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 |
|---|---|---|---|---|
Touchstone Balanced Fund Western & Southern Financial Group / Touchstone Investments | “Equity changes included exiting SS&C Technologies Holdings, Inc. (Industrials sector) and Goldman Sachs Group, Inc. (Financials sector) while initiating positions in QXO, Inc. (Industrials sector), SAP SE (IT sector), Blackstone, Inc. (Financials sector), and Cencora, Inc. (Health Care sector).” | NEUTRAL | Q2 2026 Jul 30, 2026 | View Pitch |
Vulcan Value Partners - Large Cap C.T. Fitzpatrick | “SS&C is a provider of mission-critical software to financial services and healthcare industries with highly recurring revenue streams and a mid-90s retention rate. The business exhibits durable operating margins above 35 percent and is led by its founder, Bill Stone, who has an exceptional capital allocation track record. Recent investments in sales, product development, and customer service are beginning to yield tangible results.” | BULL | Q2 2023 Jun 30, 2023 | 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.
