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StocksMediumUpdated•Originally published 16 April 2026•Updated 18 April 2026•

1 min read

Institutional Shifts: Cisco Sees Stake Increases While Alexandria Real Estate Faces Sell-off

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Key Facts

1Border to Coast Pensions Partnership Ltd increased its stake in Cisco Systems by 12.3%, bringing its total holding value to $91.98 million.

about 2 months ago

Version History

Version 1about 2 months ago

What changed: Updated the story to include Cisco's earnings beat and expanded institutional activity, specifically Merit Financial Group's new positions in Merck & Co. and Philip Morris.

Cisco Systems continues to attract institutional capital as Merit Financial Group increased its stake by 11.1%, following the company's strong quarterly performance with $1.04 EPS and $15.35 billion in revenue, beating analyst estimates. This adds to the momentum from Border to Coast Pensions, which previously raised its holding by 12.3% to capitalize on AI-driven networking demand. Beyond tech, Merit Financial Group expanded its position in Merck & Co. by 12.3%, reaching 158,043 shares, signaling a bullish stance on healthcare. Conversely, institutional sentiment cooled elsewhere, with Merit reducing its Philip Morris stake by 8% and Border to Coast slashing its Alexandria Real Estate position by 50%. These shifts highlight a broader strategic rotation by major funds, prioritizing technology and healthcare over traditional real estate and consumer staples.