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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
Voya Investment Management LLC35,732$1.67M0.00%−490−1.4%Reduced
Wells Fargo & Company36,635$1.71M0.00%−152,419−80.6%Reduced
Pictet Asset Management SA38,949$1.82M0.00%+38,949New
Guggenheim Capital LLC39,090$1.83M0.01%+7,882+25.3%Added
Mint Tower Capital Management B.V.44,550$2.08M0.38%−13,500−23.3%Reduced
Centiva Capital, LP44,689$2.09M0.17%−144,199−76.3%Reduced
Skandinaviska Enskilda Banken AB (publ)44,970$2.10M0.01%+15,000+50.1%Added
Clear Street Markets LLC45,839$2.15M0.47%+45,839New
Parametric Portfolio Associates LLC47,858$2.24M0.00%+3,873+8.8%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund49,100$2.30M0.02%+5,000+11.3%Added
Angelo Gordon & Co., L.P.50,000$2.34M0.28%+50,000New
Privium Fund Management (UK) Ltd50,000$2.34M2.51%+50,000New
Gamco Investors, Inc. Et Al54,040$2.53M0.02%+3,416+6.7%Added
Asset Management One Co.,Ltd.55,634$2.60M0.01%−370−0.7%Reduced
Amundi56,057$2.62M0.00%−3,499−5.9%Reduced
Treasurer of the State of North Carolina57,694$2.70M0.02%+1,949+3.5%Added
Korea Investment CORP59,100$2.77M0.01%+59,100New
S. Muoio & Co. LLC60,000$2.81M2.37%00.0%Unchanged
TD Asset Management Inc61,714$2.89M0.00%−94,900−60.6%Reduced
Mitsubishi UFJ Trust & Banking Corp63,671$2.98M0.01%−1,997−3.0%Reduced
Jump Financial, LLC63,748$2.98M0.22%+63,748New
Schonfeld Strategic Advisors LLC64,800$3.03M0.03%+1,900+3.0%Added
Victory Capital Management Inc67,053$3.14M0.00%−44,832−40.1%Reduced
Bank of Montreal68,150$3.19M0.00%+68,150New
State of New Jersey Common Pension Fund D70,182$3.28M0.01%−1,861−2.6%Reduced
Voloridge Investment Management, LLC74,104$3.47M0.02%+16,751+29.2%Added
HighVista Strategies LLC74,900$3.50M2.32%+74,900New
Keebeck Alpha, LP74,995$3.51M1.08%+31,887+74.0%Added
Boothbay Fund Management, LLC75,916$3.55M0.14%+49,297+185.2%Added
Kellner Capital, LLC76,200$3.56M1.39%00.0%Unchanged
Renaissance Capital LLC76,756$3.59M0.72%−106,578−58.1%Reduced
Two Sigma Investments, LP82,800$3.87M0.01%−123,700−59.9%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main84,400$3.95M0.01%00.0%Unchanged
DuPont Capital Management Corp85,000$3.98M0.13%00.0%Unchanged
Jefferies Group LLC85,015$3.98M0.10%+140.0%Added
Seven Eight Capital, LP87,966$4.12M0.40%+34,734+65.3%Added
Mn Services Vermogensbeheer B.V.89,800$4.20M0.03%00.0%Unchanged
BTG Pactual Global Asset Management Ltd90,200$4.22M3.89%+30,000+49.8%Added
HRT Financial LP93,048$4.35M0.03%+64,247+223.1%Added
Walleye Capital LLC94,696$4.43M0.13%+7,196+8.2%Added
Havens Advisors LLC95,000$4.45M5.39%+34,000+55.7%Added
Dynamic Technology Lab Private Ltd97,012$4.54M0.54%−7,202−6.9%Reduced
JPMorgan Chase & Co97,401$4.56M0.00%−647,404−86.9%Reduced
Alpine Global Management, LLC99,495$4.66M1.06%−35,505−26.3%Reduced
Wolverine Asset Management LLC103,644$4.85M0.05%+4,171+4.2%Added
Winton Group Ltd106,910$5.00M0.28%+62,438+140.4%Added
Toronto Dominion Bank121,469$5.68M0.01%+103,933+592.7%Added
Ameriprise Financial Inc122,164$5.72M0.00%+20,692+20.4%Added
Yakira Capital Management, Inc.126,181$5.90M0.92%+106,431+538.9%Added
K2 Principal Fund, L.P.137,969$6.46M0.75%+10,500+8.2%Added
