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 |
|---|---|---|---|
“CVRx (CVRX), a provider of implantable neuromodulation devices for heart-failure treatment due to execution issues and a weak balance sheet.” | Q2 2026 Jul 11, 2026 | Preview | |
“Small cap fund targeting quality companies at attractive valuations, with small caps trading at 29% discount to S&P 500 despite superior earnings growth estimates. Active portfolio management...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CVRX.(3 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.