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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, Q3 2021

Institutional positions in PPD, Inc. as of Sep 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

PPD is no longer listed, so this page shows Q3 2021. 13F filings for later quarters list far fewer holders.

Institutional holders
243
−3 vs. Q2 2021
Shares held
327.4M
+2.21M (+0.7%) vs. Q2 2021
Total value
$15.3B
+$331.9M (+2.2%) vs. Q2 2021
New holders
28
93 more added
Sold out
31
83 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 243 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 heldQ3 2021: $15.3B
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, Q3 2021

Shares, value and share of portfolio for each institution holding PPD, Inc.; share changes are against Q2 2021.

Institutions holding PPD in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Ci Investments Inc.7$00.00%−1,860,018−100.0%Reduced
Captrust Financial Advisors6$00.00%−3,195−99.8%Reduced
Lindbrook Capital, LLC32$1.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB42$2.00K0.00%−28−40.0%Reduced
Berman Capital Advisors, LLC58$2.00K0.00%+28+93.3%Added
HM Payson & Co66$3.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.99$4.00K0.00%−8−7.5%Reduced
Quadrant Capital Group LLC80$4.00K0.00%+52+185.7%Added
Carroll Financial Associates, Inc.115$5.00K0.00%+115New
Bell Investment Advisors, Inc120$6.00K0.00%+120New
Glassman Wealth Services152$7.00K0.00%00.0%Unchanged
FMR LLC192$9.00K0.00%−40−17.2%Reduced
Equitec Proprietary Markets, LLC200$9.00K0.00%+200New
Parallel Advisors, LLC278$13.0K0.00%+278New
Harvest Fund Management Co., Ltd409$19.0K0.00%00.0%Unchanged
Signaturefd, LLC419$20.0K0.00%+359+598.3%Added
Itau Unibanco Holding S.A.513$24.0K0.00%+13+2.6%Added
Dark Forest Capital Management LP693$32.0K0.01%−2,307−76.9%Reduced
Tower Research Capital LLC (TRC)743$34.0K0.00%+219+41.8%Added
PenderFund Capital Management Ltd.670$40.0K0.01%+670New
The PNC Financial Services Group, Inc.890$41.0K0.00%+12+1.4%Added
O'Shaughnessy Asset Management, LLC1,026$48.0K0.00%−248−19.5%Reduced
US Bancorp1,519$71.0K0.00%−8,967−85.5%Reduced
Federation des caisses Desjardins du Quebec1,606$75.1K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt1,900$89.0K0.01%−1,300−40.6%Reduced
American International Group, Inc.2,341$110.0K0.00%−227−8.8%Reduced
Sphinx Trading, LP4,000$187.0K0.25%+4,000New
E. Ohman J:or Asset Management AB4,000$187.2K0.01%00.0%Unchanged
Seeyond4,183$195.0K0.02%−43−1.0%Reduced
IBM Retirement Fund4,486$210.0K0.02%00.0%Unchanged
Toroso Investments, LLC4,593$215.0K0.01%+4,593New
APG Asset Management N.V.5,496$222.0K0.00%−4,400−44.5%Reduced
Vivaldi Asset Management, LLC5,360$251.0K0.04%−1,071−16.7%Reduced
Manufacturers Life Insurance Company, The5,729$268.0K0.00%00.0%Unchanged
Group One Trading, L.P.5,884$275.0K0.01%+1,882+47.0%Added
Pallas Capital Advisors LLC5,989$283.0K0.03%00.0%Unchanged
Prudential Financial Inc6,075$284.0K0.00%−275−4.3%Reduced
Metropolitan Life Insurance Co6,274$293.6K0.00%−221−3.4%Reduced
Westpac Banking Corp6,307$295.1K0.00%−14,715−70.0%Reduced
Daiwa Securities Group Inc.6,337$297.0K0.00%00.0%Unchanged
Laurion Capital Management LP6,371$298.0K0.00%−39,533−86.1%Reduced
Glazer Capital, LLC6,722$315.0K0.01%+6,722New
Sumitomo Mitsui DS Asset Management Company, Ltd6,827$319.0K0.01%−49−0.7%Reduced
Humankind Investments LLC7,015$328.0K0.15%+1,025+17.1%Added
