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TRLV

Trulieve Cannabis Corp
TRLV

8 hedge funds and large institutions have $501K invested in Trulieve Cannabis Corp in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more capital invested

Capital invested by funds: $265K → $501K (+$236K)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

11% less funds holding

Funds holding: 9 → 8 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
8
Holders Change
-1
Holders Change %
-11.11%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAM
Formidable Asset Management
Ohio
+$83.4K
2
CPG
Cornerstone Planning Group
New Jersey
+$6.64K

Top Sellers

1
ADMI
Albert D. Mason Inc
Massachusetts
-$671
2
HWA
Heritage Wealth Advisors
Virginia
-$495
3
SIS
Strategic Investment Solutions
Illinois
-$102
Name Holding Trade Value Shares
Change 		Change in
Stake
ADMI
1
Albert D. Mason Inc
Massachusetts
$271K -$671 -110 -0.2%
FAM
2
Formidable Asset Management
Ohio
$208K +$83.4K +13,700 +67%
CPG
3
Cornerstone Planning Group
New Jersey
$6.64K +$6.64K +1,091 New
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$6.09K – – –
HCM
5
Horrell Capital Management
Arkansas
$5K – – –
WIM
6
Westside Investment Management
California
$3.04K – – –
OP
7
ORG Partners
Indiana
$456 – – –
HWA
8
Heritage Wealth Advisors
Virginia
– -$495 -126 Closed
SIS
9
Strategic Investment Solutions
Illinois
– -$102 -25 Closed