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 |
|---|---|---|---|
“Penumbra, a medical device company specializing in minimally invasive technologies to treat vascular conditions, was harvested following Boston Scientific's January announcement to acquire the company. We had been...” | Q1 2026 Apr 18, 2026 | Preview | |
“The Baird Small/Mid Cap Growth portfolio declined 10.6% in Q1 2025, slightly outperforming the Russell 2500 Growth Index decline of 10.8%. The quarter began...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PEN.(15 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.