Nordea Investment Management AB7,115$333.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC8,177$383.0K0.00%+3,867+89.7%Added
B. Metzler seel. Sohn & Co. Holding AG8,200$384.0K0.01%00.0%Unchanged
AQR Capital Management LLC8,248$386.0K0.00%+8,248New
Xponance, Inc.8,524$399.0K0.01%−334−3.8%Reduced
Geneos Wealth Management Inc.9,141$427.0K0.02%+9,141New
Citadel Advisors LLC9,196$430.0K0.00%−120,540−92.9%Reduced
DekaBank Deutsche Girozentrale9,333$454.0K0.00%+187+2.0%Added
Susquehanna International Group, LLP10,044$470.0K0.00%−107,082−91.4%Reduced
DnB Asset Management AS10,931$511.5K0.00%00.0%Unchanged
Storebrand Asset Management AS10,948$512.3K0.00%+7,249+196.0%Added
Franklin Resources Inc12,160$569.0K0.00%+7,271+148.7%Added
Illinois Municipal Retirement Fund12,357$578.0K0.02%00.0%Unchanged
Maryland State Retirement & Pension System12,700$595.0K0.02%00.0%Unchanged
Russell Investments Group, Ltd.13,109$612.0K0.00%+4,752+56.9%Added
Cubist Systematic Strategies, LLC13,543$634.0K0.01%+5,335+65.0%Added
Simplex Trading, LLC14,022$646.0K0.02%00.0%Unchanged
Nissay Asset Management Corp14,115$660.0K0.01%+444+3.2%Added
CIBC Asset Management Inc14,098$660.0K0.00%+1,154+8.9%Added
Principal Financial Group Inc14,400$674.0K0.00%−405−2.7%Reduced
FORA Capital, LLC15,344$718.0K0.18%−799−4.9%Reduced
Cutler Group LP15,824$740.0K0.06%+7,812+97.5%Added
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial16,500$772.0K0.03%+16,500New
SG Americas Securities, LLC16,738$783.0K0.00%−487,840−96.7%Reduced
Gulf International Bank (UK) Ltd17,686$827.0K0.01%−2,557−12.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)17,672$827.0K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund17,798$833.0K0.01%−200−1.1%Reduced
IFM Investors Pty Ltd17,909$838.0K0.02%−1,258−6.6%Reduced
Fort, L.P.18,080$846.0K0.28%+6,031+50.1%Added
PDT Partners, LLC18,444$863.0K0.06%00.0%Unchanged
ExodusPoint Capital Management, LP18,465$864.0K0.01%+5,911+47.1%Added
Northeast Financial Consultants Inc18,500$866.0K0.06%00.0%Unchanged
CSS LLC18,566$868.0K0.05%00.0%Unchanged
Public Employees Retirement Association of Colorado18,763$878.0K0.00%00.0%Unchanged
Panagora Asset Management Inc19,052$891.0K0.00%−17−0.1%Reduced
Profund Advisors LLC19,370$906.0K0.03%+790+4.3%Added
Teacher Retirement System of Texas19,749$924.0K0.00%+3,601+22.3%Added
Macquarie Group Ltd20,137$942.0K0.00%−4,217−17.3%Reduced
Handelsbanken Fonder AB20,900$978.0K0.01%00.0%Unchanged
STRS Ohio21,273$995.0K0.00%−2,613−10.9%Reduced
Nomura Asset Management Co Ltd21,820$1.02M0.01%00.0%Unchanged
HighTower Advisors, LLC21,887$1.02M0.00%+125+0.6%Added
State of Alaska, Department of Revenue22,145$1.04M0.01%+22,145New
British Columbia Investment Management Corp22,888$1.07M0.01%+60.0%Added
Verition Fund Management LLC23,263$1.09M0.02%+3,618+18.4%Added
Bluefin Capital Management, LLC23,500$1.10M0.13%+23,500New
Susquehanna Fundamental Investments, LLC24,906$1.17M0.02%−7,492−23.1%Reduced
NN Investment Partners Holdings N.V.26,126$1.22M0.01%−96,600−78.7%Reduced
USS Investment Management Ltd27,064$1.27M0.01%+27,064New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.27,149$1.27M0.01%−200−0.7%Reduced
Utah Retirement Systems28,900$1.35M0.02%−1,800−5.9%Reduced
Dimensional Fund Advisors LP29,300$1.37M0.00%+2,455+9.1%Added
Vestcor Inc29,618$1.39M0.05%−130,238−81.5%Reduced
Great West Life Assurance Co31,615$1.49M0.00%−1,337−4.1%Reduced
Amalgamated Bank32,771$1.53M0.01%−1,617−4.7%Reduced
Arizona State Retirement System34,496$1.61M0.01%−141−0.4%Reduced