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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
Bridgefront Capital, LLC6,518$300.0K0.11%+6,518New
Metropolitan Life Insurance Co6,495$299.4K0.00%−3,830−37.1%Reduced
Vivaldi Asset Management, LLC6,431$297.0K0.04%+6,431New
Prudential Financial Inc6,350$293.0K0.00%−68,720−91.5%Reduced
Caxton Associates LP6,363$293.0K0.04%+6,363New
Daiwa Securities Group Inc.6,337$292.0K0.00%00.0%Unchanged
Paloma Partners Management Co6,136$282.0K0.01%+736+13.6%Added
Quantitative Systematic Strategies LLC5,998$276.0K0.10%−5,299−46.9%Reduced
Humankind Investments LLC5,990$276.0K0.13%+5,990New
Pallas Capital Advisors LLC5,989$275.0K0.04%+5,989New
Manufacturers Life Insurance Company, The5,729$264.0K0.00%−32,182−84.9%Reduced
Franklin Resources Inc4,889$225.0K0.00%+4,889New
Raymond James & Associates4,855$224.0K0.00%−174,025−97.3%Reduced
Comerica Bank4,551$209.0K0.00%−757−14.3%Reduced
IBM Retirement Fund4,486$207.0K0.02%−924−17.1%Reduced
Grandeur Peak Global Advisors, LLC4,350$200.0K0.01%−267,700−98.4%Reduced
Nisa Investment Advisors, LLC4,310$199.0K0.00%−98,869−95.8%Reduced
Seeyond4,226$194.0K0.02%+19+0.5%Added
E. Ohman J:or Asset Management AB4,000$184.4K0.01%+4,000New
Group One Trading, L.P.4,002$184.0K0.00%+4,002New
Storebrand Asset Management AS3,699$170.5K0.00%+3,699New
Asahi Life Asset Management Co., Ltd.3,600$166.0K0.02%+3,600New
Captrust Financial Advisors3,201$148.0K0.00%+3,201New
Livforsakringsbolaget Skandia, Omsesidigt3,200$147.0K0.01%+3,200New
Dark Forest Capital Management LP3,000$138.0K0.06%+3,000New
Maverick Capital LtdSuperinvestorMaverick Capital2,598$120.0K0.00%+2,598New
American International Group, Inc.2,568$118.0K0.00%−759−22.8%Reduced
Federation des caisses Desjardins du Quebec1,606$73.9K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC1,274$59.0K0.00%+1,274New
The PNC Financial Services Group, Inc.878$40.0K0.00%+382+77.0%Added
Shell Asset Management Co723$33.0K0.00%−419−36.7%Reduced
Tower Research Capital LLC (TRC)524$25.0K0.00%+322+159.4%Added
Itau Unibanco Holding S.A.500$23.0K0.00%+500New
Harvest Fund Management Co., Ltd409$18.0K0.00%00.0%Unchanged
FMR LLC232$11.0K0.00%+66+39.8%Added
Stephens Inc146$7.00K0.00%−81−35.7%Reduced
Glassman Wealth Services152$7.00K0.00%−45−22.8%Reduced
Advisor Group Holdings, Inc.107$4.00K0.00%−644−85.8%Reduced
HM Payson & Co66$3.00K0.00%00.0%Unchanged
Signaturefd, LLC60$3.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB70$3.00K0.00%+58+483.3%Added
Bellwether Advisors, LLC86$3.00K0.00%+86New
North Star Investment Management Corp.30$1.00K0.00%−60−66.7%Reduced
Quadrant Capital Group LLC28$1.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC30$1.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC32$1.00K0.00%00.0%Unchanged
Ellevest, Inc.24$1.00K0.00%+24New
First Horizon Corp8$00.00%00.0%Unchanged
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners0$00.00%−5,415,524−100.0%Sold out
Jennison Associates LLC0$00.00%−2,886,114−100.0%Sold out
Schroder Investment Management Group0$00.00%−1,654,052−100.0%Sold out
Capital World Investors0$00.00%−1,632,097−100.0%Sold out
Holocene Advisors, LP0$00.00%−1,564,010−100.0%Sold out
Eagle Asset Management Inc0$00.00%−1,397,656−100.0%Sold out
PFM Health Sciences, LP0$00.00%−1,096,492−100.0%Sold out
Clearbridge Investments, LLC0$00.00%−1,016,248−100.0%Sold out
Park West Asset Management LLC0$00.00%−909,843−100.0%Sold out
Sectoral Asset Management Inc0$00.00%−852,525−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−432,380−100.0%Sold out
Polar Capital Holdings Plc0$00.00%−320,000−100.0%Sold out
Islet Management, LP0$00.00%−297,700−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−296,864−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−262,743−100.0%Sold out
Greenstone Partners & Co., LLC0$00.00%−261,400−100.0%Sold out
Mackay Shields LLC0$00.00%−248,553−100.0%Sold out
Glenview Capital Management, LLC0$00.00%−218,446−100.0%Sold out
LGT Capital Partners Ltd.0$00.00%−200,000−100.0%Sold out
Federated Hermes, Inc.0$00.00%−193,938−100.0%Sold out
Cinctive Capital Management LP0$00.00%−175,282−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−136,460−100.0%Sold out
Sivik Global Healthcare LLC0$00.00%−110,000−100.0%Sold out
Penn Capital Management Co Inc0$00.00%−88,632−100.0%Sold out
Woodline Partners LP0$00.00%−60,446−100.0%Sold out
Bullseye Asset Management LLC0$00.00%−53,153−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−46,832−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−32,976−100.0%Sold out
Old Mission Capital LLC0$00.00%−25,971−100.0%Sold out
SEI Investments Co0$00.00%−21,175−100.0%Sold out
Bank of Montreal0$00.00%−20,798−100.0%Sold out
Caption Management, LLC0$00.00%−18,583−100.0%Sold out
Stifel Financial Corp0$00.00%−15,266−100.0%Sold out
New York Life Investments Alternatives0$00.00%−13,800−100.0%Sold out
Algert Global LLC0$00.00%−12,701−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−7,905−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−7,865−100.0%Sold out
Sciencast Management LP0$00.00%−7,769−100.0%Sold out
AQR Capital Management LLC0$00.00%−7,727−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−7,200−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−7,158−100.0%Sold out
Prudential PLC0$00.00%−7,000−100.0%Sold out
Nomura Holdings Inc0$00.00%−7,000−100.0%Sold out
Jump Financial, LLC0$00.00%−6,720−100.0%Sold out
Moloney Securities Asset Management, LLC0$00.00%−5,500−100.0%Sold out
CIBC World Markets Inc.0$00.00%−5,447−100.0%Sold out
Maven Securities LTD0$00.00%−5,000−100.0%Sold out
First Quadrant L P0$00.00%−1,481−100.0%Sold out
Allred Capital Management, LLC0$00.00%−1,082−100.0%Sold out
Eaton Vance Management0$00.00%−782−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−561−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−162−100.0%Sold out