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 |
|---|---|---|---|
“State Street: Beat on EPS and revenue; net interest income (NII) and non-interest income were both above expectations. Strong deposit growth...” | Q2 2026 Jul 28, 2026 | Preview | |
“Harbor Mid Cap Value Fund underperformed in Q1 2025 due to trade policy uncertainty impacting smaller-cap stocks despite value outperforming growth. Strong Financials and...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $STT.(5 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.