaining healthcare applications, we believe Haemonetics stands to benefit from favorable demographic trends, rising demand for plasma-based therapies and continued innovation in critical care technologies.” | NEUTRAL | Q2 2026 Jul 17, 2026 | View Pitch |
The London Company Small Cap The London Company of Virginia, LLC | “HAE entered the quarter with very low expectations, which helped drive a strong stock reaction following earnings. Guidance increased due to improving margins from initiatives. HAE will likely reach its long-term margin targets outlined at its prior investor day. While some parts of the business are still improving, strength in other areas has helped offset those challenges. Buybacks increased at these depressed valuation prices, enhancing shareholder value. Overall, we believe the setup remains attractive, supported by the company's underlying quality. BSD Analysis: Haemonetics sells mission-critical blood management systems embedded in hospital workflows where switching risk is clinical, not financial. Demand is tied to procedures and transfusion needs, not elective consumer cycles. Once hospitals standardize on a platform, inertia is powerful. Investors worry about product cycles and reimbursement noise. Yet consumables and disposables drive recurring revenue. Innovation improves outcomes and efficiency rather than chasing novelty. Margins expand as scale and mix improve. This is healthcare infrastructure that quietly compounds.” | BULL | Q4 2025 Dec 31, 2025 | View Pitch |
Riverwater Sustainable Value Strategy Adam J. Peck, CFA | “Haemonetics Corporation (HAE) was the top contributor in the quarter. It was the worst performer during the 3rd quarter, when the stock sank 33% following a slightly disappointing second quarter report for its Hospital segment and lingering concern by some about the health of its plasma collections equipment business. We had high confidence that the plasma market was returning to its historic high-single-digit growth rate, and that HAE's Hospital portfolio has great potential; therefore, we added to our position. In November, HAE reported strong third quarter results in both its Hospital and Plasma segments, propelling the stock to recoup its prior losses and more. We believe these trends offer opportunities for HAE going forward. BSD Analysis: Haemonetics supplies blood and plasma collection technology with strong recurring consumables revenue. Plasma demand continues to rise structurally. Operational missteps hurt credibility, but core demand remains intact. Switching costs are high for collection centers. Margin recovery depends on execution, not TAM. Investors punished the stock aggressively. Stabilization alone would drive upside. This is a franchise repair story. Demand is not the issue.” | BULL | Q4 2025 Dec 31, 2025 | View Pitch |
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.
