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 |
|---|---|---|---|
“Cigna detracted from performance in the fourth quarter following the tragic shooting of the CEO of UnitedHealthcare and the increased focus on insurance industry practices. A bipartisan bill...” | Q4 2024 Dec 31, 2024 | Preview | |
“Distillate Capital navigates unprecedented uncertainty from tariffs, AI doubts, and fiscal unsustainability by focusing on quality companies with low leverage and stable cash flows. The strategy achieves...” | Q1 2025 Apr 10, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CI.(24 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.