← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

Calls
Puts
Net calls
Funds Holding 1,283
Funds Holding Change -28
Funds Holding Growth -2%
Value $53.1B
Holding in Top 10 51
Top 10 Change -4
Top 10 Growth -7%
Value Growth -2%
New 114
Increased 459
Reduced 523
Closed 130
Capital Inflow $4.69B
Capital Outflow $3.77B
Net Capital Flow +$923M
Capital Flow Change -$406M
Calls $796M
Puts $707M
Net Calls +$88.5M
Put/Call Ratio 0.89