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PPD, Inc.

PPDDelisted Dec 8, 2021
Industry
Services-Commercial Physical & Biological Research
SEC CIK
0001793294

PPD, Inc. was delisted on Dec 8, 2021; its insiders filed their last Form 4 on Dec 9, 2021; 243 institutions reported holding it in 13F filings for Q3 2021, worth $15.3B in total; superinvestors Soros Fund Management and Fairfax Financial held it.

13F holders, Q2 2021

Institutional positions in PPD, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
248
+30 vs. Q1 2021
Shares held
325.3M
+18.9M (+6.2%) vs. Q1 2021
Total value
$15.0B
+$3.40B (+29.3%) vs. Q1 2021
New holders
89
72 more added
Sold out
59
62 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PPD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 248 institutions
Q1 2021: 219 institutionsQ2 2021: 248 institutionsQ3 2021: 243 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $15.0B
Q1 2021: $11.6BQ2 2021: $15.0BQ3 2021: $15.3BQ4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding PPD and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 2021243$15.3B
Q2 2021248$15.0B
Q1 2021219$11.6B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding PPD, Inc.; share changes are against Q1 2021.

Institutions holding PPD in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
HRT Financial LP28,801$1.33M0.01%+7,332+34.2%Added
Skandinaviska Enskilda Banken AB (publ)29,970$1.38M0.01%+22,470+299.6%Added
Utah Retirement Systems30,700$1.42M0.02%+100+0.3%Added
Guggenheim Capital LLC31,208$1.44M0.01%+31,208New
Susquehanna Fundamental Investments, LLC32,398$1.49M0.03%−9,240−22.2%Reduced
Great West Life Assurance Co32,952$1.52M0.00%−966−2.8%Reduced
Amalgamated Bank34,388$1.58M0.01%+6,329+22.6%Added
Arizona State Retirement System34,637$1.60M0.01%−648−1.8%Reduced
Voya Investment Management LLC36,222$1.67M0.00%−13,191−26.7%Reduced
Pictet Asset Management Ltd40,835$1.88M0.00%+7,774+23.5%Added
Squarepoint Ops LLC42,759$1.97M0.01%+42,759New
Keebeck Alpha, LP43,108$1.99M0.69%+43,108New
Parametric Portfolio Associates LLC43,985$2.03M0.00%+3,208+7.9%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund44,100$2.03M0.02%−7,000−13.7%Reduced
Winton Group Ltd44,472$2.05M0.11%+44,472New
Lombard Odier Asset Management (USA) Corp45,000$2.07M0.39%+45,000New
Laurion Capital Management LP45,904$2.12M0.03%−354,196−88.5%Reduced
Gamco Investors, Inc. Et Al50,624$2.33M0.02%+50,624New
Seven Eight Capital, LP53,232$2.45M0.34%+37,966+248.7%Added
Calamos Advisors LLC54,062$2.49M0.01%+54,062New
Treasurer of the State of North Carolina55,745$2.57M0.01%−2,870−4.9%Reduced
Asset Management One Co.,Ltd.56,004$2.58M0.01%−3,468−5.8%Reduced
Voloridge Investment Management, LLC57,353$2.64M0.02%−99,605−63.5%Reduced
Mint Tower Capital Management B.V.58,050$2.68M0.28%+58,050New
Amundi59,556$2.75M0.00%+59,556New
S. Muoio & Co. LLC60,000$2.77M2.34%+60,000New
BTG Pactual Global Asset Management Ltd60,200$2.77M1.24%+60,200New
Odey Asset Management Group Ltd60,764$2.80M0.63%+60,764New
Havens Advisors LLC61,000$2.81M2.23%+61,000New
Schonfeld Strategic Advisors LLC62,900$2.90M0.03%−108,917−63.4%Reduced
Qube Research & Technologies Ltd65,035$3.00M0.04%+65,035New
Mitsubishi UFJ Trust & Banking Corp65,668$3.03M0.01%−2,355−3.5%Reduced
BCK Capital Management LP71,000$3.27M1.64%+71,000New
State of New Jersey Common Pension Fund D72,043$3.32M0.01%−10,672−12.9%Reduced
Mn Services Vermogensbeheer B.V.89,800$3.49M0.03%+89,800New
Kellner Capital, LLC76,200$3.51M1.08%+76,200New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main84,400$3.89M0.01%+84,400New
Jefferies Group LLC85,001$3.92M0.07%+65,107+327.3%Added
DuPont Capital Management Corp85,000$3.92M0.09%+62,594+279.4%Added
Walleye Capital LLC87,500$4.03M0.15%+87,500New
