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 |
|---|---|---|---|
“Baron Opportunity Fund delivered exceptional performance in Q4 2023, rising 15.10% and finishing the year up nearly 50%, significantly outperforming major indices. The fund's success...” | Q4 2023 Dec 31, 2023 | Preview | |
“The Meridian Contrarian Fund returned 1.70% net in Q4 2024, outperforming both the Russell 2500 Index (0.62%) and Russell 2500 Value Index (-0.26%). The fund employs...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LEGN.(4 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.
