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 |
|---|---|---|---|
“The biggest contributor on the short side was Modivcare (MODV), which we successfully shorted twice during the year. The stock declined...” | Q4 2024 Jan 1, 2025 | Preview | |
“The Aristotle Small Cap Equity Fund posted a -7.58% return in Q1 2025, outperforming the Russell 2000 Index's -9.48% decline. The fund maintains...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MODV.(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.