Rhumbline Advisers149,983$7.02M0.01%−4,206−2.7%Reduced
State Board of Administration of Florida Retirement System153,960$7.20M0.01%00.0%Unchanged
Marshall Wace North America L.P.155,158$7.26M0.03%−67,987−30.5%Reduced
Ergoteles LLC156,682$7.33M0.27%−70,214−30.9%Reduced
Public Employees Retirement System of Ohio157,421$7.37M0.03%−1,255−0.8%Reduced
Crabel Capital Management, LLC161,812$7.57M2.33%00.0%Unchanged
ING Groep NV163,100$7.63M0.10%+163,100New
Gardner Lewis Asset Management L P171,234$8.01M1.24%00.0%Unchanged
New York State Common Retirement Fund178,700$8.36M0.01%00.0%Unchanged
Prelude Capital Management, LLC181,375$8.49M0.46%+31,764+21.2%Added
Andra AP-fonden181,600$8.50M0.17%+50,100+38.1%Added
Calamos Advisors LLC197,062$9.22M0.04%+143,000+264.5%Added
Samson Rock Capital LLP206,999$9.69M6.12%−418,089−66.9%Reduced
Gabelli Funds LLC211,061$9.88M0.07%+17,500+9.0%Added
Canada Pension Plan Investment Board218,000$10.2M0.01%+218,000New
Janus Henderson Group PLC236,956$11.1M0.00%+20,447+9.4%Added
Wellington Management Group LLP247,594$11.6M0.00%−138,737−35.9%Reduced
California State Teachers Retirement System253,378$11.9M0.02%−42,720−14.4%Reduced
Alberta Investment Management Corp258,600$12.1M0.10%+84,600+48.6%Added
Boston Partners259,422$12.1M0.02%−269,641−51.0%Reduced
Woodline Partners LP260,117$12.2M0.20%+260,117New
LMR Partners LLP280,000$13.1M0.18%+20,000+7.7%Added
MUFG Securities EMEA plc300,000$14.0M0.18%00.0%Unchanged
Public Sector Pension Investment Board313,000$14.6M0.09%+169,000+117.4%Added
Capitolis Advisors LLC321,766$15.1M0.14%00.0%Unchanged
Bank of America Corp338,501$15.8M0.00%−319,781−48.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.340,672$15.9M0.01%+1,254+0.4%Added
California Public Employees Retirement System348,747$16.3M0.01%−13,807−3.8%Reduced
CQS (US), LLC364,555$17.1M1.06%+88,275+32.0%Added
UBS Asset Management Americas Inc366,268$17.1M0.01%−26,455−6.7%Reduced
Berry Street Capital Management LLP375,000$17.5M4.39%+375,000New
Credit Suisse AG379,649$17.8M0.01%+84,231+28.5%Added
Legal & General Group Plc404,505$18.9M0.01%−14,645−3.5%Reduced
Gabelli & Co Investment Advisers, Inc.409,337$19.2M2.32%+93,284+29.5%Added
Charles Schwab Investment Management Inc416,727$19.5M0.01%+69,831+20.1%Added
Man Group plc423,163$19.8M0.07%−279,605−39.8%Reduced
Marshall Wace, LLP442,348$20.7M0.10%+103,870+30.7%Added
Invesco Ltd.461,673$21.6M0.01%+34,825+8.2%Added
Royal Bank of Canada474,807$22.2M0.01%+216,725+84.0%Added
Swiss National Bank486,126$22.7M0.01%−14,500−2.9%Reduced
Citigroup Inc489,736$22.9M0.02%−477,793−49.4%Reduced
Allianz Asset Management GmbH489,929$22.9M0.02%+10,504+2.2%Added
State of Wisconsin Investment Board496,096$23.2M0.05%+85,941+21.0%Added
Neuberger Berman Group LLC555,748$25.8M0.02%+259,175+87.4%Added
IndexIQ Advisors LLC554,268$25.9M0.86%−5,332−1.0%Reduced
Healthcare of Ontario Pension Plan Trust Fund557,950$26.1M0.06%−82,787−12.9%Reduced
Bank of New York Mellon Corp568,209$26.6M0.01%+3,297+0.6%Added
Nuveen Asset Management, LLC580,099$27.1M0.01%−303,366−34.3%Reduced
Tudor Investment Corp Et Al625,096$29.2M0.60%−1,877,036−75.0%Reduced
CNH Partners LLC626,382$29.3M0.84%−103,890−14.2%Reduced