Wolverine Asset Management LLC99,473$4.58M0.04%+99,473New
Ameriprise Financial Inc101,472$4.68M0.00%+65,481+181.9%Added
Dynamic Technology Lab Private Ltd104,214$4.80M0.48%+104,214New
Victory Capital Management Inc111,885$5.16M0.00%+12,997+13.1%Added
Susquehanna International Group, LLP117,126$5.40M0.01%+108,571+1,269.1%Added
NN Investment Partners Holdings N.V.122,726$5.66M0.03%+4,726+4.0%Added
Stephens Investment Management Group LLC126,972$5.85M0.08%−563,212−81.6%Reduced
K2 Principal Fund, L.P.127,469$5.88M0.66%+127,469New
Citadel Advisors LLC129,736$5.98M0.01%+129,736New
Andra AP-fonden131,500$6.06M0.12%+87,800+200.9%Added
Alpine Global Management, LLC135,000$6.22M0.85%+135,000New
Public Sector Pension Investment Board144,000$6.64M0.04%+144,000New
Prelude Capital Management, LLC149,611$6.90M0.38%+149,611New
State Board of Administration of Florida Retirement System153,960$7.10M0.01%+225+0.1%Added
Rhumbline Advisers154,189$7.11M0.01%−6,255−3.9%Reduced
TD Asset Management Inc156,614$7.22M0.01%−352,059−69.2%Reduced
Public Employees Retirement System of Ohio158,676$7.31M0.03%+73,202+85.6%Added
Vestcor Inc159,856$7.37M0.25%+159,856New
Crabel Capital Management, LLC161,812$7.46M1.53%+161,812New
Gardner Lewis Asset Management L P171,234$7.89M1.30%+171,234New
Alberta Investment Management Corp174,000$8.02M0.07%+174,000New
New York State Common Retirement Fund178,700$8.24M0.01%−5,860−3.2%Reduced
Renaissance Capital LLC183,334$8.45M1.34%−38,852−17.5%Reduced
Centiva Capital, LP188,888$8.71M0.68%+188,888New
Wells Fargo & Company189,054$8.71M0.00%+47,728+33.8%Added
Gabelli Funds LLC193,561$8.92M0.06%+60,516+45.5%Added
Two Sigma Investments, LP206,500$9.52M0.03%+73,576+55.4%Added
Balyasny Asset Management LLC213,613$9.85M0.05%+213,613New
Janus Henderson Group PLC216,509$9.98M0.00%+216,509New
Marshall Wace North America L.P.223,145$10.3M0.04%−580,891−72.2%Reduced
Ergoteles LLC226,896$10.5M0.24%+178,669+370.5%Added
Royal Bank of Canada258,082$11.9M0.00%+236,745+1,109.6%Added
LMR Partners LLP260,000$12.0M0.18%+260,000New
Weiss Multi-Strategy Advisers LLC270,009$12.4M0.28%+205,009+315.4%Added
CQS (US), LLC276,280$12.7M0.78%+276,280New
Neuberger Berman Group LLC296,573$13.6M0.01%−792,569−72.8%Reduced
Credit Suisse AG295,418$13.6M0.01%+203,392+221.0%Added
California State Teachers Retirement System296,098$13.6M0.02%−15,415−4.9%Reduced
MUFG Securities EMEA plc300,000$13.8M0.15%+240,000+400.0%Added
Capstone Investment Advisors, LLC303,611$14.0M0.33%+303,611New
Gabelli & Co Investment Advisers, Inc.316,053$14.6M1.68%+316,053New
Capitolis Advisors LLC321,766$14.8M0.17%+321,766New
Marshall Wace, LLP338,478$15.6M0.08%+121,878+56.3%Added
Sumitomo Mitsui Trust Holdings, Inc.339,418$15.6M0.01%−25,559−7.0%Reduced
Charles Schwab Investment Management Inc346,896$16.0M0.01%+39,993+13.0%Added
California Public Employees Retirement System362,554$16.7M0.01%−16,265−4.3%Reduced
Wellington Management Group LLP386,331$17.8M0.00%−12,754,296−97.1%Reduced
HSBC Holdings PLC387,841$17.9M0.02%+78,779+25.5%Added
UBS Asset Management Americas Inc392,723$18.1M0.01%−5,625,201−93.5%Reduced
Candriam Luxembourg S.C.A.396,971$18.3M0.13%+396,971New
State of Wisconsin Investment Board410,155$18.9M0.04%+120,479+41.6%Added
Legal & General Group Plc419,150$19.3M0.01%+82,210+24.4%Added
Invesco Ltd.426,848$19.7M0.00%−362,041−45.9%Reduced
Redmile Group, LLC466,471$21.5M0.32%−354,621−43.2%Reduced
Allianz Asset Management GmbH479,425$22.1M0.02%+440,135+1,120.2%Added
Swiss National Bank500,626$23.1M0.01%+31,226+6.7%Added
SG Americas Securities, LLC504,578$23.3M0.12%+476,563+1,701.1%Added
Boston Partners529,063$24.4M0.03%−2,907,239−84.6%Reduced
UBS Group AG542,829$25.0M0.01%+354,087+187.6%Added
IndexIQ Advisors LLC559,600$25.8M0.87%+559,600New