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TRLV

Trulieve Cannabis Corp
TRLV

6 hedge funds and large institutions have $294K invested in Trulieve Cannabis Corp in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% less funds holding

Funds holding: 8 → 6 (-2)

41% less capital invested

Capital invested by funds: $501K → $294K (-$206K)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
6
Holders Change
-2
Holders Change %
-25%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CH
Canton Hathaway
Rhode Island
+$59K
2
SIS
Strategic Investment Solutions
Illinois
+$521

Top Sellers

1
FAM
Formidable Asset Management
Ohio
-$208K
2
CPG
Cornerstone Planning Group
New Jersey
-$6.64K
3
MPWT
MassMutual Private Wealth & Trust
Connecticut
-$6.09K
4
ADMI
Albert D. Mason Inc
Massachusetts
-$3.33K
5
OP
ORG Partners
Indiana
-$456
Name Holding Trade Value Shares
Change 		Change in
Stake
ADMI
1
Albert D. Mason Inc
Massachusetts
$228K -$3.33K -640 -1%
CH
2
Canton Hathaway
Rhode Island
$59K +$59K +11,325 New
HCM
3
Horrell Capital Management
Arkansas
$4K – – –
WIM
4
Westside Investment Management
California
$2.6K – – –
SIS
5
Strategic Investment Solutions
Illinois
$521 +$521 +100 New
FAM
6
Formidable Asset Management
Ohio
– -$208K -34,200 Closed
CPG
7
Cornerstone Planning Group
New Jersey
– -$6.64K -1,091 Closed
MPWT
8
MassMutual Private Wealth & Trust
Connecticut
– -$6.09K -1,000 Closed
OP
9
ORG Partners
Indiana
– -$456 -75 Closed